We updated our FCPT model in advance of 2Q earnings to reflect announced deal activity during the quarter; recall that FCPT announces its transactions as they occur. Our updated model resulted in minor reductions to our AFFO estimates, despite volume coming in stronger-than-expected so far this year. For 2023, our company-defined AFFO/share estimate goes from $1.68 to $1.67, which put...
Upgrades •$Funko(FNKO.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $28 (from $25) •$西南航空(LUV.US)$: Raymond James Upgrades to Strong Buy from Outperform - PT $55 (from $57) •$大都会人寿(MET.US)$: Wolfe Research Upgrades to Outperform from Peerperform •$MGIC Investment(MTG.US)$: RBC Capital Upgrades to Outperform from Sector Perform - PT $16 (from $15) •$Snowflake(SNOW.US)$: JPMorgan Upgrades to Overweigh...
$Four Corners Property Trust(FCPT.US)$found another underrated keeper. Divs consistent and steadily growing for almost 4 years (about as long as the stock has been around). Pretty decent performance as well.
Four Corners Property Trust股票讨论区
2023上半年营收增长9.8%,营业利润增长3.9%,净利润萎缩7.2%。
目前市盈率19.4,市盈率TTM21,市净率1.7,股息率5.8%,估值略有折扣,吸引力不大。
• $Funko(FNKO.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $28 (from $25)
• $西南航空(LUV.US)$ : Raymond James Upgrades to Strong Buy from Outperform - PT $55 (from $57)
• $大都会人寿(MET.US)$ : Wolfe Research Upgrades to Outperform from Peerperform
• $MGIC Investment(MTG.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $16 (from $15)
• $Snowflake(SNOW.US)$ : JPMorgan Upgrades to Overweigh...
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