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Too Hot Investment Thread

Discussion in 'Too Hot for Swamp Gas' started by channingcrowderhungry, Feb 11, 2021.

  1. phatGator

    phatGator GC Hall of Fame

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    My son mentioned yesterday data center REITs. The amount of data generated each year roughly equals the data for all the years before. That data has to be stored somewhere. Has anyone looked into these specialized REITs?
     
  2. channingcrowderhungry

    channingcrowderhungry Premium Member

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    Never heard of them. Quick look says there are 5 that are publicly traded. I'll have to do some research and do some lernin.
     
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  3. littlebluelw

    littlebluelw GC Hall of Fame

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    CCI (Crown Castle Int'l) is one that I got into at about $115. It's been around $150 so I am pleased thus far.
     
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  4. vaxcardinal

    vaxcardinal GC Hall of Fame

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    Certainly a big growth area. My job precludes me from owning these
     
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  5. RIP

    RIP I like touchdowns Premium Member

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    Looking like Bitcoin could hit an all time high today.
     
  6. channingcrowderhungry

    channingcrowderhungry Premium Member

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    You get in in the Roblox IPO? All my cash was tied up
     
  7. gotime51

    gotime51 GC Hall of Fame

    No. It launched at 45 but by the time us little folks had a crack at it, it was 64 then 70. I will wait now to see what it does
     
  8. demosthenes

    demosthenes Premium Member

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    Got really close on the current candle before pulling back. Some of the crypto is really going off right now. Bought one three days ago that’s up 51% in three days.
     
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  9. RIP

    RIP I like touchdowns Premium Member

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    I still don't understand the candle charts. I get the concept but I don't know how to read them. It's on the agenda though.
     
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  10. vaxcardinal

    vaxcardinal GC Hall of Fame

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    Wanted to but figured I’d wait until 30 days after IPO to see if the price settles down
     
  11. phatGator

    phatGator GC Hall of Fame

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    Interesting that it was not an IPO per se, underwritten by investment bankers, but a direct sale. I had not seen that before.
     
  12. phatGator

    phatGator GC Hall of Fame

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    Is there financial data available for Roblox? How do they monetize the free game?

    My son says every kid 10-14 plays it.
     
  13. vaxcardinal

    vaxcardinal GC Hall of Fame

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    Yep. Not the traditional IPO. It was more open to regular folks.
     
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  14. RIP

    RIP I like touchdowns Premium Member

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    Ads and micro-transactions.
     
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  15. ursidman

    ursidman VIP Member

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    I bought three REITs (O, DLR, and WPC) two weeks ago and one of them DLR is a digital REIT. They each have a fairly long history of paying nice dividends (WPC is paying 6.2%). None of them will be big-moving high-flyers though but should provide steady income. O has increased its dividend every year for 27 years and pays (4.5% annual) monthly. I looked at another that specializes in medical buildings/campuses though I cant remember what it was. I already have some of the high flyers in AMZN, APPL, and MSFT and since I'm retired was looking for income when I bought these. Just over a year ago through sheer stupid luck I bought the MSFT and have enjoyed a nice run up in value that I think is due in some part to their digital storage (cloud) revenue

    edit: all that to say - I think investing in digital REITs is a good investment
     
    Last edited: Mar 11, 2021
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  16. demosthenes

    demosthenes Premium Member

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    You have the “candle” and the “wick.” The top and bottom of the candles tell you the opening and close price for the period in your chart. If it’s a red candle the close price is on the bottom. If green the close price on top.

    The wicks are the highest and lowest prices achieved during that period of time. There won’t always be wicks though. If the lowest price was the close price there would be no wick on the bottom. If it was falling throughout the time being measured you may not see one on top, etc.
     
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  17. ingor7

    ingor7 Premium Member

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    My kids play Roblox all day. So I definitely bought them and myself some shares. It's an interesting game. Many games within the game, like a meta universe where you can create games and do all kinds of things. I'm sure they can advertise within the game for revenue, but right now each game has items for sale and you need Robux to buy them. I buy my kids $10 worth of Robux every week or so. It's a good way to get them to do chores.

    On the data center REIT front, DLR is the big steady of the group, the other I would mention is COR.

    A few other types of REITs I feel comfortable with are NHI, WELL both healthcare and OLP.

    Not really an area I research much but there are a lot of good REITs out there. The ETF is VNQ for anyone interested.
     
    Last edited: Mar 12, 2021
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  18. phatGator

    phatGator GC Hall of Fame

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    My son bought COR and CONE.
     
  19. phatGator

    phatGator GC Hall of Fame

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    There are lots of sources for info on stocks. What are people’s favorites?

    I like Value Line, although they don’t cover every stock. It’s expensive to subscribe on your own (>$500 a year), but I get free access through a local library’s website. Not all libraries carry it. I had to join a library next town over.

    I’ve also used Morningstar.
     
  20. ursidman

    ursidman VIP Member

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    Morningstar is good. I value their assessment. Also Charles Schwab - I still have $0.11 in an account at Schwab that allows me access to their research reports and from those reports I can link to Morningstar, Credit Suisse, and a couple of others. Well worth the 11 cents.
     
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