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March Stock Talk Part II

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Covers Linesmen
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Posted: #76
Depeche,

Yeah IMB is a risk/reward trade and I am down on it. I look at the company and I think they make it. Is there a chance they dont? I  guess so and that means the bottom is zero.

If they make it based on the California RE market and their S&L business I am willing to ride it down. It could be a flawed trade but I am sticking with it.

Speaking of flawed trades, did anyone actually buy CROX? Down another 4 plus today, they are cooked...
 
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Posted: #77
PBR absolutely rocked yesterday, I hope on more than just a rumor.

Kind of kicked myself for not betting on CC being worth at least a few bills north ol 3 bucks when it dipped there.Not sure if Blockbuster makes sene but...



 
Legend
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Posted: #78
Anyone think EMC is oversold?
 
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Posted: #79
Depeche,

Still at this low price the stock is trading at an 18 PE and a 15 forward, that means very little growth if they hit estimates.

Price to sales/book etc are just ok.nothing thrilling.

The whole group looks bad, ELX got downgraded today, I dont like what I see overall.
 
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Posted: #80
I would have it as a HOLD  if you already have it and would  not add to it, with a stop loss around...wait... just checked, it went below the stop loss I had figured. (Around 14.30).. by rule, I would have sold it.

 Anyone think INTC will report good numbers after 4 today?

 
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Posted: #81
Vermeer,

I cannot say I think INTC will have good numbers, I expect flat numbers and maybe some hints of a slow down.

I hope I am wrong of course..


 
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Posted: #82
Me too as I think bad numbers from them will take the market down. Not that I am altogether certain why it should be up anyway, given the miserable inflation figures...
 
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Posted: #83
Isnt that funny..

Since the CPI takes out food and other means, it doesnt look like the CORE inflation is up, but anyone who goes grocery shopping knows that prices are going up like crazy.

I think that is a function of the currency partially but also greed in futures instruments and emerging market consumption.


 
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Posted: #84
hey D2,
 
a good long term hold would be HCP, VTR, HR, or NHP.  do your research and pick your favorite health care REIT.  wait for a modest pullback , because they've had a stellar run, but then jump in. 
 
Healthcare reits will outperform the other reits because of the aging baby boomer's needs for medical attention.  also, once built, medical office properties are irreplaceable because of their high cost of buildouts.  with rising construction costs, building new medical properties is difficult.  values on medical buildings will increase, even in a downturn. 
 
also, the renewal rate of medical tenants is much higher than normal office tenants.  most of the time, the medical tenants are in a specific location for a reason (near a hospital).  also, if a doctor moves, he/she risks losing some of their client base.
 
 
 
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Posted: #85

 Good ideas Gunners. What do you think of WRE...always felt it the most securely placed of REITs.

 
Captain
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Posted: #86
Anyone else notice the blood bath CROX took today?
 
I'm looking at picking up some June 7.50 calls on CROX tomorrow. At least here in TX, Crocs are still hot with the kids and I'll take a shot here looking for a bounce back to around 14 by the start of summer.
 
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Posted: #87
WRE is definitely a good group.  They are very diversified in their property types, but not very diversified at all in geography.  all their properties are in the DC metro area.  DC is the second best market in the country, so that might not be a problem.  Looks like a good stock, but i'd be careful on buying it this year.  mark my words, there will be another down leg for the REITs this year. 
 
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Posted: #88
GVK,

Careful with CROX..they just went from a 45 cent gain earnings wise to admitting to a break even to 5 cent loss.

They are imploding and who knows where it ends?


 
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Posted: #89

Have I posted this link before? Memory fails...it is helpful regarding shipping stocks ala DRYs et al

https://shipping.capitallink.com/

 
 
Covers Linesmen
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Posted: #90
Vermeer,

I have that link...that is a good one.

Great day for DRYS...great week for that matter.


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