ELS reported less than a beat and is off hard. SUI down in sympathy.
SUI growing much faster than ELS. UK acquisition will likely beat SUI's underwriting budget. Two Montauk Pt (north tip of Long Island) marinas acquired in June with no press release. All Safe Harbor marinas in my area have waiting lists for slips. IMO, SUI will beat its guidance for 2Q.
Today's selloff is ELS which, imo, will not repeat with SUI. Earnings on deck for 7/25.
Buy under 153, imo will be very profitable by 7/26.
If you buy and lose on earnings release, your only consolation is I just bought another 1,000 @ 151.85 on the same bet.