1. The author upgrades Plug Power to a sell due to improved market outlook and technical analysis indicating an oversold position. 2. Despite recent positive developments, Plug Power's financial performance remains weak with significant cash burn and declining revenues. 3. The company's future prospects depend on long-term green hydrogen adoption and achieving profitability, not expected until at least 2030.

1. Madison Square Garden offers unique exposure to high-quality sports teams; 2. MSG's earnings are highly volatile and dependent on sports seasons; 3. MSG shares are overvalued due to investor interest in the Knicks and Rangers; 4. MSG's lack of recent championships negatively impacts revenue potential; 5. The author suggests selling MSG shares due to overvaluation and lack of sustainable growth potential.

1. NextEra Energy is a leading US wind energy player; 2. NextEra Energy Partners' generation portfolio is heavily geared toward wind power; 3. The likelihood of entering La Niña climate conditions in the next 2-3 months could increase wind speeds for NextEra's wind farms, boosting generation.

1. Alibaba recently repurchased $275 million worth of stock in one week; 2. The forward shareholder yield based on historical dividends and buybacks is estimated at 6.87%; 3. The author expresses enthusiasm for Alibaba due to its high shareholder yield and significant capital appreciation from buybacks.

1. Eli Lilly's stock is overvalued with a price/book ratio of 63.94 compared to the sector median of 2.47; 2. Despite strong revenue and earnings growth, the P/E and forward P/E ratios suggest extreme optimism in the stock pricing; 3. The company's dividend yield of 0.57% is below the sector median, indicating a need for higher returns to attract income investors.

1. Enbridge's valuation has surged to over $40/share, making it less attractive compared to our initial buy at $31.7/share. 2. Despite solid operational performance and growth prospects, the current price limits upside potential, prompting a 'Hold' rating. 3. Enbridge remains a safe income investment in the NA energy sector, but we recommend buying only below $36/share for optimal returns.

1. Innovative Industrial Properties is a REIT focused on leasing properties to the cannabis industry with an attractive 8.5% dividend yield on preferred shares. 2. The company has improved operating and free cash flow, ensuring dividend sustainability. 3. Despite risks such as call risk on preferred shares and potential common share issuance, the company's strong operating earnings and low leverage make it an interesting investment for income investors.

1. Range Resources is undervalued with strong free cash flow and a solid balance sheet. 2. The company operates in the Marcellus Basin with low breakeven prices, providing a significant cost advantage. 3. At $4 Henry Hub, the company could generate free cash flow equal to 13% of its market cap, offering potential for aggressive buybacks.

1. British American Tobacco has outperformed the S&P 500 since May, driven by strong operating performance, a robust cash position, and a high dividend yield. 2. The company's growth in new products and cannabis exposure is underestimated. 3. Despite fundamental headwinds, BTI stock remains undervalued and offers a compelling dividend yield.

1. Medical Properties Trust faces significant challenges with the loss of ownership in Steward hospitals in Massachusetts and potential impacts on future joint ventures. 2. The company has announced another dividend cut and may issue shares, which could be highly dilutive to shareholders. 3. Despite these issues, MPW has managed to raise over $2.5 billion through asset sales, helping to pay off debt, but faces future challenges with upcoming debt maturities and market conditions.