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.
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.
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.
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.
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.
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.
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.
Kevin Kelly2019-07-08T19:06:00+00:00February 27th, 2018|
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)
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.
Kevin Kelly2019-07-08T19:06:23+00:00December 5th, 2017|