Sofia Navarro
REITs & Infrastructure Analyst
Articles 760
Six Key Social Security Updates Impacting Beneficiaries in 2026
Understanding the upcoming changes to benefits and eligibility parameters for Social Security recipients
Social Security beneficiaries will experience several notable modifications beginning January 1, 2026. These include an increase in cost-of-living adj...
Anthony Joshua Remains in Nigeria Following Serious Road Accident
Former heavyweight champion continues recovery after fatal crash involving trainer and coach
British boxer Anthony Joshua is recuperating in Nigeria after a vehicle he was traveling in collided with a stationary truck on the Lagos-Ibadan Expre...
Xencor: Strong Balance Sheet Makes XmAb819 / XmAb942 a Lower-Risk Biotech Bet
Buy XNCR into strength — use a staged entry, tight stop, and defined targets around upcoming clinical and commercial catalysts.
Xencor (XNCR) is a clinical-stage antibody company with a diversified XmAb pipeline and an unusually robust balance sheet for a biotech at its stage. ...
Sysco: Modest Yield, Big Balance- Sheet - A Small Value Opportunity with Tight Risk Controls
SYY looks reasonably priced on an EPS multiple but balance-sheet leverage and weak near-term cash conversion limit the margin for error - a small, disciplined long for value buyers.
Sysco (SYY) is the US foodservice distribution incumbent with a visible, defensive revenue stream and a growing quarterly dividend. Recent results sho...
TMC: A High-Risk Long on a Potential U.S.-Backed Critical‑Mineral Story
Small position, event-driven trade: buy the policy/permit optionality — manage the balance-sheet and permitting risks tightly.
TMC the metals Co. is a pre-revenue deep-sea nodules explorer with a highly volatile share price and a narrative increasingly tied to U.S. critical‑...
Standard Motor Products: Cheap Valuation, Messy Near-Term - Tactical Long with Defined Risk
Q3 noise from discontinued operations and inventory build masks a sub-$1B market cap industrial with steady cash flow and a 3.4% yield.
Standard Motor Products (SMP) is a profitable auto-parts manufacturer and distributor trading near $37 after a volatile run. The recent quarter shows ...
PayPal Upgrade - Buy With a Big Caveat: Stable Cash Flow, Strategic Shift, Execution Risk
Upgrade to Buy (swing trade) but the bank-charter push makes this binary - execution will decide the next leg.
PayPal (PYPL) looks inexpensive today trading near $58 with strong trailing quarterly operating cash flow (Q3 2025 operating cash flow continuing $1.9...
Income Now, Upside Later: APA Corporation as a 4%+ Yield Trade Backed by Permian Cash Flow and Suriname Optionality
Buy APA at current levels for income and asymmetric upside—use stops to manage commodity and exploration risk.
APA offers a >4% cash yield at ~ $24.62 with consistent operating cash flow from U.S. assets and upside optionality from Suriname development. The sto...
LATAM (LTM) - A Long Trade on Recovery & Fleet Reinvestment; Momentum Still Undercooked
ADR has doubled in a year, fleet orders and resumed cash returns give upside; enter on weakness, protect on a slide below structural support.
LATAM Airlines' ADR (LTM) has rallied materially over the past 12 months but key fundamentals - fleet modernization, cargo leverage and resumed divide...
Mastering Balance and Tradition: Zhang Wanting’s Journey in Peking Opera
A decade of rigorous training culminates in a breathtaking chair balancing act within classical Chinese theatre
Zhang Wanting, a dedicated Peking opera artist from China’s Song School tradition, has spent over ten years refining a complex chair balancing act t...