$Realty Income(O)$ $NNN REIT INC(NNN)$ $Simon Property(SPG)$ Real estate investment trusts (REITs) have experienced a significant decline in recent weeks. On average, they've dropped by about 13%, with individual REITs like Realty Income falling by over 20%. The primary reason behind this sell-off is the growing uncertainty about future inflation. As a result, the Federal Reserve (FED) has decided to pause its rate cuts for the time being. Until now, the investment thesis for REITs was largely based on expectations of rate cuts. The assumption was that REITs had dropped due to rate hikes, and thus, they should rebound once rates were reduced. However, with fewer rate

$Grab Holdings(GRAB)$ GRAB is the dominant ride-hailing and food-delivery player in Southeast Asia. The platform provides a wide range of services, including ride-hailing for transportation, food delivery to satisfy cravings, as well as ventures into e-commerce and various fintech solutions. The company is expected to release Q3 2024 earnings report on 2024/11/11 ET after bell. As the company's core business, deliveries accounted for over 50% of the revenue in Q1, with mobility close to 40%. The profit growth and contributions of these segments have attracted widespread market attention. Market expectations for the Q3 2024 financial performance of the company are as follows: The company is projected to achieve a revenue of $699.83 million, represe

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google remains the third most valuable brand in the world and is owned by the fourth-largest company globally. Google's technological ambitions span a wide range—from smart contact lenses and autonomous vehicles to quantum computing. Driving these innovations is its primary revenue engine: ad spending, soon to be bolstered by cloud computing. Reviewing Google's 13-F When one of the world's leading tech companies invests in other businesses, it naturally grabs the attention of investors. Today, we'll explore Google's investment portfolio, encompassing 45 companies, to uncover key insights. For context, firms holding over $100 million in publicly traded stocks are require

$Altria(MO)$ is currently trading at $57.38 per share. This stock is favored by dividend investors due to its significant 7.12% dividend yield. Earlier this year, it was considered a buy at $40, meaning it has gained about 37% year-to-date. Altria is facing a period of stagnation in terms of price movement, with its stock being highly influenced by external factors like government regulations and market shifts. While the company's dividend yield remains strong, its stock's technical setup suggests a more cautious approach, with limited growth in the short term. Watch for potential signs of a trend reversal or breakout, especially if the company continues to make progress in its shift to non-combustible products and adapts to market challenges. Earni

$S&P 500(.SPX)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ The U.S. dollar has just suffered a dramatic collapse—falling to its lowest level since early 2022 and losing nearly 10% of its value since Donald Trump was sworn into office this January. That’s not just a steep decline. It’s a full-scale erasure of the post-election rally that began in November 2024 after Trump secured a second non-consecutive term. In just three months, the dollar has given back nearly three years’ worth of gains—a violent reversal that’s shocked investors, traders, and policymakers alike. This decline is more than a headline—it’s a signal. A reflection of deeper, more systemic uncertainty in the U.S. economy. And it raises a

$Crocs(CROX)$ Since June, shares of Crocs have fallen by 34%, but I don't believe the company is necessarily in a worse position now compared to then. The advantage for investors here is that as Crocs becomes more of a value stock, management has the opportunity to buy back shares. This reduces the number of shares outstanding, ultimately increasing the earnings per share for investors. Earning Overview Let’s break down some numbers today to see just how quickly the company could buy back stock in 2025. To start, let's examine the stock movement. I'll show a chart of Crocs' drawdowns, which simply indicates how much the stock has dropped from its peak. The last peak was June 17, 2024, and since then, shares have fallen by 34%. Another useful metri

$YIELDMAX PLTR OPTION INCOME STRATEGY ETF(PLTY)$ $YieldMax MARA Option Income Strategy ETF(MARO)$ $YIELDMAX NVDA OPTION INCOME STRATEGY ETF(NVDY)$ They say there’s no such thing as a free lunch, yet YieldMax appears to be offering some of the highest yields in the market—though not without a cost. Despite the risks, the firm has managed to attract nearly $10 billion in assets under management (AUM). One of the most common questions we get about ETFs revolves around YieldMax: Is an 83% yield too good to be true? Could these high-yield ETFs be the answer to your retirement planning gap? Let's find out. YeildMax Background As an ETF veteran, my first question was: W

$PayPal(PYPL)$ The past three years have been nothing short of disastrous for PayPal. After nearly a decade of exponential growth and a soaring stock price, the company suffered a dramatic 85% decline in its valuation in 2022. This downfall was driven by several factors threatening PayPal’s survival, including the rise of competing payment methods like Apple Pay and the slowdown in e-commerce as pandemic restrictions eased and consumers returned to physical stores. However, the situation took an even darker turn in December 2024 when PayPal became embroiled in massive fraud allegations. A popular YouTuber's investigation revealed that one of PayPal's most significant acquisitions, Honey—a prominent online coupon aggregator—was allegedly involved i

$Palo Alto Networks(PANW)$ Palo Alto Networks: A Closer Look at Its Platformization Strategy and Growth Prospects Palo Alto Networks is a fascinating cybersecurity company, particularly with its platformization strategy that it began implementing in late 2022. I’ve been tracking this company for several years, and it has been one of the standout cybersecurity stocks in the market. If you’ve been following me, you’ll know I’m quite bullish on the cybersecurity sector for the next decade or more, believing it will see substantial growth. That said, the question remains: is Palo Alto Networks a buy, hold, or sell? In this video, I’ll explore that by analyzing the company's revenue growth, profit margins, cash flow, return on invested capital, and val

$Visa(V)$ Visa's stock is at an all-time high, yet many top investors are still purchasing at these record levels. Why is that? Is it simply a safe investment with little risk of loss, or does Visa still have room for growth? In this video, we'll apply our seven-step analysis to explore why Visa remains such an appealing investment, even at its peak, and what the future might hold for this outstanding company. Visa is a major player in the digital payments space, enabling both individuals and businesses to transfer money through its extensive network, VisaNet. The company processes transactions across more than 200 countries, and in 2022 alone, it handled around 24.42 billion payments valued at approximately $13 trillion. Let’s begin with a look at V

$Walt Disney(DIS)$ The Walt Disney Company recently reported its latest quarterly results, which were released before the market opened alongside reports from Nova Nordisk and Uber. As for Disney, the stock is currently down 1.1%. While that might seem like a pullback, it was still a strong quarter overall, with some positive remarks from the earnings call. Year-over-year, Disney’s stock is up 16%, and it now has a market cap of just over $22 billion. Its forward P/E is currently 27 times. Earning Overview Strong Earnings Performance: Disney’s Q1 2025 results showed a significant beat on earnings, with a 22.2% EPS surprise and a 44.3% year-over-year increase in EPS. This strong performance indicates that Disney is on track to recover and grow, boos

$Dell Technologies Inc.(DELL)$ Dell Technologies (ticker: DELL) is currently trading at $77 per share, experiencing a significant 20% drop on the day. This decline is largely driven by the recent tariffs imposed by the Trump administration, which have hit global supply chains, particularly for companies like Dell that operate internationally. In this analysis, we will explore how these tariffs have affected Dell, dive into its financials using an automated stock valuation model, and assess whether this price drop presents a good buying opportunity for the company. We'll use several valuation methods to analyze the stock's potential, including the Discounted Free Cash Flow Model, Comparable Company Model, Dividend Discount Model, and the Ben Graham