Barron's Streetwise Ugly Turnaround Attempts
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Dec 6, 2024 Greg Kuhl, a Global Property Equities Portfolio Manager at Janus Henderson, dives into the booming market for senior housing, revealing lucrative investment opportunities in REITs as the population ages. He discusses AT&T's turnaround and newfound investor confidence amidst past mistakes. The conversation also touches on Intel's struggles in the semiconductor landscape, while shedding light on the REIT market's recovery, driven by inflation and interest rates. Kuhl outlines exciting prospects in assisted living and retail investments, emphasizing strategic management.
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AT&T's Turnaround
- AT&T's new focus on fiber broadband is a positive sign for investors.
- They've moved away from risky acquisitions like Time Warner and are prioritizing their core business.
Intel's Decline
- Intel's struggles stem from its dual role as chip designer and manufacturer.
- Competitors like AMD, partnered with Taiwan Semiconductor, have overtaken them by specializing.
Nvidia's Rise
- Nvidia's success in AI is linked to its early focus on parallel processing for video games.
- Intel missed an opportunity to acquire Nvidia, now a trillion-dollar company.