Uncle Sam as tenant? Two stocks with government exposure – Part II

While it is not directly investing in the government per se as you won’t have any direct ownership in it (luckily), I’ve found two stocks that are operating in the name of it. I am not talking about defense companies where governments are the sole customers (individuals don’t buy tanks). There are two high-yielding REITs with several government agencies as their tenants. Are they worth a look? Part two.

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Uncle Sam as tenant? Two stocks with government exposure – Part I

While it is not directly investing in the government per se as you won’t have any direct ownership in it (luckily), I’ve found two stocks that are operating in the name of it. I am not talking about defense companies where governments are the sole customers (individuals don’t buy tanks). There are two high-yielding REITs with several government agencies as their tenants. Are they worth a look? Part one.

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Buying companies after dividend cuts + new research report

What sounds crazy at first sight, indeed is rather an interesting strategy to think about. Sounds crazy, as almost everyone is talking about higher dividends? Let me make the case for dividend cuts! My next stock idea from my upcoming research report fits exactly into this scheme.

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Dividends in kind – are they worth it? + new research report

In some European countries like Germany, France and Switzerland, there are companies that not only pay cash dividends to their shareholders, but also dividends in kind. What is typically understood as a stock dividend outside of Europe, here indeed can be the distribution of a real physical gift or cost advantage (discount) from a company to its shareholders – in addition to, not instead of a cash dividend. Which companies pay such gifts and what can an investor expect? And: is it worth it, do shareholders have any meaningful advantages?

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Could Apple’s Vision Pro be a better investment than Apple’s stock?

Last week, on its yearly Worldwide Developer Conference, Apple finally presented an entirely new device – the Apple Vision Pro. It was the first new product presentation since 2016, when Apple introduced the wireless AirPods. Others say since 2015 (Apple Watch), as the AirPods are “only an accessory” and unusable solely on their own. No matter since when, the question to answer is: Will the Apple Vision Pro propel Apple’s stock into new dimensions? Or is there maybe even an unconventional way to benefit from this new product as an investor?

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