My colleague Bill Washinski compiled some data on the COVID-19 crisis and shared his thoughts. Enjoy! —Charles It’s hard to find anyone who does not have a take on COVID-19.  The impact is unprecedented. I never imagined living in a world that has seen countries implement nationwide quarantines.  Its impact on the world has been...Read More

More news from EPR Properties (EPR): EPR Properties Provides Update Regarding the Impact of COVID-19 Announces $150 Million Share Repurchase Program KANSAS CITY, Mo. — March 24, 2020 EPR Properties (EPR) a leading experiential net lease real estate investment trust, today provided the following update regarding the evolving impact of COVID-19. Company CEO Greg Silvers...Read More

More news from EPR Properties (EPR): EPR Properties Provides Update Regarding the Impact of COVID-19 Announces $150 Million Share Repurchase Program KANSAS CITY, Mo. — March 24, 2020 EPR Properties (EPR) a leading experiential net lease real estate investment trust, today provided the following update regarding the evolving impact of COVID-19. Company CEO Greg Silvers...Read More

“Convince me why I shouldn’t buy junk bonds.” It wasn’t a challenge. My colleague Kyle was looking at some of the juicy yields on offer in high-yield bonds and was legitimately wondering why he shouldn’t load up his IRA with them. I’m not saying he shouldn’t. Junk bond yields really do look ripe for the...Read More

GMO’s Jeremy Grantham penned this in early 2009, during the pits of the financial crisis. It’s even more relevant today than then. My favorite quote: Life is simple: if you invest too much too soon you will regret it; “How could you have done this with the economy so bad, the market in free fall,...Read More

GMO’s Jeremy Grantham penned this in early 2009, during the pits of the financial crisis. It’s even more relevant today than then. My favorite quote: Life is simple: if you invest too much too soon you will regret it; “How could you have done this with the economy so bad, the market in free fall,...Read More

This is by no means new news, but it’s still worth marveling at the spike in the VIX. Not only did it surpass the 2008 highs… it did so by a wide margin. And this ins’t over yet. This article first appeared on Sizemore Insig...Read More

This is by no means new news, but it’s still worth marveling at the spike in the VIX. Not only did it surpass the 2008 highs… it did so by a wide margin. And this ins’t over yet. This article first appeared on Sizemore Insig...Read More

Macquarie Infrastructure Company (MIC) faces challenges due to its exposure to aviation services. But even under the worst case scenario, the stock looks cheap. This article first appeared on Sizemore Insights as Quick and Dirty Look at Macquarie Infrastructure CompanyRead More

We’ve owned Macquarie Infrastructure Company (MIC) for about two years in our income-focused portfolios. It’s been a rough ride, to say the least, particularly over the past month. Macquarie Infrastructure really fumbled its messaging when the company unexpectedly slashed its dividend in early 2018. By the time the dust had settled, the share was was...Read More