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Politics : Ask Michael Burke

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To: Ralph W. who wrote (94780)	3/3/2002 10:40:39 AM
From: Telemarker	Read Replies (1) of 132070

Hi Ralph. May I add to the yield discussion by stating that I'm still quite positive on the healthcare REITS? Moderately positive on apartments and below neutral to downright negative on the other classes of REITS. By healthcare REIT basket includes HR, HCP, HCN, NHP, UHT and VTR. Waiting and watching SNH after they've recently done some massive equity sales. Also holding HR's "a" preferred and looking at HCPs three preferred issues. Many of these positions were built 1-24 months ago at larceny type prices, but still doing some buying in this area as there is a dearth of other good ideas. FFO multiples now in the 10-11 range after dipping to 6-7 range on last PPS scare and peaking at 15 or so before then. As mentioned before, I'm holding large portfolio of core positions in midstream energy MLP's and trading them on dips. I follow this area quite closely and can discuss further is there's any interest. Generally, I see two places to be in this market: 1) gold miners and 2) non economically sensitive operations with good cash flow that is generously shared with shareholders (preferrably in a single-tax structure). Regards,

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