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Top Gun Financial Blog

Top Gun Financial Blog

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Independent investment advisor’s market blog with U.S. equities commentary, positioning updates, and stock/sector notes.

Office REITs May Be The Best Value In The Market
News•Mar 5, 2026

Office REITs May Be The Best Value In The Market

Bloomberg’s Thomas Kennedy says the office market bottom is in, citing rising software engineer postings and booming San Francisco office space. Office REITs have fallen 40‑60% since 2020, creating deep valuation gaps across BXP, KRC, CUZ and HIW. Current pricing shows 6.6‑9x 2026 FFO multiples with yields from 5.3% to 8.6%, the cheapest being HIW. The author expects fundamentals to improve and the sector to potentially double in value over the next five years.

By Top Gun Financial Blog
The Permabulls and Iran
News•Mar 3, 2026

The Permabulls and Iran

On Monday the S&P 500 closed essentially flat after permabulls rushed in on the opening dip, echoing Michael Burry’s “greatest buy‑the‑dip generation” claim. The optimism was short‑lived as escalating tensions in Iran prompted a market rethink. The author warns that...

By Top Gun Financial Blog
FRPT: Thinking Long Term To Beat Wall Street
News•Feb 23, 2026

FRPT: Thinking Long Term To Beat Wall Street

Freshpet reported Q4 2025 earnings, with shares slipping nearly 4% as Wall Street focuses on slowing sales growth. The company highlighted an expanding pet‑parent market, now 36 million households, and its 4% share of the $38 billion dog‑food sector. Core “MVP” customers—2.4 million...

By Top Gun Financial Blog
Data Center REITs Are A Conservative Way To Play AI
News•Feb 12, 2026

Data Center REITs Are A Conservative Way To Play AI

The AI spending surge is rewarding infrastructure providers more than software developers, with data‑center REITs emerging as a conservative play on the trend. Equinix and Digital Realty benefit directly from hyperscalers’ massive compute investments, delivering immediate revenue growth. Equinix reported...

By Top Gun Financial Blog
WELL: What To Do When Your Stock Gets Overvalued
News•Feb 9, 2026

WELL: What To Do When Your Stock Gets Overvalued

The author revisits his "Buy right and sit tight" philosophy after confronting overvaluation in two holdings—Walmart (WMT) and senior‑housing REIT Welltower (WELL). While Walmart’s stock surged to a 50x forward P/E, the author sold too early, missing upside, yet still...

By Top Gun Financial Blog
PYPL Is Too Cheap And Will Reward Patient Shareholders
News•Feb 6, 2026

PYPL Is Too Cheap And Will Reward Patient Shareholders

PayPal (PYPL) is trading at a steep discount, with its stock price near $40 representing a 7.6‑times earnings multiple. The company plans a $6 billion share‑repurchase program in 2026 that could retire roughly 16% of its diluted shares, boosting earnings per...

By Top Gun Financial Blog