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The North Star InvestCast

Podcast af Brooke Kuby

engelsk

Business

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The North Star InvestCast aims to guide investors on actionable insights in the securities markets. Hosted by Eric Kuby, Chief Investment Officer of North Star Investment Management Corp.

Alle episoder

7 episoder

episode Small Cap Bootcamp™- Real Returns in Real Estate cover

Small Cap Bootcamp™- Real Returns in Real Estate

This episode thoroughly analyzes the small-cap real estate sector, REITs in particular, during periods of rising inflation and interest rates. Eric Kuby, CIO of North Star, is joined by Sr. Analyst Jim Lane and Analyst Brooke Kuby to discuss. Their research uncovers the merits of Equity REITs with short duration leases, as well as companies with higher PP&E to enterprise value ratios. Given the uncertain economic environment and recent turbulence in the global economy, this may be a timely sector. At the end of the episode, Brooke interviews Andrew Spodek, CEO of Postal Realty Trust (PSTL), to examine PSTL's differentiated strategy.  To read our research, please visit this website: https://nsinvestfunds.com/wp-content/uploads/2022/12/Real-Estate-White-Paper_FINAL.pdf [https://nsinvestfunds.com/wp-content/uploads/2022/12/Real-Estate-White-Paper_FINAL.pdf] Our next episode will cover small-cap technology companies. To submit a question or other inquiry, please email info@nsinvest.com.

17. jan. 2023 - 31 min
episode Small Cap Bootcamp™ - Meddling in Metals cover

Small Cap Bootcamp™ - Meddling in Metals

The small-cap basic materials sector, although few in number of publicly traded companies, has exhibited solid historical performance and is well-positioned to participate in both the growing global economy and benefit from use in necessary technological advances. Bottom-up analysis will be necessary given the cyclicality of many materials companies, as well as due to the tendency of high-demand materials industries to quickly be overcapitalized which can rapidly reduce margins and returns to investors. However, compelling investment opportunities in niche companies with seasoned management teams, stable margin profiles, and appropriate capital structures can be identified amongst small-cap metallic and non-metallic materials companies.

19. aug. 2022 - 14 min
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