I just worry about the smaller to sort of mid-size areas, the real estate market. The bigger banks like your JP Morgan's, your Bank of America, it doesn't move the needle enough for them to get involved. And yeah, they will take market share for sure. It's that lower part of the market. But I do think the damage to the REIT market has just been way overdone.
Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarter - Why being a higher-end discretionary consumer business puts Nike at risk - How the banking drama is putting some commercial real estate businesses in peril while four REITs appear to have been oversold (8:20) Kirsten Guerra and Tim Beyers face off in the semi-finals of our stock investing version of March Madness! Companies discussed: NKE, MAA, ARE, O, PLD, GM, MNDY Host: Chris Hill Guests: Matt Argersinger, Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices