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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Sudo who wrote (57449)10/26/2016 8:06:33 PM
From: Bill Harmond  Respond to of 57684
 
Welcome, Sudo!

My sense is that consolidation into the AWS, Google, Msft, Oracle, etc., public clouds will be a real headwind for these companies.



To: Sudo who wrote (57449)10/27/2016 11:19:44 AM
From: deeno  Read Replies (1) | Respond to of 57684
 
I have bot and sold DLR, COR and CONE. Sold all just before the new REIT indexes were finalized. All are back in my buy range but just haven't stepped up yet. Earnings and dividends should be up for the next 12 months. Best of luck.



To: Sudo who wrote (57449)10/27/2016 12:58:26 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
Without knowing whether you're a growth or income investor, do you follow SKYY?

I wouldn't touch any new longs myself right now, but the cloud is where things are heading. These guys have all the leverage with hardware vendors.