Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Paul Senior	2/12/2009 1:43:32 AM
	Read Replies (1) of 78740

DFT. Not bad. I'll continue to avoid though, because this company doesn't meet my expectations for what a reit company should be. I can't tell if the distribution to stockholders in '09 is high or low. I could see where the stock could revert to higher prices and maybe the company is a possible growth stock. I don't understand why it'd be in the form of a reit then. Here's what I am doing: If I look at page 10 of the 9/28/08 investor presentation, DFT mentions [t]DLR[/t] (<span style='font-size:11px'>LAST</span>: 33.24<span style='font-size:11px'> 2/11/2009 4:35:45 PM</span>) as a competitor. It doesn't have the same business model as DFT exactly, or maybe even closely. OTOH, it's in the same business and the stock hasn't been beat up as much as DFT. snl.com One goes where one's interests lie. For me, I rather go with what might be a little more safety (maybe), at the expense of a lot less possible capital gain. I'm a buyer now of DLR preferred: I'll take the 11.9% yield, assume it can be sustained, and try to be satisfied with that. nyse.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next