Talking stocks, trading, and investing in general

[SkinnyGoomba]

I have GE, have had it since 2011, I think it's pricey.

 

[jbarwick]

I bought GE in 2012 for like 16 and change. Cashed out once it broke $20.

 

[chrisjr]

One of Larry Robbins' favorite ideas at the Ira Sohn conference yesterday was BKD. Has anyone diligenced this company? As mentioned earlier I invest with a minimum 1 year horizon and I quite like the prospects for this firm over the next 12-24 months. Fortress owns 51% of the float. Larry's comments were:

- He’s still bullish on the overall market. “20 years ago, the S&P 500 was selling at 515 and somebody came up on a stage just like this one and told you it was massively overvalued.”

- Capital is still cheap. It pays to play the theme that companies can borrow for nothing and leverage on your behalf as a shareholder.

- 65 million elderly Americans live within 10 miles of a Brookdale facility.

(full report here http://thereformedbroker.com/2015/05/04/notes-from-the-2015-ira-sohn-conference-part-ii/)

Seeking Alpha notes:

- Brookdale has a sizable real estate portfolio, where it owns 40% of its properties.

- It’s already the largest U.S. senior living facility operator, but could juice returns with further acquisitions.

- Activist Tom Sandell got a couple directors on the BKD board and could be one step closer to his purposed REIT formation.

 

[jbarwick]

If you look at the news every week it seems most Americans cannot afford to retire, let alone live at BKD. So say you like the population that can afford to live at BKD, what of that population would choose to do so?

 

[Master-Classter]

So I'm holding a few REITS, some in Healthcare... they all seem to be dropping constantly. Could anyone please help me understand why this is happening? (interest rates?)

I've got NLY, LXP, and had HCP and am scoping out a few others like VTR, AMT, HST, SKT, etc...



oh and EPZM, jesus goddam, why are you doing this to me. Hey if anyone has been waiting, now's a good time to get in, seems pretty damn cheap and tends to bounce around a lot

Really hoping TSLA drops and I can get in there. I shoulda bought more at 185 but was too scared oy

 

[guyver00]

For a sec I read "Tony Robbins", lol. As if anyone listens to a motivational coach for financial advices.

 

[amerikajinda]

Wow everything in the red today except for one holding - TSM. :foo:

 

[chrisjr]



If you look at the news every week it seems most Americans cannot afford to retire, let alone live at BKD.  So say you like the population that can afford to live at BKD, what of that population would choose to do so?

Much of the cost if covered by the sale of a home, which is being supported more and more by an improving national real estate market. There will always be higher end and lower end players in the market catering to different groups. The core business thesis is betting on an aging population and I think this stock offers a potential mid term catalyst with a REIT spinoff (PropCo / OpCo).

 

[idfnl]

Biotech has been getting negative press the last few weeks. Buying opportunities abound.

 

[chrisjr]

BABA & YHOO having a day. Glad I added to the positions earlier this week when the market was feeling shaky about their earnings. GM is the only major under performer in the portfolio. YTD portfolio is +7%

 

[jbarwick]

Jack Ma stepping aside as CEO? Wouldn't have thought that so soon after an IPO.

 

[lawyerdad]



For a sec I read "Tony Robbins", lol. As if anyone listens to a motivational coach for financial advices.

Sadly, it happens far more than you'd think.

 

[idfnl]



BABA & YHOO having a day. Glad I added to the positions earlier this week when the market was feeling shaky about their earnings. GM is the only major under performer in the portfolio. YTD portfolio is +7%

Finally some good news. This was getting ugly for a while.

 

[chogall]



Jack Ma stepping aside as CEO?  Wouldn't have thought that so soon after an IPO.

Ma wasn't the CEO at IPO either; it was Jonathan Lu.

 

[brokencycle]

What the hell happened to Whole Foods? Didn't they beat their earnings estimate?