OT: Stock trading

[HuskyHawk]

Good financials like local banks and insurance companies (ie pru and met) should be fine.

Mortgage reits will be interesting to watch.

Finding decent bargains for buy and hold is tough. I’m seeing a lot of bargains in banks right now, and UNM for insurance.

OHI for reits also seems like a good buy imo.

I think they are bargains for a reason. They need to start shedding branches like mad. If I go into financials beyond PayPal, which I own, I will look for those with the best digital assets and fewest real estate assets.

I think housing/mortgage is strong. Commercial, especially retail, is in trouble. Long term. It may take some time.

 

[HuskyHawk]

Why’s it crashing so hard? I have to admit I’ve stayed away from news about it because I didn’t take the opportunity to buy in at $12 and have felt lousy ever since.

They updated their S1 this morning. 300 million shares. 60 million not subject to lockup, so can be sold immediately.

 

[the Q]

I think they are bargains for a reason. They need to start shedding branches like mad. If I go into financials beyond PayPal, which I own, I will look for those with the best digital assets and fewest real estate assets.

I think housing/mortgage is strong. Commercial, especially retail, is in trouble. Long term. It may take some time.

unless your commercial is apartments, hospitals/medicals or storage and e-commerce warehouses. Plus data warehouses.

 

[HuskyHawk]

unless your commercial is apartments, hospitals/medicals or storage and e-commerce warehouses. Plus data warehouses.

Quality Colocation facilities are undervalued in my opinion. But I get the sense that there are people in finance who don't really quite get what is happening. Some certainly do. Data warehouses aren't physical things. Hardly hear that word much anymore since I worked at Red Brick Systems, the original Data Warehousing company.

That ARK video really maps closely to what I hear. But it omits some things. You want to run autonomous electric cars and trucks? Ok. What does that require, aside from improved software and batteries? It requires robust 5G, and it requires distributed (Edge) computing that can bring the latency down to times that won't result in those vehicles killing people. The amount of compute and data storage required for this future is simply staggering. And Amazon shows us just how much warehouse space you need for ecommerce. All those empty K-Mart plazas can become distribution centers.

It's going to be an interesting ride.

 

[Scot-e]

Quality Colocation facilities are undervalued in my opinion. But I get the sense that there are people in finance who don't really quite get what is happening. Some certainly do. Data warehouses aren't physical things. Hardly hear that word much anymore since I worked at Red Brick Systems, the original Data Warehousing company.

That ARK video really maps closely to what I hear. But it omits some things. You want to run autonomous electric cars and trucks? Ok. What does that require, aside from improved software and batteries? It requires robust 5G, and it requires distributed (Edge) computing that can bring the latency down to times that won't result in those vehicles killing people. The amount of compute and data storage required for this future is simply staggering. And Amazon shows us just how much warehouse space you need for ecommerce. All those empty K-Mart plazas can become distribution centers.

It's going to be an interesting ride.

Adaptive reuse is going to be a big part of real estate moving forward. I have been looking into projects like the above for several months now. Banks are currently the problem but that should open up some time this year- or at least I hope so.

 

[Jay-Bone]

Damn, this beatdown is sooo summer 2020. Circuit breaker incoming?

Gonna be a wild ride this week.

 

[HuskyHawk]

Adaptive reuse is going to be a big part of real estate moving forward. I have been looking into projects like the above for several months now. Banks are currently the problem but that should open up some time this year- or at least I hope so.

Agree. I think the physical landscape of many communities is going to change more than people may currently expect. Unfortunately, I don't know who in the real estate and construction space is actually positioned to capitalize on this. Office space can become residential, some brick and mortar retail can become local distribution/warehousing centers. Amazon hired around 450k people last year.

 

[the Q]

Agree. I think the physical landscape of many communities is going to change more than people may currently expect. Unfortunately, I don't know who in the real estate and construction space is actually positioned to capitalize on this. Office space can become residential, some brick and mortar retail can become local distribution/warehousing centers. Amazon hired around 450k people last year.

Monster companies like Brookfield seem to be the best positioned.

 

[temery]

Adaptive reuse is going to be a big part of real estate moving forward. I have been looking into projects like the above for several months now. Banks are currently the problem but that should open up some time this year- or at least I hope so.

My local mall has said they're looking into turning the empty space (Sears, Macy's, etc) into housing, adding a pharmacy, grocery, etc. basically a self contained community with retail for the general public also.

 

[Caronimo]

My local mall has said they're looking into turning the empty space (Sears, Macy's, etc) into housing, adding a pharmacy, grocery, etc. basically a self contained community with retail for the general public also.

Because who doesn't want to live in a mall?!

 

[HuskyHawk]

Because who doesn't want to live in a mall?!

Maybe more people than you might think.

Villages at the Domain Apartments (villagesdomain.com)

Luxury Apartments for Rent in Austin, TX | The Standard at Domain

 

[tentoes4rings]

Yeah. Wondering if it’s not too hot. Thinking I should just cash out all my crypto and buy things like reits for income

From my limited experience with crypto, I think stable coins like ETH and LTC still have a lot of runway, I’m mostly in just ETH now with a little LINK and LTC. Last night I couldn’t sleep until 2 AM because it was too much fun watching these things run. After a selloff, I’m encouraged by how they rebounded. Speaking of volatile things, I pray the guys on here talking about QS took some profits. I’m so relieved that I took a lot of profits last Thursday. Today is a good reminder that there’s no shame in taking good profits.

 

[tentoes4rings]

What your pick for this week's big gainer (non-crypto)? @tentoes4rings you too, since it was your idea

Since selling a lot of my stuff recently, I’m trying not to pay attention as much now but I think FUTU and stocks like NIO and RUN can keep going up.

 

[8893]

Because who doesn't want to live in a mall?!

Maybe more people than you might think.

Villages at the Domain Apartments (villagesdomain.com)

Luxury Apartments for Rent in Austin, TX | The Standard at Domain

My 14 year old daughter would move in tomorrow.

 

[huskyinfl]

I find 2021 like treading on some melting ice. Despite massive losses in March, and some selling, I did well in 2020.

I'm an investor, not a trader. So I tend to look for long term trends. At the moment, I think e-games, solar, continued support of Work From Home (both personal and corporate), EDGE, 5G are set for long term upside. I think commercial REITS are looking at downside. I am wary of financials, transportation. Digital over analog for a simple way to look at it.

I think inflation is going to be a problem. We are essentially stimulating an economy that can't grow or invest as normal because we are restricting it at the same time. My best analogy is that we are in a 1970 Chevelle SS 454, with our foot on the brake and the gas pedal to the floor. Quite the smoke show, but it isn't going anywhere. When we finally release the brakes, will there be enough in the tank?

Wary of financials? Why? Rates have to go up at some point. Bought in 2-3 months ago. I think they are undervalued. Still haven't rebounded to pre March levels.

 

[HuskyHawk]

My 14 year old daughter would move in tomorrow.

I have had to spend a lot of time at the Domain the last few years. Is it sterile by the standards of gritty old northeastern cities? Yes. Is it entirely safe, clean and pleasant with loads of amenities outside your door and ample parking? Yes, yes it is. So if you're one of those young tech workers out of college in Austin, it's a pretty nice compromise.

Harder to pull this off up north, but Charlotte has a similar property. I do think they could heat sidewalks, and put plastic and space heaters up for the outside dining and make it work.

Not sure when I'll be back. I had just discovered a new spot at the beginning of Covid, a pretty cool pub inside Whole Foods.

 

[HooperScooper]

Maybe more people than you might think.

Villages at the Domain Apartments (villagesdomain.com)

Luxury Apartments for Rent in Austin, TX | The Standard at Domain

Surprised you didn't post the local option. Not really in the mall per se, just attached to it.

Nouvelle at Natick Collection: Luxury Residential Group Boston

Nouvelle Natick in Natick, MA offers luxury condos for sale and apartments for rent. Search all current listings and detailed property descriptions at LRGBoston.com!

www.lrgboston.com

 

[HuskyHawk]

Surprised you didn't post the local option. Not really in the mall per se, just attached to it.

Nouvelle at Natick Collection: Luxury Residential Group Boston

Nouvelle Natick in Natick, MA offers luxury condos for sale and apartments for rent. Search all current listings and detailed property descriptions at LRGBoston.com!

www.lrgboston.com

I didn't know! You can see how they could expand that concept, although the Pike and Rt.9 kind of mess it up a bit. If you add hotels, you get consistent demand for restaurants etc.

 

[Da_Aisijimo_Gou]

Because who doesn't want to live in a mall?!

Depends on the mall, external setting, locations (shrink v growth), etc, but have previously read of potential demographic > assisted living transitional nursing home possibilities. Potentially, same same with younger people considering moves away from current/prior urban residences.

Alternatively, a converted strip shopping center near me continues to buzz with chat/call center activity and an aviation repair training school despite ST-MT sector slow down. For the right locations with reasonable profit potential, creative minds may leverage possibilities as in many downturns/challenges. 4 walls, convertible.

 

[Da_Aisijimo_Gou]

S&P 500 Has Only Been This Expensive One Other Time — At The Peak Of The Dot-Com Bubble

Economist Robert ShillerBy at least one popular investing metric, U.S. stocks have only been this expensive one other time in history, and it didn't end well the first time around.According to the cyclically adjusted price-to-earnings ratio -- a measure of market value based on 10 years of...

finance.yahoo.com

Hedging, puts, and stop, stop-limit possibilities exist as possible CYA?

 

[temery]

Hedging, puts, and stop, stop-limit possibilities exist as possible CYA?

I understand three words of this post.

 

[Matrim55]

Surprised you didn't post the local option. Not really in the mall per se, just attached to it.

Nouvelle at Natick Collection: Luxury Residential Group Boston

Nouvelle Natick in Natick, MA offers luxury condos for sale and apartments for rent. Search all current listings and detailed property descriptions at LRGBoston.com!

www.lrgboston.com

This is what Irvine and Emeryville look like out in California. And they've done something similar in Harrison, NJ outside of Red Bull Arena.

More affordable housing is a good thing for society even if it's in a mall IMO.

 

[Da_Aisijimo_Gou]

I understand three words of this post.

Google or Investopedia?

 

[temery]

This is what Irvine and Emeryville look like out in California. And they've done something similar in Harrison, NJ outside of Red Bull Arena.

More affordable housing is a good thing for society even if it's in a mall IMO.

Emeryville. I like it. They should have a Big Red Bull Arena.

 

[Da_Aisijimo_Gou]

Wary of financials? Why? Rates have to go up at some point. Bought in 2-3 months ago. I think they are undervalued. Still haven't rebounded to pre March levels.

Just as all IT, energy, RE, or any other sector-specific companies are not created equally, clearly all financials are not identical in business, financial condition, etc. Apr/May, JP, USB, ALLY, MS, SCHW, BK, and PYPL sufficiently bounced off of Mar lows to entice buying; less so yet bought bit of BLK, KKR and BLX anticipating far less gradual upside.

Come May/Jun this year, will likely take some LT profits of all but PYPL to breakeven and will hold remaining shares of each other "financial". Not planning to sell any PYPL. On the other hand, also wouldn't have touched WFC with anyone's through fall.

Not financials, but some decade my massive loss EKSO may magically break even and overvalued GE shares may gradually pop on medical equipment, turbine/power, eventual aviation returns. Absent needing to balance gains some year, unlikely to sell either. Anyone want some EKSO? Beauty lies in the eyes of the beholder.