GBA Presents: House of Gummy-!
- Thread starter stonedinvestor
- Start date
Where's the link to that? Where I said "best case"?3,839 <---- Van's best case for 2023
as I have told you 100 times now... 2023 closes below 2022. <---
Now Van imagine if I had sent that into Marketwatch. What do you think our rank would be?
.
"Now Van imagine if I had sent that into Marketwatch. What do you think our rank would be"
Now... imagine you had sent this to Marketwatch... when we were at 4170 and every expert, and you... were screaming that that the sky was getting ready to fall:
~case closed on that one too.
Listen Vz you are the dumb dumb and you Want a link to your own dumb dumbness?
stonedinvestor said:
3,839 <---- Van's best case for 2023
as I have told you 100 times now... 2023 closes below 2022. <---
Now Van imagine if I had sent that into Marketwatch. What do you think our rank would be?
.
More...
Where's the link to that? Where I said "best case"?
You have clearly lectured us over and over that this year will finish lower than last year-- the number I gave you in the best case scenario considering that dumb assumption-- meaning that is where you closed 2022 we must be under that for any of your stock market predictions to be correct.
For the last time.. I am not here to bicker and or debate. I have given you all a Master Class is wealth creation & market timing this thread and I want to finish this off in grand style.. one more 40% gainer to make 10 and a rotational switch in equities.
A rotational switch in equities to what you say. I'm not sure yet but.....
GBA REIT WEEK COMING SOON!
stonedinvestor said:
3,839 <---- Van's best case for 2023
as I have told you 100 times now... 2023 closes below 2022. <---
Now Van imagine if I had sent that into Marketwatch. What do you think our rank would be?
.
More...
Where's the link to that? Where I said "best case"?
You have clearly lectured us over and over that this year will finish lower than last year-- the number I gave you in the best case scenario considering that dumb assumption-- meaning that is where you closed 2022 we must be under that for any of your stock market predictions to be correct.
For the last time.. I am not here to bicker and or debate. I have given you all a Master Class is wealth creation & market timing this thread and I want to finish this off in grand style.. one more 40% gainer to make 10 and a rotational switch in equities.
A rotational switch in equities to what you say. I'm not sure yet but.....
GBA REIT WEEK COMING SOON!
We are approaching a time when the Fed must consider lowering rates. It is that first move down in rates that we should sell the market-
I noticed last month REITS started to get their footing then they ran into some trouble when The Fed went .25 again. In general REITS were up 1% and some were actually doing much better than that.
As rates come down should we be in a high dividend REIT?
Mortgage REITS and anything to do with housing dominates the risky part of the REIT spectrum.
I really have no feeling for that sector now as rents are so very high it is unclear why single family REIT that has rentals wouldn't be screaming along. Debt and the interest rate undoubtedly holding them back.
There are some interesting sub niche's in REITS but the problem is when the high Div sector is in retreat they all seem to move together. The days of a very quality REIT like JP Carrey out performing are over.
I noticed last month REITS started to get their footing then they ran into some trouble when The Fed went .25 again. In general REITS were up 1% and some were actually doing much better than that.
As rates come down should we be in a high dividend REIT?
Mortgage REITS and anything to do with housing dominates the risky part of the REIT spectrum.
I really have no feeling for that sector now as rents are so very high it is unclear why single family REIT that has rentals wouldn't be screaming along. Debt and the interest rate undoubtedly holding them back.
There are some interesting sub niche's in REITS but the problem is when the high Div sector is in retreat they all seem to move together. The days of a very quality REIT like JP Carrey out performing are over.
EPR Properties- You may have heard Regal theaters ran into trouble. EPR is the master tenant they have replaced 98% of lost rev with a deal they worked out. Are movies dead?
Or are they back? A bet on EPR is a bet on folks continuing to go out to the movies. I have to say Streaming has lost a lot of it's allure, you can have three or four outlets to stream and still find nothing of value to watch. it happened to me last night. Going out to a good movie is still fun.
EPR Properties(NYSE: EPR) is a Kansas City, Missouri-based diversified experiential REIT that owns and operates 363 movie theater chains, amusement parks, ski resorts, fitness centers and other recreational venues across 44 states.
On June 28, EPR Properties and Regal Cinemas entered into an important restructuring agreement and new master lease prior to its parent Cineworld’s bankruptcy resolution. The new master lease will be on 31 of the 57 theaters that Regal leases. Under the terms of the agreement, the theaters will be on triple-net leases with $65 million in total annual fixed rent and will escalate by 10% every five years. EPR also reduced its overall portfolio with Regal by taking back 16 theaters that Regal had been operating. EPR Properties intends to operate five of those and sell the remaining 11.
On Aug. 2, EPR Properties reported its second-quarter operating results. FFO of $1.28 beat the estimates of $1.26 and was up from FFO of $1.17 in the second quarter of 2022. Revenue of $172.19 million crushed the estimates of $148.66 million by 16.31% and was a 7.77% increase over revenue of $160.45 million in the second quarter of 2022.
Along with the second-quarter results, EPR Properties also delivered its full-year 2023 guidance of $5.05 to $5.15. The estimated consensus was for $4.90.---> EPR Properties has been doing well in 2023, up well over 25%.<-----
EPR Properties pays a monthly dividend of $0.275 per share. The $3.30 annual dividend yields 7.56%.<-------
Year to date, EPR Properties has a total return of 23.62%, <--? Looking into this// should be closer to 28% (taxes?)
EPR is one of the best-performing of all REITs so far. After a recent pullback from $47.41 to $42.80, EPR now sits in a layer of support./ The stk spent 3 months at this level over the summer & it is a march break down level as well.
EPR EPR Properties GBA's #1 Ranked REIT.
$42.82-0.16(-0.37%) // 7.7% Yield //
Or are they back? A bet on EPR is a bet on folks continuing to go out to the movies. I have to say Streaming has lost a lot of it's allure, you can have three or four outlets to stream and still find nothing of value to watch. it happened to me last night. Going out to a good movie is still fun.
EPR Properties(NYSE: EPR) is a Kansas City, Missouri-based diversified experiential REIT that owns and operates 363 movie theater chains, amusement parks, ski resorts, fitness centers and other recreational venues across 44 states.
On June 28, EPR Properties and Regal Cinemas entered into an important restructuring agreement and new master lease prior to its parent Cineworld’s bankruptcy resolution. The new master lease will be on 31 of the 57 theaters that Regal leases. Under the terms of the agreement, the theaters will be on triple-net leases with $65 million in total annual fixed rent and will escalate by 10% every five years. EPR also reduced its overall portfolio with Regal by taking back 16 theaters that Regal had been operating. EPR Properties intends to operate five of those and sell the remaining 11.
On Aug. 2, EPR Properties reported its second-quarter operating results. FFO of $1.28 beat the estimates of $1.26 and was up from FFO of $1.17 in the second quarter of 2022. Revenue of $172.19 million crushed the estimates of $148.66 million by 16.31% and was a 7.77% increase over revenue of $160.45 million in the second quarter of 2022.
Along with the second-quarter results, EPR Properties also delivered its full-year 2023 guidance of $5.05 to $5.15. The estimated consensus was for $4.90.---> EPR Properties has been doing well in 2023, up well over 25%.<-----
EPR Properties pays a monthly dividend of $0.275 per share. The $3.30 annual dividend yields 7.56%.<-------
Year to date, EPR Properties has a total return of 23.62%, <--? Looking into this// should be closer to 28% (taxes?)
EPR is one of the best-performing of all REITs so far. After a recent pullback from $47.41 to $42.80, EPR now sits in a layer of support./ The stk spent 3 months at this level over the summer & it is a march break down level as well.
EPR EPR Properties GBA's #1 Ranked REIT.
$42.82-0.16(-0.37%) // 7.7% Yield //
After GBA gave out the first weakening of the market call and 4% correction, everyone but tech sort of held on. After our second warning last week just before the two reversal candles were put in on the Naz 100 the other stocks didn't look so good either.
There is no rotation yet. and there has not been one. A lot of hype.
There is no rotation yet. and there has not been one. A lot of hype.
Watch This--> Very calm look at the various parts of the market. When you're done REITS won't look that boring.>
SPECIAL GUEST-
SPECIAL GUEST-
If you mean the S&P, that first move down would indicate to me to do the opposite, if history is used as a guide. And while it would make sense for the FOMC to pause here now through the end of the year on hikes, they have made it clear that that sort of contemplation won't be happening until well into 2024. They are still in hike mode. Too many hawks there still.