The REIT remains a buy Read More

The Fed, as we’ve noted before, no longer writes the market letter. But it does retain one power – the power to make things worse. Which it will do if it persists in pursuing 2% inflation, a course that will lead to economic catastrophe. Since the Great… Read More

In the October TCI, we reviewed Realty Income (NYSE: O) (Income/Value Portfolio), a high-quality retail REIT that was trading at the cheapest valuation it has in a long time. The selling in the REIT sector has created a buying opportunity for investors who still believe in the long-term case for… Read More

In many ways, the U.S. today has less control over its economy than ever before. We have been a country richly endowed with resources, but we’ve run so hot for so long, and been so profligate, that much of that initial endowment is gone. This could… Read More

Southern Copper is strongly positioned Read More

Novo leads the way with game-changing drugs Read More

McKesson and DaVita look fine Read More

A focus on rare autoimmune diseases Read More

The horrific events in the Mideast are the latest geopolitical developments demonstrating how times have changed for the U.S. economy. The Fed, once the key player when assessing market trends, is no longer proactive but must simply react to forces beyond its control. The most important of these relates to… Read More