Hannon Armstrong Sustainable Infrastructure Capital, Inc. Stock News

HA Sustainable Infrastructure is a strong investment due to its robust portfolio, 5.8% yield, and resilient cash flows. HASI's business model focuses on long-term recurring revenue from clean energy solutions, with significant growth in managed assets and portfolio yield. Management projects 8-10% annual EPS growth through 2027, driven by diverse renewable investments and strategic capital depl...

Now is a good time to invest in REITs due to low inflation, expected rate cuts, and a bullish technical trend. Analyst upgrades on REITs outnumber downgrades, and many quality REITs offer higher-than-usual yields, making them attractive for income investors. Dividend safety is crucial; Seeking Alpha Premium's Quant Ratings help identify REITs with low risk of dividend cuts, ensuring stable income.

Free trade benefits economies by allowing market participants to voluntarily exchange goods and services, leading to higher living standards and economic growth. Tariffs increase costs for consumers and businesses, reduce real consumption capacity, and can lead to job losses in industries reliant on imported inputs. The affluent drive the US economy, with the top 10% of earners accounting for 5...

I emphasize the importance of nonpartisan economic and investment analysis, highlighting how political biases can distort market expectations and investment decisions. Medicaid cuts would likely have little impact on skilled nursing facility REITs, and the current selloff presents a buying opportunity for CareTrust REIT. Single-family rental REITs face challenges from high home prices and mortg...

The market is rotating towards non-tech dividend stocks, with dividend ETFs outperforming the Magnificent 7 so far this year. Elon Musk's DOGE initiative is more political theater than a serious effort, in my opinion, to reduce government waste, with exaggerated savings claims. Key economic metrics to monitor include housing starts, the Dallas Fed Weekly Economic Index, the Conference Board Coi...

Welltower (WELL) is a popular REIT with strong growth but is overvalued at a P/AFFO of 39.6x, making it risky to buy now. Hannon Armstrong (HASI) is undervalued, trading at 11.3x with a 6% dividend yield, offering a safer and potentially more profitable investment. Follow Buffett's advice by investing with a long-term horizon, ensuring that gains are built over time rather than chasing short-te...

The January 2025 CPI report shows inflation isn't in a sustained rebound, with temporary factors like shelter CPI, wildfires, and bird flu driving higher-than-expected inflation. The labor market shows mixed signals, with private sector hiring slowing but government hiring and residential construction employment remaining strong. Deportations could change this. The stock market appears richly v...

HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI ) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Aaron Chew - Senior Vice President, Investor Relations Jeff Lipson - President and CEO Susan Nickey - Chief Client Officer Marc Pangburn - Chief Financial Officer Charles Melko - Incoming Chief Financial Officer Conference Call Participants Mark Strouse - J...