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Stock Thread (7 Viewers)
- Thread starter St. Louis Bob
- Start date
I saw that and almost bought a slice at the close but I'm waiting to pull the trigger. It's still pretty rich.
Bob Sacamano
Footballguy
Realty Income down 12% the last month. Seems overdone. Is this anything more than fears surrounding the commercial real estate market?
GreenNGold
Footballguy
lol, LYFT was up about 65% after hours based on a billion dollar typo. They still had a good earnings report and are still up about 17% now.
FreeBaGeL
Footballguy
I've been watching this one for a while. It ran up a ton right when the fed had that announcement that everyone extrapolated into them cutting rates a ton this year probably starting in March. I think people were shifting their yield money into it, assuming that HYSAs were about to get their rates cut substantially. But now that rate cuts are looking further off and less likely than before people are rotating back out.
identikit
Footballguy
Last Todem one I remember:
Stock Thread
Exelon down nearly 10% today. Looks like a good buying opportunity. Any insight here? Decent dividend at 3.8%. Strong buy. Stable utility business is still standing after the CEG spinoff. Take advantage of the sale today. Done. Thanks Todem.
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fruity pebbles
Footballguy
Japan and the UK now officially in recession, joining Germany and obviously China (even thought they won’t say so). Top six economies, down to the US and India.
Bogart
Footballguy
Somehow DWAC received SEC approval to move forward with their merger. Most likely down to just a shareholder vote, although their old DWAC CEO Patrick Orlando is now holding them hostage for more money (shocker!!) The new ticker symbol is going to be "DJT" if the merger passes. Stock up to $50 a share today, again with no real product (Truth Social is the #139 social media app in the Apple App store) and bleeding money. I sold at $44 when it doubled my money on early primary news, but thinking about shorting now. The dilution when merged is going to kill the price. And it could be a few more months before the merger, which will force the price and excitement down.
JB Breakfast Club
Footballguy
TTD spiking AH on earnings
Nice! Still have 800 shares of it, 2nd largest holding. Bought a bunch at about $17. Sold some above $90 but damn sold some around $25 too, SMH. Well, some of that did turn into AMD (via XLNX) and CDNS so not all bad.
I added some before the close.
fruity pebbles
Footballguy
Ramp up of the second wave of inflation or just noise?
Honestly, I think it’s noise. I think the economy is going to slow/maybe fall into recession and the, I’ll call it gouging in many cases, will have to make some roll backs or lose a lot of business. As long as we don’t do anything dumb like pandemic level money giveaways, it seems like people are going to have to tighten up a bit and will.
Hey, I’m just happy having a good day in the market even with a ton of red. KNSL/SWAV cancelled the rest and TTD was my profit. Nice on a bad day when 3 of my top 9 stocks are 10%+ gainers.
GoBirds
Footballguy
I was thinking about this one as a good option now as it will be a desirable yield when rates come down. Also have gotten back in WPC.
identikit
Footballguy
GoBirds
Footballguy
I don’t know anything about that one. I’ve been in and out of O and WPC over the years, besides those Vanguard is in other fund with REITs I’ve invested in.
FreeBaGeL
Footballguy
I think the only reason would be if you're worried that the share price is going to shoot up when they announce the first rate cut and you'll be able to get fewer shares (and hence fewer dividends) for the long term than if you bought now.
Eventually when rates come down everyone is going to have to move that money out of those money market accounts and back into dividend stocks. Just a matter of not being on the tail end of that. I think we got a preview of that when there was that fed announcement that everyone extrapolated into rate cuts and a dividend aristocrat like O shot up 10 bucks a share in like 2 days.
Todem
Footballguy
Strong buy for the long term
McBokonon
Footballguy
Capital One thinking of buying Discover. I don’t own either, but if I had DFS I would probably sell DFS on whatever premium bump they get (possibly as early as tomorrow) because I can’t really see this administration letting it go through. I suppose you could gamble on a change but I think I’d take the money and run.
McBokonon
Footballguy
Looks like you DFS shareholders could see a ~26% pop in your shares tomorrow. ETA: Premarket has DFS us about 15% - I imagine due to concern it’ll get blocked.
Capital One to buy Discover Financial in $35.3 billion all-stock deal
NEW YORK/WASHINGTON (Reuters) -Warren Buffett-backed U.S. consumer bank Capital One plans to acquire U.S. credit card issuer Discover Financial Services in an all-stock transaction valued at $35.3 billion to create a global payments giant, the companies said on Monday. The deal, which is...
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Bob Sacamano
Footballguy
I know many of you have been waiting for this: https://www.msn.com/en-us/money/mar...&cvid=09a4f5c49cf14d999d0678a2638f1f6a&ei=108
Bob Sacamano
Footballguy
Ouch
Sell me on O over VNQ, Vanguard's Real Estate ETF. I've owned VNQ in the past and might be ready to get back into real estate later this year. But I'd lean towards the ETF over a single name.
NajehHejan
Footballguy
Been out of the loop for a while, just got caught up on on posts from mid-Jan on.
Was surprised not to see any mention of SMCI. Up nearly 800% in the past year but (including after hours) down 27% from its intraday high over 1,000/ share just two trading days ago. Buy the recent dip, as it will easily rip back to 1,000+, or primed to sell off more? Saw a recent analyst upgrade to 1,300, but that guy could be wearing clown shoes.
Was surprised not to see any mention of SMCI. Up nearly 800% in the past year but (including after hours) down 27% from its intraday high over 1,000/ share just two trading days ago. Buy the recent dip, as it will easily rip back to 1,000+, or primed to sell off more? Saw a recent analyst upgrade to 1,300, but that guy could be wearing clown shoes.
Todem
Footballguy
So although past performance is not indicative of future results (have to say that)......let’s look at the last 30 years, 3 full decades of performance.
O - Compounded return last 30 years = 10.35% (5.88% Yield)
VNQ - Compounded return last 30 years = 8.40% (4.15% Yield)
Let’s look at the volatility of just 2022 when REITS were getting crushed.
VNQ 2022 performance - Down -26.24%
O 2022 performance - Down -7.4%
Now in 2023 VNQ did rebound 11.79% and O went down another 4.58% SO you are slightly ahead with O’s dividend as you begin 2024.
2024 is only 6 weeks in? and O represents a very attractive long term value at much lower standard deviation historically. It is a top REIT pick for me personally for the last 30 years.
They are specialized and only invest in single tenant free standing commercial properties in the USA, Spain, and the United Kingdom and only invest/own properties subjected to NNN Leases (triple net leases) These are the soundest type of leases in commercial real estate. The tenant must not only pay rent. But they also pay utilities, maintenance and taxes. The type of tenants in these NNN leases are highly financially stable companies.
Realty Income Corp has been around since 1969. They have a long high quality historical track record. I use them along with GLPI (which is a pure gaming REIT) in my master list of an equity only portfolio. I also use BX for a Private Equity type of play and they are heavily invested in Student Housing and Data Centers.....we got into BX (Blackstone) 2 years ago (2022) during the drawdown of REITS and REIT like private equity companies.
But quite frankly......O smokes VNQ over the last 30 years. The performance speaks for itself. The stock is clearly on sale.
Choice is up to you of course.
The General
Footballguy
I think it’s about to get murdered tonight.
Capella
Footballguy
Oh I’m sure it will.
⚡DEADHEAD⚡
Footballguy
I use CNBC to track my tickers. I don't like it mostly because CNBC does a crap job of linking news of the day to the stock, like earnings, for example. They try to sell stuff, and have some crap called Tipranks. I want something better. I used Yahoo for years but moved away from it. Maybe I go back...
What do you guys use?
What do you guys use?
Todem
Footballguy
Would be a healthy much needed correction and I would buy more for the long haul.
FreeBaGeL
Footballguy
Ticker symbol: TMI
fruity pebbles
Footballguy
Everyone seems to think that though……..which makes me think it won’t happen. Be more convinced if it rallied into earnings instead of dropping 10%
SFBayDuck
Footballguy
Down $100/share now. Kinda feel like I have to buy some
McBokonon
Footballguy
Figured I'd look again.
TDOC paid $18.5 billion for Livongo. TDOC’s market cap today is $3.39 billion.
The General
Footballguy
Initial numbers are looking good. Pretty flat in the AH trading. Someone hold me.
The General
Footballguy
Strike that now going
Capella
Footballguy
heroic imo
The General
Footballguy
Today going to be pretty fun.
