SewcreamStudio/iStock via Getty Images This past December, we attended the annual REITWorld conference in Dallas, where we conducted 34 meetings with REIT CEOs and CFOs. We also participated in three organized dinners and five property tours, maximizing time spent with REIT executives during our visit. Three key themes stood out: 1) a clear supply deceleration across several property types, expect...
SewcreamStudio/iStock via Getty Images This past December, we attended the annual REITWorld conference in Dallas, where we conducted 34 meetings with REIT CEOs and CFOs. We also participated in three organized dinners and five property tours, maximizing time spent with REIT executives during our visit. Three key themes stood out: 1) a clear supply deceleration across several property types, expected to flow through to stronger fundamentals over the next 12-18 months; 2) continued discipline in capital allocation, reflected in selective acquisitions, higher development hurdles, balance sheet flexibility, and share buybacks when discounts become too wide to ignore; and 3) a persistent valuation disconnect that could generate incremental M&A in 2026. Already, several REITs are either subject to activists or have initiated the process of seeking strategic alternatives. With this marking the Chilton REIT team’s 32 nd consecutive appearance at the semi-annual NAREIT conference, we continue to find value in the depth of conversations with both management teams and industry peers. Once again, we walked away with several actionable ideas, which we present below alongside key takeaways from our meetings and general property-type updates that are driving our investment theses. Multifamily Our team met with AvalonBay Communities (NYSE: AVB), Independence Realty Trust (NYSE: IRT), UDR Inc. (NYSE: UDR), and attended a well-organized property tour with Mid-America Apartments (NYSE: MAA). Across these discussions, our view that 2026 is likely to remain a transition year was reinforced. With supply pressure fading ( Figure 1 ), affordability favoring renting, and year-over-year comparisons easing, the slope of the rental recovery story continues to slowly improve. Across these four meetings, three topics consistently dominated the conversation: capital allocation discipline, internal initiatives, and renter demand. Given apartment REITs’ relatively high cost of equity capital in rel...
Earnings Call Insights: Fabrinet (FN) Q2 2026 Management View Seamus Grady, CEO & Chairman, opened by highlighting, "We had an excellent second quarter. Revenue and earnings significantly exceeded our guidance ranges with multiple large key strategic programs across our business, all contributing to our strong performance." He stated revenue achieved a new record at $1.13 billion, growing 36% year...
Earnings Call Insights: Fabrinet (FN) Q2 2026 Management View Seamus Grady, CEO & Chairman, opened by highlighting, "We had an excellent second quarter. Revenue and earnings significantly exceeded our guidance ranges with multiple large key strategic programs across our business, all contributing to our strong performance." He stated revenue achieved a new record at $1.13 billion, growing 36% year-over-year and 16% sequentially, the fastest growth since IPO. Non-GAAP EPS also reached a record $3.36. Grady noted, "Optical communications revenue grew 29% from a year ago and 11% from the prior quarter. Telecom revenue reached a new record, increasing 59% from last year and 17% from Q1." High-performance computing revenue surged to $86 million, with strong sequential growth expected to continue as additional production lines come online. Strategic capacity expansion was emphasized: "Construction of Building 10, which will be a 2 million square foot facility, is still on track for completion at the end of calendar 2026... we are creating additional manufacturing space at our Pinehurst campus by converting office space into manufacturing space." CFO Csaba Sverha stated, "Revenue exceeded our guidance range, reaching a record $1.13 billion, up 36% from a year ago and 16% from Q1. Strong execution produced non-GAAP EPS that also exceeded our guidance range at $3.36, which includes the negative impact of a $3 million or $0.09 per share FX revaluation loss." Outlook Management expects Q3 revenue between $1.15 billion and $1.2 billion, representing approximately 35% year-over-year growth at the midpoint. Non-GAAP EPS is expected to be in the range of $3.45 to $3.60, approximately 40% year-over-year growth at the midpoint. Grady indicated, "We are confident that the very strong growth trends we have been seeing across our business will continue in the third quarter. We expect revenue to grow sequentially in telecom, datacom and HPC, while anticipating another modest sequential ...
Nvidia actually has a solid case to double in 2026. Over the past few years, there have been few better stocks to own than Nvidia (NVDA 2.84%). In 2023, its stock rose 239%. It then followed up its excellent 2023 with a strong 2024, rising 171%. 2025 was a comparatively tame year, with the stock rising 39%. However, investors are wondering if Nvidia could double this year. It's not going to be eas...
Nvidia actually has a solid case to double in 2026. Over the past few years, there have been few better stocks to own than Nvidia (NVDA 2.84%). In 2023, its stock rose 239%. It then followed up its excellent 2023 with a strong 2024, rising 171%. 2025 was a comparatively tame year, with the stock rising 39%. However, investors are wondering if Nvidia could double this year. It's not going to be easy to do, but if Nvidia can attain the same valuation as some of its peers, then I think it's entirely possible that Nvidia could double. However, investors need to watch out for rising competitors. Nvidia's hardware is best in class Nvidia's graphics processing units (GPUs) are the top computing option in the artificial intelligence (AI) realm. Its full technology stack is second to none and gives users a turnkey product to do all the AI training and processing they want. Although Nvidia's products are at the top of the industry, it's constantly innovating and launching new products Its next architecture generation, known as Rubin, cuts the number of GPUs needed to train an AI model by a fourth compared to the previous Blackwell generation. It can also be deployed for inference scenarios and at a 10x lower cost per token than Blackwell. Expand NASDAQ : NVDA Nvidia Today's Change ( -2.84 %) $ -5.42 Current Price $ 185.71 Key Data Points Market Cap $4.6T Day's Range $ 184.89 - $ 190.29 52wk Range $ 86.62 - $ 212.19 Volume 5.4M Avg Vol 182M Gross Margin 70.05 % Dividend Yield 0.02 % Those are huge improvements that will keep Nvidia at the top of the list of best computing products. But all of this comes at a cost. It's no secret that you have to pay a premium to use Nvidia hardware. As a result, companies have been exploring cheaper alternatives. While they will never replace Nvidia completely, supplementing their computing infrastructure with products from competitors ensures that Nvidia's prices don't get too out of hand. Advanced Micro Devices' computing hardware is often c...
Key Points Nvidia's new architecture will extend its lead in the computing space further. Nvidia's stock is cheaper than AMD or Broadcom by one valuation measure. 10 stocks we like better than Nvidia › Over the past few years, there have been few better stocks to own than Nvidia (NASDAQ: NVDA). In 2023, its stock rose 239%. It then followed up its excellent 2023 with a strong 2024, rising 171%. 20...
Key Points Nvidia's new architecture will extend its lead in the computing space further. Nvidia's stock is cheaper than AMD or Broadcom by one valuation measure. 10 stocks we like better than Nvidia › Over the past few years, there have been few better stocks to own than Nvidia (NASDAQ: NVDA). In 2023, its stock rose 239%. It then followed up its excellent 2023 with a strong 2024, rising 171%. 2025 was a comparatively tame year, with the stock rising 39%. However, investors are wondering if Nvidia could double this year. It's not going to be easy to do, but if Nvidia can attain the same valuation as some of its peers, then I think it's entirely possible that Nvidia could double. However, investors need to watch out for rising competitors. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Nvidia's hardware is best in class Nvidia's graphics processing units (GPUs) are the top computing option in the artificial intelligence (AI) realm. Its full technology stack is second to none and gives users a turnkey product to do all the AI training and processing they want. Although Nvidia's products are at the top of the industry, it's constantly innovating and launching new products Its next architecture generation, known as Rubin, cuts the number of GPUs needed to train an AI model by a fourth compared to the previous Blackwell generation. It can also be deployed for inference scenarios and at a 10x lower cost per token than Blackwell. Those are huge improvements that will keep Nvidia at the top of the list of best computing products. But all of this comes at a cost. It's no secret that you have to pay a premium to use Nvidia hardware. As a result, companies have been exploring cheaper alternatives. While they will never replace Nvidia completely, supplementing their computing infrastructure with products from competitors ensures that Nvidia's prices don't get too out of hand. Advanced Micro...
He did not provide a possible motive and, while there was no initial indication Nancy Guthrie could have been targeted because of her name, the sheriff said "we can't dismiss that".
He did not provide a possible motive and, while there was no initial indication Nancy Guthrie could have been targeted because of her name, the sheriff said "we can't dismiss that".
Key Points January was a good month for the securities brokerage. It posted double-digit improvements in several important metrics. 10 stocks we like better than Interactive Brokers Group › Interactive Brokers Group (NASDAQ: IBKR) stock kicked off the trading week on a moderately positive note, closing Monday 0.5% higher. This followed the company's release of its latest set of key monthly operati...
Key Points January was a good month for the securities brokerage. It posted double-digit improvements in several important metrics. 10 stocks we like better than Interactive Brokers Group › Interactive Brokers Group (NASDAQ: IBKR) stock kicked off the trading week on a moderately positive note, closing Monday 0.5% higher. This followed the company's release of its latest set of key monthly operational and financial metrics. A good start to the year Interactive released its January statistics, and that first monthly update of 2026 spotlighted growth in several crucial areas of the company's operations. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Chief among these was daily average revenue trades (DARTs), an important metric for brokers. For Interactive, these rose by a sturdy 27% year-over-year, and topped the December figure by 30%. Another double-digit improvement was recorded in the total number of client accounts, which was 32% higher year over year, reaching nearly 4.54 million. In terms of its customers' financials, total client equity rose by 38% from the January 2025 figure to top $814 billion, and margin loan balances for those folks increased 35% to nearly $163 billion. One caveat to bear in mind I should caution that, while these numbers are almost indisputably encouraging, they don't shed light on every aspect of Interactive's business. Factors like execution and management of costs and expenses matter too, and these come to light in quarterly and annual reports. That said, this update indicates that the specialized financial services company is effectively profiting from the still-frothy U.S. securities markets. Should you buy stock in Interactive Brokers Group right now? Before you buy stock in Interactive Brokers Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ...
(RTTNews) - The Hong Kong stock market has moved lower in consecutive trading days, tumbling almost 1,200 points or 4.4 percent along the way. The Hang Seng Index now sits just above the 26,775-point plateau although it's tipped to open in the green on Tuesday. The global forecast for the Asian markets is positive on decent economic data, although weakness among the oil stocks may limit the upside...
(RTTNews) - The Hong Kong stock market has moved lower in consecutive trading days, tumbling almost 1,200 points or 4.4 percent along the way. The Hang Seng Index now sits just above the 26,775-point plateau although it's tipped to open in the green on Tuesday. The global forecast for the Asian markets is positive on decent economic data, although weakness among the oil stocks may limit the upside. The European and U.S. markets were up and the Asian bourses are expected to follow suit. The Hang Seng finished sharply lower on Monday with damage in all sectors, especially among the finance, property and technology companies. For the day, the index tanked 611.54 points or 2.23 percent to finish at 26,775.57 after trading between 26,507.62 and 27,100.09. Among the actives, Alibaba Group stumbled 3.49 percent, while Alibaba Health Info tanked 4.14 percent, ANTA Sports dipped 0.45 percent, China Life Insurance surrendered 3.96 percent, China Mengniu Dairy vaulted 1.23 percent, China Resources Land tumbled 3.19 percent, CITIC declined 2.48 percent, CNOOC crashed 4.76 percent, CSPC Pharmaceutical plummeted 4.69 percent, Galaxy Entertainment rallied 1.56 percent, Haier Smart Home slid 0.70 percent, Hang Lung Properties skidded 2.12 percent, Henderson Land slipped 0.71 percent, Hong Kong & China Gas was down 0.68 percent, Industrial and Commercial Bank of China lost 1.23 percent, JD.com sank 1.69 percent, Lenovo jumped 1.80 percent, Li Auto slumped 2.27 percent, Li Ning plunged 4.31 percent, Meituan contracted 2.42 percent, New World Development cratered 11.95 percent, Nongfu Spring dropped 2.00 percent, Techtronic Industries fell 0.94 percent, Xiaomi Corporation shed 1.24 percent, WuXi Biologics retreated 3.08 percent and ENN Energy was unchanged. The lead from Wall Street is upbeat as the major averages opened flat but quickly tracked to the upside and spent the balance of the day in the green. The Dow jumped 515.19 points or 1.05 percent to finish at 49,407.66, while the N...