KCI Research on REITs, dividends and contrarian investing

KCI Research runs The Contrarian and is mainly focused on commodity and value oriented investments but sees opportunity anywhere (2:20). How to capture alpha as a contrarian - don't chase performance (4:45) REITs, yield and interest rates in 2024 (10:25) How to know when to get out of a stock (16:20). Advice for dividend investors (19:40).

Episode transcripts

Show Notes:
Antero Resources: Buy The Forgivable Dip
Realty Income Shares Have Gone Nowhere For 7 Plus Years - Still Not Done Underperforming
Realty Income Corporation: Even More Extravagantly Overpriced
For Those Investors Stuck On Yield, 2023 Was Opportunistic

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