ADC - Lessons Learned: Trust But Verify

2024-05-08 07:00:00 ET

Summary

• The article discusses the frustration with the current earnings season, citing examples of companies facing higher costs and losses.
• In this article, I emphasize the importance of transparency in public accounts and how it can help investors make informed decisions.
• The article highlights two net lease REITs, VICI Properties and Agree Realty, and their potential for dividend growth and attractive valuations.

“Why I don’t like this earnings season – and you might not either.”

So reads the Sunday, April 28 edition of Yahoo Finance’s Morning Brief. In it, Executive Editor Brian Sozzi expressed his frustration with the market’s first-quarter data.

Sure, he wrote, companies have offered some pluses and positives. But overall, there’s just too much “bad news… piling up and catching investors off guard.”...

For further details see: