Core Insights - The article highlights Rida Morwa's extensive experience in investment and commercial banking, emphasizing his focus on high-yield investment strategies since 1991 [1] - The Investing Group High Dividend Opportunities aims for a targeted safe yield of over 9%, offering various investment features and community support [1] Group 1: Investment Strategy - The service provides a model portfolio with buy/sell alerts, catering to both aggressive and conservative investors through preferred and baby bond portfolios [1] - Regular market updates and access to leaders in the service enhance the investment experience for members [1] Group 2: Community and Education - The philosophy of the service emphasizes community and education, promoting the idea that investors should not navigate the market alone [1]

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Core Viewpoint - Dividend stocks are a viable option for generating long-term wealth, with a specific focus on the potential benefits of investing in monthly dividend stocks [1] Group 1 - Monthly dividend stocks provide a more frequent income stream compared to traditional quarterly dividend stocks, appealing to investors seeking regular cash flow [1] - The strategy of investing in monthly dividend stocks can enhance overall portfolio returns and provide financial flexibility [1]

Technical Analysis - EPR Properties has recently reached a key level of support and has overtaken the 200-day moving average, indicating a long-term bullish trend [1] - The 200-day simple moving average serves as a support or resistance level, helping to determine overall long-term market trends [1] Performance Metrics - Over the past four weeks, EPR has gained 8.1%, suggesting positive momentum [2] - The company is currently ranked a Zacks Rank 3 (Hold), indicating potential for further upward movement [2] Earnings Estimates - There have been 3 higher earnings estimate revisions for the current fiscal year, with none lower, reinforcing the bullish outlook [2] - The consensus earnings estimate has also moved up, further supporting the positive trend [2] Investment Outlook - Investors are encouraged to watch EPR for potential gains in the near future due to its key technical level and positive earnings estimate revisions [3]

Group 1 - The real estate asset class has significantly underperformed compared to the market and other income-oriented sectors since the pandemic began [1] - Other income-oriented areas that have outperformed real estate include Business Development Companies (BDCs), Master Limited Partnerships (MLPs), infrastructure, and covered calls [1] Group 2 - Roberts Berzins has over ten years of experience in financial management, focusing on helping corporates with financial strategies and large-scale financings [2] - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2] - His work includes developing national State-Owned Enterprise (SOE) financing guidelines and frameworks for channeling private capital into affordable housing [2] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [2]

Core Insights - The article discusses the investment strategy of identifying Real Estate Investment Trusts (REITs) that are currently undervalued in the market, particularly during economic downturns like the COVID-19 pandemic [1] Group 1: Investment Strategy - The focus is on long-term investment horizons, emphasizing contrarian and deep-value opportunities in the REIT sector [1] - The approach involves using fundamental economic insights to evaluate the intrinsic value of stocks, particularly those that are temporarily out-of-favor [1] Group 2: Market Context - The investment journey began during the COVID-19 pandemic, highlighting the impact of economic events on investment strategies [1]

Core Insights - The article discusses the investment strategy of identifying Real Estate Investment Trusts (REITs) that are currently undervalued in the market, particularly during economic downturns like the COVID-19 pandemic [1] Group 1: Investment Strategy - The focus is on long-term investment horizons, emphasizing contrarian and deep-value opportunities in the REIT sector [1] - The approach involves using fundamental economic insights to evaluate the intrinsic value of stocks, particularly those that are temporarily out-of-favor [1] Group 2: Market Context - The investment journey began during the COVID-19 pandemic, highlighting the impact of economic events on investment strategies [1]

Group 1 - The economy relies heavily on borrowing and lending as a means for individuals, companies, and governments to achieve their goals more efficiently [1] Group 2 - Rida Morwa, with over 35 years of experience in investment and commercial banking, advises clients on high-yield investment strategies and leads the Investing Group High Dividend Opportunities [2] - The service focuses on sustainable income through high-yield investments with a targeted safe yield of over 9% [2] - Features of the service include a model portfolio with buy/sell alerts, preferred and baby bond portfolios, active community engagement, and regular market updates [2]

Core Viewpoint - EPR Properties is recognized as one of the highest paying monthly dividend stocks, despite recent adjustments to its price target by JPMorgan and ongoing investments in experiential real estate [1][2]. Group 1: Price Target and Analyst Ratings - JPMorgan has reduced its price target for EPR Properties from $65 to $58 while maintaining an Overweight rating, reflecting lower deal volume and softer rent assumptions for 2026 and 2027 [2]. Group 2: Recent Acquisitions - EPR Properties completed the acquisition and leaseback of a five-property portfolio of championship golf courses and the Ocean Breeze Water Park, totaling $113 million with a blended cap rate of 8.6% [3]. - The total investment spending for EPR Properties is now expected to be around $285 million, exceeding the previous guidance of $225 million to $275 million [4]. Group 3: Business Focus - EPR Properties specializes in experiential real estate, with a portfolio that includes movie theaters, casinos, ski resorts, amusement parks, and other entertainment venues [5].

Core Viewpoint - EPR Properties has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with near-term stock price movements [4][6]. - Rising earnings estimates for EPR Properties suggest an improvement in the company's underlying business, likely leading to increased stock prices [5]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks historically generating an average annual return of +25% since 1988 [7]. - EPR Properties' upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns [10]. Earnings Estimate Revisions - EPR Properties is expected to earn $5.10 per share for the fiscal year ending December 2025, with no year-over-year change, but the Zacks Consensus Estimate has increased by 1.1% over the past three months [8].