NYSE:PLD
84.26
2.45
(2.83%)
Prologis, Inc. is a multinational logistics real estate investment trust headquartered in San Francisco, California.
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Analysis and Opinions about PLD-N
Signal
Opinion
Expert
COMMENT
COMMENT
January 29, 2020
Industrial REITs? He likes WPT Industrial REIT. In the US he likes Prologis, but the valuation is too high. Whereas WTP trades at a discount to NAV.
BUY
BUY
January 21, 2020
Spectacular chart since 2016, up so much. Do not sell. Buy it here.
Show full opinionHide full opinionSpectacular chart since 2016, up so much. Do not sell. Buy it here.
WEAK BUY
WEAK BUY
December 2, 2019
They moved a lot lately, so don't be in a rush to get into this. You can make some money in this, though, supported by the ongoing demand for industrial REITs.
Show full opinionHide full opinionThey moved a lot lately, so don't be in a rush to get into this. You can make some money in this, though, supported by the ongoing demand for industrial REITs.
COMMENT
COMMENT
November 29, 2019
PLD or EQIX? He likes PLD in this space. Customers are Amazon, FedEx, etc. EQIX is data warehousing in the cloud. He likes both of these companies.
Show full opinionHide full opinionPLD or EQIX? He likes PLD in this space. Customers are Amazon, FedEx, etc. EQIX is data warehousing in the cloud. He likes both of these companies.
TOP PICK
TOP PICK
October 31, 2019
Global leader in logistics real estate. In 19 countries. US industrial fundamentals are solid. Significant acquisitions, which will drive growth. Calling for nearly 10% earnings growth year over year. Should be a core real estate holding. Yield is 2.43%. (Analysts’ price target is $90.72)
Show full opinionHide full opinionGlobal leader in logistics real estate. In 19 countries. US industrial fundamentals are solid. Significant acquisitions, which will drive growth. Calling for nearly 10% earnings growth year over year. Should be a core real estate holding. Yield is 2.43%. (Analysts’ price target is $90.72)
PAST TOP PICK
PAST TOP PICK
October 9, 2019
(A Top Pick Aug 16/18, Up 35%) The largest warehouse holders in the world. They have a solid platform around their business. He says 2% of global GDP flows through their warehouses. They are using that understand the data of the flows through their assets and use that to better their client services. He sees this as value that will continue to feed on itself.
Show full opinionHide full opinion(A Top Pick Aug 16/18, Up 35%) The largest warehouse holders in the world. They have a solid platform around their business. He says 2% of global GDP flows through their warehouses. They are using that understand the data of the flows through their assets and use that to better their client services. He sees this as value that will continue to feed on itself.
BUY WEAKNESS
BUY WEAKNESS
October 9, 2019
If you want good global REIT exposure own PLD-N. WIR.U-T raised equity and this has resulted in a share drop today. This is not a high conviction name -- you don't have to own it. We have gone through the most bullish industrial run up over the past few years and we have not seen their cash flows really increase. He is starting to see supply of industrial space increasing and some of their leases expiring soon -- this could challenge their cash flow going forward. He would buy on a pullback.
Show full opinionHide full opinionIf you want good global REIT exposure own PLD-N. WIR.U-T raised equity and this has resulted in a share drop today. This is not a high conviction name -- you don't have to own it. We have gone through the most bullish industrial run up over the past few years and we have not seen their cash flows really increase. He is starting to see supply of industrial space increasing and some of their leases expiring soon -- this could challenge their cash flow going forward. He would buy on a pullback.
BUY WEAKNESS
BUY WEAKNESS
July 31, 2019
An incredible REIT with one of the finest management teams. One of the largest logistic companies in the world. He did trim his holding because of the value it had become. He would buy back on weakness somewhere in the high $70's range.
Show full opinionHide full opinionAn incredible REIT with one of the finest management teams. One of the largest logistic companies in the world. He did trim his holding because of the value it had become. He would buy back on weakness somewhere in the high $70's range.
COMMENT
COMMENT
July 9, 2019
Warehouse REITs? Industrial and warehouse assets have become a buzz phrase. Storing assets closer to retail consumers is a real thing. This requires companies to revamp their entire supply chain and warehousing is critical and it only represents about 5% of a retail cost -- it is still pretty cheap. He would favour PLD-N in the US. It is a little expensive right now. He likes them because they are exploring their own business model to help companies get better value for their space. Overtime this will lead to a better revenue stream for them.
Show full opinionHide full opinionWarehouse REITs? Industrial and warehouse assets have become a buzz phrase. Storing assets closer to retail consumers is a real thing. This requires companies to revamp their entire supply chain and warehousing is critical and it only represents about 5% of a retail cost -- it is still pretty cheap. He would favour PLD-N in the US. It is a little expensive right now. He likes them because they are exploring their own business model to help companies get better value for their space. Overtime this will lead to a better revenue stream for them.
BUY
BUY
May 30, 2019
Largest global industrial player. Predicts a very strong year. Q1 raised guidance to 7%. US fundamentals are very strong. Growth last year was over 8%. Great name, with strong opportunity. Lots of liquidity for their current transaction.
Show full opinionHide full opinionLargest global industrial player. Predicts a very strong year. Q1 raised guidance to 7%. US fundamentals are very strong. Growth last year was over 8%. Great name, with strong opportunity. Lots of liquidity for their current transaction.
COMMENT
COMMENT
May 8, 2019
PLD-N has been amazing. REITs have been doing well. Fundamentally, its price is a little ahead of itself with a low 20 price to earnings. There is good industrial growth associated with cannabis.
Show full opinionHide full opinionPLD-N has been amazing. REITs have been doing well. Fundamentally, its price is a little ahead of itself with a low 20 price to earnings. There is good industrial growth associated with cannabis.
PAST TOP PICK
PAST TOP PICK
December 5, 2018
(A Top Pick Aug 16/18, Up 3%) He likes the return given how the general market has retraced lately. Their cash flow growth is 15% annually and he does not see that slowing down soon. They are adding services to their retail tenants and that will separate them from the crowd.
Show full opinionHide full opinion(A Top Pick Aug 16/18, Up 3%) He likes the return given how the general market has retraced lately. Their cash flow growth is 15% annually and he does not see that slowing down soon. They are adding services to their retail tenants and that will separate them from the crowd.
TOP PICK
TOP PICK
August 16, 2018
Well-know player in the industrial space. 1-2% of global GDP flows through their buildings. They will lead who rents are set in the industrial space. Huge in Asia, Europe and North America. (3% dividend yield)
Well-know player in the industrial space. 1-2% of global GDP flows through their buildings. They will lead who rents are set in the industrial space. Huge in Asia, Europe and North America. (3% dividend yield)
DON'T BUY
DON'T BUY
May 11, 2016
This owns industrial warehouses and distribution centres, which they rent out to companies. In 2008, the stock fell down to $1-$2 per share, so it is very much a cyclical play. Wouldn’t buy any of the industrial REITs, but would prefer looking at an apartment REIT such as Apartment Investment & Management (AIV-N), which will give you the same kind of returns, with a lot less risk.
This owns industrial warehouses and distribution centres, which they rent out to companies. In 2008, the stock fell down to $1-$2 per share, so it is very much a cyclical play. Wouldn’t buy any of the industrial REITs, but would prefer looking at an apartment REIT such as Apartment Investment & Management (AIV-N), which will give you the same kind of returns, with a lot less risk.
PAST TOP PICK
PAST TOP PICK
March 18, 2015
(A Top Pick March 19/14. Up 10.53%.) Largest global owner of industrial real estate. It is the best run industrial REIT in the world. Trading below its NAV of around $44 per share. He thinks one of the biggest beneficiaries of the US economic recovery is going to be industrial real estate. One of the biggest beneficiaries of the large e-commerce push is going to be industrial real estate as well. Their global footprint is very important. This still screens as very attractive.
(A Top Pick March 19/14. Up 10.53%.) Largest global owner of industrial real estate. It is the best run industrial REIT in the world. Trading below its NAV of around $44 per share. He thinks one of the biggest beneficiaries of the US economic recovery is going to be industrial real estate. One of the biggest beneficiaries of the large e-commerce push is going to be industrial real estate as well. Their global footprint is very important. This still screens as very attractive.
Prologis(PLD-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 6
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 0
Total Signals / Votes : 6
Prologis(PLD-N) Frequently Asked Questions
What is Prologis stock symbol?
Prologis is a American stock, trading under the symbol PLD-N on the New York Stock Exchange (PLD). It is usually referred to as NYSE:PLD or PLD-N
Is Prologis a buy or a sell?
In the last year, 6 stock analysts published opinions about PLD-N. 6 analysts recommended to BUY the stock. 0 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Prologis.
Is Prologis a good investment or a top pick?
Prologis was recommended as a Top Pick by Paul Gardner, CFA on 2020-01-29. Read the latest stock experts ratings for Prologis.
Why is Prologis stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Prologis worth watching?
6 stock analysts on Stockchase covered Prologis In the last year. It is a trending stock that is worth watching.
What is Prologis stock price?
On 2020-02-28, Prologis (PLD-N) stock closed at a price of $84.26.
