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RE: TIB: Today I Bought (and Sold) - An Investors Journal #306 - Gold Exploration, Marijuana, US Retail, US Industrials
I have also been surprised about the resilience from the XRT given the perceived weakness in the sector which has not been seen. I would be interested to see if this would be the catalyst for weakness which could also be an opportunity to also sell some Real estate players linkes to the sector. I cannot even count how many vacant mal stores I see when shopping around.
Last time I looked at the shopping mall REIT’s, they had all taken a smack. I did hear Jim Cramer talking about the bounce in Simon Property Group. Might be worth checking for a reverse. The other one on my radar is Rodamco which bought Westfield. This makes it the largest mall operator in the world.