Welcome to Motley Fool Money. I'm Chris Eln. I'm joined by Motley Fool Senior Analyst, Seth

Jason, James Early, and Shannon Zimmer and guys. Welcome. Good to be with you Chris. Happy

what day is it? Well, you know, we're keeping this on Thursday because we got the holiday

weekend and our producer, Matt Greer, wants to get out of town. Actually, we decided that

nothing useful will happen tomorrow. You can all quit work and go home. And the fact

that Matt wants to get out of town has nothing to do with the holiday, by the way.

Exactly. Fingers crossed. All right. On today's show, Disney loads up on superheroes, eBay

unloads Skype. And as always, we'll share three stock ideas. But we begin with this big macro

question. Is commercial real estate the next big shoot a drop earlier this week? The Wall

Street Journal reported that the commercial mortgage back security sector had a delinquency

rate in July of 3.14%, which doesn't sound all that high until you consider it is more

than six times higher than it was a year ago. James, how bad is this in general and how

bad is this for investors? Well, first of all, let me say this. If you are a regular

listener to Motley Fool Money, you would have been warned about this as early as last week.

We have been talking about that for many months. For many months, we've been talking about

this. This is like our 27th warning on this. It is big. But let me give you a little bit

more perspective. So, so we predicted it often enough. It finally happened. It's finally,

yeah, we got to be careful of what we say here. Wall Street Journal says there's 6.7 trillion

total commercial real estate. 1.7 trillion of that is in bank loans, which most of which

are not marked to market in about 700 billion in the commercial mortgage back security. So,

you know, in terms of the securities itself, it is smaller than subprime, you know, but

it's still certainly big enough to be a concern. And I think it's just getting started.

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