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Undervalued sector?
The question of which sector is the most undervalued in the market today is coming up more and more often. After the strong rise in technology and AI, investors are starting to look at industries that have been outside the main spotlight, even though their fundamentals look solid. The first candidate is energy, which, despite very strong cash flows and stable...
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INTERESTING COMPANIES WITH INVESTMENT POTENTIAL
The mention of three real estate investment trusts (REITs) - Host Hotels & Resorts, Equinix and Prologis - is particularly interesting in the context of the current performance of the real estate sector, which is one of the worst performing sectors in the S&P 500. While the broader market is up 12% year-to-date, REITs are up just...
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I think Equinix is an interesting company. For a lower price one could definitely think about buying there :)
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I don't have these 2, but with interest rates dropping, the tide could turn. It's the main thing it's based on now. We'll see, we'll have to wait a while for that.
I'm still watching it, but I'm not very convinced. The idea that REITs will grow has been floating around for several years now, and they still haven't shown any meaningful growth—even despite this year's interest rate cuts... so I'm staying away from them.