Prologis

PLD-N

NYSE:PLD

103.04
0.16 (0.16%)
Prologis, Inc. is a multinational logistics real estate investment trust headquartered in San Francisco, California.
More at Wikipedia

Analysis and Opinions about PLD-N

Signal
Opinion
Expert
BUY
BUY
June 25, 2020
They are the dominant owner of industrial space globally. At any given point in time a stock might look expensive so you have to look forward. If you think rents and occupancies are going higher as he thinks it will here, then it is attractive.
Show full opinionHide full opinion
Prologis (PLD-N)
June 25, 2020
They are the dominant owner of industrial space globally. At any given point in time a stock might look expensive so you have to look forward. If you think rents and occupancies are going higher as he thinks it will here, then it is attractive.
BUY
BUY
June 9, 2020
Commercial property REITS' outlook Careful with them, like Allied Properties REIT. He prefers the logistics REITS like PLD-N. No one knows what things will be like. Some retail REITs are rebounding. Some REITs are a trade. But office and commercial REITs are hard to forecast; he owns none.
Show full opinionHide full opinion
Prologis (PLD-N)
June 9, 2020
Commercial property REITS' outlook Careful with them, like Allied Properties REIT. He prefers the logistics REITS like PLD-N. No one knows what things will be like. Some retail REITs are rebounding. Some REITs are a trade. But office and commercial REITs are hard to forecast; he owns none.
HOLD
HOLD
March 5, 2020

Industrial warehousing is one of his favourite asset classes. It caught up to its net asset value some time ago. He prefers DIR.UN-T Industrial and WIR.U-T REIT.

Show full opinionHide full opinion
Prologis (PLD-N)
March 5, 2020

Industrial warehousing is one of his favourite asset classes. It caught up to its net asset value some time ago. He prefers DIR.UN-T Industrial and WIR.U-T REIT.

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.

Show full opinionHide full opinion
Prologis (PLD-N)
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 opinion
Prologis (PLD-N)
January 21, 2020
Spectacular 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 opinion
Prologis (PLD-N)
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.
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 opinion
Prologis (PLD-N)
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.
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 opinion
Prologis (PLD-N)
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)
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
Prologis (PLD-N)
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.
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 opinion
Prologis (PLD-N)
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.
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 opinion
Prologis (PLD-N)
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.
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 opinion
Prologis (PLD-N)
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.
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 opinion
Prologis (PLD-N)
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.
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 opinion
Prologis (PLD-N)
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.
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
Prologis (PLD-N)
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.
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)

Show full opinionHide full opinion
Prologis (PLD-N)
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)

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.

Show full opinionHide full opinion
Prologis (PLD-N)
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.

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.

Show full opinionHide full opinion
Prologis (PLD-N)
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.

TOP PICK
TOP PICK
October 16, 2014

The largest global industrial REIT. Majority of assets in North America, but they have exposure to Europe and Asia. They had a 12 quarter plan that they achieved in 10 quarters with respect to their leverage, quality of assets and the land they have on their balance sheet. Thinks the market is not recognizing the quality of business and the upside to free cash flow growth. This is a unique opportunity to buy this one.

Show full opinionHide full opinion
Prologis (PLD-N)
October 16, 2014

The largest global industrial REIT. Majority of assets in North America, but they have exposure to Europe and Asia. They had a 12 quarter plan that they achieved in 10 quarters with respect to their leverage, quality of assets and the land they have on their balance sheet. Thinks the market is not recognizing the quality of business and the upside to free cash flow growth. This is a unique opportunity to buy this one.

TOP PICK
TOP PICK
March 19, 2014

World’s largest owner, operator and developer of industrial assets. Majority of assets continue to be in the US, which is growing at a clip much higher than any other developed country. Benefiting that, there has been very little in the way of new supply of industrial real estate in the US. As well, they operate in some of the core coastal markets as well as the core markets where there are transportation hubs and delivery hubs. They are seeing occupancy and rental increases. The most important thing going forward is that they have right sized the business from a balance sheet and payout ratio as well. Dividend yield of 3.24%.

Show full opinionHide full opinion
Prologis (PLD-N)
March 19, 2014

World’s largest owner, operator and developer of industrial assets. Majority of assets continue to be in the US, which is growing at a clip much higher than any other developed country. Benefiting that, there has been very little in the way of new supply of industrial real estate in the US. As well, they operate in some of the core coastal markets as well as the core markets where there are transportation hubs and delivery hubs. They are seeing occupancy and rental increases. The most important thing going forward is that they have right sized the business from a balance sheet and payout ratio as well. Dividend yield of 3.24%.

COMMENT
COMMENT
June 9, 2009
International distribution business. Got way overstretched and had to retract in a huge way. Looks like they have formed a base and will be survivors. Chart looks very good. If the economy doesn't come back and the softness is protracted, they are very vulnerable.
Show full opinionHide full opinion
Prologis (PLD-N)
June 9, 2009
International distribution business. Got way overstretched and had to retract in a huge way. Looks like they have formed a base and will be survivors. Chart looks very good. If the economy doesn't come back and the softness is protracted, they are very vulnerable.
Showing 1 to 21 of 21 entries
  • «
  • 1
  • »

Prologis(PLD-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 6

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 7

Stockchase rating for Prologis is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

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, 7 stock analysts published opinions about PLD-N. 6 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. 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 Andrew Moffs on 2020-06-25. 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?

7 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 2020-08-13, Prologis (PLD-N) stock closed at a price of $103.04.