Don't Miss Out On These 3 Dirt-Cheap SWANs

Jul. 12, 2025 7:00 AM ETAMZN, ARE, CI11 Comments

Summary

  • We prefer to buy and hold stocks with a significant margin of safety.
  • Today, we're highlighting a global tech and e-commerce juggernaut, the leading life sciences REIT, and a major managed healthcare and insurance company.
  • The stocks are priced 20% to 38% below our fair value estimates.
  • The trio sports an average dividend yield near 3% and enjoys a weighted average A- credit rating from S&P.
  • If the stocks match the growth consensus and return to fair value, they could generate 25-69% total returns through June 2026 and 14-23% annual total returns through 2030.

Don"t miss out

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This article was co-produced with Kody Kester.

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This article was written by

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Brad Thomas has over 30 years of real estate investing experience and has acquired, developed, or brokered over $1B in commercial real estate transactions. He has been featured in Barron's, Bloomberg, Fox Business, and many other media outlets. He's the author of four books, including the latest, REITs For Dummies.

Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives. The team of analysts has a combined 100+ years of experience and includes a former hedge fund manager, due diligence officer, portfolio manager, PhD, military veteran, and advisor to a former U.S. President.

Note: Brad is also related to Nicholas Thomas who contributes to Seeking Alpha.

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, MSFT, GOOGL, META 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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