In short: Rogers: owned over the years and "like it a lot" — with JLL it's #1/#2 in CRE services globally — but the stock has become expensive; he prefers the cheaper, smaller JLL.
In short: Bryn Talkington's final trade: looking for ~26% earnings growth at the end of the month.
CBRE is the world's largest commercial-real-estate services firm (leasing, property management, brokerage). Bryn Talkington made it her final-trade pick, citing an expectation of roughly 26% earnings growth when the company reports at the end of the month — a fast growth rate for a real-estate-linked business.
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