Trader Tracker: Brian Belski sells Nike, Prologis & Restaurant Brands and buys Lululemon
Brian Belski, Chief Investment Strategist at BMO Capital Markets, joins 'Halftime Report' to detail his latest portfolio moves.
Prologis Stock Rises 10.3% in Three Months: Will the Trend Last?
PLD jumps 10.3% on strategic buyouts, data center push and strong dividend growth potential.
Prologis (PLD) Exceeds Market Returns: Some Facts to Consider
Prologis (PLD) closed at $105.62 in the latest trading session, marking a +1.18% move from the prior day.
Prologis: Time To Upgrade After 5 Years Of Underperformance
Prologis, Inc. offers compelling value after years of underperformance, with reliable forward growth and a 3.8% dividend yield near decade highs. The company benefits from secular e-commerce tailwinds, strong re-leasing spreads, and below-market rents, supporting robust long-term growth. Risks include tariff uncertainty and interest rate sensitivity, but the diversified tenant base and solid balance sheet provide resilience.
Prologis Expands Into Data Centers While Growing Core Logistics Portfolio
Prologis excels amid tariff fears, reporting record Q1 2025 results, robust leasing, and strong rent growth, driven by e-commerce and reshoring trends. The REIT's fortress balance sheet, high tenant retention, and embedded rental growth ensure resilience against macro headwinds and interest rate volatility. Prologis offers a compelling 3.8% dividend yield, consistent payout growth, and justified premium valuation due to its scale, credit rating, and growth prospects.
Prologis, Inc. (PLD) Nareit REITweek: 2025 Investor Conference (Transcript)
Prologis, Inc. (NYSE:PLD ) Nareit REITweek: 2025 Investor Conference Call June 4, 2025 10:15 AM ET Company Participants Daniel Stephen Letter - President & Director Timothy D. Arndt - Chief Financial Officer Conference Call Participants Michael Goldsmith - UBS Investment Bank, Research Division Michael Goldsmith Well, thank you, and good day, everyone.
Here's Why Prologis (PLD) Gained But Lagged the Market Today
Prologis (PLD) reachead $109.02 at the closing of the latest trading day, reflecting a +0.25% change compared to its last close.
Prologis (PLD) Increases Despite Market Slip: Here's What You Need to Know
Prologis (PLD) concluded the recent trading session at $107.92, signifying a +1.22% move from its prior day's close.
Prologis (PLD) Increases Despite Market Slip: Here's What You Need to Know
Prologis (PLD) reachead $105.09 at the closing of the latest trading day, reflecting a +0.4% change compared to its last close.
Prologis Gains 10.2% in a Month: Will it Continue to Rise?
PLD is poised to gain from its strategically located modern distribution facilities, prudent buyouts and development and healthy balance sheet.
Prologis: The Warehouse King With A 3.8% Yield And Room To Run
Prologis offers a high-conviction, buy-on-weakness opportunity, trading 15% below intrinsic value with a 3.8% dividend yield. Operational performance remains robust: 95% occupancy, strong tenant retention, and impressive rent growth, despite macroeconomic headwinds. Dividend growth is exceptional, with a 9% trailing growth rate and a three-year CAGR of 13.2%, making the yield especially attractive after the pullback.
Prologis (PLD) Up 7% Since Last Earnings Report: Can It Continue?
Prologis (PLD) reported earnings 30 days ago. What's next for the stock?
