About this episode
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 For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions