Market trends continue to point to durable cruise demand, with Cruise Lines International Association already projecting robust growth in passengers and capacity through 2027. These developments naturally trigger RCL's raised FY2024 guidance along with the raised consensus forward estimates, with it implying that the worst of the COVID-19 pandemic is behind us. If anything, the company continues to report improved balance sheet health attributed to the richer adj EBITDA margins, despite the new fleet deliveries.
Trump's reelection has mixed impacts on REITs. Some benefit. Others suffer. We review 2 REITs to buy and 2 REITs to sell.
The election's swift resolution led to a sharp market reaction; S&P 500 rose ~4.5%, but REITs were weighed down by rising Treasury rates. Trump's victory is seen as inflationary, benefiting REIT fundamentals by suppressing new construction starts due to higher interest rates. My portfolio saw significant movements post-election, with regional banks and energy stocks gaining, while renewables and healthcare REITs faced short-term declines.
Market reactions sharply diverged among healthcare companies as investors expect changes to Obamacare, Medicare.
Most investors understand that stock splits don't change anything about a company's business.
A divided government could be optimal for these stocks.
With the REIT industry offering a real estate structure for several economic activities - real or virtual - there are pockets of strength. This is likely to be reflected in the earnings releases of DLR, AVB and SBAC.
Andrew Arons with Synergy Advisory Management remains bullish on the state of the markets, crediting A.I. stocks and the Fed's rate cut.
The Democratic presidential nominee's proposals could directly benefit each of these stocks.
Cathie Wood may not be as popular as back in Ark Invest's heyday of 2020 and the very early part of 2021.
With most marijuana stocks still showing volatile trading is now the time to buy? Well, it's not such an easy answer as some may find the volatile behavior of marijuana stocks to be in their favor. The cannabis sector has been showing a large amount of volatility for some time. What this means is the slightest factor can impact how the better part of the sector trades. Often leading to a downtrend for most marijuana stocks until such time there is a means to see a recovery.
Lower interest rates may leave companies and individuals with more money to spend and invest