Jeong-Mo Goo - Benzinga

SPY752.56+0.35%QQQ679.24+0.66%BTC/USD73,732.93+0.05%DIA523.25+0.29%GLD369.45+0.02%TLT80.86−0.02%

Premium Services

Articles by Jeong-Mo Goo

SPY Vs. IWM: Why 3.4% GDP Growth Leaves Two Different Tests For Investors

The U.S. expansion reached 78 months through October as third-quarter GDP grew 3.4%, while September real spending stalled. SPY investors face a test of earnings breadth and investment returns; IWM investors must also

Is Boeing's $2B Free Cash Flow Outlook Achievable?

Is Boeing's $2B Free Cash Flow Outlook Achievable?

The Boeing Company (NYSE:BA) generated $464 million of non-GAAP free cash flow in the third quarter of 2026, yet reported negative $359 million for the first nine months. On its October 27 earnings call, management

Meta's Q3 FCF Turns Negative On AI Spend—Q4 Capex Implied At $49B-59B

Meta's Q3 FCF Turns Negative On AI Spend—Q4 Capex Implied At $49B-59B

Meta Platforms, Inc. (NASDAQ:META) reported free cash flow that moved from positive $10.625 billion in the third quarter of 2025 to negative $2.120 billion in 2026, a $12.745 billion swing by DFB calculation. Operating

Integra LifeSciences' $2.1B Refinancing Merits A Closer Look

Integra LifeSciences' $2.1B Refinancing Merits A Closer Look

Integra LifeSciences Holdings Corporation (NASDAQ:IART) completed a $2.1 billion refinancing on October 19, 2026. Its revolving credit commitment fell $700 million, from $1.3 billion to $600 million, while the new bank

SentinelOne's $1.408B In Convertible-Note Proceeds And The $1.25B Principal Question

SentinelOne's $1.408B In Convertible-Note Proceeds And The $1.25B Principal Question

SentinelOne, Inc. (NYSE:S) reported approximately $1.408 billion in net proceeds from its October 16, 2026 convertible-note offering. That amount sits beside a $1.25 billion completed-principal description in the

Apollo Commercial Real Estate Finance Shareholders Approve Liquidation—But $7.75–$8.50 Distribution Remains An Estimate

The Print Apollo Commercial Real Estate Finance, Inc. (NYSE:ARI) shareholders approved the company’s plan of complete liquidation and dissolution at a Sept. 29 special meeting. The dissolution proposal received

CoreWeave’s $4.2B Private Offering And What It Changes

CoreWeave’s $4.2B Private Offering And What It Changes

The Print CoreWeave, Inc. (NASDAQ:CRWV) completed a $4.2 billion private offering of 2.875% convertible senior notes due April 1, 2033 on Sept. 22, including the full exercise of the initial purchasers’ $500 million

Millrose’s $1 Billion Bond Deal Ties $500M To Merger Deadline

Millrose’s $1 Billion Bond Deal Ties $500M To Merger Deadline

The Print Millrose Properties, Inc. (NYSE:MRP) announced plans for up to $1 billion of senior notes on Sept. 22, 2026, then priced a $1 billion offering later that day. The pricing announcement specified $500 million

Ready Capital Refinancing Not As Straightforward As It Seems

Ready Capital Refinancing Not As Straightforward As It Seems

The Print Ready Capital Corporation (NYSE:RC) plans to retire $350 million of 4.50% senior secured notes due in 2026 with a smaller, higher-coupon borrowing and other available funding. On Sept. 18, the company

Piedmont Reworks Debt Stack, But What Happens To Core FFO Per Share?

Piedmont Reworks Debt Stack, But What Happens To Core FFO Per Share?

The Print Piedmont Realty Trust, Inc. (NYSE:PDM) said its operating partnership, Piedmont Operating Partnership, LP, priced $200 million of 2.875% exchangeable senior notes due 2031 on Sept. 14, with settlement

Blue Owl Technology's $800M Financing Run Puts Dividend Coverage In Focus

Blue Owl Technology's $800M Financing Run Puts Dividend Coverage In Focus

The Print Blue Owl Technology Finance Corp. (NYSE:OTF) closed a $150 million private placement of 7.60% senior unsecured notes due September 3, 2032, on September 4. The deal was the company’s third financing since

How AHR’s $873M Kensington Deal Could Shift Its Dividend Payout Ratio

How AHR’s $873M Kensington Deal Could Shift Its Dividend Payout Ratio

The Print American Healthcare REIT, Inc. (NYSE:AHR) has closed six of the eight senior housing communities in its $873 million Kensington Senior Living portfolio. The first closings total approximately $572 million

Mid-America Apartment Communities' 8.5% Preferred Stock Redemption Seen As Accretive To Core FFO-Per-Share

Mid-America Apartment Communities' 8.5% Preferred Stock Redemption Seen As Accretive To Core FFO-Per-Share

The Print Mid-America Apartment Communities, Inc. (NYSE:MAA) plans to redeem all of its outstanding 8.50% Series I cumulative redeemable preferred stock on Oct. 1. The redemption replaces a fixed preferred dividend

Saratoga Investment Pushes Debt Maturity To 2031, But Dividend Coverage Remains Under Pressure

Saratoga Investment Pushes Debt Maturity To 2031, But Dividend Coverage Remains Under Pressure

The Print Saratoga Investment Corp. (NYSE:SAR) has pushed one large 2027 maturity out to 2031, but the refinancing does not remove the pressure visible in its latest dividend math. The business development company

How Ryman's $1.38B Grande Lakes Deal Shifts The Dividend Math

How Ryman's $1.38B Grande Lakes Deal Shifts The Dividend Math

The Print Ryman Hospitality Properties, Inc. (NYSE:RHP) has now raised both equity and debt for its pending $1.38 billion acquisition of Grande Lakes Orlando. The company closed a 5,865,000-share common-stock

How The Prologis-SEGRO Deal Could Change The Dividend Payout Dynamics

How The Prologis-SEGRO Deal Could Change The Dividend Payout Dynamics

The Print Prologis, Inc. (NYSE:PLD) is heading toward its recommended $18.8 billion acquisition of SEGRO plc (OTC:SEGXF) with a 68.4% dividend payout against the midpoint of its current 2026 Core FFO guidance. The

Public Storage Vs. Extra Space: A Dividend Comparison

Public Storage Vs. Extra Space: A Dividend Comparison

The Print Public Storage (NYSE:PSA) and Extra Space Storage Inc. (NYSE:EXR) both raised full-year 2026 Core FFO guidance when they reported second-quarter results, but their annualized dividends claim different

Equinix Vs. Digital Realty: Why Dividend Payout Ratios Aren't Created Equal

Equinix Vs. Digital Realty: Why Dividend Payout Ratios Aren't Created Equal

The Print Equinix, Inc. (NASDAQ:EQIX) and Digital Realty Trust, Inc. (NYSE:DLR) each raised full-year 2026 guidance in earnings releases six days apart, and each dividend now sits against a different share of that

SBA Vs. Crown Castle: What Their Debt Tables Actually Say

SBA Communications Corporation (NASDAQ:SBAC) and Crown Castle Inc. (NYSE:CCI) both use anticipated repayment dates, or ARDs, in disclosures for securitized tower debt. The convention applies to very different portions

VICI Vs. GLPI: 73% And 80% Payouts, One Refinancing Already Priced

VICI Vs. GLPI: 73% And 80% Payouts, One Refinancing Already Priced

Two gaming landlords reported within a day of each other, and the distance between their dividends is easy to state. What sits underneath is not the same measurement twice. VICI Properties Inc. (NYSE:VICI) annualized