Articles by Treading Softly SA

  • Posted on 6/19/19

    Covanta: A Quiet 5.5% Yield For Your Portfolio

    Summary CVA is in the middle of its growth phase. Overseas growth is currently its primary focus. The United States market has a large potential for . . .

  • Posted on 6/19/19

    Covanta: A Quiet 5.5% Yield For Your Portfolio

    SummaryCVA is in the middle of its growth phase.Overseas growth is currently its primary focus.The United States market has a large potential for growth.Investment ThesisCovanta Holding . . .

  • Posted on 8/20/18

    Sachem Capital: Small REIT, Big Gains

    SummarySachem is growing at an impressive rate.Its small size means the market is missing this high-yielding stock.It is out-earning its dividend payments and will be forced . . .

  • Posted on 4/30/18

    Key Takeaways From Cohen & Steers' Earnings Call

    Investment ThesisCohen & Steers Inc. (NYSE:CNS) is an investment management company operating multiple mutual funds, exchange-traded funds, ETFs, and closed-end funds, or CEFs. Recently, I wrote . . .

  • Posted on 4/9/18

    TerraForm: A Tale Of Two Sponsors

    Investment ThesisTerraForm Power Inc. (TERP) offers a just over 6% yield and expects to deliver 8% annual dividend growth. However, investors must treat TerraForm with caution . . .

  • Posted on 3/26/18

    Citigroup: Playing With Fire On Firearms

    The AnnouncementRecently, Citigroup Inc. (C) announced new restrictions on vendors using their accounts to sell firearms and bump stocks. These restrictions, while not fully fleshed out, . . .