Albert Anthony

1 day ago | seekingalpha.com | Albert Anthony

Jun. 26, 2025 11:01 AM ETSummaryFor my initial coverage of a data center REIT, Equinix, I am calling it a buy. Several macro demand forecasts for data center capacity are positive, and the company's only other large rival in this niche is Digital Realty Trust. Global portfolio growth, healthy profit margins, proven dividend growth, and an investment-grade rating from Fitch add to the buy case. Future share price forecasts, both by myself and the consensus, point to further upside in the price.

3 days ago | seekingalpha.com | Albert Anthony

SummaryFor my initial coverage of Ares Management, I am calling it a buy for several reasons that point to continued upside potential. There is ample demand for alternative assets, client inflows have grown, a new business was acquired, and EBITDA margins are strong. The firm has proven itself as a dividend grower over 10 years, and has achieved an investment-grade rating of "A-" from Fitch.

1 week ago | seekingalpha.com | Albert Anthony

SummaryJohn Wiley & Sons, after its impressive quarterly results on Tuesday which drove the stock price up, gets its hold rating reaffirmed. Key growth areas could be AI learning models, and digital/e-learning solutions, which have already proven to be successful and macro data points to growth expected. Wiley could use improvement to metrics like dividend growth and profit margins compared to some peers like Pearson, and its increasing debt risk continues to warrant caution.

1 week ago | seekingalpha.com | Albert Anthony

Jun. 17, 2025 11:43 AM ETSummaryHilton Worldwide gets a buy rating, after presenting much more upside factors than downside in my 6-point rating approach. A growing portfolio of rooms, strong profit margins in its sector, and continued penetration in Europe and Asia markets are impressive points. The dividend made a nice recovery after taking a dip during the pandemic years, as operating cashflow keeps growing to support it.

1 week ago | seekingalpha.com | Albert Anthony

SummarySince my original strong buy rating, and a climb in the share price, I am pulling back this time to rate M&T Bank Corp a buy, agreeing with Wall Street. Key upside factors are growth in the loans and trust business, impressive profit margins, strong credit ratings, and proven 10 yr dividend growth. My future price targets, and that of the consensus avg target in the Wall Street Journal, both expect upside to the share price.