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Talking stocks, trading, and investing in general - Page 565

post #8461 of 11195
Quote:
Originally Posted by chogall View Post


Short squeeze. SCTY traded up by corr algos

This is starting to feel a lot like a bear market.

post #8462 of 11195
Quote:
Originally Posted by otc View Post

Oops.
Looking better today, but the worm has really turned on that one! More sentiment and fashion than fundamentals, I think, but a useful lesson nonetheless. I do wish I'd sold when it was yielding 4%.
post #8463 of 11195
so here's one we haven't chatted about in a while... anyone have thoughts on HHC? If I understand correctly, interest rates are going to rise so REITS who borrow a lot will be paying more for their debt meaning lower profits so all the REIT stocks are going down... does that make sense? Also BKD has been hitting my price alerts too. I'm currently holding LXP which is down quite a bit.

Anyone want to talk about this sector and/or particular companies to be in or out of?
post #8464 of 11195
Quote:
Originally Posted by Master-Classter View Post

so here's one we haven't chatted about in a while... anyone have thoughts on HHC? If I understand correctly, interest rates are going to rise so REITS who borrow a lot will be paying more for their debt meaning lower profits so all the REIT stocks are going down... does that make sense? Also BKD has been hitting my price alerts too. I'm currently holding LXP which is down quite a bit.

It depends on the type of REIT, but in general, no that isn't correct.

 

REITs hedge their interest rate exposure and may or may not have floating rate debt if they are an equity REIT. You may be able to earn higher yields in other places, however, so it does reduce the price of the REIT to improve the yield to be in line with the risk incurred. 

 

Take O for example. A sub 5% yield was pretty attractive a year ago. It's a little less attractive now.

 

Prices are going down due to the book value losses that will come when rates rise in mREITs. 

post #8465 of 11195
I have no direct exposure to oil, yet that filthy commodity still manages to negatively impact my returns.

😒
post #8466 of 11195
Red af.
post #8467 of 11195
Quote:
Originally Posted by MSchapiro View Post
 

This is starting to feel a lot like a bear market.

 

bear market is -20% by definition.  this isnt even a correction (-10%)

post #8468 of 11195
Quote:
Originally Posted by GreenFrog View Post

Red af.

 

redder af

post #8469 of 11195
Yeah bitches. SMLP Green AF.
post #8470 of 11195
I am outperforming the markets by a significant amount today. Albeit in the wrong direction.
post #8471 of 11195
😭😭😭😭😭 someone hold my hand... and put a fat wad of bills in it to negate my losses
post #8472 of 11195
Btw why does the market care so much that oil is below $40?

Are we just looking for headlines to get bearish on?
post #8473 of 11195
I'm slightly baffled.....seemed like the rate rise was a sure thing last week, and so the market went up which I thought was an odd move. Then tumbles all week, partially due to oil and partially due to interest rates.

And so OK, the market is digesting information, but why are banks not rising?

Also, they keep hammering at the notion that oil companies are going to cut dividends....most of these oil companies have been through worse in the past and so many of the majors have stated that they're committed to the dividend. I think it's just fear mongering at this point.
post #8474 of 11195
I'm confused too. The market rallies like crazy on a strong jobs number because that implies rate hike and less uncertainty.

Then the following week the market sells off on the impending rate hike? Wtf?

This market has me confused af.
post #8475 of 11195
Quote:
Originally Posted by SkinnyGoomba View Post

I'm slightly baffled.....seemed like the rate rise was a sure thing last week, and so the market went up which I thought was an odd move. Then tumbles all week, partially due to oil and partially due to interest rates.

And so OK, the market is digesting information, but why are banks not rising?

Also, they keep hammering at the notion that oil companies are going to cut dividends....most of these oil companies have been through worse in the past and so many of the majors have stated that they're committed to the dividend. I think it's just fear mongering at this point.

Well, you're kind of commingling market sentiment with fundamentals, no? Pretty sure this is the former. Shit-ton of scare mongering press this week both about the oil situation, and about supposed indicators that equities are due for a correction. Plus we're getting into the season when people rationally sell losers to capture losses and somewhat less rationally sell winners because they think there's some value in locking in the ability to say they made X amount this year. Overall, in my completely amateur opinion, today was just one of those days and not a great signifier of anything in particular.
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