Willy Walker 2.1 5 ideas
CEO, Walker & Dunlop
After 1 day
N/A
5/15 min ideas
After 1 week
N/A
5/15 min ideas
After 1 month
N/A
5/15 min ideas
By sector
Stock
5 ideas
-9.0%
Top tickers (by frequency)
MAR
1 ideas
0% W
-9.7%
PLD
1 ideas
0% W
-7.5%
TRNO
1 ideas
0% W
-6.5%
H
1 ideas
0% W
-14.9%
HLT
1 ideas
0% W
-6.3%
Best and worst calls
Best calls
HLT LONG
-6.3%
"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group...
Feb 17
TRNO LONG
-6.5%
"Industrial has been sort of the darling for the last 20 years. It's still doing very well because of the growth of Amaz...
Feb 17
PLD LONG
-7.5%
"Industrial has been sort of the darling for the last 20 years. It's still doing very well because of the growth of Amaz...
Feb 17
Worst calls
H LONG
-14.9%
"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group...
Feb 17
MAR LONG
-9.7%
"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group...
Feb 17
PLD LONG
-7.5%
"Industrial has been sort of the darling for the last 20 years. It's still doing very well because of the growth of Amaz...
Feb 17
"Industrial has been sort of the darling for the last 20 years. It's still doing very well because of the growth of Amazon and online distribution." E-commerce penetration continues to drive demand for logistics and warehousing space, keeping fundamentals strong despite broader CRE wobbles. Long Industrial REITs. Slowdown in consumer goods consumption.
CEO, Walker & Dunlop
"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group travel and conventions has fully materialized, restoring profitability to large-scale hospitality assets. Long major hospitality chains/REITs focused on business and convention travel. Corporate travel budget cuts in a recession.
CEO, Walker & Dunlop