Friday File: What’s Swooning That Might Look Tasty?

by Travis Johnson, Stock Gumshoe | November 4, 2016 7:12 pm

Checking in on earnings and some more attractive valuations -- DOC, MPW, OHI, VTR, CCI, BRK-B, MKL, FFH.TO, CRTO, FB, PLOW... phew!

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Source URL: https://www.stockgumshoe.com/2016/11/friday-file-whats-swooning-that-might-look-tasty/


7 responses to “Friday File: What’s Swooning That Might Look Tasty?”

  1. rocketman says:

    The stock market might be in for a double whammy if Trump wins next week and the Fed raises rates in December. There may be some good buying opportunities after the new year. I’m interested in Markel so maybe a good buying opportunity is coming soon.

  2. edski says:

    If all of the Market and America’s troubles need to be blamed on ONE PERSON during an election year…… that there should be proof that something IS, and HAS BEEN WRONG, for a very, very long time.

    It’s like a kid blaming, “I didn’t do it” or “Not Me” because of a problem.

    Besides, Mr. Market always seems to forget what bothered him a few days before, unless………hmmmmmm…down nine days in a row………

  3. heuristocrat says:

    Good timing. CRTO is a good one. Feels like a good time to nibble at names like this. Still plenty or risk with the election and the Fed. I’ve started to buy a little TWLO which is an incredible position within software infrastructure. Shares basically cut in half from the highs. Still expensive but very strategic, inevitable acquisition for one of the big boys, most likely Google.

  4. jwhallin says:

    Thank you, Travis. Your research & insight is always valuable and appreciated! REITS have been thumped pretty hard lately, and I’m holding off any additional buying until the dust settles post-election (assuming the dust does settle!). OHI, MPW, DOC & VTR are looking very interesting right now – watching very closely, along with WPC.

  5. kmaier says:

    I’m interested to know your thoughts on AT&T at its current valuation. I think that if the aquisition takes place in the next year, as it should, then not only will the stock price reclaim its loss but I think this will do wonders for securing their dividend. I’m sure it will be a rocky road so if I see the price head closer to 35$ I will absolutely take a position, that’s not to say that even at the current levels is not a screaming deal.

  6. bluesharpbob says:

    Been holding MPW since 2013, reinvesting the dividends & nibbling on the occasional dip. I’ve been quite happy overall with it’s performance.

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