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$VTR 2Q15 Q&A: Rose of Citi Group asked about senior housing operating portfolio in New York market. Bob commented that New York continues to generate great performance. We have an advantage position in that market, particularly in Atria portfolio & we’ve seen occupancy growth, rate growth, that generates continued positive growth in the quarters.
$KMB down close to 4% after it misses on earnings and revenue. Forecasts are lower for the year.
It is official, with $T buying $TWX, it looks like distributors want to own the content production too. Expect some good competition between Netflix ($NFLX), AT&T, Comcast ($CMCSA) and others. However, will this be good for the consumers will not be decided soon.
$NFLX a monster move, going up. Expect making some money on Monday.