TARIFF STOCKPILE CHAOS
Posted: Dec 21, 2024
- Trump tariffs causing companies to stockpile to avoid import tax
- Warehouse landlords benefiting from companies hoarding inventory
- Companies involved in stockpiling: Prologis (PLD), STAG Industrial (STAG), Rexford Industrial (REXR), Americold Realty Trust (COLD)
- Play: Calls on PLD, STAG, REXR expiring January 19, 2025
- Goal is to cash out before January 20, 2025
- Risks: Trump delays or cancels tariffs, companies max out on stockpiling, market downturn
- Not financial advice; author not a financial professional
What do people on Reddit think?
🚨 Reddit sentiment: mixed/positive - While there are concerns about the timing and potential pricing in of tariffs, there is optimism about $PLD's and $STAG's strategic moves. Summarized comments: - Companies might not be stockpiling inventory betting that tariffs won't happen - Prologis ($PLD) is proactively converting warehouses to data centers, highlighting adaptability - STAG is acquiring strategic real estate, spending $74M on warehouses - Concerns about tariff announcements already being priced in due to current stockpiling - Suggestions to adjust expiry dates for options to account for tariff implementation and earnings - Holding through earnings might provide clearer benefits from tariff-related decisions Stock tickers discussed: $PLD, $STAG, $REXR
Stay ahead of the market with AI stock alerts & AI summaries of the latest earnings, stock ideas for free with Fluid Bot. Sign up now!