Unlocking Value in a Beaten-Down REIT

Published on
July 23rd, 2019
Duration
8 minutes

Unlocking Value in a Beaten-Down REIT

Trade Ideas ·
Featuring John Jannarone

Published on: July 23rd, 2019 • Duration: 8 minutes

John Jannarone, editor in chief of IPO Edge, believes that shares of Colony Capital could double from current levels. He runs through the company’s struggles in recent years, discusses why the undervalued stock may finally be ready for a turn higher, and reviews exactly how to trade this beaten-down REIT. Filmed on July 22, 2019.

Comments

Transcript

  • MH
    Michael H.
    13 August 2019 @ 13:59
    John any thoughts on the liabilities side of the balance sheet? lower interest rates will be better for CLNY. what happens to the value in a recession?? thanks
  • SY
    Sunil Y.
    29 July 2019 @ 00:48
    Baupost holds a large stake too and likely sitting on a huge paper loss. Definitely a disappointment. However, it doesn't makes sense to sell at the current low price levels.
  • JL
    James L.
    24 July 2019 @ 03:48
    thanks John
  • KA
    Kevin A.
    23 July 2019 @ 17:51
    I own these at about $6. Now $5.07 market. Thought similarly and was wrong. Barrack seems to have a lack of focus. He deserves to be ejected.