WYSeeking AlphaDirt Cheap Real Asset Dividend Machines Buying Back Stock Hand-Over-Fist
Persistent inflation, massive government deficits, and de-dollarization make high-quality, inflation-resistant real assets increasingly attractive for long-term investors. Two diversified real asset businesses are trading at enormous discounts to their underlying private market asset values, creating potentially compelling opportunities for value and income investors. Both companies are selling assets at attractive private market valuations and repurchasing their own shares at steep discounts, potentially generating substantial NAV per share accretion.
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