Bloomberg TV: Options Play for Equinix (EQIX)
Kevin Kelly, managing partner at Benchmark, discusses markets and his options trade for Equinix with Julie Hyman on "Bloomberg Markets" TV. He believes the ongoing adoption of hybrid-cloud network architectures and shift to digital services will continue to drive market expansion and higher revenue for Equinix. EQIX has brought on Amazon.com, Microsoft, Google, SoftLayer and other infrastructure providers, as well as Software-as-a-Service companies.
Fox Business: What’s keeping investors from investing in the market?
Benchmark Investments managing partner Kevin Kelly and Tematica Research CIO Chris Versace on why the stock market is still experiencing volatility and what equities investors should watch. Kevin Kelly discusses how to play the eCommerce effect after Amazon's earnings last Thursday with Prologis.
Fox Business: GDP tops estimates in 1Q
Benchmark's Kevin Kelly and the Wall Street Journal Global Economics Editor Jon Hilsenrath discuss the first-quarter GDP on Fox Business with Maria Bartiromo on Mornings with Maria.
Bloomberg TV: Options Play for Kimco Realty
Kevin Kelly, managing partner at Benchmark, discusses Amazon's effect on retail and his options trade for Kimco Realty with Julie Hyman on "Bloomberg Markets." (Source: Bloomberg)
Reuters TV: Amazon Prime grows but that won’t hurt Home Depot
You can't buy 2 x 4s at Amazon, so Home Depot deserves its higher multiples, Benchmark Investments' CEO tells Reuters' Fred Katayama. He's bullish on HD and real estate logistics firm, Prologis.
Bloomberg TV: How to Play Hilton Worldwide Ahead of Earnings
Benchmark's Kevin Kelly went on Bloomberg TV to discuss an options trade on Hilton Worldwide (HLT) to position into the company's upcoming earnings report. Hilton's implied volatility has increased going into this quarters earnings above it historical average as the company engages in an asset-light shift, strict cost discipline and midscale-segment focus is widening margin. The company recently repurchased $1.2 billion worth of shares from HNA at a discount.
Bloomberg TV: How to Trade SL Green Realty Ahead of Earnings
Benchmark's Kevin Kelly went on Bloomberg TV to discuss an options trade on SL Green (SLG) to position into the company's upcoming earnings report. Recently, SL Green has ramped up share buybacks in an attempt to close a 25-30% gap between its share price and the value of underlying assets. In 2017, the company boosted its repurchase program to $1.5 billion, which it plans to fund with proceeds from its active asset-disposition program.
CNBC: What will move markets? Earnings, rather than guidance from Fed
Benchmark's Kevin Kelly went on CNBC to discuss U.S. markets and how earnings, rather than guidance from the Fed, will move markets.
Bloomberg TV: How to Trade Marriott Options Insight
Benchmark's Kevin Kelly went on Bloomberg TV to discuss an options trade on MAR to position into the company's upcoming earnings report. Marriott's earnings expansion hinges on increasing the number of fee-based hotels, particularly in overseas markets, and upgrading low-performing brands, such as Sheraton.
Bloomberg TV: Options Insight on How to Trade Prologis
Benchmark’s Kevin Kelly went on Bloomberg TV to discuss an options trade to generate additional yield on PLD as it has an irreplaceable portfolio which is a critical waypoint for the global economy as $1.3 Trillion of goods flow through their distribution centers which is 1.7% of global GDP.
Bloomberg TV: Benchmark’s Kelly on Simon Property Group (SPG)
Simon Property has one of the strongest, best diversified retail real estate portfolios and Benchmark’s Kevin Kelly went on Bloomberg TV to discuss an options trade to generate additional yield on the company predicated on SPG’s redevelopment pipeline will fuel portfolio expansion and cash-flow growth.
Bloomberg TV: How Benchmark Is Playing the Recent Volatility
Kevin Kelly, Benchmark managing partner, discusses the volatility in equities with Bloomberg's Julie Hyman, Scarlet Fu and Julia Chatterley on "Bloomberg Markets." (Source: Bloomberg)
Bloomberg TV: Options Strategy for Amazon
Kevin Kelly, Benchmark managing partner, discusses the performance of stocks and his options play for Amazon.com Inc. He speaks with Bloomberg's Abigail Doolittle on "Bloomberg Markets." (Source: Bloomberg)
Bloomberg TV: How to Trade Digital Realty Trust
Benchmark’s Kevin Kelly went on Bloomberg TV to discuss an options trade on Digital Realty Trust as the company has expanded its data-center and interconnection presence in a bid to stay ahead of competitors for new business.