streetgainer

In line with the commercial RE thesis...

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streetgainer アップデート済   
NYSE:SPG   Simon Property Group, Inc.
Amazon will continue to create headwinds for mall operators. Many large chain bankrupt stores and lower, much lower rent rates.
トレード稼働中:
The store closing REIT nightmare continues to get worse...
www.modbee.com/news/...rticle226993284.html

This news is especially BAD for this company, even worse is that SPG is holding lots and loTS and LOTS of DEBT!... You remember the leveraged debt debacle? you'ld think they would have learned right?... wrong!

This companies level of debt is 578% compared to its net worth, and that's UP from 323.4% over the past 5 years. Talk about piling on the debt, SPG is giving it a new meaning.

Lower revenues + high short term (1 year) DEBT commitments + not enough operating cash flow to cover (less than 20% of debt) = Shareholder pain.
トレード稼働中:
www.google.com/amp/s...andlords-51551720839

Tesla stores..... puff!!!
This is the trend, online shopping is the NOW norm for millennials. These analyst can cry “penalty” all they want, but it doesn’t change the facts, revenue will suffer as rent rates decline. This is a natural force that cannot be stopped. If companies continue to this natural force they will end up like all the rest... www.google.com/amp/s...s-in-the-middle.html
トレード稼働中:
My Puts will be $80 ITM, when the this sh!t hits the fan!
トレード稼働中:
The selling continues
トレード稼働中:
Heading straight for the neckline...
コメント:
Neckline of this massive head and shoulders had been breached. Head and shoulders bearish confirmation.
トレード稼働中:
It’s no longer a question of “if”..... www.bloomberg.com/ne...vals-and-rising-rent
トレード稼働中:
Up 83% on my Jan 21 175 put position. I expect them to continue net growth.
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