Tsis muaj xov xwm zoo nyob rau lub Yim Hli tus lej nce nqi. Thaum tus nqi txhua xyoo tau poob qis me ntsis los ntawm Lub Xya Hli, los ntawm 8.5% mus rau 8.3%, nws tuaj nyob rau hauv siab tshaj qhov xav tau - thiab phem dua, cov tub ntxhais CPI tus nqi, ntau dua li poob, nce mus rau 6.3%. Cov neeg siv khoom tau tawm tsam, thiab lawv qhov mob yog tiag tiag.
Tab sis nws tsis yog tsuas yog cov neeg siv khoom uas raug cuam tshuam los ntawm kev nce nqi. Cov khw muag khoom kuj tseem hnov qhov kev nyuaj siab, thiab lawv tau hnov nws ob zaug - los ntawm cov neeg siv khoom, uas nws lub hnab nyiaj tau pinched thiab yog li yuav tsawg dua, thiab los ntawm lawv tus kheej cov neeg muag khoom, uas tau nce nqi lawv tus kheej. Tsis muaj txoj hauv kev yooj yim tawm ntawm qhov no, raws li Tsoom Fwv Teb Chaws Reserve lub ntsiab tiv thaiv kev nce nqi, nce cov paj laum, yuav tsum tau tsav tus nqi qiv nyiaj, ua rau cov khoom kim dua - dua - rau cov neeg siv khoom thiab cov khw muag khoom, thaum tseem ua rau muaj kev pheej hmoo ntawm kev lag luam loj.
Cov neeg lag luam tuaj yeem zam txim tau yog tias lawv tsuas yog tsis paub yuav muab lawv cov nyiaj tso rau hauv ib puag ncig zoo li no. Ntawm qhov kawg no, Jim Cramer, tus tswv tsev paub zoo ntawm CNBC's 'Mad Money' program, muaj qee cov lus qhia.
"Txawm hais tias feem ntau cov khw muag khoom lag luam yog qhov txaus ntshai tam sim no, cov tuam txhab uas muaj cov khw muag khoom zoo tshaj plaws tau ua haujlwm zoo." Cramer sau tseg.
Cramer tau piav qhia nrog qee qhov kev nthuav dav ntxiv ntawm txoj haujlwm dav dav ntawm cov tuam txhab lag luam vaj tsev: "Tsis muaj ntau [cov khw muag khoom] chains nyob rau hauv kev txaus ntshai ntawm kev mus, los yog poob qab ntawm lawv cov nqi xauj tsev. Peb tsis tau saib cov khw muag khoom loj, ib qho… Tsuav yog lawv cov neeg xauj tsev nyob hauv kev lag luam, [cov tuam txhab vaj tse] yuav tsis siv nyiaj ntau ntau. Rau kuv, qhov ntawd zoo li lub sijhawm. "
Tam sim no cia peb saib ob qho khoom vaj khoom tsev ntawm Cramer daim ntawv yuav khoom. Peb tau siv lub TipRanks database txhawm rau rub tawm cov ntaub ntawv tshiab kawg ntawm ob qho tib si, thiab peb tuaj yeem tshawb xyuas lawv ua ke nrog kev tawm tswv yim tsis ntev los no los ntawm Wall Street cov kws tshuaj ntsuam.
Kimco Realty (KIM)
Thawj Cramer xaiv peb tab tom saib yog Kimco Realty, kev ntseeg vaj tsev cog khoom (REIT) tsom rau qhov chaw lag luam. Qhov tseeb, lub tuam txhab no, raws li nyob rau hauv Jericho, New York, yog tus tswv loj tshaj plaws thiab tus thawj tswj hwm ntawm cov khoom noj khoom haus-tawm, qhib-cua khw muag khoom khw muag khoom. Lub tuam txhab cov khoom lag luam tsom mus rau thawj lub nplhaib suburbs ntawm cov nroog loj, tshwj xeeb tshaj yog nyob rau sab qaum teb sab hnub tuaj, sab hnub poob ntug dej hiav txwv, thiab hauv cheeb tsam sab hnub tuaj thiab Hnub Ci. Raws li qhov kawg ntawm 2Q22, Kimco muaj kev txaus siab hauv 533 xws li cov khw muag khoom nrog tag nrho ntawm 92 lab tus nqi xauj tsev square feet.
Qee qhov kev ntsuas tseem ceeb los ntawm lub tuam txhab 2Q22 cov nyiaj tau los tso tawm qhia ob qho tib si zoo ntawm cov ntaub ntawv thiab qhov kev thov txuas ntxiv rau qhov chaw muag khoom siab kawg. Ua ntej, Kimco pom nws cov neeg nyob tau nce los ntawm 40 lub hauv paus ntsiab lus rau 95.1% hauv peb lub hlis twg. Nyob rau hauv ib xyoos dhau ib xyoos, Kimco tus neeg nyob tau nce los ntawm 120 lub hauv paus ntsiab lus.
Cov neeg nyob siab tau ua rau muaj nyiaj txiag ntau, thiab Kimco pom nws cov nyiaj tau los ntawm kev ua haujlwm (FFO) loj hlob los ntawm 17.6% y / y kom ncav cuag $ 246.6 lab lossis 40 xees ib feem ntawm diluted. Qhov kev ntsuas no yog qhov txaus siab tshwj xeeb rau cov neeg ua lag luam sib faib, raws li FFO feem ntau txhawb nqa REIT's div them. Kimco cov nyiaj faib tam sim no, tshaj tawm thaum Lub Xya Hli rau kev them nyiaj rau lub Cuaj Hlis 23, tau teeb tsa ntawm 22 xees ib feem sib koom. Qhov no txhua xyoo ua rau 88 xees, thiab muab cov txiaj ntsig ntawm 4.2%. Kimco tau maj mam nce cov nyiaj faib rau ob xyoos dhau los.
Ntxiv rau Cramer, cov khoom lag luam no tau ntes lub qhov muag ntawm Baird tus kws tshuaj ntsuam 5-hnub qub Wesley Golladay, leej twg sau ntawm Kimco, "Lub lag luam tseem ceeb txuas ntxiv txhim kho nrog cov nyiaj ntsuab cov neeg xauj tsev rov qab mus rau qib qub thiab SS cov nqi xauj tsev nrawm dua. Cov neeg xauj tsev xav tau tseem muaj zog thiab tuav tau siab txawm tias kev lag luam muag muag. Lub tuam txhab tseem ua haujlwm nyob rau sab nraud kev loj hlob pem hauv ntej nrog cov qauv kev nqis peev, kev yuav khoom thiab tau txais JV nyiam hauv 2Q thiab 3Q. KIM tseem tab tom nrhiav txoj hauv kev los tsim kom muaj nuj nqis los ntawm kev yuav cov nuj nqis rov qab thiab nyiam kev ncaj ncees, tshem tawm cov ntawv xauj tsev uas twb muaj lawm, thiab muab cov av rau cov tsev nyob. "
Ntxiv rau nws cov lus pom zoo, Golladay ntsuas cov khoom lag luam no ab Outperform (piv txwv li Yuav) thiab nws lub hom phiaj tus nqi, ntawm $ 27, txhais tau tias muaj peev xwm nce ib xyoos ntawm ~ 30%. (Kom saib Golladay cov ntaub ntawv teev tseg, nias ntawm no)
Zuag qhia tag nrho, tau muaj 16 tus kws tshuaj ntsuam xyuas tau teeb tsa nyob rau lub asthiv tsis ntev los no, suav nrog 11 mus Yuav thiab 5 rau Tuav rau qhov kev pom zoo ntawm Kev Txiav Txim Siab ntawm Tshuag. Tus nqi nruab nrab ntawm lub hom phiaj ntawm $ 24.45 qhia txog qhov nce ntawm 17% los ntawm tus nqi lag luam ntawm $ 20.82. (Saib Kimco Tshuag kwv yees ntawm TipRanks)
Tsoom Fwv Teb Chaws Realty (FRT)
Tom ntej no yog Tsoom Fwv Teb Chaws Realty, REIT nyob hauv Rockville, Maryland. FRT qhov kev tsom mus rau cov khoom lag luam hauv khw - tshwj xeeb tshaj yog cov khoom muag khoom lag luam siab - hauv Mid-Atlantic thiab Northeast cheeb tsam ntawm Asmeskas. Lub tuam txhab tseem muaj nyob hauv Florida, hauv cheeb tsam Great Lakes, thiab nyob rau sab hnub poob, tshwj xeeb hauv California. FRT pom $ 951 lab hauv tag nrho cov nyiaj tau los hauv 2021.
Lub tuam txhab kev ua tau zoo tau txuas ntxiv rau xyoo no. Hauv nws daim ntawv tshaj tawm 2Q22, FRT tau sau tseg qhov muaj neeg nyob siab ntawm 92% rau nws cov khoom lag luam, thiab 94.1% tus nqi xauj tsev. Xyoo dhau ib xyoos, cov lej no sawv cev nce ntawm 240 thiab 140 lub hauv paus ntsiab lus, feem. Kev xauj tsev me me tau ua pov thawj tshwj xeeb tshaj tawm txij li qhov siab ntawm KEVID ntsoog, thiab tau nce 580 lub hauv paus ntsiab lus txij li nws qhov kis tus kabmob kis tau qis. Hauv Q2 tsis ntev los no, khw muag khoom me me tau nce 360 lub hauv paus taw tes y / y rau 89.3%.
FRT kuj tseem tau txav mus los nthuav nws cov hneev taw, thiab hauv Q2 tau siv qee qhov $ 434 lab ntawm 3 lub khw muag khoom tshiab. Cov khoom tshiab no npog 93 daim av thiab suav nrog ntau dua 1 lab square feet ntawm qhov chaw xauj tsev. Lub tuam txhab tau kos npe 132 daim ntawv xauj tsev tshiab nyob rau lub quarter, suav nrog 562,111 square feet ntawm nws qhov chaw tag nrho, ua rau 2Q22 nws 'lub quarter nquag tshaj plaws ntawm cov ntaub ntawv.'
Tsoom Fwv Teb Chaws Realty muaj ib qho ntawm REIT kev lag luam cov nyiaj faib muaj zog tshaj plaws, thiab tsis tau plam ib qho kev them nyiaj txij li nws pib them tawm 55 xyoo dhau los. Lub tuam txhab tau nce nws cov nyiaj faib hauv txhua qhov ntawm 55 xyoo. Cov nyiaj faib tam sim no yog $ 1.08 rau ib qho kev sib koom, lossis $ 4.32 ib xyoos ib zaug, thiab yields 4.3%.
Tag nrho cov no taw qhia rau lub tuam txhab nrog lub suab nrov hauv nws lub niche, thiab qhov ntawd tau ua rau Raymond James '5-lub hnub qub kws tshuaj ntsuam RJ Milligan kom ntsuas FRT ib qho Kev Yuav Muaj Zog nrog rau $ 140 tus nqi phiaj. Daim duab ntawd qhia tau tias muaj peev xwm rau ~ 30% sib koom kev loj hlob hauv xyoo tom ntej. (Saib xyuas Milligan cov ntaub ntawv teev tseg, nias ntawm no.)
Rov qab nws txoj kev txhawb nqa, Milligan sau tias: "Qhov tseem ceeb tshaj plaws ntawm kev tshem tawm yog tias cov kav xa hluav taws xob muaj zog zoo li nws tau ua lawm - uas yuav tsum ua kom muaj txiaj ntsig kev loj hlob mus txog 2023/2024... FRT (thiab qhov dav dav) tau muaj ob peb lub hlis nyuaj. ntawm kev ua lag luam raws li cov tub ua lag luam raug nqi hauv kev lag luam poob qis thiab rov qab mus rau ntau qhov kev tiv thaiv REIT sub-sectors (xws li net lease). Nrog rau kev sib koom ua lag luam ntawm tsuas yog 17x ntawm qhov nruab nrab ntawm 2022 kev taw qhia ntau ntawm peb cov kev tshawb fawb tseem tsis tau zoo: cov khoom lag luam txuas ntxiv ntawm cov luv nqi keeb kwm thaum lub ntsiab lus tseem ceeb tsis tau zoo dua ... ”
Txhua yam nyob rau hauv tag nrho, 16 tsis ntev los no cov kws tshuaj ntsuam xyuas ntawm qhov no yog sib npaug sib cais, nrog 8 txhua Kev Yuav thiab Tuav. Qhov no ua rau qhov kev pom zoo pom Kev Muag Khoom Muag. FRT shares yog trading rau $ 100.60, thiab lawv $ 117.78 tus nqi nruab nrab lub hom phiaj implies ~ 17% upside ntawm lub qab ntug ib xyoos. (Saib FRT Tshuag forecast ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau cov lag luam muag khoom ntawm tus nqi zoo saib, mus saib TipRanks ' Khuv Xim Zoo Dua Yuav, lub tswv yim tshiab nyuam qhuav sib sau ua ke txhua qhov ntawm TipRanks 'kev pom ncaj ncees.
Tsis kam lees: Cov tswvyim uas hais hauv tsab xov xwm no tsuas yog los ntawm cov kws tshuaj ntsuam tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog qhov tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua ib qho peev txheej.
Tau qhov twg los: https://finance.yahoo.com/news/load-says-jim-cramer-2-133717589.html