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quote:
Originally posted by sunnylea57:
I'm still big on Broadridge (BR). Up 17% since mid-November, despite the market turmoil this past month.

Now up 21% since mid-November. On a steady climb for the past 5 years. Looking at the 6 month graph, it's like someone dropped a bowling ball on the graph at the beginning of February and two weeks later it bounced back up onto the same relentless trajectory.
quote:
Originally posted by Shane T.:
I like Physicians Realty Trust ("DOC") on the dip. Excellent portfolio, lease structures/ tenants, management, and dividend. Long term hold.


what's interesting about REITs is how much the new tax laws benefit large real estate owners.

interesting space to look at esp if the management is strong.
quote:
Originally posted by g-man:
quote:
Originally posted by Shane T.:
I like Physicians Realty Trust ("DOC") on the dip. Excellent portfolio, lease structures/ tenants, management, and dividend. Long term hold.


what's interesting about REITs is how much the new tax laws benefit large real estate owners.

interesting space to look at esp if the management is strong.


You got it, bro. Great news for my industry.

I also like the cold-storage space right now. Huge space shortage + demand for last-mile deliveries is a great recipe here. Americold ("COLD") just IPO'd this year. That one looks promising.
quote:
Originally posted by Shane T.:
quote:
Originally posted by g-man:
quote:
Originally posted by Shane T.:
I like Physicians Realty Trust ("DOC") on the dip. Excellent portfolio, lease structures/ tenants, management, and dividend. Long term hold.


what's interesting about REITs is how much the new tax laws benefit large real estate owners.

interesting space to look at esp if the management is strong.


You got it, bro. Great news for my industry.

I also like the cold-storage space right now. Huge space shortage + demand for last-mile deliveries is a great recipe here. Americold ("COLD") just IPO'd this year. That one looks promising.


Brookfield has got into this space as well (through Nova Cold) and they are in my mind some of the smartest money in the world.
quote:
Originally posted by bfw:
quote:
Originally posted by g-man:
just like how how oil is going to reach 80$?

reading and blindly believing goldman feels intellectually lazy to me =)


So, do you still think oil can’t reach $80 this year?

Brent is already at $73 or so.

The energy bull is starting to snort Smile

Bfw


we were talking about WTI
not brent.

WTI, last I check is still sitting at 64?

even so, you needed to thank syria to even get at those levels.

personally, I went long BP stock down at 38$ when WTI was sitting at 59.

good long term, good dividends and strongest position out of the big oil co.s

and i'll quote myself back in early feb
quote:
Originally posted by g-man:
I'd say 75$ is the possibility and 80$ is the stretch. but with WTI @ 65$. 80$ only represents a 23% gain. That's a long holding period / risk for so little gain.


i'd say i'm pretty spot on.
quote:
Originally posted by g-man:
quote:
Originally posted by bfw:
quote:
Originally posted by g-man:
just like how how oil is going to reach 80$?

reading and blindly believing goldman feels intellectually lazy to me =)


So, do you still think oil can’t reach $80 this year?

Brent is already at $73 or so.

The energy bull is starting to snort Smile

Bfw


we were talking about WTI
not brent.

WTI, last I check is still sitting at 64?

even so, you needed to thank syria to even get at those levels.

personally, I went long BP stock down at 38$ when WTI was sitting at 59.

good long term, good dividends and strongest position out of the big oil co.s

and i'll quote myself back in early feb
quote:
Originally posted by g-man:
I'd say 75$ is the possibility and 80$ is the stretch. but with WTI @ 65$. 80$ only represents a 23% gain. That's a long holding period / risk for so little gain.


i'd say i'm pretty spot on.


WTI at $64?!?

WTI hit a 3 year high today and is currently trading just south of $67.

The best part is that most people think this is all about Syria. That is mainstream news. They don’t really look in to inventory levels and study the lack of a shoulder season in the US this year.

Years of underinvestment in oil exploration have set the stage for a boom cycle in oil price. If inventories were not tight, Syrian news would have zero effect on WTI. We saw this all along in 2015-2017 whenever there were outages in Nigeria etc or issues in the Middle East.

Everyone has said energy is dead for years now and oil (WTI) has rallied from a low of $26 to $67. That’s pretty substantial and indicative of a bull market.

Finally, I (and most) play equities that are very levered to the price of oil so a rise to $75 or $80 will lead to large equity price gains from depressed levels.

Risk reward in the space is excellent.

Stick to the big companies if you must but way more bang for the buck in the smaller E&P.

Bfw
quote:
Originally posted by bfw:
quote:
Originally posted by WineTrooper:
Give us some names please


It should be like shooting fish in a barrel.

Here are a few you can research:

CPG, BTE, CVE, DNR, REN

BTW, I don’t mean to sound abrasive or rude but I just hate how the media seems to be misleading us when inventories are crashing.

Bfw


your posts do sound like a Crazy Eddie sales pitch at times =)


I checked some of the stocks you had there.

if you had bought in when we first chatted back in feb 2nd, you would have sat at an average loss of roughly 11% until, literally, yesterday where you broke even.

I won't argue mainstream news vs those in the know news, but it's a little difficult to subscribe to the "commodity markets are so inefficient" that there's is a misprice of a commodity by a significant amount.

but keep the tips coming, always enjoy reading contrarian views to keep my thoughts in check.
quote:
Originally posted by bfw:
quote:
Originally posted by g-man:
quote:
Originally posted by bfw:
quote:
Originally posted by WineTrooper:
Give us some names please


It should be like shooting fish in a barrel.

Here are a few you can research:

CPG, BTE, CVE, DNR, REN

BTW, I don’t mean to sound abrasive or rude but I just hate how the media seems to be misleading us when inventories are crashing.

Bfw


your posts do sound like a Crazy Eddie sales pitch at times =)


I checked some of the stocks you had there.

if you had bought in when we first chatted back in feb 2nd, you would have sat at an average loss of roughly 11% until, literally, yesterday where you broke even.

I won't argue mainstream news vs those in the know news, but it's a little difficult to subscribe to the "commodity markets are so inefficient" that there's is a misprice of a commodity by a significant amount.

but keep the tips coming, always enjoy reading contrarian views to keep my thoughts in check.


I only hold a couple of the ones I listed. I’m still building my positions in them. I hold many others listed such as CJ.to which is still paying me 10% a year in divvies while I wait for more gains in the SP.

Thanks for the tip...however.

Let me know if you can beat my 90% overall portfolio gain from last year Smile

Crazy Eddie over and out....back to studying another new 3 year high for oil despite positive news on Syria :;

As for the commodity being mispriced....I said no such thing...I said it is evidently going higher sooner than most think.

As for the equities being mispriced....yes they are insanely mispriced.

Bfw

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