What I Am Currently Buying - Finance, Real Estate, And Industrials

There's no doubt that we've seen one of the most chaotic weeks in a long time. Find out why I'm making Real Estate/REITs and Finance priority capital allocations.

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Celanese Deserves A 2023 Update, And It's A Buy

Celanese is a BBB-rated specialty chemicals company with a market cap of over $12B. Read more to see my thoughts on CE stock and why it is a Buy.

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Vonovia: Still Bottoming, But May Be Turning Around - I'm Buying More

Vonovia had a spectacular crash in terms of valuation in the past couple of months, which saw its yield peak close to 7%. Read more here.

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3 REITs I'm Still Buying Hand Over Fist After The Recent Rally

I invest in a basket of attractive REITs on a relatively consistent basis. Check out three of my current primary investments in the REIT sector.

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E.ON Has And Will Likely Go Higher After 30%+ RoR

I argue that my stance on E.ON has been mostly correct for the longer term. Read more to see why I maintain my Buy rating on the stock.

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Vodafone: An Undervalued 'Buy' Here

Vodafone is a company I've invested in before, but it's rarely been in as good a position as it currently is. Read my take on why I rate VOD a Buy.

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I'll Avoid These Sectors In 2023

I wrote an article about which sectors I intend to focus on for this year, with a number of examples. Find out which sectors I'll avoid in 2023.

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Owens & Minor: An Update After A 50% Drop

My latest article on Owens & Minor took an exceedingly bearish/cautious stance, and said not to BUY OMI. Read my update after a 50% drop.

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