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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (66780)	3/3/2021 5:24:45 PM
From: DinoNavarre	Respond to of 78958

One of the theories/arguments floating around out on the financial & real-estate webs....many people did not put their homes that they currently live in on the market due to covid / they did not want folks/buyers touring their home spreading covid while they still occupied the house. Now with covid ending....those folks will open + list their homes for sale, taking some of the pressure off of the new construction side (more + possibly cheaper homes to choose from for people currently looking for new home).... It will be interesting to see if that happens / how it plays out.... JOE has properties all around me...You rarely hear them talk about their timberlands anymore....probably want to keep the greenies & tourists happy....

To: E_K_S who wrote (66780)	3/4/2021 6:45:41 AM
From: JohnyP	1 Recommendation Recommended By petal Read Replies (1) \| Respond to of 78958

St JOE had a run-up from $20 to $50 starting in October 2020. Why do you think that there is more to come? Have you done a valuation of the hard assets and how fast are they redeveloping their land? I was taking a look at TRC but they are very slow with redeveloping the land. Pretty sure they may have a spike in the 20s at some point but who knows when that point will be? I don't for once. Rotation to value/reopening plays continues strong, had I not looked at the S&P yesterday I would not have known the market was down.