The reason it has been allowed to go on for so long is many of MPW tenants are private companies. So the health of those private companies arent public knowledge. So they can say (insert tenant) is really going bankrupt and get away with it since it order to be proven wrong the private company would have to release their earnings report. And even then the bears would say (insert company) is giving us fake numbers to look good.

I also own PLD and VICI in the REIT sector and they dont have to go through this. Likely since their top tenants are publicly traded companies.

$XUSP $VCIT $XYL $LEU $PLD

$aapl $Jpm $Meta $pld

I hope by Friday.

Puts on PLD for Thursday earnings.

PLD and O. Both well run companies. O pays monthly.

O, PLD, AMT, WPC, EQIX

Yeah. I remember in 2022 when AMZN said they would cut back on warehouse space and pretty much tanked PLD 30% in one month. PLD still hasnt fully recovered from those remarks. I think AMD/NVDA still has the AI stuff going for them that they wont have a PLD drop.

Prologis is a warehousing REIT whose biggest customers are Amazon and Home Depot. They don’t have any commercial real estate exposure as part of their business. PLD is solid becauS their tenants are customers who require space for storing goods close to their customers, not space for offices.

Thinkin about going short on ARE and PLD. Commercial and office real estate boys.

> Prologis

"Debt is not well covered by operating cash flow"

Source: https://simplywall.st/stocks/us/real-estate/nyse-pld/prologis

Yeah he was looking at shorting prologis and a couple other REITs with crazy low dividend yields partially for this reason. PLD is a well run company and has been the darling of the REIT space for a long time, but it does seem very expensive to me. And industrial may fare the best of the major CRE sectors in a downturn. Structural tailwind with e commerce.

To save yall a click: GOOGL, FWONK, TMUS, HLT, LULU, NKE, YUM, COST, EL, LNG, XOM, AXP, BX, JPM, MA, MSCI, V, LLY, ISRG, TMO, UNH, ETN, NOC, ODFL, RTX, MSFT, MSI, LIN, PLD, NEE

My entire portfolio isnt even in MPW it is 4% of portfolio. I also own O, VICI, and PLD. I just dont mention them since those stocks dont spark conversation on this sub.

What are you talking about with

> Then every ER becomes a joke of "we're losing so much per customer maybe it's a good thing we didn't add more"

The companies marketing spend is going down. Average revenue per user is going up.

DKNG makes up a small portion of my portfolio. I been buying CP, VICI, PLD, TMUS, and AXP more. But those stocks dont spark conversation like DKNG does on this sub unfortunately.

Really glad I went heavy on MPW and PLD last week into this week. I may have actually caught a bottom in a stock for once with MPW.

I have bought some VICI and PLD on the morning dip that took place. I had been waiting for VICI under $30 and finally got it.

Or, banks actually have $2.2 Trillion in unrealized losses on their books and 10% of them have more losses than Silicon Valley Bank did.

- Yahoo Finance

https://preview.redd.it/4jwuj5pld5pa1.jpeg?width=960&format=pjpg&auto=webp&v=enabled&s=d2ffa67edf1148323fa713adcd300d2b3fe176b7

I been buying VICI and PLD for the safer REITs. The risk on REIT that is unpopular and not for everyone I been buying is MPW. I went heavy this morning in the $7.65 range. If MPW goes to zero I at least have VICI and PLD. If it doesnt I get a 15% yield plus capital appreciation.

I been looking at REITs. The unpopular one I been buying is MPW. The more popular and people are more less bearish on Im buying are PLD and VICI.

Imo puts on $PLD for April or May are a very smart move given the fact that defaults on commercial real estate are exploding and the startup world now having lost its sugar daddy means there's suddenly even more incentive for the startups that maintain office space to cut costs by either not paying the inflated rents or not resigning leases, so earnings on Q1 are prob bad + guidance for Q2 is probably ABYSMAL

I bought heavy and completed positions in CP, UNH, and PLD. I have planned to DCA into those a bit more over the next 2 months but went all in today for those position sizes I wanted for those three.

Anyone doing a heavy DCA into stocks that arent a regional bank today? I either DCA or added to BX, KKR, VICI, PLD, WBD. To name some stocks.

It’s awesome that you’re looking to start investing! Like most people are saying, you should start with your 401k because it’s more tax advantageous than other forms of investing, but I’ll focus on how to learn more about safe (ish), strategic investing.

I agree to start with the wiki, but there are a number of content creators out there who explain terms and strategies without the hype or misleading claims of, for example, crypto influencers. I recommend the Plain Bagel on YouTube, who is a Canadian financial professional with a lot of helpful explainers. He has a basics on investing series here.

Investing can be scary, and sometimes it might feel like a crypto crash, but markets have trended upwards for a long long time, and most people will agree that it’s more important to invest early than invest “at the right time.” Always happy to talk about this kind of thing!

I like a bit of a mixture.. SCHD can spin off a bit more income if you would like passive income. JEPI is a pure income play, VSTAX, VTI would be more principal growth than income..

I had a few goals when I started on my journey 4 years ago... Get out of being a landlord (successfully completed jan 2020) , and replace that income stream with something that is less hassle. My best year owning the homes was around 100K net, last year we did 76K with dividends. I hold JEPI (less than 3%) of my holdings beyond that I mostly hold individual shares in companies that pay between 2.5-4% and raise dividends at least on average 6% a year. I keep a few hundred K in SCHD as sort of an augmented savings account.

Since most of mine is taxable i try to hold companies that pay qualified dividends.

If i was going to set someone up for a fully hands off portfolio i'd probably do something along the lines of

30% VSTAX

20% SCHD

10% VYM

10% QQQ

5% JEPI

15% quality growing businesses with low debt and big moats. My largest holdings are order largest to smallest :

AVGO, HD, JPM, BX, TXN, SBUX, BLK, ABBV, UPS, MRK, LOW, AMGN, APD, LMT, MSFT, ITW, TD, ORI, PLD, PEP, CMI, CB, AMAT, TXRH, CME, COST, UNP, MCHP, WM, LIN

Im buying the dip on that. I kinda been hoping VICI and PLD take a dive but they have held up pretty well. So will buy more MPW instead.

CAT DHR PLD CCJ FCX LIT DIS

Man, I thought I was so clever dumping cash in PLD thinking it's the easiest investment ever, then it tanked to below 100 bucks like 3 weeks after I bought in.

Sampling: ABBV, MRK, KMI, O, VICI, PLD, PRU, JPM, PFG, PEP, PNC, RF, SO, DUK, AVGO, TXN, BX and 20+ more. SCHD serves as foundation.

AVGO in the long term, though it's had a really good run recently and may be pretty well valued at this point. QCOM might be a good alternative in the semiconductor sector - your suggestion of TSM* (the ticker is not TSMC) isn't bad either though I have geopolitical concerns about it.

MSFT is one of the more obvious ones.

I really like NVO - it's an ADR and pays out twice annually, with it's Q4 dividend payment being substantially larger than its Q2 dividends but this is common with European stocks. NVO owns and produces two drugs, Ozempic and Wegovy, that are set to become among the best selling pharmaceuticals of all time over the coming decade as far as I'm concerned. Take that for what you will and definitely do your due diligence because NVO has a high p/e of 40.

SQM; BHP and RIO are growth as far as I'm concerned and offer great dividends.

Look at REITs - some are definitely growth. I own PLD and PSA, but there are much higher dividend paying ones that are still strong (STAG; O; MPW; AGNC; etc).

You are worried about discussing PLD. Lmao this sub rarely talks about REITs.

DKNG and PLD are two of them

That said, let me make some suggestions: MRK; ADM; AVGO; CVS; AMGN; PEP; KR; CAT; O; PLD; PSA; RIO; TD...

If interest rates go down, REITs. They are fairly valued at the moment, but I am eyeing apartment and industrial REITs. EQR, PLD, AVB, to name a few.

PLD also.

Who got PLD 125 calls this morning? 1k woulda turned into 435,000 dollars

Ok everyone look at $PLD.. did it really just tank 8% then pump back 8% within 30 minutes this morning ? If that aint the most corrupt bs

Here it is without pictures.

Total $52,900 invested

VOO: $11,327 SCHD: $7,215 GOOGL: $5,097 JEPI: $3,834 MSFT: $2,649 SCHY: $2,268 NVDA: $1,605 AMZN: $1,458 AAPL: $1,378 VYM: $1,318 V: $1,123 CVX: $1,094 VTI: $993 VNQ: $889 VHT: $741 XOM: $685 AMT: $669 VICI: $503 ABL: $497 PLD: $494 IWS: $110

I don't own any REITs currently but - PLD, ARE, COLD. I would focus not on "what yields the most" and/or "what pays monthly" and more on "what has long-term fundamental strength/can't be disrupted." With ARE's lab/life science space for example, science unfortunately can't really work from home.

NXDT is a diversified REIT that was previously a CEF and that trades at a considerable discount to NAV.

Credit to u/KRIBZ:

AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING

2023-01-17

$UAL | United Airlines Holdings Inc: 6.84% | 10.94% | 6.52%

$IBKR | Interactive Brokers Group Inc: 4.41% | 7.6% | 4.86%

$SBNY | Signature Bank: 6.61% | 5.36% | 11.0%

$CFG | Citizens Financial Group Inc: 4.24% | 7.24% | 4.36%

$GS | Goldman Sachs Group Inc: 3.43% | 1.26% | 2.97%

$MS | Morgan Stanley: 4.06% | 6.06% | 3.52%

​

2023-01-18

$KMI | Kinder Morgan Inc: 3.72% | 6.25% | 2.39%

$PLD | Prologis: 2.72% | 4.5% | 3.8%

$PNC | PNC Financial Services Group Inc: 3.55% | 1.02% | 3.58%

$DFS | Discover Financial Services: 4.8% | 6.0% | 4.48%

$FHN | First Horizon Corporation: 3.29% | 1.21% | 2.76%

$SCHW | Charles Schwab Corporation: 4.08% | 4.48% | 3.78%

$JBHT | J B Hunt Transport Services Inc: 3.77% | 1.95% | 5.15%

$AA | Alcoa Corporation: 8.95% | 12.17% | 7.93%

​

2023-01-19

$KEY | KeyCorp: 3.79% | 1.71% | 3.47%

$NFLX | Netflix Inc: 11.58% | 17.49% | 10.03%

$PPG | PPG Industries Inc: 3.82% | 5.68% | 3.99%

$SIVB | SVB Financial Group: 7.4% | 24.3% | 11.53%

$TFC | Truist Financial Corporation: 3.45% | 2.46% | 3.64%

$FAST | Fastenal Company: 5.19% | 8.22% | 4.61%

$MTB | M&T Bank Corporation: 4.08% | 13.29% | 5.13%

$NTRS | Northern Trust Corporation: 4.47% | 5.84% | 4.63%

$PG | Procter and Gamble Co: 3.56% | 2.19% | 2.9%

$CMA | Comerica Inc: 4.64% | 8.09% | 3.4%

$FITB | Fifth Third Bancorp: 3.8% | 6.62% | 5.48%

$CNXC | Concentrix Corporation: 7.79% | 7.97% | 3.89%

​

2023-01-20

$STT | State Street Corporation: 5.44% | 11.33% | 8.98%

$ALLY | Ally Financial Inc: 5.55% | 4.65% | 11.27%

$RF | Regions Financial Corporation: 4.05% | 5.51% | 7.62%

$SLB | Schlumberger Ltd: 4.52% | 11.72% | 5.18%

AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING
2023-01-17
$UAL | United Airlines Holdings Inc: 6.84% | 10.94% | 6.52%
$IBKR | Interactive Brokers Group Inc: 4.41% | 7.6% | 4.86%
$SBNY | Signature Bank: 6.61% | 5.36% | 11.0%
$CFG | Citizens Financial Group Inc: 4.24% | 7.24% | 4.36%
$GS | Goldman Sachs Group Inc: 3.43% | 1.26% | 2.97%
$MS | Morgan Stanley: 4.06% | 6.06% | 3.52%
2023-01-18
$KMI | Kinder Morgan Inc: 3.72% | 6.25% | 2.39%
$PLD | Prologis: 2.72% | 4.5% | 3.8%
$PNC | PNC Financial Services Group Inc: 3.55% | 1.02% | 3.58%
$DFS | Discover Financial Services: 4.8% | 6.0% | 4.48%
$FHN | First Horizon Corporation: 3.29% | 1.21% | 2.76%
$SCHW | Charles Schwab Corporation: 4.08% | 4.48% | 3.78%
$JBHT | J B Hunt Transport Services Inc: 3.77% | 1.95% | 5.15%
$AA | Alcoa Corporation: 8.95% | 12.17% | 7.93%
2023-01-19
$KEY | KeyCorp: 3.79% | 1.71% | 3.47%
$NFLX | Netflix Inc: 11.58% | 17.49% | 10.03%
$PPG | PPG Industries Inc: 3.82% | 5.68% | 3.99%
$SIVB | SVB Financial Group: 7.4% | 24.3% | 11.53%
$TFC | Truist Financial Corporation: 3.45% | 2.46% | 3.64%
$FAST | Fastenal Company: 5.19% | 8.22% | 4.61%
$MTB | M&T Bank Corporation: 4.08% | 13.29% | 5.13%
$NTRS | Northern Trust Corporation: 4.47% | 5.84% | 4.63%
$PG | Procter and Gamble Co: 3.56% | 2.19% | 2.9%
$CMA | Comerica Inc: 4.64% | 8.09% | 3.4%
$FITB | Fifth Third Bancorp: 3.8% | 6.62% | 5.48%
$CNXC | Concentrix Corporation: 7.79% | 7.97% | 3.89%
2023-01-20
$STT | State Street Corporation: 5.44% | 11.33% | 8.98%
$ALLY | Ally Financial Inc: 5.55% | 4.65% | 11.27%
$RF | Regions Financial Corporation: 4.05% | 5.51% | 7.62%
$SLB | Schlumberger Ltd: 4.52% | 11.72% | 5.18%

Looking back loading up on REITs in Sept-Oct 2022 was such a great decision stuff like VICI, PLD, SPG are all up quite a bit from those lows.

You’re going to receive a lot of suggestions from people who believe in the specific strategy that worked for them… and many of their answers will conflict with each other.

I’d suggest that you start with some education on the basics.

https://youtube.com/playlist?list=PLD18sR-9Y-XHGlrT_3aKElcyzz9eTDGsy

>Which total market funds include real estate?

All of them. A total stock market fund doesn't discriminate. They hold the entire U.S. market weighted by market cap (excluding some tiny, non-liquid microcaps). This includes REITs.

​

>Or are you saying that because BLK has real estate holdings and the total market fund includes BLK, you have real estate?

TSM does indeed hold BlackRock (BLK), although that isn't a REIT. It also holds actual REIT funds, for example Vornado Realty Trust (VNO), Boston Properties (BXO), Prolgis (PLD) and so on. In fact, there are 31 REITs in the S&P 500, so any those funds will hold REITs as well.

PLD - Industrial Warehouse REIT.
ROK - Automation, we’ll be building very advanced manufacturing hubs.
EMR - electrical components that basically go into every kind of physical infrastructure.
APD - Industrial piping components. They make systems that move gases and liquids around. Benefiting bialy from the build out of LNG facilities.
CSCO - communications infrastructure, we’re going to have to wire everything together.
TT - HVAC and building environmental controls.
CAT - They build the shit that builds shit.
SEDG - Solar electronic components. All that new rooftop real estate will see more and more solar installation to cut down on Operating costs. AMAT - We’ll see a build out of chip manufacturing.

Here are my go to recommendations HOWEVER, MOST ARE OVERVALUED AGAIN SO DO NOT BUY TOMORROW. (EVRG and FE are the only ones not overvalued)

Industrials: HON, CMI, SNA (all overvalued again but buy during the next dip) and WHR

Consumer staples: PG, REYN (overvalued again, same drill as above), K, GIS, ADM

Banks/financials: BAC, COF, JPM (COF doesn't seem as overvalued right now), RY, TD, BNS, BX, BLK

Insurance: ORI, AFL, UNH, CI

REITS: WPC, PLD, DLR, O

Retail: BBY, LOW, HD, TGT (would only touch HD and LOW again when they drop, HD just had a massive runup. Good in general but not this second)

Transport, UNP, UPS, R (R is especially overvalued right now, but buy it when it goes back into the 70s)

It may also be a good time to get into MDT but it's not going to rebound quickly

AMGN if it dips will be a good one to get back into

right, but amazon is cancelling plans for future warehouse space, assuming these are with pld...bad for business?

Thoughts on shorting PLD as well? Similar industry, different clients (amazon warehouses)

Thoughts on shorting PLD as well? Similar industry, different clients (amazon warehouses)

I'd rather own PLD if I was going to own a warehouse REIT. Yield is not the priority to me when owning REITs - I'd rather the best managed, biggest/strongest (most capable of a sustainable dividend through good times and bad, potentially), growth theme, etc.

Or I'd look at BX - while certainly not all real estate, they own a giant, diversified portfolio and can be opportunistic. I don't currently own either but IMO yield is not the priority for me when looking at a REIT (or something in any sector.)

I’ve never quite understood how REITs correlate w owning real estate. For example, Prologis (PLD) is down 31% Ytd and it’s 5 year chart looks very correlated w the S&P 500.

So overall REIT performance charts never seem to align w the characteristics I’d expect from traditional real estate: low volatility, minimal drawdowns, good performance during high inflation periods. Anyone have a good explanation for these differences?

GOOG BAM PLD EQIX BX

Also id recommend investing in any industrial REIT. They are buying on 3 year WALT’s and are backed by tenants with investment grade credit I.e Amazon. PLD is my favorite

So you bought Prologis $PLD at $113.50 and now it's at $113.65 and that is the best timed move in your life

I think there’s better options than LULU to buy rn. I’m a huge fan of PLD, it’s very underlooked

Personal Stocks Portfolio, college business student: MSFT - 10.9% PLD - 10.3% SCHD - 8.2% VICI - 7.4% V - 7.3% AMZN - 7.1% AAPL - 6.6% SCHW - 6.2% CB - 5.5% VRTX - 5.4% O - 5.2% BAC - 4.8% UNH - 4.6% AVGO - 4.6% LULU - 3.2% RL - 2.8%

I bought in June and September.

Not looking to buy into this rally as I already invested my goal for the year.

Some were good a few (intel) not so good but averaged that one down to around 29$.

09/26/2022 SCHD 300 USD 67.85 $(20,355.48)

09/26/2022 MPW 250 USD 12.1 $(3,025.00)

08/09/2022 INTC 160 USD 34.55 $(5,528.00)

07/18/2022 GOOG 152 USD

09/27/2022 SCHD 100 USD 66.79 $(6,679.11)

09/26/2022 MPW 100 USD 12.11 $(1,210.50)

09/21/2022 SCHD 100 USD 71.09 $(7,108.99)

08/09/2022 BST 100 USD 36.95 $(3,695.00)

08/09/2022 BSTZ 100 USD 21.89 $(2,189.00)

08/09/2022 JEPI 100 USD 57.05 $(5,705.00)

07/08/2022 TD 100 USD 64.09 $(6,409.00)

07/06/2022 SCHD 100 USD 71.4 $(7,139.73)

09/26/2022 CSCO 75 USD 40.84 $(3,062.98)

08/09/2022 BSTZ 69 USD 21.82 $(1,505.58)

09/26/2022 AMAT 54 USD 84.86 $(4,582.21)

09/30/2022 SCHD 50 USD 67.23 $(3,361.44)

09/27/2022 SCHD 50 USD 66.78 $(3,338.86)

09/26/2022 INTC 50 USD 27.02 $(1,351.00)

09/26/2022 JEPI 50 USD 51.83 $(2,591.50)

09/26/2022 SCHD 50 USD 67.21 $(3,360.33)

09/26/2022 SCHD 50 USD 67.52 $(3,376.00)

08/10/2022 INTC 50 USD 34.88 $(1,744.00)

07/27/2022 GRMN 50 USD 94.19 $(4,709.57)

07/20/2022 ITW 50 USD 188.33 $(9,416.50)

07/06/2022 JEPI 50 USD 55.14 $(2,756.81)

07/06/2022 STAG 50 USD 31.27 $(1,563.50)

07/06/2022 TD 40 USD 63.49 $(2,539.56)

09/26/2022 PLD 39 USD 104.89 $(4,090.71)

07/25/2022 STAG 39 USD 31.57 $(1,231.23)

09/26/2022 BX 35 USD 83.5 $(2,922.50)

08/24/2022 AAP 30 USD 179.35 $(5,380.50)

07/25/2022 TROW 30 USD 120.84 $(3,625.20)

07/06/2022 BX 30 USD 94.59 $(2,837.70)

09/26/2022 TD 25 USD 61.37 $(1,534.25)

08/09/2022 IEP 24 USD 53.61 $(1,286.64)

08/09/2022 JEPI 24 USD 57.12 $(1,370.88)

08/09/2022 STAG 22 USD 32.84 $(722.48)

07/08/2022 BX 22 USD 96.19 $(2,116.18)

09/30/2022 SCHD 20 USD 67.22 $(1,344.44)

09/26/2022 AAP 20 USD 158.56 $(3,171.20)

09/26/2022 HD 20 USD 272 $(5,440.00)

09/26/2022 JPM 20 USD 107.26 $(2,145.13)

09/26/2022 UPS 20 USD 160.56 $(3,211.20)

09/26/2022 WM 20 USD 165.29 $(3,305.80)

08/25/2022 INTC 20 USD 34.46 $(689.20)

08/09/2022 GRMN 20 USD 95.52 $(1,910.40)

08/09/2022 INTC 20 USD 34.43 $(688.60)

08/09/2022 TD 20 USD 64.4 $(1,288.00)

08/04/2022 TD 20 USD 64.75 $(1,295.00)

07/25/2022 JEPI 20 USD 56.36 $(1,127.10)

07/25/2022 TD 20 USD 64.53 $(1,290.55)

09/26/2022 CB 17 USD 176.44 $(2,999.48)

09/26/2022 JPM 17 USD 108.45 $(1,843.65)

07/06/2022 TXN 17 USD 150.16 $(2,552.72)

09/26/2022 SCHW 16 USD 71.72 $(1,147.49)

09/26/2022 PRU 15 USD 87.28 $(1,309.26)

09/22/2022 TXN 15 USD 162.71 $(2,440.65)

08/24/2022 JPM 15 USD 114.73 $(1,720.95)

08/10/2022 JEPI 15 USD 57.35 $(860.25)

08/09/2022 JPM 15 USD 115.08 $(1,726.20)

08/09/2022 PRU 15 USD 98.45 $(1,476.75)

07/25/2022 TXN 15 USD 162.86 $(2,442.90)

09/26/2022 AXP 14 USD 139.7 $(1,955.80)

07/25/2022 UPS 13 USD 187.26 $(2,434.40)

09/26/2022 AXP 10 USD 140.33 $(1,403.30)

09/26/2022 LIN 10 USD 268.01 $(2,680.10)

09/26/2022 SNA 10 USD 205.6 $(2,056.00)

09/22/2022 AFL 10 USD 58.97 $(589.70)

09/22/2022 AMAT 10 USD 85.16 $(851.60)

09/22/2022 JPM 10 USD 111.63 $(1,116.30)

08/25/2022 GRMN 10 USD 94.35 $(943.50)

08/24/2022 AAP 10 USD 179.9 $(1,799.00)

08/09/2022 AAP 10 USD 192.73 $(1,927.30)

08/09/2022 DUK 10 USD 109.6 $(1,095.96)

08/04/2022 JPM 10 USD 111.98 $(1,119.80)

08/04/2022 TD 10 USD 64.64 $(646.40)

07/25/2022 BX 10 USD 95.91 $(959.10)

07/25/2022 HD 10 USD 305.32 $(3,053.20)

07/25/2022 ITW 10 USD 190.87 $(1,908.67)

07/25/2022 ITW 10 USD 191.6 $(1,916.00)

07/25/2022 LOW 10 USD 193.92 $(1,939.20)

07/25/2022 TD 10 USD 64.02 $(640.20)

07/25/2022 TD 10 USD 64.55 $(645.50)

07/25/2022 TXRH 10 USD 82.61 $(826.10)

07/20/2022 TD 10 USD 63.53 $(635.27)

07/20/2022 TROW 10 USD 121.28 $(1,212.80)

07/08/2022 TD 10 USD 64.1 $(641.00)

07/08/2022 TXN 10 USD 155.43 $(1,554.25)

07/06/2022 AAP 10 USD 180.81 $(1,808.10)

07/06/2022 GRMN 10 USD 100.05 $(1,000.50)

09/22/2022 HD 8 USD 269.3 $(2,154.40)

08/08/2022 STAG 8 USD 33 $(264.02)

The government will never buy all the land. As long as capitalism exists, worst case scenario, it’ll be large investors and the government. The stock market is fucked anyways if we ended capitalism.

REITs would definitely be fucked since they’re centered around real estate investment returns. The government wouldn’t need a REIT to fund their purchases and if they did, the government wouldn’t own that property, the trust would.

If you look at the actual holdings of most real estate ETFs, they hold a lot of REITs. Look at Vanguard Real Estate ETF. AMT = REIT, PLD = REIT, CCI = REIT, etc.

REITs come in ALL Shapes & Sizes

Retail

$O

$ADC

$NNN

Mall/Shopping

$SPG

$FRT

Apartment

$EQR

$AVB

$MAA

Storage

$PSA

$CUBE

$EXR

Data Center

$DLR

$IRM

$EQIX

Cell Tower

$AMT

$CCI

Warehouse

$PLD

$STAG

$WPC

Gaming/Hospitality

$VICI

$GLPI

Which are your FAVORITE REITs?

EMN, AWK, ET, AMT, CCI and PLD. 2 year holds. I have acquired all positions within 60 days, several at or near 52 week lows. AAPL AA BRKB core positions.

Watchlist: COST, GWW, PLD, AAPL, AMD, MSFT

Short tf out of $PLD its a real estate company that just pumped 1.5% in 2 hours and filled the gap

I like REITs but mostly only big ones with solid balance sheets and low borrowing costs. If you focus on quality and buying when they aren't overvalued you can get solid returns. Take a look at the charts for PLD or O over the last decade+ to see what I mean. They are two of the largest REITs out there and have great management with low borrowing costs, if you can buy either at a good price chances are they will keep doing what they've done and be worth a lot more 10 years from now.

PLD tomorrow please make my PP HARD

$PLD gains give me the peace of mind of letting these expire worthless…

I also have $PLD (logistics real estate in 19 countries) with strong past earnings performance. 10/21 $110c. LFG 🚀

PLD calls are free money for Wednesday earnings.

Since July 1

• In my 401k, I've added five times each to MKL, TYL, MCD, WM, three times each to UNP, UPS, twice each to HSY, AMT, and once each to TXN, SBUX, V, MPW, JPM, and PLD.
• In my taxable brokerage, I've added twice to ATZAF and once each to SNOW, OM, DT, and LMND.
• In my IRA brokerage, I've added once each to IIPR, PATH, INSP, MEDP, FIGS, SQ, and OLO.
• Also in my IRA brokerage, I've opened new positions in NET, IOT, STEM, INMD, PERI, and PCOR (and added two more times to PCOR since).

Have looked at futures but who cares! The market will be open today which means it's another great day to add shares to your high conviction holdings.

For me, it's 401k day. Dumping more money into PLD, AMT, UNP, UPS, JPM, and MPW.

I bought at $15 thinking it was a deal too. It is the opposite of euphoria people just piling on and attacking the stock because they wont reveal the financials of private companies.

Which no REIT ever does but MPW is small so they get away with it. They'd never do this to O, PLD, SPG, etc.

Agreed im looking at VICI and PLD.

BLDR, O, DPZ, SBUX, ELV, WBD, PLD, and BX are on my watchlist right now.

It is a great feeling have the opportunity to buy into FUD these days than the euphoria last year.

https://music.youtube.com/playlist?list=PLdE7uo_7KBkfAWkk7-Clm18krBuziKQfr&feature=share

Im kinda surprised PLD hasnt tanked more on FDX location closure news.

I've mentioned GLOB and NVEE recently which some people have said they never heard of before and were prompted to do some DD. I added STEM to my Do Some DD watchlist because other people here mentioned it and I had never heard of it.

Would love to hear other more of that. Not to come off as a dick but be the change you want to see. Looking at your comment history, I see you discussing AAPL, JPM, GOOG/L, TGT, PLD, DKNG, MSFT. There isn't a single ticker you've mentioned that isn't a massively well-known company.

Healthcare and industrial REITs. To name a ticker PLD is an example.

Hi All,

UK investor here, long story short.

My longterm stocks originally were:

ABNB/GOOG/TSLA/NVDA/SCHD/AAPL

​

Markets changed, and although I dca into these still, I also have a number of stocks in oil, metals, gas, financials, etc.

​

Most are doing well (like 80% are green).

​

However, I thought of allocating some of my portfolio into reits. No more than 10%.

I recently bought IUKP iShares UK Property (only 1.27% allocation). However, my broker doesn't have an ETF for the EU market and I've read that Germany and Switzerland can be profitable.

​

So I did some research and wondered if these would be better to buy, and ditch the ETF.

LI.PA (France), PLD (US), PSA (US), O (US), SBA (US) , LAND (UK) , LXI (not available on my broker but is in the IUKP ETF...) , SAFE (UK) , AMT (US), PSP (Swiss).

​

Unless I'm mistaken, these are all currently outperforming the market also.

​

Thanks in advance.

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> I sold all the others but have thought about selling the VTI that I’m currently at a loss on in order to cancel out some of the gains and purchasing VOO.

Or buy ITOT if you want to stick to US only. Or expand to exUS holdings also with ITOT/IXUS and VTI/VXUS. They make great TLH partners.

> Question is which of these would you keep for now? > JPM PLD MET JCI GD WMT AVGO

Doesn't matter. None of them will be long-term investments for you and you won't be putting more money into them, so they will over time become less and less of your net worth.

ABBV

APD

GOOGL

AMZN

AWK

AAPL

BRKB

BA

C

COST

CCI

FANG

DG

ET

EL

INTC

LYSDY

MTB

MSFT

PYPL

PGR

PLD

SHEL

UNP

UNH

DIS

WM

QQQ

UCO

VTI

​

Yes, I know it is a lot, but I believe each of these is a great long term stock and having a diversified portfolio has protected my portfolio very well during the recent downturn. I am also very active in managing these.

Read their disclosures and see what each footnote references.

Read their earnings calls and see how they handle the Q&A section.

PLD models pretty well against AMZN since that is a big customer. Overall retailers ordered too much inventory coming out of 2021 so PLD customers may have full warehouses for a bit. PLD was at 97% rented out. Some big box retailers are saying they will not even take return items (just issue you a refund) as they have no room to store more items.

Medium term though, if retailers are full on stuff, maybe they do not place big restock orders and try to whittle down their warehouse space. Online sales had their massive boom and will probably revert a bit more. Loan rates to build more space might be expensive now.

Every stock has competition from bond yields now though.

You be like

cnt = 0

tmp[K] = {} //desending array

for each pair(key, pld) in if(cnt < K)

insert_sort(tmp[], pair)

else if(pair.key > tmp[k].key)

insert_sort(tmp[], pair)

If it must absently be YouTube videos, then the "basics series" from The Plain Bagel is where I would start. https://www.youtube.com/watch?v=J_389UPEf68&list=PLD18sR-9Y-XHGlrT_3aKElcyzz9eTDGsy

if it does not need to be videos, and you are open to any kind of info, then https://jlcollinsnh.com/stock-series/ and yes I know it is long, but it is not longer than the average run time of a movie.

PLD and SIVB getting no worthiness love :(

Earnings next week worth watching; full post here

Monday:

• Bank of America (BAC)
• Goldman Sachs (GS)
• Schwab (SCHW)
• IBM
• Prologis (PLD); real estate

Tuesday:

• Lockheed Martin (LMT)
• Haliburton (HAL); oil equipment/services
• Netflix (NFLX)
• Johnson and Johnson (JNJ)
• Ally Financial (ALLY)

Wednesday:

• Tesla (TSLA)
• United Airlines (UAL)
• CSX; railroads
• Baker Hughs (BKR); oil equipment/services
• Discover Financial Services (DFS)
• Abbott Laboratories (ABT)
• ASML; semiconductor manufacturing
• CROX; shoes with holes

Thursday:

• AT&T (T)
• Union Pacific (UNP); railroads
• Dominoes Pizza (DPZ) ; ~~mediocre~~ pizza
• Tractor Supply Company (TSC)
• BX (Blackstone); real estate and private equity
• Dow Chemical (DOW)
• Intuitive Surgical (ISRG)
• Danaher (DGR) ; science manufacturing
• Snapchat (SNAP)
• Philip Morris (PM) ; tobacco
• DR Horton (DHI); home construction
• SVB Financial Group (SIVB)

Friday:

• Verizon (VZ)
• Nextera Energy (NEE)
• Twitter (TWTR)
• American Express (AXP)

Watching Wall Street Warriors episodes on YT to get me in the mindset.

do you have a sheet with EarningsTtm for all 500+ S&P500 tickers? i am not sure where to find the mistake

|Ticker|SharesOutstanding|EarningsTtm| :--|:--|:--| |AAPL|16185000000|100347000000| |BRK.B|2206000000|81997020000| |GOOGL|658544000|73875465920| |GOOG|658544000|73875465920| |MSFT|7479000000|72172350000| |JPM|2937000000|39649500000| |META|2707000000|36246730000| |BAC|8057000000|28521780000| |XOM|4213000000|25404390000| |PFE|5611000000|24968950000| |INTC|4089000000|24779340000| |VZ|4200000000|21588000000| |AMZN|10174000000|21467140000| |CVX|1965000000|20966550000| |JNJ|2631000000|19837740000| |WFC|3790000000|18381500000| |GS|343447000|17965712570| |UNH|938172000|17374945440| |T|7159000000|17110010000| |C|1942000000|16584680000| |HD|1028000000|16262960000| |MRNA|397760000|14430732800| |PG|2399000000|14202080000| |MRK|2529000000|14187690000| |CMCSA|4480000000|14112000000| |MS|1749000000|13974510000| |V|2083000000|13289540000| |WMT|2741000000|12800470000| |COP|1293000000|12619680000| |ABBV|1767000000|12386670000| |CSCO|4141000000|11843260000| |F|4020000000|11617800000| |QCOM|1120000000|11099200000| |UPS|873766000|10764797120| |KO|4335000000|10360650000| |PEP|1383000000|10165050000| |COF|393051000|10038522540| |NVDA|2500000000|9450000000| |MA|972645000|9386024250| |AIG|792192000|9308256000| |MU|1117000000|8991850000| |PM|1550000000|8959000000| |GM|1458000000|8879220000| |TSLA|1036000000|8588440000| |AVGO|403818000|8484216180| |REGN|109846000|8237351540| |TXN|922134000|8170107240| |CB|423711000|8016612120| |CVS|1311000000|7957770000| |LOW|639129000|7867677990| |ABT|1751000000|7616850000| |TMO|391462000|7570875080| |AXP|753060000|7530600000| |NUE|266062000|7455057240| |MCD|739605000|7055831700| |ACN|664188000|6954048360| |USB|1486000000|6895040000| |DOW|728102000|6734943500| |ORCL|2668000000|6643320000| |UNP|628025000|6631944000| |AMAT|869947000|6576799320| |OXY|937191000|6504105540| |LLY|950160000|6423081600| |CAT|533374000|6405821740| |DHR|727077000|6398277600| |HCA|295484000|6382454400| |MET|813206000|6334874740| |WBA|863773000|6279629710| |BLK|151503000|6117691140| |BMY|2129000000|6046360000| |LMT|266107000|6045951040| |NKE|1574000000|6028420000| |TFC|1331000000|6016120000| |DE|305636000|5898774800| |HPQ|1034000000|5831760000| |LYB|327622000|5762870980| |TGT|463696000|5643180320| |NOC|155445000|5641099050| |COST|442963000|5638918990| |IBM|899435000|5531525250| |MMM|569059000|5519872300| |AMGN|534200000|5454182000| |WBD|2427000000|5412210000| |HON|680733000|5180378130| |CI|317273000|5165204440| |SCHW|1817000000|5051260000| |FCX|1449000000|5042520000| |NFLX|444274000|5015853460| |MDT|1329000000|4983750000| |DHI|352030000|4970663600| |PNC|413581000|4888527420| |ADBE|472500000|4866750000| |SPGI|347100000|4828161000| |CHTR|167858000|4765488620| |DFS|280965000|4742689200| |FDX|259178000|4704080700| |PRU|375000000|4657500000| |GILD|1254000000|4514400000| |LRCX|138715000|4463848700| |EOG|585713000|4416276020| |AMD|1621000000|4392910000| |LEN|295490000|4340748100| |SBUX|1147000000|4312720000| |PXD|241959000|4176212340| |RTX|1487000000|4163600000| |MDLZ|1384000000|4152000000| |TSN|354548000|4045392680| |ICE|558266000|4041845840| |PARA|649101000|4024426200| |LIN|503453000|3947071520| |AFL|644165000|3942289800| |NRG|237284000|3898576120| |TRV|239961000|3832177170| |CSX|2174000000|3826240000| |SYF|501489000|3726063270| |PLD|748939000|3722226830| |HPE|1299000000|3676170000| |DUK|769899000|3672418230| |PYPL|1158000000|3531900000| |DVN|660000000|3511200000| |ALL|274983000|3426288180| |ELV|357347000|3319753630| |EL|357347000|3319753630| |EMBC|357347000|3319753630| |BK|807798000|3279659880| |GD|277705000|3268587850| |TJX|1172000000|3234720000| |MMC|501914000|3212249600| |WTW|111488000|3196360960| |KLAC|149235000|3098118600| |ADM|562708000|3066758600| |EMR|621998000|2998030360| |HUM|126493000|2997884100| |D|830650000|2990340000| |MO|1811000000|2988150000| |NSC|238333000|2962479190| |AMP|109904000|2930040640| |ADP|417747000|2844857070| |TROW|227297000|2836666560| |TMUS|1254000000|2821500000| |PSX|481086000|2766244500| |CME|359421000|2760353280| |STT|367115000|2753362500| |FANG|177493000|2706768250| |AEP|513544000|2685835120| |WY|744498000|2680192800| |ITW|311443000|2662837650| |DIS|1821000000|2658660000| |AMT|456347000|2646812600| |CARR|848242000|2621067780| |EXC|980210000|2597556500| |MOS|361993000|2584630020| |VLO|408096000|2534276160| |INTU|282812000|2528339280| |MPC|540995000|2504806850| |ATVI|781882000|2486384760| |TEL|322174000|2458187620| |VRTX|255756000|2447584920| |HIG|328865000|2427023700| |FITB|686087000|2415026240| |KDP|1419000000|2412300000| |APA|338232000|2381153280| |MTB|179431000|2354134720| |CFG|495446000|2348414040| |KEY|932471000|2331177500| |SO|1063000000|2296080000| |GIS|602212000|2276361360| |RF|934500000|2270835000| |AZO|19488000|2262556800| |DG|226997000|2226840570| |DISH|529995000|2220679050| |ETN|399000000|2218440000| |CTSH|521174000|2178507320| |APD|221773000|2175593130| |PGR|584900000|2164130000| |SPG|328647000|2149351380| |LUMN|1033000000|2148640000| |NXPI|262565000|2145156050| |KR|727753000|2139593820| |SLB|1413000000|2105370000| |ORLY|65725000|2070337500| |ZTS|470629000|2061355020| |BBY|225168000|2051280480| |LH|93176000|2047076720| |CINF|160440000|2045610000| |CE|108309000|2039458470| |MRO|707691000|2038150080| |CL|837942000|2027819640| |SYK|378154000|2019342360| |PCAR|347683000|1981793100| |MCO|184500000|1961235000| |HSY|205605000|1951191450| |PHM|237627000|1943788860| |CBRE|326861000|1918674070| |CMI|141098000|1911877900| |WM|415207000|1893343920| |BEN|499924000|1864716520| |ADI|519806000|1850509360| |WDC|313168000|1841427840| |BDX|285065000|1821565350| |PSA|175529000|1816725150| |SHW|260131000|1815714380| |LHX|192875000|1809167500| |DGX|117365000|1793337200| |STX|214844000|1783205200| |SIVB|58851000|1760233410| |KMB|336925000|1752010000| |ABC|209464000|1736456560| |CTRA|805805000|1724422700| |IP|370629000|1701187110| |CTVA|723700000|1700695000| |PH|128478000|1688200920| |APH|597139000|1683931980| |FISV|646394000|1674160460| |ISRG|358957000|1651202200| |CF|208602000|1629181620| |XEL|544653000|1628512470| |CNP|629449000|1598800460| |YUM|285164000|1596918400| |VICI|963002000|1588953300| |L|246108000|1587396600| |ROST|349926000|1581665520| |RJF|216659000|1579444110| |HAL|901976000|1560418480| |EW|621752000|1535727440| |ED|354295000|1534097350| |URI|71612000|1531780680| |K|337873000|1530564690| |HOLX|249381000|1526211720| |DD|508527000|1525581000| |WHR|56202000|1524760260| |NTRS|208380000|1508671200| |OKE|446616000|1505095920| |CNC|584887000|1503159590| |PFG|252684000|1493362440| |MAR|327298000|1485932920| |DLTR|224556000|1482069600| |WMB|1218000000|1473780000| |EXPD|167754000|1466169960| |ON|434506000|1459940160| |CCI|433032000|1459317840| |NEE|1965000000|1454100000| |FRC|179603000|1436824000| |BIIB|146452000|1433765080| |TT|233860000|1424207400| |VFC|388323000|1378546650| |DLR|284672000|1377812480| |PAYX|361017000|1361034090| |WEC|315435000|1356370500| |MNST|529671000|1355957760| |AON|212384000|1350762240| |EQR|376042000|1349990780| |CMS|290129000|1349099850| |SWKS|160926000|1337295060| |RSG|315891000|1336218930| |NVR|3290000|1330081200| |MGM|426052000|1325021720| |WRB|265193000|1323313070| |RE|39438000|1320778620| |SWK|150965000|1305847250| |IVZ|455025000|1301371500| |OGN|253637000|1301157810| |ES|344878000|1300190060| |AWK|181753000|1286811240| |MCHP|554501000|1286442320| |MSI|167297000|1256400470| |A|298708000|1251586520| |OMC|205733000|1248799310| |OTIS|422794000|1238786420| |FE|570932000|1233213120| |KHC|1224000000|1224000000| |JCI|695669000|1210464060| |LNC|171947000|1191592710| |CTAS|102325000|1184923500| |NDAQ|164678000|1164273460| |GWW|51102000|1158482340| |AVB|139818000|1124136720| |DOV|144163000|1118704880| |ODFL|113354000|1117670440| |ROP|105913000|1115263890| |FOXA|556749000|1113498000| |FOX|556749000|1113498000| |BALL|319789000|1112865720| |ECL|285655000|1105484850| |CPRT|237673000|1083788880| |SBNY|62928000|1083620160| |GLW|844612000|1081103360| |GRMN|193125000|1077637500| |PPG|236194000|1072320760| |TAP|216890000|1071436600| |ETR|203374000|1069747240| |IQV|189279000|1069426350| |HBAN|1439000000|1064860000| |BAX|503529000|1062446190| |MCK|145365000|1061164500|

1. Stop watching "education" videos that are from the same place that is making money off of you. If a company earns money by flipping your trades to a High Frequency Trading Firm, they are naturally going to want you to make as many trades as you can. Every trade you do not make is one less trade they can flip to the HFT Firm. So obviously they are going to "educate" you into thinking that doing trade after trade after trade after trade is a good idea.

2. Stop thinking in terms of "strategy". Investing is not how you make money. Investing is how you save money. People can and do have good investment portfolios that work well that they look at only once a year for just 15 minutes. That's about the opposite of "strategy". Think "long term planning" instead.

3. Read https://jlcollinsnh.com/stock-series/

4. If reading is not your thing, then https://www.youtube.com/watch?v=J_389UPEf68&list=PLD18sR-9Y-XHGlrT_3aKElcyzz9eTDGsy&ab_channel=ThePlainBagel

AAPL, GWW, META, American Express, PLD, LII, HPQ, INTC, Home Depot, TGT, GOOGL, MSFT, BABA, TSLA

Some of these are under their I.V, while others I have on a watch list.

I think all of these companies will play a role in shaping what our future looks like. Some of them are obvious, while others I have added based off of my own knowledge from working in my industry.

Category 2 (part 1)

|Ticker|Name|Sector|Price|Market cap|P/E|Earnings date| :--|:--|:--|--:|--:|:-:|--:| |PEP|PepsiCo, Inc.|Consumer Defensive|166.13|229705133541|22.72|07/12/2022| |FRC|First Republic Bank|Financial|146.91|26397435862|18.67|07/12/2022| |WFC|Wells Fargo &amp; Company|Financial|40.76|154494741158|8.48|07/13/2022| |BLK|BlackRock, Inc.|Financial|647.78|98140747334|16.28|07/13/2022| |FAST|Fastenal Company|Industrials|51.9|29873957468|30.45|07/13/2022| |DAL|Delta Air Lines, Inc.|Industrials|31.2|20001010089|39.53|07/13/2022| |JPM|JPMorgan Chase &amp; Co.|Financial|117.32|344574705103|8.71|07/14/2022| |MS|Morgan Stanley|Financial|77.82|136129202526|9.9|07/14/2022| |CAG|Conagra Brands, Inc.|Consumer Defensive|34.1|16363743587|15.84|07/14/2022| |UNH|UnitedHealth Group Incorporated|Healthcare|495.64|464995385566|27.13|07/15/2022| |SCHW|The Charles Schwab Corporation|Financial|64.43|122181895508|23.33|07/15/2022| |C|Citigroup Inc.|Financial|47.86|92940292385|5.64|07/15/2022| |USB|U.S. Bancorp|Financial|47.52|70602365480|10.24|07/15/2022| |PNC|The PNC Financial Services Group, Inc.|Financial|162.84|67347479673|13.79|07/15/2022| |BK|The Bank of New York Mellon Corporation|Financial|43.6|35220000287|10.8|07/15/2022| |STT|State Street Corporation|Financial|66.27|24328723071|8.98|07/15/2022| |BAC|Bank of America Corporation|Financial|32.31|260317803864|9.21|07/18/2022| |IBM|International Business Machines Corporation|Technology|142.06|127773776522|23.34|07/18/2022| |GS|The Goldman Sachs Group, Inc.|Financial|302.75|103978488425|5.88|07/18/2022| |PLD|Prologis, Inc.|Real Estate|122.59|90749328819|24.55|07/18/2022| |PPG|PPG Industries, Inc.|Basic Materials|121.01|28576282085|26.87|07/18/2022| |JBHT|J.B. Hunt Transport Services, Inc.|Industrials|162.15|16990611455|20.11|07/18/2022| |JNJ|Johnson &amp; Johnson|Healthcare|182.29|479678252913|24.55|07/19/2022| |NFLX|Netflix, Inc.|Communication Services|190.85|84789657441|17.32|07/19/2022| |TFC|Truist Financial Corporation|Financial|49.22|65532149485|10.99|07/19/2022| |HCA|HCA Healthcare, Inc.|Healthcare|182.33|53875652960|8.58|07/19/2022| |HAL|Halliburton Company|Energy|30.95|27916157888|17.88|07/19/2022| |CFG|Citizens Financial Group, Inc.|Financial|37.03|18346361072|7.85|07/19/2022| |DOV|Dover Corporation|Industrials|123.22|17763814323|16.03|07/19/2022| |SYF|Synchrony Financial|Financial|29.54|14813982565|4.01|07/19/2022| |OMC|Omnicom Group Inc.|Communication Services|64.6|13290325646|10.7|07/19/2022| |UAL|United Airlines Holdings, Inc.|Industrials|38.51|12582406410|#N/A|07/19/2022| |SBNY|Signature Bank|Financial|192.14|12090987802|11.25|07/19/2022| |GL|Globe Life Inc.|Financial|99.16|9777135705|13.86|07/20/2022| |KO|The Coca-Cola Company|Consumer Defensive|63.04|273280169088|26.59|07/20/2022| |TXN|Texas Instruments Incorporated|Technology|155.95|143806732105|17.83|07/20/2022| |ANTM|Anthem, Inc.|Healthcare|469.87|113278466811|18.5|07/20/2022| |CCI|Crown Castle International Corp.|Real Estate|174.99|75776202062|52.05|07/20/2022| |CSX|CSX Corporation|Industrials|29.57|64292837966|16.8|07/20/2022| |KMI|Kinder Morgan, Inc.|Energy|16.48|37367937522|36.42|07/20/2022| |MTB|M&amp;T Bank Corporation|Financial|166.64|29898115426|12.73|07/20/2022| |BKR|Baker Hughes Company|Energy|28.47|29186503786|87.11|07/20/2022| |DFS|Discover Financial Services|Financial|99.17|27863308452|5.84|07/20/2022| |NDAQ|Nasdaq, Inc.|Financial|159.28|26229863854|22.87|07/20/2022| |LVS|Las Vegas Sands Corp.|Consumer Cyclical|33.43|25544167446|13.83|07/20/2022| |EFX|Equifax Inc.|Industrials|184.83|22611196757|29.89|07/20/2022| |NTRS|Northern Trust Corporation|Financial|97.12|20237846748|13.47|07/20/2022| |STX|Seagate Technology Holdings plc|Technology|74.15|15930675512|9.12|07/20/2022| |NVR|NVR, Inc.|Consumer Cyclical|4049.72|13322226097|10.81|07/20/2022| |IPG|The Interpublic Group of Companies, Inc.|Communication Services|27.98|11014726933|10.94|07/20/2022| |MKTX|MarketAxess Holdings Inc.|Financial|277.64|10478689432|43.57|07/20/2022| |CMA|Comerica Incorporated|Financial|76.52|10005777717|10.56|07/20/2022| |DHR|Danaher Corporation|Healthcare|256.83|186735150464|29.74|07/21/2022| |PM|Philip Morris International Inc.|Consumer Defensive|103.4|160281272965|17.9|07/21/2022| |T|AT&amp;T Inc.|Communication Services|20.99|150267408361|8.86|07/21/2022| |UNP|Union Pacific Corporation|Industrials|215.78|135515276889|20.48|07/21/2022| |MMC|Marsh &amp; McLennan Companies, Inc.|Financial|158.83|79718953890|25.15|07/21/2022| |ISRG|Intuitive Surgical, Inc.|Healthcare|209.67|75262387730|46.73|07/21/2022| |PGR|The Progressive Corporation|Financial|115.99|67842549750|31.53|07/21/2022| |COF|Capital One Financial Corporation|Financial|110.09|43270939114|4.33|07/21/2022| |TRV|The Travelers Companies, Inc.|Financial|166.72|40006298212|10.54|07/21/2022| |CTAS|Cintas Corporation|Industrials|379.18|38799554832|33.47|07/21/2022| |DOW|Dow Inc.|Basic Materials|53.14|38691329207|5.79|07/21/2022| |DHI|D.R. Horton, Inc.|Consumer Cyclical|67.69|23828925097|4.85|07/21/2022| |TSCO|Tractor Supply Company|Consumer Cyclical|202.97|22708608488|23.29|07/21/2022| |WRB|W. R. Berkley Corporation|Financial|68.03|18041099875|13.73|07/21/2022| |KEY|KeyCorp|Financial|17.83|16625956075|7.21|07/21/2022| |DGX|Quest Diagnostics Incorporated|Healthcare|140.31|16467482863|9.35|07/21/2022| |VZ|Verizon Communications Inc.|Communication Services|50.96|214013803435|9.91|07/22/2022| |NEE|NextEra Energy, Inc.|Utilities|78.02|153270205385|105.92|07/22/2022| |AXP|American Express Company|Financial|146.15|110059772863|14.64|07/22/2022| |SLB|Schlumberger Limited|Energy|35.06|49555909541|23.98|07/22/2022| |ROP|Roper Technologies, Inc.|Industrials|407.71|43181625240|15.09|07/22/2022| |RF|Regions Financial Corporation|Financial|19.49|18213398939|8.09|07/22/2022| |TSLA|Tesla, Inc.|Consumer Cyclical|737.12|763662949021|99.63|07/25/2022| |LMT|Lockheed Martin Corporation|Industrials|419.04|111509395745|18.5|07/25/2022| |CDNS|Cadence Design Systems, Inc.|Technology|157.62|43465132233|58.87|07/25/2022| |OTIS|Otis Worldwide Corporation|Industrials|70.86|29959218528|24.39|07/25/2022| |AMP|Ameriprise Financial, Inc.|Financial|249.29|27398067138|9.57|07/25/2022| |ARE|Alexandria Real Estate Equities, Inc.|Real Estate|143.53|23426664987|52.19|07/25/2022| |PKI|PerkinElmer, Inc.|Healthcare|145.53|18358391051|23.49|07/25/2022| |BRO|Brown &amp; Brown, Inc.|Financial|59.06|16671043767|27.4|07/25/2022| |PKG|Packaging Corporation of America|Consumer Cyclical|140.6|13174385073|14.33|07/25/2022| |HAS|Hasbro, Inc.|Consumer Cyclical|85.74|11955791078|31.84|07/25/2022| |FFIV|F5, Inc.|Technology|158.47|9583001083|27.93|07/25/2022| |WHR|Whirlpool Corporation|Consumer Cyclical|166.35|9349262929|6.21|07/25/2022| |UHS|Universal Health Services, Inc.|Healthcare|108.77|8092332209|9.53|07/25/2022| |AAPL|Apple Inc.|Technology|141.66|2292791241471|23.03|07/26/2022| |MSFT|Microsoft Corporation|Technology|267.7|2002137493096|27.93|07/26/2022| |GOOG|Alphabet Inc.|Communication Services|2370.76|1557354470100|21.82|07/26/2022| |V|Visa Inc.|Financial|205.51|428111227706|38.79|07/26/2022| |UPS|United Parcel Service, Inc.|Industrials|183.3|160161328796|14.95|07/26/2022| |AMD|Advanced Micro Devices, Inc.|Technology|87.08|141113752527|32.49|07/26/2022| |RTX|Raytheon Technologies Corporation|Industrials|94.2|140095554261|33.88|07/26/2022| |SBUX|Starbucks Corporation|Consumer Cyclical|78.11|89584359700|20.91|07/26/2022| |MDLZ|Mondelez International, Inc.|Consumer Defensive|62.65|86702778061|21.03|07/26/2022| |CB|Chubb Limited|Financial|194.53|82424558671|10.36|07/26/2022| |SYK|Stryker Corporation|Healthcare|204.43|77306019450|38.8|07/26/2022| |MMM|3M Company|Industrials|134.33|76441669645|13.99|07/26/2022| |GE|General Electric Company|Industrials|67.08|73832543135|#N/A|07/26/2022| |WM|Waste Management, Inc.|Industrials|150.31|62402668524|33.15|07/26/2022| |FISV|Fiserv, Inc.|Technology|94.19|60883852438|36.82|07/26/2022| |BSX|Boston Scientific Corporation|Healthcare|38.02|54352290074|72.37|07/26/2022| |CNC|Centene Corporation|Healthcare|82.95|48516374865|32.91|07/26/2022| |ECL|Ecolab Inc.|Basic Materials|159.65|45604834971|41.63|07/26/2022| |KMB|Kimberly-Clark Corporation|Consumer Defensive|134.46|45303004992|25.96|07/26/2022| |ADM|Archer-Daniels-Midland Company|Consumer Defensive|74.52|41932975915|13.74|07/26/2022| |IQV|IQVIA Holdings Inc.|Healthcare|213.8|40467850777|38.55|07/26/2022| |CMG|Chipotle Mexican Grill, Inc.|Consumer Cyclical|1329.02|37162642554|55.25|07/26/2022| |MSCI|MSCI Inc.|Financial|432.06|35050016143|47.4|07/26/2022| |PCAR|PACCAR Inc|Industrials|84.21|29278401953|14.8|07/26/2022| |GLW|Corning Incorporated|Technology|32.76|27669497530|26.24|07/26/2022| |EQR|Equity Residential|Real Estate|71.82|27007329143|20.1|07/26/2022| |ENPH|Enphase Energy, Inc.|Technology|198.39|26788244515|170.95|07/26/2022| |DTE|DTE Energy Company|Utilities|122.91|23812473490|26.46|07/26/2022| |ROK|Rockwell Automation, Inc.|Industrials|201.06|23375536906|36.57|07/26/2022| |EXR|Extra Space Storage Inc.|Real Estate|172.37|23145808470|27.92|07/26/2022| |MPWR|Monolithic Power Systems, Inc.|Technology|419.41|19562544994|72.97|07/26/2022| |SWK|Stanley Black &amp; Decker, Inc.|Industrials|111.16|16781225488|13.4|07/26/2022| |TER|Teradyne, Inc.|Technology|97.12|15558906088|18.16|07/26/2022| |BXP|Boston Properties, Inc.|Real Estate|92|14417522400|26.31|07/26/2022| |IEX|IDEX Corporation|Industrials|185.56|14103597094|29.74|07/26/2022| |CHRW|C.H. Robinson Worldwide, Inc.|Industrials|103.86|13217857223|14.66|07/26/2022| |NLOK|NortonLifeLock Inc.|Technology|22.46|13028239154|15.88|07/26/2022| |PHM|PulteGroup, Inc.|Consumer Cyclical|40.39|9597742267|4.93|07/26/2022| |JNPR|Juniper Networks, Inc.|Technology|29.15|9418230786|28.45|07/26/2022| |ZION|Zions Bancorporation, National Association|Financial|53.33|8071959748|8.68|07/26/2022| |IVZ|Invesco Ltd.|Financial|17.36|7899241221|6.1|07/26/2022|

The Basics Series from the Plain Bagel

AOS, PLD,

PLD

Why specifically do you favor BX over BLK?

Been looking at both.

Also O and PLD.

Traditional: CRM, JPM, MKL, MPW, SHW, TROW, TYL

Roth: BIPC, MCD, MMM, O, PEP, PLD, WM

True. PLD is down massively recently because of broader concerns but they're Amazon's largest landlord and Amazon said last quarter that they are pulling back after massive expansion of warehouse space turned into overexpansion. But that's something I've nibbled on lately down almost 40% since late April.

PLD looks good to fall another 40-50%, and O also looks like its trying too hard to hang on.

1. If PLD is buying DRE for $26B, isn't there a decent upside for DRE that's currently at $20B market cap ($53.68 a share)?

2. With the FED raising the rates, won't bonds go down and SJB is the way to go?

Don’t be a doomer

https://www.reddit.com/r/climatechange/comments/pld7rv/is_the_concept_of_a_blue_ocean_event_a_real/

Things will change, but we’ll adapt.