TSX:TNT.UN - Post by User
Comment by
flamingogoldon Jan 05, 2024 8:48am
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Post# 35812073
RE:RE:RE:RE:RE:Boring is back
RE:RE:RE:RE:RE:Boring is backSo to sum up, for new leaders to emerge, the rotation out of Big Tech is not really "momnetarily".
flamingogold wrote: Yesterday, he continued to shed light on the rotation out of Big Tech. While he didn't specify REITs this time time, he did make it clear that the new leaders would not be those that led last year.
https://www.cnbc.com/2024/01/04/jim-cramer-says-new-leaders-will-catch-wall-streets-eye-in-january.html BlueJay2020 wrote: He actually uses the word 'momentarily' not 'temporary' which to me indicates a matter of days. It was just a poor choice of word and he really meant to say "at the moment." No-one invests (or should invest) based on ultra-short-term trends.
The big question mark is how much money will flow into office Reits? I applaud the fact that TNT management are not waiting to find out but deploying funds at these levels. That is, quite literally, going to pay dividends down the line. No, it's not playing it safe, but if I wanted to play it safe I would not be investing in this stock in the first place.