Powell Under Pressure

U.S. equity markets posted mixed performance this past week as investors weighed a resilient slate of economic data against renewed tensions between the White House and the Fed. Investor reaction was surprisingly muted to news that the DOJ opened an investigation into Fed Chair Powell, but markets did reflect increased odds that the FOMC opts to dig in its heels. Encouragingly, benign consumer inflation data kept the broader disinflation narrative intact, while signs of a recovery in the long-sluggish housing sector suggested that affordability dynamics are finally improving.

Seeking Alpha • Jan 19, 2026

Urgent Warning: These REITs Face High Risk Of Dividend Cuts

Not all REIT dividends are sustainable. Overleverage, troubled assets, and high payout ratios are clear red flags. I highlight 3 popular REITs at high risk of cutting their dividend.

Seeking Alpha • Jan 14, 2026

Cramer Says Skip CubeSmart, But Calls This 'Undervalued' Entertainment Giant A Buy

On CNBC's “Mad Money Lightning Round,” Jim Cramer said Sony (NYSE: SONY) is a “buy,” adding that the stock is “undervalued.”

Benzinga • Jan 13, 2026

UPDATE ICIC Announces Board Chair Transition:

Ronald A. Homer Steps Down as Chair, Jair Lynch Elected as New Board Chair Ronald A. Homer Steps Down as Chair, Jair Lynch Elected as New Board Chair

GlobeNewsWire • Jan 13, 2026

ICIC Announces Board Chair Transition:

Ronald A. Homer Steps Down as Chair, Jair Lynch Elected as New Board Chair Ronald A. Homer Steps Down as Chair, Jair Lynch Elected as New Board Chair

GlobeNewsWire • Jan 12, 2026

DRH or CUBE: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either DiamondRock Hospitality (DRH) or CubeSmart (CUBE). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Jan 9, 2026

My Dividend Growth Income - December 2025 Update

I increased my forward projected dividend income by $86.77 (1.4%) in December, reaching $6,289.66. My portfolio strategy blends high-growth names like Broadcom (AVGO), Microsoft, and Visa with high-yielders such as SPYI and MPLX. Dividend reinvestments and increases, especially from AVGO and EPRT, drove nearly 83% of new forward income this month.

Seeking Alpha • Jan 6, 2026

This One Chart Shows How Cheap REITs Are Today

REITs are priced at generationally low valuations. But potentially not for much longer. I explain why and highlight some of my top picks.

Seeking Alpha • Dec 30, 2025

Chevron, Kimberly-Clark Among 16 Companies To Kick Off 2026 With Annual Dividend Increases In January

Chevron (CVX) is expected to extend its dividend growth streak to 39 years, but with a muted 3–4% increase amid lower oil prices. CVX's earnings remain under pressure from declining oil prices despite cost-saving initiatives and the Hess acquisition, leading to subdued dividend growth. Dividend increases in January will generally be modest, with select companies like Fastenal, S&P Global, and Cincinnati Financial likely to deliver higher single-digit boosts.

Seeking Alpha • Dec 27, 2025

DRH vs. CUBE: Which Stock Is the Better Value Option?

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either DiamondRock Hospitality (DRH) or CubeSmart (CUBE). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Dec 22, 2025