rzelich Public Storage (NYSE:PSA) rode the wave of soaring demand for self-storage units for decades, but with a huge increase in construction of new storage facilities using “free” money supplied by the Federal Reserve, there is now over-capacity in the industry. With interest rates expected to stay much higher for longer, this REIT faces a…
Lucky7trader/iStock via Getty Images REITs can be a great place to boost one’s cash flow, especially when they are discounted by the market. Such appears to be the environment now, particularly in the once high-flying self-storage segment, as a number of names are trading below their historical valuations. This brings me to National Storage Affiliates…
On March 14, 2024, El Salvador’s president-elect, Nayib Bukele, unveiled a historic bold maneuver that echoed across the Bitcoin world: El Salvador confirmed the transfer of a substantial portion of its Bitcoin holdings into cold storage, securely kept within a vault in its national borders. This strategic decision marks a pivotal juncture in El Salvador’s…
SeventyFour Investment Thesis Within the vast Real Estate Investment Trust (REIT) sector, there is a subsector that, in my opinion, stands out for its high quality, and that is self-storage. In this article, we will delve into why these businesses possess attractive qualities as investments and why Extra Space Storage (NYSE:EXR) appears to be one…
Eloi_Omella Sunrun Inc. (NASDAQ:RUN) is one of the largest residential solar companies in the US. Solar in recent years has become very competitive with other sources of energy, as the average global price of solar modules has decreased 30-40% from the first quarter to the third quarter of 2023. Given tariffs and various laws, U.S….
imaginima Dear readers, Today, I would like to take a look at a self-storage REIT, Public Storage (NYSE:PSA), and why it might make a good investment. Self-storage REITs can benefit from two major demand shifters that we are seeing in the market right now. 1. Migration – which has been on the rise as many…
Pla2na/iStock via Getty Images Talos Energy Inc. (NYSE:TALO) may see production increases in 2024 from the Sunspear discovery as well as Venice and Lime Rock. In my view, thanks to the CO2 storage market growing at close to 21% CAGR and TALOS’s storage portfolio, the company may receive significant demand for the stock. There are…
Vladimir_Timofeev/iStock via Getty Images Pure Storage – Its business growth is accelerating but its stock price suffered a setback – what’s next? For those readers whose taste runs to classic movies, perhaps the most famous of the classics of the 1940s is the movie Casablanca. For sure, they don’t make them as they used to….
JHVEPhoto/iStock Editorial via Getty Images Shares of Extra Space Storage Inc. (NYSE:EXR) have had a booming rally over the past two months, rising about 50%, which has brought them back to the flatline over the past year with this rally unwinding what had been a significant weakness. While the company operates a very defensive business,…
Vladimir_Timofeev Amid a stock market that is rallying to YTD highs, it’s still never too late to move more of our portfolios into “growth at a reasonable price” stocks. In my view, these names have both downside protection in case bearish attitudes return, while also having upside potential because their valuation multiples have room to…
The partnership between the Filecoin network and the io.net platform is a major shift for the decentralized storage providers, as more income avenues have been created. The Filecoin (FIL) network has grown to a mature decentralized storage ecosystem with a fully diluted valuation of more than $9.2 billion. In a bid to ensure sustainable growth…
Lemon_tm Since 2021, the Energy Information Administration’s (“EIA’s”) weekly oil storage reports have contended with perpetually elevated adjustment figures. In order to combat this, EIA implemented a 3 part change. Phase 1 was to start tracking transfers to crude oil supply (i.e., blending). This concluded at the end of August, and we have explained this…
Sky_Blue Since I last detailed the energy storage division of Tesla (NASDAQ:TSLA) in my article in April, the pace of development has continued ever more rapidly. Demand for the company’s commercial and residential energy products continues to surge. Tesla’s manufacturing capacity continues to be increased rapidly but may never be able to keep up with…
imaginima I continue to emphasize my core strategy for investing in this volatile, high interest-rate environment: lean in on “growth at a reasonable price” stocks that are executing well in this macroeconomy while also trading at appealing valuations. Fundamental strength provides for an upside case should the market rally from here, and a cheap valuation…
gorica/iStock via Getty Images Introduction Extra Space Storage (NYSE:EXR) was one of the first REITs that I started buying many years ago (although it wasn’t an initial holding of my current dividend growth portfolio). I have mentioned in several articles that EXR perfectly aligns with my investment strategy. Although REITs rarely have economic moats, EXR…
PM Images At the beginning of this year, I wrote an article focusing on Pure Storage, Inc. (NYSE:PSTG) and its strategic positioning within the data-driven landscape. The company has consistently exceeded EPS expectations for the past sixteen quarters and is set to release its Q2 2024 financial results on August 30. As a leading figure…