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Simon Property Group Inc. Message Board

  • bullishstkpkr bullishstkpkr Apr 11, 2013 5:12 PM Flag

    SPG Screaming!

    Short chorus seems to be stunned and speachless. I think we can put the SPG 'demise in short order' thesis to rest. Your thoughts boys or are you too busy covering your short positions to post a comment?

    Sentiment: Hold

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    • The market capitalization is approaching 10 X net tangible assets. The retail stock mall bubble is alive and well at Simon.......for the moment. Don't forget to sell matties!

    • pretty all started with the mall occupy report a few weeks ago,
      I can only hope for bad earnings now....come end April.......I do not like to be in this 'hope" position as a short.

      I only have one lot left of money to buy a PUT...looks like MAY 175 PUT spread with selling the MAY 160 to offset commision fees.

      I dont like rolling the dice...but have no choice.

      • 1 Reply to ssovring
      • Of course you have a choice - doubling down and betting against the SPG momentum seems pretty crazy to me. Close out the short bet and and keep your powder dry. And I don't think this is about occupancy - although it doesn't hurt. This is all about interest rates, which the market is saying will remain low, and an improving economy, which is positive for sales. SPG has a history of exceeding projections, so I wouldn't hope for a big miss - more likely they will beat by a few pennies and raise the dividend again.

        Sentiment: Hold

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