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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (50722)	1/31/2013 1:44:24 PM
From: E_K_S	of 78661

Re: DLR and several of my other Value Buys Typically when I see a value buy candidate stock mentioned on this thread (or others), I analyse what would be my buy point and then enter a GTC order. Generally emotions are out of the loop and the buy(s) get done and at a reasonable value price. If I have too much time to think it over, I generally do not buy and miss the opportunity. Thank's for your post up thread and your comments on COR, DLR and the other Cloud REITs. I came to the same conclusion you did regarding DLR but really wanted a slightly lower price. Fortunately we got that opportunity today. FWIW, CONE the other Cloud REITs I mentioned continues to sell off and is now below it's open IPO price. I like this one for a starter position around $17.00/share but their numbers are still a bit fuzzy since their current operation includes more secured leases than originally stated in the prospectus So, really it will take one year of financials to determine how this one performs vs COR and/or DLR. The growth projections on these Cloud REITs are still very good and one can get these at value prices when compared to warehouse REITs. EKS

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