It ultimately comes down to free cash flow yield

Travis Koldus runs The Contrarian and shares why he looks forward to price discovery (0:45). Mispricings in stocks (5:20). REITs and interest rates (8:50). S&P 500 P/E ratio, Japan, and other macro points (13:40). Price to sales, keeping metrics in context (28:20). Most contrarian take (35:50). Episode Transcripts Show Notes: KCI Research On REITs, Dividends And Contrarian Investing Apple: Cheapest Valuation In A Decade Realty Income Shares Have Gone Nowhere For 7 Plus Years For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions