Costco is set to report Q1 2024 earnings and revenue. Its business model emphasizes membership fees and high renewal rates, shielding it from volatility.
Realty Income is acquiring Spirit Realty to become 4th-largest REIT, bringing advantages & challenges. Valuation for Realty Income stock appears attractive at present.
Morgan Stanley looked at the clean tech sector, predicting lower interest rates and deflation of core techs in 2024. They upgraded First Solar and highlighted 4 stocks with Overweight ratings, and 2 with Underweight ratings.