7 Stocks I'm Buying The Last Week Of March

Economic Outlook - The economy is expected to return to a state of slow growth, disinflation, and low interest rates, moving past the strong post-COVID recovery phase [2][3] - Structural forces favor low inflation rather than high inflation, despite current lagged CPI data not reflecting this yet [2] - Interest rates are being held up primarily by the Federal Reserve rather than Treasury issuance, with expectations of rate cuts as CPI continues to decline [3][4] Market Sentiment - Investor sentiment is currently highly bullish, particularly towards a small group of technology stocks, with significant fund flows into technology ETFs [5][6] - Comparisons are being made between the current market environment and the 2000 dot-com bubble, although there are notable differences in earnings and valuations [6][8][10] Sector Performance - Defensive sectors are underperforming relative to technology stocks, with high-quality, dividend-paying stocks not seeing long-term outperformance [6][10] - The valuation spread between REITs and the broader market has widened, indicating potential opportunities in the real estate sector [12] Investment Opportunities - A selection of stocks is highlighted for potential investment, including: - Agree Realty (ADC): A net lease REIT with a 5.3% dividend yield and strong management [13] - Bar Harbor Bank (BHB): A regional bank with a 4.4% dividend yield and stable loan performance [14][15] - Clearway Energy Inc. (CWEN): A renewable energy producer with a strong backing and potential for growth as interest rates decline [16][17] - InvenTrust Properties (IVT): A grocery-anchored shopping center REIT with significant rent growth and occupancy rates [18][19] - Rexford Industrial (REXR): Focused on Southern California industrial properties, expected to stabilize and recover [20][21] - VICI Properties (VICI): A REIT owning iconic Las Vegas properties with a 5.7% dividend yield [22] - Corporación Inmobiliaria Vesta (VTMX): A Mexican REIT with strong growth potential and a pristine balance sheet [23][25]