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

To: Madharry who wrote (71464)	10/28/2022 7:03:11 PM
From: E_K_S	Respond to of 78745

Re: MAC See if their is any mention of upgrading Malls w/ mixed use. They already own the locations, so building out mixed use would generate more FCF and increase BV

To: Madharry who wrote (71464)	10/28/2022 8:57:41 PM
From: Ccube	Respond to of 78745

Yeah I doubled down on MAC ….it’s still under water but less so with the recent move up. All the recent buys that were red are all in the green…..too bad I didn’t have enough conviction like Leroy with UAN. I did buy META double down so cost basis went to 112 or around there. Started AMZN 98 it’s always expensive. I think Josh is right that META could run if Zuckerberg pivots and spend less on meta verse. One catalyst.h

To: Madharry who wrote (71464)	10/29/2022 9:08:07 AM
From: JohnyP	1 Recommendation Recommended By Lance Bredvold Respond to of 78745

I think big Tech is way overvalued still. Meta has the possibility to rally on any sign that the metaverse investment will be scaled back. Perhaps that happens in the next 2 quarters. For now I do not have a position. For AMZN I would not touch it with a 10-foot pole. They guided for earnings between 0-4 $Billion in the 4th quarter, in other words they have no idea what, if any profit, they will have! And remember, this is a 1 Trillion market cap stock. No, big tech has a lot further to fall IMO. They were the main beneficiaries of the low rates in the past 15 years, but the amount of malinvestments created because of that, has consequences that are currently playing out.

To: Madharry who wrote (71464)	11/1/2022 3:20:34 PM
From: E_K_S	Read Replies (1) \| Respond to of 78745

Re: MAC +5.35% Very nice move continues w/ this Mall REIT. I listened to a Pod cast where they discussed the legacy Mall properties and the move to mixed use. Many of the local communities are approving the move to mixed use; retail restaurants, shopping on ground floor, muti family on 2nd level & higher. Cities are creating transportation zones, subsidized too w/ tax credits. When I look at REIT office vs Mall vs multi family vs single tenant, I like the mixed use concept. It is difficult to convert office into apartments but can be done. For that reason, my largest REIT position is in MAC. Have a similar size in LXP as they did have a buy out offer earlier this year at $16/share that they turned down. Earnings out Thursday for LXP Other REIT holdings include; OHI, MPW, DOC, CIO, CTO I like this sector as these are real assets, generate growing FCF and many not levered too much. The only ones I avoid are the mREITs as mortgages come in many qualities, liquid & non-liquid, many time too much leverage. Very difficult for me to value the quality of their paper.