Simon Property Group Inc. (SPG-N) Stock Predictions - Stockchase
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Simon Property Group Inc. (SPG-N)

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Simon Property Group Inc.

SPG-N

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Simon Property Group Inc. (SPG-N) SAVE Mar, 18, 2019, 2:11 pm

174.58 1.51 (0.86%)

About Simon Property Group Inc. (SPG-N)

Simon Property Group, Inc. is an American commercial real estate company in the United States and the largest real estate investment trust. It is also the largest shopping mall operator in America. More at Wikipedia

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US REITs? He shares his interest in the sector because they rose dramatically from the crisis years, and then eased back a little. There are 2 concerns. Higher interest rates and their ability to borrow. There is also the question about the need for property given the migration of consumer spending to the Internet from the old bricks and mortar mall. He would urge you to look at the Simon Property Group, because it is the largest and bluest chip of all the mall operators.

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US REITs? He shares his interest in the sector because they rose dramatically from the crisis years, and then eased back a little. There are 2 concerns. Higher interest rates and their ability to borrow. There is also the question about the need for property given the migration of consumer spending to the Internet from the old bricks and mortar mall. He would urge you to look at the Simon Property Group, because it is the largest and bluest chip of all the mall operators.

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$155.600
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Jan 27/16. Up 0.31%.) This is interest rate sensitive, which has been a drag on the stock. It is the best of breed and has great use of capital. Pristine balance sheet. Great international exposure. Class A mall operator. But this is not the time. Rates are going higher which means a cap rate on the valuation of the hard assets is a bit tougher right now.

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(A Top Pick Jan 27/16. Up 0.31%.) This is interest rate sensitive, which has been a drag on the stock. It is the best of breed and has great use of capital. Pristine balance sheet. Great international exposure. Class A mall operator. But this is not the time. Rates are going higher which means a cap rate on the valuation of the hard assets is a bit tougher right now.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$180.620
Owned Owned
Yes

COMMENT

E-commerce is a big threat, but he is comfortable owning this because they have fantastic properties and great locations. These are in closed malls, but they have high output. Their sales per square foot is very high and traffic continues to go up. They’ve done a fantastic job of reorienting some of the malls to make them look a little more service oriented. A good example of location, location, location. Trading at a substantial discount to NAV, and he would be prone to pick away at this here.

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E-commerce is a big threat, but he is comfortable owning this because they have fantastic properties and great locations. These are in closed malls, but they have high output. Their sales per square foot is very high and traffic continues to go up. They’ve done a fantastic job of reorienting some of the malls to make them look a little more service oriented. A good example of location, location, location. Trading at a substantial discount to NAV, and he would be prone to pick away at this here.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$183.770
Owned Owned
Yes

TOP PICK

This has sold off dramatically.  It is the largest REIT in the world with one of the strongest balance sheets.  They own the highest quality malls.  They are growing and can deliver growth to offset a higher cost of capital in coming years.  (Analysts’ Target: $220.86)

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This has sold off dramatically.  It is the largest REIT in the world with one of the strongest balance sheets.  They own the highest quality malls.  They are growing and can deliver growth to offset a higher cost of capital in coming years.  (Analysts’ Target: $220.86)

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$180.000
Owned Owned
Yes

DON'T BUY

REITs tend to do well in the spring and summer. Once we get into September, we enter into a period of seasonal weakness. That takes a lot of the REITs lower until about the Nov/Dec timeframe. The chart for this year shows it going up to the beginning of August and then dropping with lower lows and lower highs. Momentum indicators are heading lower and it is underperforming the market.

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REITs tend to do well in the spring and summer. Once we get into September, we enter into a period of seasonal weakness. That takes a lot of the REITs lower until about the Nov/Dec timeframe. The chart for this year shows it going up to the beginning of August and then dropping with lower lows and lower highs. Momentum indicators are heading lower and it is underperforming the market.

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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$181.300
Owned Owned
Unknown

DON'T BUY

In the REIT sector, rather than retail.  The market is looking for yield.  He is worried about this because of Amazon and because REITs have had a lot of a run up. 

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In the REIT sector, rather than retail.  The market is looking for yield.  He is worried about this because of Amazon and because REITs have had a lot of a run up. 

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John Burke

CEO & CIO, Burke Financial Stra...

Price Price
$212.490
Owned Owned
Unknown

PAST TOP PICK

(Top Pick Apr 9/15, Up 11.72%) He likes this name and continues to hold it.  They are a unique competitor in that real estate space.  He is not a high growth name and watch for interest rates to rise.

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(Top Pick Apr 9/15, Up 11.72%) He likes this name and continues to hold it.  They are a unique competitor in that real estate space.  He is not a high growth name and watch for interest rates to rise.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$208.660
Owned Owned
Yes

TOP PICK

Best in class operator, assets and balance sheet.  Quickly escalating rates could be a negative.  They are internationally diversified.  Good ‘A’ properties all round.  They have the best leading numbers of anyone.  They are in the top markets.  They are the best in the business.

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Best in class operator, assets and balance sheet.  Quickly escalating rates could be a negative.  They are internationally diversified.  Good ‘A’ properties all round.  They have the best leading numbers of anyone.  They are in the top markets.  They are the best in the business.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$186.040
Owned Owned
Yes

TOP PICK

The largest REIT in the world with a lot of operations in the US and some in Canada, Europe and Asia. Business conditions continue to look pretty good. Consumer spending in the US remains pretty firm. Occupancy levels continue to be quite tight, which will allow revenues to remain pretty strong. They also did a share buyback. Dividend yield of 2.84%.

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The largest REIT in the world with a lot of operations in the US and some in Canada, Europe and Asia. Business conditions continue to look pretty good. Consumer spending in the US remains pretty firm. Occupancy levels continue to be quite tight, which will allow revenues to remain pretty strong. They also did a share buyback. Dividend yield of 2.84%.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$193.130
Owned Owned
Yes

COMMENT

The biggest REIT in the US. A decent, very high quality REIT with the exception that it is a little bit expensive. However, you could make that argument for most US REITs, which was the best performing sector last year. This was because people rotated into sectors where there is a high degree of predictability of income and an improving economy. You can expect to get higher dividend growth. If there is just a little bit of a sign of interest rates going up, this is going to go down.

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The biggest REIT in the US. A decent, very high quality REIT with the exception that it is a little bit expensive. However, you could make that argument for most US REITs, which was the best performing sector last year. This was because people rotated into sectors where there is a high degree of predictability of income and an improving economy. You can expect to get higher dividend growth. If there is just a little bit of a sign of interest rates going up, this is going to go down.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$196.570
Owned Owned
Yes

PAST TOP PICK

(Top Pick July 9/13, Up 12.67%) They spun off some of their lower quality assets so the remaining portfolio will be very powerful in terms of sales per square foot.  They now provide exposure to higher end consumers.  5% free cash flow growth going into 2015.

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(Top Pick July 9/13, Up 12.67%) They spun off some of their lower quality assets so the remaining portfolio will be very powerful in terms of sales per square foot.  They now provide exposure to higher end consumers.  5% free cash flow growth going into 2015.

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Michael Missagh

VP & Sr. P, Sentry Investments...

Price Price
$167.660
Owned Owned
Yes

BUY

You can’t go wrong with this one.  Beautiful retail properties.  The best malls don’t suffer from e-commerce.  Their last earnings surprised significantly to upside.  A good long term hold.

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You can’t go wrong with this one.  Beautiful retail properties.  The best malls don’t suffer from e-commerce.  Their last earnings surprised significantly to upside.  A good long term hold.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$172.220
Owned Owned
Unknown

STRONG BUY

Tremendous value in this company.  Best real estate portfolio in the world and trading at a big discount to its NAV.  This is the largest component of the US real estate index.  As money comes back into REITs this one will benefit the most.  It is his largest US holding.

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Tremendous value in this company.  Best real estate portfolio in the world and trading at a big discount to its NAV.  This is the largest component of the US real estate index.  As money comes back into REITs this one will benefit the most.  It is his largest US holding.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$161.060
Owned Owned
Yes

PAST TOP PICK

(A Top Pick July 9/13. Down 4.2%.) Payout ratio of 70%. Had very strong earnings reporting in Q3. Trading at about a 10% discount to NAV were historically it traded at a 3% premium. Feels it owns the highest quality mall portfolio in the US and they are now expending globally as well. Valuation is very compelling.

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(A Top Pick July 9/13. Down 4.2%.) Payout ratio of 70%. Had very strong earnings reporting in Q3. Trading at about a 10% discount to NAV were historically it traded at a 3% premium. Feels it owns the highest quality mall portfolio in the US and they are now expending globally as well. Valuation is very compelling.

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Michael Missagh

VP & Sr. P, Sentry Investments...

Price Price
$150.050
Owned Owned
Yes

TOP PICK

The best and largest mall REIT globally. NAV is about $180 with a target price as high as $213. Feels it is worth $185-$186. 2.9% dividend yield.

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The best and largest mall REIT globally. NAV is about $180 with a target price as high as $213. Feels it is worth $185-$186. 2.9% dividend yield.

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Dennis Mitchell

Executive , Sentry Select Capita...

Price Price
$157.610
Owned Owned
Yes

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