Silver Bay Realty Trust Corp. (NYSE:SBY)

CAPS Rating: 3 out of 5

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33 Outperform
4 Underperform
 

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Top SBY Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

intxicated (< 20)
Submitted February 07, 2014

Remember back in the RE bubble days, when institutions were taking securities backed by real estate and turning them into securities backed by securities (the CMBS craze)? Seems like we've come fully circle here, with SBY buying ACTUAL HOMES.Not much… More

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SBY VS S&P 500 (SPY)

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Recent Community Commentary

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Recs

0
Member Avatar PSKTigger1 (< 20) Submitted: 3/17/2016 11:21:42 AM : Outperform Start Price: $13.90 SBY Score: +29.51

Play on increased cost of rental real estate as interest rates rise. Good time to own real property.

Recs

0
Member Avatar MrMonopoly (< 20) Submitted: 3/15/2014 12:51:09 AM : Outperform Start Price: $14.46 SBY Score: +11.06

Thankfully, we have not learned anything from good old Lizzie Magie! Lather, rinse, repeat.

https://en.wikipedia.org/wiki/The_Landlord's_Game

Silver Bay is "ramping up investment" just as a lengthy new upswing in land value mania is taking hold. They have very little debt, land values are increasing at 25% per year, and rental properties can be used to pay the minor property taxes and future interest from debt gained later in the great "18 year land cycle".

Recs

1
Member Avatar intxicated (< 20) Submitted: 2/7/2014 1:26:41 PM : Outperform Start Price: $14.81 SBY Score: +2.56

Remember back in the RE bubble days, when institutions were taking securities backed by real estate and turning them into securities backed by securities (the CMBS craze)? Seems like we've come fully circle here, with SBY buying ACTUAL HOMES.

Not much in the way of accounting shenanigans that can happen here, although external management fees may be a concern. As well as the cost of the boots on the ground requirement of actually caring for and renting out these homes. All things considered, though, they are snapping up foreclosed homes at well below replacement cost, renovating them and renting them out. If this model doesn't work due to operating inefficiencies, they can always sell the homes tomorrow at a substantial profit.

Despite the risks of economies of scale with this stock, I feel it's a can't lose proposition in the long run.

Leaderboard

Find the members with the highest scoring picks in SBY.

Score Leader

Graczyk27

Graczyk27 (27.82) Score: +48.82

The Score Leader is the player with the highest score across all their picks in SBY.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Graczyk27 27.82 4/15/2013 Underperform 1Y $19.06 +12.75% +61.58% +48.82 1 Comment
PSKTigger1 < 20 3/17/2016 Outperform 5Y $13.90 +54.63% +25.12% +29.51 1 Comment
5000monkey 93.66 6/5/2015 Outperform 5Y $14.66 +46.54% +21.62% +24.92 0 Comment
Clint35 65.60 4/30/2014 Outperform 5Y $13.86 +55.08% +36.20% +18.88 0 Comment
Grillick < 20 8/22/2014 Outperform 5Y $15.11 +42.26% +27.96% +14.30 0 Comment
paznvida 48.14 11/7/2014 Outperform 5Y $15.46 +38.97% +25.65% +13.32 0 Comment
MrMonopoly < 20 3/17/2014 Outperform 5Y $14.46 +48.61% +37.56% +11.06 1 Comment
bryanhenry 28.01 11/18/2013 Outperform 1Y $14.29 +50.34% +41.55% +8.79 0 Comment
amyers2 56.05 11/8/2013 5/30/2017 Outperform 3M $14.44 +48.80% +44.57% +4.23 0 Comment
CharlieBaumann < 20 12/9/2013 Outperform 5Y $14.85 +44.72% +40.83% +3.88 1 Comment

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