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Timber REITs: Literally On Fire
One of the best-performing REIT sectors this year, Timber REITs have nearly doubled since their mid-pandemic lows in March, reignited by a rejuvenation in the suddenly red-hot U.S. housing market.Housing has proven to be the "ultimate essential service." Households have exhibited a propensity to prioritize housing-related payments and investments in home improvement and living situation upgrades amid the pandemic.Lumber prices have soared to record-highs from the combination of insatiable demand and reduced supply resulting from pandemic-related production shutdowns and forest fires raging in the Pacific Northwest.Timber REITs were caught off-guard by the velocity of the rebound in lumber demand from single-family homebuilding and remodeling activity and have struggled to meet customer demand.Long-term fundamentals look strong for the Timber REIT and broader housing sectors, powered by demographic trends that suggest a revival of the suburbs and single-family housing in the 2020s.
Seekingalpha · 2d ago
Comcast: 5%+ Correction Post Q4 Results Not Justified: Reiterate Buy
Seeking Alpha - Article · 01/24 20:48
Comcast -1.2% as UBS sees investments weighing growth
Seeking Alpha - Article · 01/24 14:30
Here are the biggest analyst calls of the day: Alphabet, Apple, PayPal, Intel & more
Here are the biggest calls on Wall Street on Friday
CNBC.com · 01/24 14:01
ClearBridge Multi Cap Growth Strategy Portfolio Manager Commentary Q4 2019
Seeking Alpha - Article · 01/24 12:35
Wall Street Breakfast: Last Day In Davos
Seeking Alpha - Article · 01/24 12:03
Netflix stock rises 5%, just two days after a mixed earnings report
The spike in Netflix comes a day after investors sent the stock down 2% following a mixed earnings report earlier in the week.
CNBC.com · 01/23 18:47
Stocks making the biggest moves midday: GE, Western Digital, Boeing, Travelers & more
Check out the companies making headlines in midday trading on Thursday:
CNBC.com · 01/23 17:45
Comcast Corporation (CMCSA) CEO Brian Roberts on Q4 2019 Results - Earnings Call Transcript
Seeking Alpha - Transcript · 01/23 17:04
The telecom stock Berkshire owns boasts about the "killer app" for cord-cutting era
Liberty Global's CEO says broadband is "killer app" for cord-cutting era. Investors, competitors focused on 5G, are less sure. But Warren Buffett's Berkshire Hathaway is an investor.
CNBC.com · 01/23 16:35
UPDATE 1-Comcast results beat forecasts on broadband growth; 'Cats' hits NBC Universal unit
Jan 23- Comcast Corp on Thursday beat Wall Street's revenue and profit estimates due to growth in broadband customers, but the company lost more cable TV subscribers than Wall Street expected and its NBC Universal unit revenues were hurt as the film "Cats" bom
Reuters · 01/23 16:10
Trump impeachment: Democrats continue arguments, push for witnesses and documents in Senate trial
House managers seized on Trump's recent comments about the case, boasting in Davos, Switzerland, that "honestly, we have all the material. They don't have the material."
CNBC.com · 01/23 14:56
Liberty Global CEO Mike Fries on 5G and the push for broadband
Cable and broadband giant Liberty Global is making leadership changes as part of its broadband push. The company's shares lost about 10% over the last year and is having a rough start to 2020 so far. Mike Fries, CEO and vice chairman of Liberty Global, joins "
CNBC.com · 01/23 14:00
Watch CNBC's full interview with Comcast CEO Brian Roberts on Q4 earnings
Comcast CEO Brian Roberts joins "Squawk Box" to discuss the company's quarterly results. Comcast is the parent company of CNBC.
CNBC.com · 01/23 12:59
Stocks making the biggest moves premarket: Comcast, Travelers, American Air, GE & more
These are the stocks posting the largest moves before the bell, including Comcast, Travelers, American Air, GE, and more.
CNBC.com · 01/23 12:47
Comcast earnings: 79 cents a share, vs 76 cents EPS expected
Comcast, CNBC's parent company, reports fourth-quarter earnings before the opening bell. CNBC's "Squawk Box" team breaks down the results.
CNBC.com · 01/23 12:11
Comcast's growth in broadband customers offsets fourth-quarter cord-cutting
The Philadelphia- based cable company reported fourth-quarter revenue of $28.4 billion, beating the Wall Street consensus estimate of $28.17 billion, according to IBES data from Refinitiv. Comcast continued to lose cable TV subscribers as viewers flocked to st
Reuters · 01/23 12:01
Comcast is set to report earnings before the bell. Here's what the Street expects
Comcast's fourth-quarter earnings come one week after it unveiled its new streaming service, Peacock.
CNBC.com · 01/23 11:32
US futures point to lower open on Wall Street
U.S. stock index futures fell on Thursday morning.
CNBC.com · 01/23 06:35
Here's what happened to the stock market on Wednesday
Strong earnings from IBM sparked a rally in tech stocks, which lifted the S&P 500 and Nasdaq to record highs.
CNBC.com · 01/22 21:08