KCI Research on REITs, dividends and contrarian investing

KCI Research runs The Contrarian and is mainly focused on commodity and value oriented investments but sees opportunity anywhere (2:20). How to capture alpha as a contrarian - don't chase performance (4:45) REITs, yield and interest rates in 2024 (10:25) How to know when to get out of a stock (16:20). Advice for dividend investors (19:40).Episode transcriptsShow Notes:Antero Resources: Buy The Forgivable DipRealty Income Shares Have Gone Nowhere For 7 Plus Years - Still Not Done UnderperformingRealty Income Corporation: Even More Extravagantly OverpricedFor Those Investors Stuck On Yield, 2023 Was OpportunisticFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions