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

To: Paul Senior who wrote (76821)	12/24/2024 9:34:29 PM
From: Grommit	1 Recommendation Recommended By E_K_S Read Replies (4) \| Respond to of 78958

I pass on both REXR and PLYM. REXR has fair valuation and low debt but I am shaken by the geographic concentration in so cal. Maybe irrational earthquake paranoia on my part. PLYM is vary small cap with very high debt (my major reasons) and a lot of strange JV, warrants, and other complications. Not simple, but nice properties. Take another look at NNN. Price also down recently. I am planning to add to large holding.

To: Paul Senior who wrote (76821)	12/25/2024 2:05:24 PM
From: OlafB	Respond to of 78958

From industrial sector i spotted Aker Solutions. Norway company, there was pretty unique situation when they paid around 40% in dividends per share due to good performance, therefore stock dropped on the same % My mistake was that I couldn't deposit funds into my IBKR (I usually takes 1-3 days, but i did a deposit to wrong account. Hence forced to make another one and wait another 3 days) for long time, hence i was trapped into FOMO. I bought not in perfect time, not for perfect price. But i guess these 10-15% that i have lost during purchase won't be that big of a deal, considering my long hold perspectives

To: Paul Senior who wrote (76821)	1/28/2025 3:13:41 PM
From: Grommit	Read Replies (1) \| Respond to of 78958

REXR info.... another problem with so cal geographic concentration. Prologis’ annual rent index showed global rents were off 5% in 2024, the combination of a 7% drop in the U.S. and Canada, with just a 1% dip in Europe. The biggest deterioration was seen in Southern California, a market that saw industry-leading rent growth during the pandemic, where rents were off more than 20% last year. Excluding that market, global rents were off just 2%. Houston, San Antonio and Nashville were the top U.S. markets for rent growth last year.