138. January 2025 Mailbag

Investing Unscripted

It’s the January mailbag. Topics covered include the benefits and risks of investing in preferred shares, comparing metrics for similar companies, and strategies for using options. Have a question you’d like answered? Send it to us anytime!

01:21 Listener Appreciation and Feedback

08:29 Rebalancing and Diversification Strategies

14:35 Preferred Shares: A Worthwhile Investment?

25:02 Understanding REIT Distribution Payout Ratios

28:44 Understanding Adjusted Funds from Operations (AFFO)

31:19 Diving Back into REIT Metrics

32:39 Desert Island REIT Picks

38:59 SolarEdge and Enphase: Solar Industry Insights

41:49 Comparing Similar Companies: Metrics and Insights

47:30 Options Trading: Temperament and Strategy

52:55 Wrapping Up: Final Thoughts and Listener Questions

Companies mentioned: A, AAPL, AI, CRWD, DHR, ENPH, HD, LOW, MELI, O, PLD, RHP, S, SEDG, SNOW

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