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Twitter Rumblings on the Retail Rout

Random musings on the meltdown in REIT prices:

This is a bloodletting in triple-net REITs. $VER $O $NNN.

— Charles Sizemore (@CharlesSizemore) May. 8 at 02:35 PM

Glad to see $VER buying back shares. At current prices, that's a better use of funds than buying pricey real estate: https://seekingalpha.com/pr/16832306-vereit-inc-announces-200-million-share-repurchase-program

— Charles Sizemore (@CharlesSizemore) May. 15 at 08:57 AM

If $O drops another ~$2.50, its current yield would be over 5%. That would be a nice "buy, drop in a drawer, and never look again" price.

— Charles Sizemore (@CharlesSizemore) May. 16 at 11:54 AM

Federal Realty is at a new 52-week low. The REIT has raised its dividend for 49 consecutive years. $FRT http://www.crossingwallstreet.com/archives/2017/05/federal-realty-dividend-champ-at-a-new-52-week-low.html

— Eddy Elfenbein (@EddyElfenbein) May. 16 at 11:54 AM

@howardlindzon That's not the only REIT in the toilet right now. Some really good names down 20-30%.

— Charles Sizemore (@CharlesSizemore) May. 16 at 11:56 AM

@howardlindzon $O, $NNN, $STOR. All getting murdered by the "$AMZN destroying retail" narrative but all mostly Amazon proof.

— Charles Sizemore (@CharlesSizemore) May. 16 at 11:59 AM

@CharlesSizemore @howardlindzon $O doesn't have an amazon proof portfolio, and they have a large concentration in drug stores.

— DrKillinger (@DrKillinger) May. 16 at 12:06 PM

@CharlesSizemore @howardlindzon $O there are many convenience items serviced by drug stores today that are suited to the Amazon Go model

— DrKillinger (@DrKillinger) May. 16 at 12:07 PM

@CharlesSizemore @howardlindzon $O and many items sold by drug stores like cvs, walgreens, rite aid can be purchased for less on amazon.

— DrKillinger (@DrKillinger) May. 16 at 12:08 PM

@DrKillinger @howardlindzon We'll call it "Amazon resistant" rather than "Amazon proof," lol…

— Charles Sizemore (@CharlesSizemore) May. 16 at 12:25 PM

Disclaimer: This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

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Stuff On StockTwits That Made Me Laugh

Somewhere there is a “Sell Rosh Hashana, buy Yom Kippur” joke to be inserted here:

The rare S&P 'bacon' formation @UPB: Smoked ham, crispy bacon, amazing BBQ ribs at end of this corpulent pig pattern

— Howard Lindzon (@howardlindzon) Sep. 23 at 12:57 PM

@howardlindzon, I'm afraid that chart pattern might not be kosher.

— Charles Sizemore (@CharlesSizemore) Sep. 23 at 01:04 PM

And in other markets, gold formed a chart pattern that should put a chill down the spine of any gold bug:

"@howardlindzon: Hav@chicagosean HEADS UP! The dreaded "State of Florida" pattern forming in Gold. $GC_F""

— Charles Sizemore (@CharlesSizemore) Aug. 18 at 10:40 AM

And finally, just because…

"@StockTwits: LOL. VIX down 8% "@Henry_Chinaski: $SPY $VIX $VXX $UVXY this pic doesn't get old""

— Charles Sizemore (@CharlesSizemore) Sep. 17 at 01:36 PM

Disclaimer: This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

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