As their share prices have gotten pummeled over the Bernanke “taper scare,” I’ve become increasingly bullish on REITs.  As I’ve written in recent weeks, I believe this is an excellent time to accumulate shares of high-quality “buy and forget” triple-net equity REITs.  But I also think it’s an excellent time to take a position in...Read More

On my last trip to Baltimore, I sat down with InvestorPlace’s Alyssa Oursler to offer advice to young investors who are just getting started.  I shared some of the mistakes I made along the way–and they are legion!–and gave the single most important piece of advice I can give: start saving early. Every investor will...Read More

The luxury sector has been in the headlines this week, though the outlook has been muddled.  High-end home goods retailer Williams-Sonoma (WSM) beat earnings estimates on Wednesday, initially sending shares higher.  Unfortunately, the details were a lot less impressive.  Overall, sales were up 12.3% and same-store sales were up 8.4%… but the retailer had to...Read More

  On my recent trip to Baltimore, I sat down to chat with Jeff Reeves about “revolutionary” stocks, using streaming pioneer Netflix ($NFLX) as an example. Netflix has revolutionized media distribution.  It’s ironic, given that Netflix started as a mail-order DVD rental company, but Netflix’s streaming video service effectively killed the DVD as a format....Read More

REITs have become a portfolio staple for income investors over the past decade and rightfully so.  There are few investable options that offer the same potential for a high and rising cash payout, a built-in inflation hedge, and diversified exposure to an asset class—commercial real estate—that would otherwise be off limits to most individual investors....Read More