The Dot-Com Rhyme: Protecting Your Portfolio From A Potential AI Infrastructure Bubble

Hyperscalers will burn nearly all operating cash flow on AI infrastructure, creating massive execution risks for tech investors. A Shiller PE of 41: Current S&P 500 valuations directly rival the peak of the dot-com bubble right before the tech crash. Buy REITs that own physical consumer destinations that artificial intelligence can never commoditize or replicate.

Seeking Alpha • Jun 21, 2026

2 Monthly Dividend REITs, Only 1 Is A Buy Today

Monthly dividends do not always mean equal quality. One popular REIT may be riskier than it looks. The safer pick could offer better risk-adjusted upside.

Seeking Alpha • Jun 17, 2026

Inflation-Proof Your Portfolio: 3 Quant Growth And Income Stocks

While a pending U.S.-Iran peace deal may temporarily cool headline commodity volatility, a stellar quarter of surprise jobs growth and an entrenched 3% Core CPI indicate that structural inflation will remain sticky. Thriving in a high-employment, sticky-inflation environment requires a strategic pivot toward stocks that leverage immediate daily pricing power, experiential consumer demand, and deep operational cost insulation. Discover three Quant Growth & Income stocks, supported by strong Quant Ratings, that offer inflation insurance in an increasingly unpredictable market.

Seeking Alpha • Jun 17, 2026

EPR Properties Declares Monthly Dividend for Common Shareholders and Quarterly Dividends for Preferred Shareholders

KANSAS CITY, Mo.--(BUSINESS WIRE)--EPR Properties (NYSE:EPR) declared its monthly cash common dividend & quarterly preferred dividends payable 7/15/26 to shareholders as of 6/30/26.

Business Wire • Jun 15, 2026

Build Your Wealth With Happy Dividends

American entertainment spending structurally trends upward through nearly every economic cycle, resisting standard recessionary pullbacks. EPR capitalizes on local, regional destinations, capturing consumer capital as travelers trade pricey flights for affordable local entertainment. Major private takeover bids for Caesars and MGM highlight that institutional titans view gaming infrastructure as deeply undervalued.

Seeking Alpha • Jun 13, 2026

Textile Recycling Market worth $11.88 billion by 2030, at 7.2%, says MarketsandMarkets™

Delray Beach, FL , June 12, 2026 (GLOBE NEWSWIRE) -- In terms of value, the  Textile Recycling Market size is expected to reach USD 11.88 billion in 2030 from USD 8.41 billion in 2025, at a CAGR of 7.2% from 2026 to 2030, as per the recent study by MarketsandMarkets™. The demand for textile recycling is increasing due to environmental, economic, and regulatory factors. As global textile use and fast fashion expand quickly, large quantities of textile waste are produced, most of which end up in landfills or incinerators. This has led to serious concerns about pollution, resource depletion, and climate change. Consumers are becoming more eco-conscious, encouraging brands to adopt circular business models and include recycled materials. Meanwhile, governments worldwide are enacting stricter regulations, such as Extended Producer Responsibility (EPR) and landfill bans, prompting manufacturers to manage waste more responsibly. Mechanical and chemical recycling advances are also making it more practical and scalable to process complex fiber blends. Additionally, recycled textiles offer long-term cost savings and support ESG goals, making them popular for industries aiming to boost sustainability efforts. This growing awareness is fuelling rapid growth in the sector.

GlobeNewsWire • Jun 12, 2026

EPR Properties: Structural Transformation Underway With A 6% Yield

EPR Properties is rated Buy, reflecting a post-COVID growth acceleration and a 6%+ dividend yield. EPR is shifting its portfolio away from theaters and education, targeting pure-play experiential assets for improved growth and valuation. Q1 results showed AFFO/share up 6.6% y/y, with 2024 FFOAA/share guidance implying 6.5% growth and increased investment activity.

Seeking Alpha • Jun 11, 2026

EPR Properties Proves Again It's A Worthy Hold

EPR Properties remains a Hold after strong Q1 2026 results and a 56% total return since May 2024. EPR's 335-property portfolio boasts 99% occupancy, robust 2.0x tenant coverage, and positive box office trends supporting its theater segment. The recent $315M entertainment park acquisition and increased 2026 investment guidance ($500M–$600M) underpin continued FFO and AFFO growth.

Seeking Alpha • Jun 10, 2026

My Favorite 6%+ Yielding REITs For Retirement

High yields do not always mean high risk. These REITs combine income, value, and quality. I present three of my favorite 6%+ yielding REITs to buy today.

Seeking Alpha • Jun 8, 2026

3 Growth & Income Stocks To Buy + Steve Answers Your Questions

The new Quant Growth & Income Portfolio targets both capital appreciation and dividend yield. QG&I's diversified holdings include Exxon (XOM), EPR Properties (EPR), and Hanover Insurance Group (THG), each selected for strong value, growth, profitability, momentum, and EPS revisions.

Seeking Alpha • Jun 7, 2026