Real Estate Select Sector SPDR®
How the S&;P 500’s Sectors Could Perform in 2020
The S&P 500 Index (SPY) has gained 28% YTD. Tech stocks constituted 22.8% of SPY, the highest among the 11 major sectors.
How the Dow, S&P 500 Could Navigate Today’s Trading
Today at 7:06 AM ET, Dow Jones futures were almost unchanged. On Wednesday, the Dow and S&P 500 rose just 0.1% and 0.3%, respectively.
Dow Jones: November Was Its Best Month since June
This week, the Dow Jones Industrial Average Index (DJI) rose 1%. On a month-to-date basis, it has risen 3.8% and heading for the biggest gain since June.
Will the Dow Jones Industrial Average Climb to 30,000?
The Dow Jones Industrial Average (DJIA) (DIA) seems to be touching new highs despite pessimism related to progress in trade talks.
Dow Jones Index: “Tariff Man” Trump is Back
On November 8, the Dow Jones closed at the 27,681.24 level, just 0.3% below its all-time high. US-China trade deal optimism raised equity markets.
Bill Gross: Top Stock Picks with High Dividend Yields
On October 18, CNBC reported Bill Gross top picks. His top stock picks were Annaly Capital (NLY), Invesco (IVZ) and Allergan (AGN).
Equity Market: Defensive Outperformed Amid Trade Fears
In the week that ended on September 27, the equity market saw another weekly decline. The S&P 500 index and Nasdaq-100 Index has declined by 1% and 1.8%.
BAML Expectations: 2020 Will Be Difficult for Investors
BAML’s David Hauner said that 2020 will be a very difficult year for investors. The last recession came after two years of yield curve inversion.
Will Cyclical Stocks Rally in September?
In August, cyclical sectors such as energy, financials, and industrials have fallen the most amid recession fears in the market.
Why UBS Is Advising Investors to Stay the Course
UBS Global’s Mark Haefele recently wrote in a note, “We believe that investors can keep their investment strategies on track for the long term.”
Morgan Stanley: Don’t Expect a Rebound in the Market
On August 27, in an interview with CNBC, Morgan Stanley’s Mike Wilson reiterated his earlier target of $2,750 for the S&P 500 Index (SPY) in 2019.
Has the Market Put Too Much Faith in a Fed Rate Cut?
Investors have been holding their breath for a Fed rate cut for a while now. But are they prepared in the event that that doesn’t happen?
What to Expect from Crown Castle’s Q2 Results
Crown Castle International (CCI) is scheduled to announce its second-quarter earnings results on Wednesday after the market closes.
Will the Fed’s Dovish Stance Ignite REITs This Year?
With the strength of the labor market faltering, market participants expect the Federal Reserve to take a dovish stance on interest rates. What does this mean for REITs?
Emerging Tech Trends Driving Demand for Equinix’s Data Centers
The worldwide data center colocation market is expected to reach $62.3 billion by 2022 from $31.52 billion in 2017, representing a CAGR of 14.6%.
Equinix’s Demand and Global Expansion Strategies
Equinix’s (EQIX) second-quarter revenues increased 18% YoY (year-over-year) to $1.262 billion—sequential growth for the 62nd consecutive quarter.
Global Expansion Strategy Brings Incremental Revenue for AMT
American Tower (AMT) generates ~45% of its revenue from the international market.
New Technology Trends Driving Demand for Equinix’s Data Centers
According to International Data Corporation, the total data generated worldwide is expected to cross 163 zettabytes by 2025 from 16.3 zettabytes in 2016.
Crown Castle’s Fiber Segment Authors Its Q2 2018 Growth Story
In the second quarter, Crown Castle’s (CCI) site rental revenue grew by $300 million to $1.33 billion, of which its fiber business accounted for $247 million and its tower business comprised $53 million.
What American Tower’s Global Expansion Strategy Indicates
American Tower’s (AMT) global expansion strategy, which includes acquisitions and joint ventures in several countries (mainly in developing nations), is likely to continue supporting its top line.
American Tower Is Trading at High Multiples amid Global Expansion
American Tower (AMT) is currently trading at a trailing-12-month price-to-FFO ratio of 20.2x.
Why This Leading Economic Index Signals a Bright Outlook for US Economy
According to the latest report, the LEI for January was 108.1, which marks an improvement of 1.0% from the revised December index reading of 107.0.
Extra Space and Its Solid Balance Sheet
EXR increased its fixed debt ratio to 80.0% in 3Q17 from 76.1% in 2Q17.
Extra Space’s Occupancy Rate and Other Growth Factors
EXR’s occupancy rate in 2Q17 was 94.5% compared to 94.1% in 2Q16.
Key Drivers of Extra Space’s 2018 Performance
Extra Space (EXR) holds 12% of its total properties in the form of joint ventures and 32% managed for third parties—the largest in the industry.
Why SPG Is Commanding a Premium in Comparison to Its Peers
A higher price-to-FFO multiple for Simon Property means that it has the capacity to give a predictable return as well as consistent dividend yields to investors.
SPG’s Stable Dividend Policy
During 2016, SPG repurchased 1,409,197 shares at an average price of $181.14 per share.
SPG Investments, US Portfolio Built Up in Upcoming Quarters
As of 3Q17, Simon Property Group had liquidity of more than $6.5 billion of cash on hand, which includes cash from its joint ventures and revolving credit facilities.
Why the Importance of ESG Investing Has Grown over the Years
In this series, we’ll be looking at the dividend yield of some of the ESG-compliant stocks that have been chosen based on their holdings in the iShares MSCI USA ESG Select ETF (SUSA).
Will the Real Estate Sector Shine Thrive this Summer?
Another important summer activity is shopping for a new home. Realtors often talk of curb appeal, and there’s no better time than summer.
Which Sectors to Watch after a Presidential Election
In this final part of the series, we’ll try to identify the best-performing sectors after a presidential election. The S&P 500 has generated an annualized return of 7.0% in the last 27 years.
Diversify Broadly and Consider Alternative Investments
Rising correlation across asset classes is a sticky problem that investors face while investing in today’s markets.