2 High-Income Picks That Match Peter Lynch Criteria

Oct. 04, 2024 6:00 PM ETFDUS, GMRE16 Comments
Roberts Berzins, CFA
10.21K Followers
(9min)

Summary

  • Peter Lynch's investment strategy focuses on undervalued, high-quality stocks with growth potential, exemplified by his introduction of the PEG ratio.
  • I present one BDC and one equity REIT that match these criteria.
  • In addition, I have selected these two picks so that they could also fit nicely into high income-seeking portfolios.

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Peter Lynch is one of the most successful investors in history. He managed a well-known fund — Magellan Fund — for 13 years. During that period, he earned an annualized total return of ~ 29% or more than twice that the broader market (i.e., the S&P

This article was written by

10.21K Followers
Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG investing certificate holder, has had an internship in Chicago board of trade (albeit, being resident and living in Latvia), and is actively involved in "thought-leadership" activities to support the development of pan-Baltic capital markets.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of GMRE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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