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Deciding REITS for my portfolio. But lack the confidence in knowing how to valuate each choice.
App to research stocks and etfs + history of said securities?
EPR Properties Q1 profit surpasses consensus as recovery continues (NYSE:EPR)
EPR Properties Q4 earnings beat on bolstered portfolio, deferral collections (NYSE:EPR)
Inverse Cramer? - I analyzed all 21,653+ buy and sell recommendations made by Jim Cramer in the last 6 years. Here are the results.
$ACTHF The Next Chapter Of Recycling Is Here, And This Micro Cap Is Working To Be A Leader In The Space
Should I put most of my cash into an inflation-protected bond?
Dividend Plays with strong momentum and Big Gaps up to Pre-Pandemic levels
Guys , no $GME no $AMC , I am a value investor . Positions in $EPR $VIAC $PBR and $CNK . Following DFVs core principles leads to nirvana 🎉 let’s bring on those smooth brained ape DDs
Mentions
While not exactly ESG directly, there are several states that have already passed EPR laws that will fine every company that produces a physical product with any kind of plastic packaging or components. The fines get more robust and the requirements to avoid fines get more stringent over the next 5-7 years. It will generate billions in fines for states, and it's already generating millions for third party companies that are helping CPG companies with reporting requirements for each state. European countries have already banned single use plastic packaging for many applications. So the E part of ESG is going to live on for the foreseeable future.
Interesting to see news about EPR on r/wallstreetbets. And indeed, it's not the most glamorous part of sustainability or business. That said, I wan't to add a little onto your future projection for EPR in the United States. Looking at Europe, EPR is just at it's beginning in the states. Only looking at packaging at EPR, is just the start. In many EU countries, EPR also counts for batteries, electronics, textiles, and more. Just look at France if you have the time, they have the most categories. I will spare you the deep dive on EPR here, but if you want to know more you can follow r/epr_worldwide. What this can mean from an economic perspective, is that supply of second hand materials is increased, as well as demand for sustainable materials (those that give discounts on EPR fees)
It's comparatively monotonic when you look at alternatives like NASDAQ. However you could potentially lose a lot of money. For example, after rising 1812% in value over the course of the 1970s, gold experienced a 50% drawdown in the first half of the 1980s. I think gold makes the most sense as a hedge. If you wanted to hedge against inflation then one way to do it is to divide what's in your broker account by $437,600 and buy that many gold futures. Schwab says /GC has an EPR of ±10%. So if you buy one contract and gold goes up 10%, then that's bad news since it means your portfolio went down $43k in value, but thankfully your future print $43k of money to replace it (since we're assuming, just for fun, that gold is the benchmark for inflation). On the other hand, if the gold price goes down 10%, then you'll have to pay $43k, but that's not so bad, since it means the value of your USD portfolio went up $43k in value.
I like REITs, they’re only like 5% of my portfolio. Thought I had a higher allocation so I’ll probably start buying more now. I’m in on PLD, EPR, IRM and DLR. So still kinda heavy into the AI game, I’ve done pretty well on these picks but again I thought I had a more variety here. Will have to look into some other options, office/residential isn’t my fave but maybe I’ll find one I like.
Do you want a second job as a landlord? Equities - you want to be in equities. Add some REITs if you feel your RE exposure is too low. I did - we have EPR AMT CCI O STAG (CCI is a four star buy at Morningstar, O and STAG five stars).
Are you *trying* to get extra tech heavy? VOO is already quite tech heav. I'd rather see any (or several) of * a REIT ETF (I have O, CCI, STAG, EPR and AMT - no residential mortgage stuff tho) * maybe 5% VXUS * some VYM But really just all in an index fund is fine, as well.
Oh boy. I’d suggest reading up on margin and EPR.
It could be a variety of different things. But most likely, it’s this: If you had a few different margin calls in the past, then you may have been restricted to closing transactions only until you end the day in a margin call. That is especially the case if the margin risk team has ever had to initiate an MSO (margin sell off) in your account. After you end the day out of a margin call, they usually lift the restriction the next trading day. As to whether that’s allowed, that is most likely in the terms of the margin agreement you signed (or, more likely, checked a box to agree to the terms). So, it is probably allowed. It’s a crappy situation, but that’s how it goes with brokers. They have to do stuff like that so that they don’t get fined by FINRA for noncompliance with regulations. Ways to avoid margin calls: 1) Watch your concentration levels: If you own so much of a security that it would take less than a certain percentage (called EPR, or Expected Price Range) of adverse movement for it to bankrupt your account, then the margin risk team will raise the margin requirement of the security until you sell enough of that security to a number your account can support. To know what that number is, follow this formula: Account value/EPR/share price= maximum number of shares before a concentration call 2) Monitor your account to make sure you don’t end the day in a margin call: It’s simple, but it works. 3) If you have a broker with good reps who know their stuff, make sure you call them if you think you might be in a margin call. They’ll be able to help you navigate the situation. They might even be able to force an option rollout if it makes sense from a risk perspective. That way, you wouldn’t have to eat the max loss. That would be up to them and their discretion, keeping in mind market conditions and other factors (like if you’re pinned). Anyway, I hope that helps! I know I basically wrote a novel there, but that should also help you prevent that from happening in the future
I typically avoid earnings UNLESS the options are so jacked it is worth selling (typically this would line up with a down market ie like in April) because the premium is not worth the risk. Even though the options are “big” during earnings you have to look at the options across all earnings for the stock. IE if said stock earnings typically has options pricing a 10% move, but next week’s earnings is now pricing in a 25% move I would look at stepping in. As for tail end risk, you can do a couple thing: 1) Buy tail end options. I actually have puts on Circle I sold but I also bought cheap options I bought for .25 at strike 60. My sold options were around $11 each. 2) Position sizing like you said. For most stocks, I don’t want my exposure more than 50% of my total account. For really volatile stocks it may be closer to 25%% IE if you had 100k and your put options at max loss (if it went to zero) you wouldn’t want more than 50k exposure. This includes even tail end risk options. I don’t count the long options so that way one doesn’t overleverage. This is also due to there is EPR point of no return risk, sometimes the broker sets EPR at 100% meaning they are calculating your loss if the stock goes to 0 or doubles and if your account would be wiped
SHLD, PPA, NLR, XAR, RING, EPR, EWG A mixed bag of decent performers for me this year.
EPR, it pays monthly and those are the best stocks for auto-reinvesting.
And buying when? At least cash isn't < 1% anymore. u/roknzj \- Most people are buying with their paycheck withdrawals. We're retired now and very low bond positions, so no real cash to speak of to invest with. We are rebalancing here and there and I did add a new position by TLH some recent buys into Realty income (O is still huge position for us, but now adding EPR).
Futes look like an EPR signal lmao
I sold some O at a slight loss and immediately bought EPR with those funds. I didn't have cash available and my Realty Income ($O) position was bigger than it should be anyway.
tbh, EPR Properties primarily makes money by being landlords. They lease out their properties (like movie theaters) and collect rent from the businesses. So, they’re not running the theaters or taking a cut of ticket sales. As long as the theaters can pay their rent, they’re usually in a decent spot. And yeah, people will always want to watch movies, so they likely won’t go out of business anytime soon. Just keep an eye on overall trends in the industry
Depending on the business and sector, debt wall refinancing between 2025-2027 will kneecap those returns. 30 forward P/E is quite high on a historical and relative basis. It's largely been supported by two features: low bond/corporate yields maintaining a substantial margin of error in the EPR, and businesses locking in sub-0.10% rates during COVID. This is the main reason why profit margins have continued to remain high despite the Fed's tightening cycle.
They all keep quoting the 2018 settlement. Thank you for not going to the primary source but rather finding anything to confirm your bias. > With the confirmation of the settlement and TVO disclosing its total investment, it is possible to indicate the cost of the Finnish EPR. **TVO’s current capital expenditure assumptions and the effect of the settlement agreement estimates its total investment to be around €5.5 billion** (US$6.42 billion); **on top of this AREVA had losses of €5.5 billion, for a total of €11 billion** (US$12.4 billion) compared with the initial estimate cost in 2003 of “around €3 billion”. https://web.archive.org/web/20191215182900/https://www.worldnuclearreport.org/IMG/pdf/wnisr2019-v2-hr.pdf That is the source. Do you see how it is a picture based on the reality in 2018 while costs continued to accumulate for 5 more years, all while it does not count any profit for the reactor build of the turn-key project. But given your napkin math you don't have any understanding of fixed costs, operation costs, fuel costs, financial costs and so on. You simply keep making stuff up hoping no one calls you out, and when you get called out the goalposts start to shift.
Here you are: AGNC Investment Corp. (AGNC) is currently trading at $10.54, showing a consolidation pattern over the past month with support around $10.30 and resistance near $10.60. Technical indicators such as the 10-day SMA ($10.49) and 8-day EMA ($10.45) suggest a slight bullish momentum, supported by an RSI of 60.7 indicating neither overbought nor oversold conditions. The MACD histogram is slightly negative, hinting at potential short-term weakness, but overall market sentiment in the tech sector could provide a tailwind. Given the mixed broader market outlook and recent news favoring alternative REITs like EPR Properties, AGNC may see moderate buying interest. For today’s session, consider entering a long position at $10.50, with a first price target of $10.60 and a second target of $10.70. Set a stop loss at $10.40 to manage downside risk. Confidence in reaching the first target is moderate due to current technical signals, while the second target has lower confidence given external market uncertainties.
I like EPR Properties - 13% divided REIT
EPR is way bigger than single use plastic bans. You aren’t yet seeing the impacts of EPR yet but it’s coming in 26 ish.
The entire concept of SMR's is fatally flawed from the start just on the economics alone; and the mass production dreams were only ever a fantasy. I'm an experienced nuclear plant engineer who is very pro-nuclear and has researched the history of nuclear power plants... and the fact is that the answers were known decades ago. For starters the concept of "mass produced" SMR's with main components transported to local sites with minimal field assembly was 1st proposed in 1955 in the annual conference on the potential of nuclear power plants (held in Europe that year - not sure which country). The 1st ever demonstration SMR was a 22 MWe thorium fuel cycle based BWR in Elk River Minnesota (USA) which many people were talking about could be erected in many small communities in the USA. Online 1964, Shutdown 3.5 years later in 1968 due to major design issues. However, it had already been deemed uneconomical as a power plant just due to staffing cost alone. For the record the USA built 17 commercial nuclear power plants in the 1960's - 1970's which would be considered SMR sized today. All of them were shut down decades ago as they were not economical to operate against the large nuclear power plants built at the same time (I am unsure of the details for the rest of the world; but, understand that the same pattern followed in other countries unless there were unique locations where building larger plants did not make any sense). Anyway back to SMRs (regardless of fuel source): By the end of the 1970's it was known that the concept of SMRs were dead unless it was for some kind of geologically isolated area where they only needed a small power plant and transmission line construction was impractical. If you double the size of a nuclear power plant it only takes about 40% more materials and in many cases the plant staff size does not even change. At some point the staffing size does increase modestly. As for the failed NuScale Idoho plant. 6 SMR reactors of 77 MWe output was the claimed plans (462 MWe). What is interesting is that only the 50 MWe version was licensed by the NRC and there was an expectation that the NRC would quickly license the 77 MWe version which they thought could be done during the early site preparation period: Utah Utilities & NuScale was well into the "Pre-License review" of the 77 MWe design and had received good feedback. But the License application was never submitted after they received the construction quote and the pre-licnese review was terminated. The quote came in at about $9.5 Billion to construct, with an estimated $1 Billion+ inflation adjustment during the construction period. In reality this would have been about the same price to build a single Westinghouse AP-1000 (about 1150 MWe) and the staffing for the plant would have been about the same. As for the $55 raising to $89 per MWhr for electricity cost. That was after $4 Billion from the US government for SMR development grants - so the real cost rose to well over $100 per MWhr (where a single unit AP-1000 could be built for significantly less than half of that). Note on AP-1000 construction cost: Yes a lot more was spent at VC Summer and Voglte. But the USA (and Europe with the EPR) had not built nuclear power plants in so long that no contractors and very few workers understood how to build them - and also a number of suppliers shipped fake certified components and materials to site that could not be used - or had to be tore out and replaced. Massive cost and schedule delays, and lots of lessons learned. The Idaho NuScale project used the same contractors to quote that had learned their lessons with the Vogtle AP-1000s which is why they could quote so much better (and if those contractors are used before they forget - the next USA nuclear plant will be built much cheaper and much more closer to schedule than Vogtle 3 & 4). By the way China built 4 AP-1000's with an average construction time of about 6 years. They had a delay and cost overrun on their 1st one as they were not used to working with the Westinghouse design - but once they understood it - no noticeable delays or cost overruns (and Chinese construction standards and contractors for nuclear are just as good - if not better - than their western counterparts. No shortcuts, no fake materials, and the workers understand high quality nuclear construction standards and practices). I did a consulting job for one of the Chines AP-1000 plants; and was impressed. China is now building 6 more AP-1000s (they have a licensed copy) and at least 2 other countries are starting construction on AP-1000s- and at least 15 more AP-1000s are in the planning stage worldwide. overall plant must be identical for each plant. Never going to happen as each nuclear power plant site must be designed for "worst case" LOCAL earthquakes, flooding, storms, etc. No one wants to pay for a plant that is designed to handle all the worst case conditions that exist somewhere in the world. It would be massively overbuilt and expensive. 3) As for mass production. I put the number at a minimum of 500 identical units a year - for at least 10 years to make it economical to even build an automated plant. We don't need that many nuclear power plants (even if only 50 MWe each). 4) Those sketches and concepts of building skids in a frame and assembling them onsite has been tried at least twice for fossil plants. Total cost and schedule disaster. One of those ideas that looks good as a concept, but requires a level of quality and dimensional control that so far has not been demonstrated to exist. It's cheaper to just build a normal seismically designed metal framework for the site, bring in the preassembled major components (Like has always been done) and field built connecting piping and wiring.
PFE long haul, collect div while business consolidates and pipeline returns, and comps go post vaccine-era. VALE is crazy interesting, 12% div, cyclical so decide on your exit strategy. REITs have comeback potential with 10%+ divs, NLY, EPR, IIPR, REM.
Hormel. ( hrl) and other consumer staples ( TAP) Utility stocks ( ED, PNW ) And real estate ( AMT, EPR, )
Fractional shares won’t give you as much returns as buying multiple dividend shares with growth potential. I highly suggest looking in to O and EPR since they have very good dividends and they also have a lot of room for growth.
Based on my research O and HE are poised to make some massive gains through 2024 and 2025. HE with the highest potential but O being the more secure yet still very high gains. TBNK and EPR are very promising as well!
O Realty Income - Pays Monthly Dividend EPR Properties - Pays Monthly Dividend HE Hawaiian Electric - Has a massive return potential TBNK Territorial Bank - Has massive growth potential
Real estate for sure, I personally would drop 100k on O and 100k in EPR
Right now, from what it seems to me, you don’t have the capital to invest in to a full share. Because of this your goal should be to get money as fast as possible to hit $100k asap. I highly suggest investing in to cheaper stocks with solid dividends. I personally very much like monthly dividend stocks and dividend stocks with lots of potential growth. Personally, I’m stacked up on O and EPR right now because they have great growth potential as well as a very solid dividend record. Actually, O just got listed as a dividend aristocrat which means they have grown their dividend for a few years straight.
I swear up and down that HE, O, TBNK, and EPR still have massive growth to go. I threw a good amount of cash just on O and TBNK and plan to double down everything if I get the funds to do so. Highly extremely am all for dumping absolute cash buckets on these stocks.
Of course, I literally upped my portfolio on O, HE, TBNK, and EPR literally as much as I could soon as I saw that dip :)
Oof…. That’s got to 100000% O (Realty Income) I recently dropped a massive chunk of my savings in to $65 calls expiring in 2026 January 19 and bought a ton of stocks as well for the dividend. Assuming Peter Lynch was referring to stocks you researched and analyzed and cross referenced people’s opinion, this would undoubtedly be “the one” I do wonder if he meant “the oneS you already own” as in add to your stack. In that case I would most definitely go with O, HE, TBNK, EPR, VTV, VIG, VYM, VTI, USB. With O and HE being massive key players.
I’d be interested to hear what you think of O, HE, TBNK, and EPR. If you have any thoughts on em that is :)
JEPI, O, PFLT, EPR, and JEPI are my tops because they pay monthly. I really like O personally and PFLT.
Bunch of major REITs reporting today -- Equinix, AvalonBay, VICI, EPR, Kilroy. Bunch of useful data points. Equinix (data centers) and AvalonBay (multifamily residential) will be most interesting, followed by Kilroy (office)
Not to be underestimated as a powerful step towards legislation: defining what is cannabis. New European monograph for Cannabis flower adopted https://www.europeanpharmaceuticalreview.com/news/185437/new-european-monograph-for-cannabis-flower-adopted/ The European Pharmacopoeia (Ph. Eur.) Commission’s new European monograph for Cannabis flower will enter into force in July 2024. ... Established the exact requirements for the composition, purity, and identification of cannabis flower and CBD. This monograph offers “a scientific standard to follow, assisting in the harmonisation of cannabis-related laws throughout Europe.” ...Mikael Sodergren of Curaleaf International explained in an article published on EPR’s website last month: “there is a vast range of flavonoids, terpenoids, phytols and other compounds present at lower concentrations within the cannabis flower”. Sodergren referenced this due to there being “notable complexities to researching medical cannabis using a linear approach to clinical translation.” To support research of this product, Sodergren added that “the European medical cannabis ecosystem is well equipped [to]… foster collaborations” to make up for the lack of resources when compared to traditional pharmaceutical companies
Yea I think so too. Especially the ones with bad balance sheets who bought at peak stupid times. $ABR, $DLR, $EPR just to name a few. These guys are all big fukt imo and I’m starting to think $ABR is a zero
I own all stock with long term time horizon, I would like to own them for 10 years or more. Thesis for EPR is that they are slowly diversifying away from theaters and the rest of their portfolio is actually very high quality. Properties or let's say business that operate them are very resistant to disruption, from e-commerce for example. As for the cinemas, they are actually not bad businesses, just the operators levered too much so there is some uncertanty there and the price reflects this. However I really like management team and how they are running EPR very conservatively. If you look at the last couple of years shares outstanding and debt didn't increase and payout ratio is in the sixties for the dividend. TLDR: you get nice yield while you wait for them to transform into wonderfull company
ON a more serious note, i like to help when I can.. dividend stocks are where its at and nows the time boys. ​ [https://twitter.com/realjgbanks/status/1627726998083866625?s=46&t=HWRckbCfuEAGE4MwhZUL\_Q](https://twitter.com/realjgbanks/status/1627726998083866625?s=46&t=HWRckbCfuEAGE4MwhZUL_Q) Dividend Stocks That Pay Monthly [$PSEC](https://twitter.com/search?q=%24PSEC&src=cashtag_click) \- Prospect (9.4% yield) [$EPR](https://twitter.com/search?q=%24EPR&src=cashtag_click) \- EPR Properties (7.8% yield) [$GOOD](https://twitter.com/search?q=%24GOOD&src=cashtag_click) \- Gladstone (7.33% yield) [$GAIN](https://twitter.com/search?q=%24GAIN&src=cashtag_click) \- Gladstone (6.82% yield) [$MAIN](https://twitter.com/search?q=%24MAIN&src=cashtag_click) \- Main Street (6.7% yield) [$LTC](https://twitter.com/search?q=%24LTC&src=cashtag_click) \- LTC Properties (6% yield) [$PBA](https://twitter.com/search?q=%24PBA&src=cashtag_click) \- Pembina (5.7% yield) [$O](https://twitter.com/search?q=%24O&src=cashtag_click) \- Realty Income…
"EPR - 8.6%" Not great if we are heading into a more significant recession, the concentration in movie theaters still unappealing. It's nice that they have TopGolf locations as part of the mix for example, but I'd ratther just invest in MODG in that case.
PSH, Pershing Square, Bill Ackman's fund - 12.1% Tencent - 10.4% UNP - 9.9% NU - 8.9% AMZN - 8.7% EPR - 8.6% VZ - 8.6% CVS - 8.3% GOOGL - 8% UBI, Ubisoft - 7.9% LHX - 3.5% PM - 3.2% KLR - 1.8% I have about 7% cash position and am planning on doubling LHX and PM with it, and selling KLR on the first pop. Thoughts?
Take a look at EPR, the biggest tenant owner of amc.
Think about how little the guy understands if in Feb 2020, he simultaneously made sell recommendations on cruise (NCLH) & retail (Macy's), but then goes the other way and makes buy recommendations on REITs (EPR/Ventas). That just shows you that there's no method to the madness and he just pulls shit out of his ass.
Is it a good idea to use Quant Ratings? I'm using Webull for my trading and stuff and when you look at a stock, they have like an Analysis section Theres this stock called EPR and it has a Quant Rating of 7.17. The stocks ive looked at all fell in the 2-5 range, this is the first 7 average ive seen. Quant Ratings evaluate 5 parameters: Growth, Income, Momentum, Quality and Value. Like heres the current Quant Reviews on Webull (out of 10): **Growth**: 8.32 **Income**: 6.56 **Momentum**: 4.66 **Quality**: 7.05 **Value**: 7.70 **AVERAGE**: 7.17 ​ Combined with the 9 Analysts favoring Strong Buy and Hold (mostly Hold), im tempted to buy a few shares of EPR **I need to know if using this info is a good idea.** Like each of the five categories also have correlated indicators
200k in EPR pays monthly dividend of around $500.
EPR average volume 1.16M / day
### Market Sentiment at the Open: **Sell off prior to yesterday has been brutal. Market likely to move up but will likely remain choppy till rate decision next Wednesday though CPI report on Tuesday will also move the markets.** #### Bulls may like this UK announces major overhaul of its financial sector in attempt to spur growth #### Bears may like this FTC is going after big tech. FTC sues to block Microsoft’s acquisition of Activision Blizzard. Court proceedings began Thursday in FTC's lawsuit to stop Meta’s acquisition of virtual reality company Within Unlimited. (Nvidia’s proposed $40 billion merger with Arm was terminated earlier this year after the FTC sued to block it) #### Stocks specific Despite the Activision Blizzard woes, Goldman is bullish on Microsoft Lululemon shares fall after company offers weak holiday quarter guidance, soaring inventories. DocuSign rises with upbeat earnings and guidance ### Significant Events Calendar: ##### Time >>>>> Event >>>>>>> Interpreting the report (Oversimplified) 08:30 ET >>> PPI >>> In case, Producer Price Index trends lower, it could mean reducing inflation which might push the markets up (Fed will likely Keep the rates at 50 basis points) 10:00 ET >>> Univ. of Michigan Consumer Sentiment - Prelim >>> This indicates how consumers feel. Typically lower consumer confidence impacts the markets negatively 10:00 ET >>> Wholesale Inventories >>> Not much of impact on the market ### Anticipated Earnings: Before the Bell Li Auto LI After the bell None of significance ### Futures Data: * Dow Jones Mini +0.2% * S&P 500 Mini +0.3% * Nasdaq 100 Mini +0.4% ### Upgrades/Downgrades From the Best Analysts: [https://substackcdn.com/image/fetch/f\_auto,q\_auto:good,fl\_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8974e1-0158-4d40-a34a-7cfce0383d43\_520x106.png](https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8974e1-0158-4d40-a34a-7cfce0383d43_520x106.png) ​ ### Premarket Mid & Large Cap Movers: * DocuSign Inc. DOCU 11.52% * EPR Properties EPR 7.90% * Bath & Body Works Inc. BBWI 4.86% * NOV Inc. NOV 4.38% * lululemon athletica inc. LULU -7.08% * Carvana Co. Cl A CVNA -6.85%
Watto's? It's a BUY! JabbaHutt? It's a BUY! The war against the rebels is going great, investing in EPR is a BUY! SELL! SELL! Sell anything you have connected to Bacta, it's going nowhere. The financial future isn't in blue goo, it's in cybernetics! Just look at Lord Vader!
Sorry, my comment was meant to be in reply to u/blackfarms. I'm excited about SMRs but I'm also excited about more traditional reactors - Europe has a few EPR reactors under construction that have taken a while, but I'm hoping that if we continue to build more after they're finished, future builds should go quicker as we'll have an existing trained workforce and can incorporate the lessons learnt from the first builds
Uncertainty principle came from a thought experiment about trying to measure properties of subatomic particles which in turn would change the measurement apparatus. So it’s not just speed and position, but any dependent properties. I know about the EPR paradox that seemingly leads to communication at speeds higher than speed of light, Einstein didn’t have a solution for it.
yes, 6 are being built right now, they're called EPR but prototypes have cost way more than budgeted for now
At least electricity should go down again when the Frenchies get their goddamn reactors online again. Fucking morons decided to get 80% of their electricity out of nuclear, didn't do enough maintenance, didn't manage to build the new EPR in Flamanville on time and now half their fleet is offline. I seriously hope no one here is an EDF bagholder :'D
The EU parlement declared nuclear power as green, and had making some promotion of it throw new nuclear plant from French Areva (EPR). The main problem is : due to this war and energy crisis, bad things happened to suddenly. Of course, nuclear power will be the futur (with new technologies), but it need times. Both American and Russian know this, both wanted the cow, both wanted to take the best client in the world. While they make their own pseudo transition, they put Europe in a shit situation were we need to buy more expensive gaz and now, expensive power (when some countries like France had the cheapest one). As European, I feel the Russian gaz more secure and more cheap than the us one, so, I use my brain and go take the best and easiest way to support the industries and the population. This is not politic, this is common sens! It’s even worst when you know that the price grow and Russian make more money...while they sell less. Where is the European interest on this war ? All the European economies are falling, one by one because a man with a green t-shirt, making TikTok and Gala pictures decided that he is fighting for freedom, for my freedom. Can you image, I live in the most democratic country in the world, but this man give me advice about humanity and freedom. We reached a new level of stupidity😂😂
I've only done one stock pick based off Reddit. Someone recommended EPR properties when they were severely beaten down in price by the pandemic. I looked into them, agreed with the reasoning and made a buy. I haven't looked in the last few weeks, but the last time I checked it was my top performing position with something like +60% over two ish years.
I imagine Realty Income and EPR would have booted their sorry asses awhile ago if there were other good theater operators that could/would step in without drawing US Anti-Trust problems based on market saturation.
EPR reit was just halted for trading lol. With no news 
The only way out is : 1 - Germany 🇩🇪 Takes temporary control of everything within Europe. Their effectiveness/intelligence should be able to turn the fate of the continent. 2 - They sign a deal with Russia to keep energy flowing freely again . Peace is critical for the rest of the plan. 3 - They accelerate the work on the third generation nuclear power plant EPR in Finland and generalize it to Europe. I'm a decade they could achieve energy independence. 4 - Review their Monetary and Fiscal policy to restructure the debt of "Weak European members"
Understand that REITs are not monoliths. There are many different REIT sub-sectors and I try my best to diversify among them. STAG is a good one for warehouse REITs. DLR is good for data center REITs, EPR is ok regarding specialty REITs (theme parks, ski resorts, etc), L T C for Healthcare nursing home REITs, O for Apartment/Office REIT, CCI for Celltower REITs, HASI for mortgage REITs. And there's more. I like REITs, because this is the only sector in the market where dividends are not subject to double-taxation.
About 6%. Stocks and house are about equal parts of my net with, house is up a few percent, stocks down about 10%. Biggest winners were EPR properties, which is actually the only stock I've bought after reading someone's thesis on this sub, and Lockheed Martin. That one was a happy accident, I bought them to get a fusion power play without as much leverage as a startup and then Ukraine happened. Biggest losers were General Motors, Google and Wendys.
What you are proposing would be a way to do it if I had daily moves data for relevant stocks, as well as relevant events data to filter it (at least SI, industry, market cap, and preferably ATM IV). Unfortunately I don't have that data -- any idea where I could get it without paying a fortune? The probability threshold is vague partly because I'd be satisfied with an answer in a fairly wide range of thresholds ('cause as you mention, we can not estimate the probability precisely, though we can estimate it). In the ball park of 0.1 - 0.01% per stock per year to put a range on it. I was hoping someone here might have a sense of the answer, either by doing similar to what you described, or whatever other reason. This by itself does not lead to tradeable strategy (that part I got covered... could always improve of course, but that'd be a much longer conversation), just a safety number to keep account from blowing up, so I was hoping someone who knows an answer to this might be willing to share. For now I'm using something like (TDA's EPR)\^2 on the downside, and (EPR\*2+a little) on the upside, but I wish there was a feasible way for me to test it, or change it something with more solid basis behind it. Unless I can somehow get data to run the analysis you mentioned without too much effort?
How would you be a billionaire if you knew, say, that a stock can not move more than, say, 60% in half a day for most mid-cap stocks, and a bit tighter for large caps? Options that far OTM aren't generally going to have a bid 1/2 day before expiration. Neither $fb nor $nflx moved more than 40% in a day from what I could see... if they did, could you tell me what day they did? And 40% is well below even the more aggressive TDA's EPR\^1.5 "rule" I was considering, not to mention the EPR\^2 (EPR on them is 30-35%. So EPR\^2 is 51%+. Even google's EPR is 25%, so I doubt any of them was lower before the move). Of course I would not expect several moves in recent months to break those barriers (if they did, I'd need to reevaluate asap), but nflx or fb did not come even close from the looks of it.
How much did CMG move in a day in that event? I wonder how EPR, as well as my current rule (EPR\^2), and I-think-its-fine rule (EPR\^1.5) would've held up...
TDA says EPR is +/- 40% for CROX. Which means according to my current back of the envelope "safe" zone is -64%/+90%. How likely do you think it is to rise in half a day (or overnight) by more than 90% or fall by more than 64%? Realistically possible? Or extremely unlikely? And if extremely unlikely, are smaller percentages extremely unlikely? What's your sense, since you seem to know this stock?
We can try to piggy back on experts then. TDAmeritrade has something called "Expected price range", which they use for portfolio margin risk limit, which is what they think maximum day move of a stock is. Schwab's numbers are very similar (though they use it somewhat differently for their PM account). Other brokers have something similar, though imho TDA's is likely most advanced for non-meme stocks. Is their estimate conservative enough? As in, do they have mid-cap stock move more than EPR from time to time (lets say more than once every several years?). My guess is yes, but I'd love to know it for a fact. It might be OK for them if a few stocks a year move more than that, so I'm not saying they're "wrong", they might be just a little less risk averse. But they probably do look at fundamentals as you say. For downside, my mental model is their EPR squared. For example if EPR is -50%, I hedge for -75%. If EPR is -20%, I hedge for -36%. Any way to tell if number of moves greater than that is more than once a few years? Or perhaps I could go more conservative, say, their move \^ 1.5? After all, they \_are\_ experts? For upside my mental mode is double their move + 10%, but again, I'd love to know if that's conservative enough (won't change my trading, but will make me sleep better), or too conservative, or too aggressive? Any estimate? Doesn't have to be TDA, I could use the numbers from any broker that makes them available, which is probably most of them.
That's good for Realty Income and EPR Properties seeing as AMC doesn't really own any actual real estate
EPR is garbage. Being a REIT focused near entirely on owning movie theaters and entertainment centers is not a good decision.
At&T , AB , EPR , LUMN , CIM, PSEC All of these are awesome and at a significant discount right now.
Looking to add to ABB, EPR, GTBIF, IIPR, MSFT, PINS, and QCOM as the market corrects.
I agree! If I were a new investor I would watch the markets and futures reports for an indication of nearing the bottom bounce. Personally the majority of my holdings are high yield dividend income stocks. New investors need to build confidence over time and cost average into the markets. Value dividend stocks keep the cash coming in while the markets correct. There are many bargains right now: NLY, EPR, HQH, CSWC, OXLC, ECC. KNOP, ZIM and TGH (shipping will be a big winner in the next five years) GLTA!
TD for when BoA inevitably pulls a Behr Sterns, MTN whenever on discount, VSCO below $50 depending on trending, EPR until I’m broke, and the can’t go tits up meme of the week because this time it will be different.
50% Google 15% BRK-B 5% DVA 5% F 5% UNM 5% FAR 5% WSM 5% EPR 5% TRP
REITS are the safest bets in investing. Rn my most reliable stocks are EPR and MPW
EPR I’ve been eyeing for a while, good REIT
If anyone likes stocks that have a good deal of growth left to get back to pre pandemic levels, that also are paying fat dividends at the same time… Here’s a few I really like. Basically, while the stocks are growing substantially back to normal levels, they also pay you nice checks in the process to protect you. PBFX - PBF Logistics pays an 8.83% dividend and has a good 80% to appreciate still with great momentum PBA - Pembina Pipeline pays a 6.2% dividend while having a 50% runway to get to current price targets of around 48$ RWT - Redwood Trust pays a 6.25% dividend while having about a 50% gap to pre pandemic levels CIM - Chimera pays a 8.07% dividend while having about 45% to run back to pre pandemic levels EPR Properties - owns Top Golf and pays a 6% dividend while having a 70% runway to pre pandemic levels. Good luck out there ladies and gentlemen
25% Cash, 54% AAPL (128 avg), 12 % EPR, 7% DAL
If anyone likes stocks that have a good deal of growth left to get back to pre pandemic levels, that also are paying fat dividends at the same time… Here’s a few I really like. Basically, while the stocks are growing substantially back to normal levels, they also pay you nice checks in the process to protect you. PBFX - PBF Logistics pays an 8.83% dividend and has a good 80% to appreciate still with great momentum PBA - Pembina Pipeline pays a 6.2% dividend while having a 50% runway to get to current price targets of around 48$ RWT - Redwood Trust pays a 6.25% dividend while having about a 50% gap to pre pandemic levels CIM - Chimera pays a 8.07% dividend while having about 45% to run back to pre pandemic levels EPR Properties - owns Top Golf and pays a 6% dividend while having a 70% runway to pre pandemic levels. Good luck out there ladies and gentlemen
Most look good except EPR, which is already at a 414 PE. Commercial real estate is hovering around “fucked” territory so a lot of their assets are likely underwater.
If anyone likes stocks that have a good deal of growth left to get back to pre pandemic levels, that also are paying fat dividends at the same time… Here’s a few I really like. Basically, while the stocks are growing substantially back to normal levels, they also pay you nice checks in the process to protect you. PBFX - PBF Logistics pays an 8.83% dividend and has a good 80% to appreciate still with great momentum PBA - Pembina Pipeline pays a 6.2% dividend while having a 50% runway to get to current price targets of around 48$ RWT - Redwood Trust pays a 6.25% dividend while having about a 50% gap to pre pandemic levels CIM - Chimera pays a 8.07% dividend while having about 45% to run back to pre pandemic levels EPR Properties - owns Top Golf and pays a 6% dividend while having a 70% runway to pre pandemic levels. Good luck out there ladies and gentlemen
If anyone likes stocks that have a good deal of growth left to get back to pre pandemic levels, that also are paying fat dividends at the same time… Here’s a few I really like. Basically, while the stocks are growing substantially back to normal levels, they also pay you nice checks in the process to protect you. PBFX - PBF Logistics pays an 8.83% dividend and has a good 80% to appreciate still with great momentum PBA - Pembina Pipeline pays a 6.2% dividend while having a 50% runway to get to current price targets of around 48$ RWT - Redwood Trust pays a 6.25% dividend while having about a 50% gap to pre pandemic levels CIM - Chimera pays a 8.07% dividend while having about 45% to run back to pre pandemic levels EPR Properties - owns Top Golf and pays a 6% dividend while having a 70% runway to pre pandemic levels. Good luck out there ladies and gentlemen
Absolutely. After Tschernobyl nobody wanted to further develop the technology really but there is gen 3 reactors (EPR) where they can contain it even if the entire fucking core melts which doesn’t happen with pressurized water reactors anyways because in case the core reaches temps that boil the cooling water the reaction suffocates itself automatically. Every missed climate goal is an ad for nuclear. At some point governments will realize that.
RWT, EPR, CIM all look really good to me. I hold some RWT. But the others are really dubious. They're not down just because of the pandemic. Shale oil and natural gas production have not been seeing new investment even with high prices, because it turns out that fracking and shale oil are both not profitable. A lot of investment was done in the past energy boom, and those areas turned out to be money losers even with high prices. So it is unrealistic to expect those to get back to their prior levels for a long time, if ever. There are good reasons why those are still down and Chevron (CVX) is almost to its pre-pandemic price.
If anyone likes stocks that have a good deal of growth left to get back to pre pandemic levels, that also are paying fat dividends at the same time… Here’s a few I really like. Basically, while the stocks are growing substantially back to normal levels, they also pay you nice checks in the process. PBFX - PBF Logistics pays an 8.83% dividend and has a good 80% to appreciate still with great momentum PBA - Pembina Pipeline pays a 6.2% dividend while having a 50% runway to get to current price targets of around 48$ RWT - Redwood Trust pays a 6.25% dividend while having about a 50% gap to pre pandemic levels CIM - Chimera pays a 8.07% dividend while having about 45% to run back to pre pandemic levels EPR Properties - owns Top Golf and pays a 6% dividend while having a 70% runway to pre pandemic levels. Good luck out there ladies and gentlemen
I see a lot of ageing reactors just living on ever more extended life-spans partially beyond their original design specs: [https://www.iea.org/data-and-statistics/charts/age-profile-of-nuclear-power-capacity-in-selected-regions-2019](https://www.iea.org/data-and-statistics/charts/age-profile-of-nuclear-power-capacity-in-selected-regions-2019) I see the EPR in Flamanville being built since 2007, the EPR in Olkiluoto since 2005. I see Hinkley Point C requiring a guaranteed (and inflation adjusted) feed-in tariff of 109 €/MWh to be built (and they just started building in 2019 ... 8 years delayed already) ... So even when the building-time is cut in half for future reactors, that would still be about 8 years per unit. And I did not even begin to mention the massively exceeded budgets for above projects... which (without guarantees like in the case of Hinkley Point C) makes building and running those reactors a loss-making business .
O, NRZ, EPR, SPG are the ones I've had at various time throughout last year
Thanks, but it seems EPR owns/rents space for entertainment venues. That scares me because in a recession, the first thing people cut out of their budgets is going out to a bowling alley or whatever.
I like Top Golf and the come back it’s been seeing since vaccinations EPR Properties owns Top Golf Ticker: EPR See you in Vegas gentlemen
Me writing bullets during EPR season
Thats your view and i respect it but you are wrong. China saved many western companies by taking shares in their capital, those companies would be already dead without it.They do not copy anymore, europeen have spent billions and years e.g. in a nuclear reactor call EPR and it is not in service yet. China is operating its EPR reactor since year. What you are saying was true 30 or 20 years ago but nowadays rhey innovate a lot, no doubt. Westerners have lost their know how but who's fault....The main issue with china is that they do not know how to communicate.
If anyone is looking for another great way to play AMC, take a look at EPR Properties Ticker: EPR They own a ton of AMCs in addition to Top Golf and a ton of other hospitality and actually popular entertainment assets.
If anyone is looking for another great way to play AMC, take a look at EPR Properties Ticker: EPR They own a ton of AMCs in addition to Top Golf and a ton of other hospitality and actually popular entertainment assets.
I bought EPR. It’s total dog shit. Please everybody buy EPR.
If anyone is looking for another great way to play AMC, take a look at EPR Properties Ticker: EPR They own a ton of AMCs in addition to Top Golf and a ton of other hospitality and actually popular entertainment assets.
If anyone is looking for another great way to play AMC, take a look at EPR Properties Ticker: EPR They own a ton of AMCs in addition to Top Golf and a ton of other hospitality and actually popular entertainment assets.
EPR and SRC crushed the post covid recovery for me. 100%+ and counting. NRZ did well too