SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (27377)8/4/2007 3:29:19 AM
From: Spekulatius  Read Replies (2) of 78670
 
UNH - I also bought some shares today. i like your idea to buy into something that may not be affected by the current malaise.

I own HPT, a hotel REIT with a good yield (7.8%) right now. I also bought back some SNH which i sold after the recent spike. SNH's yield is 7.4%. SNH has very little debt and the debt of HPT is fairly moderate for a Hotel REIT.

I purchased more LM at a little more than 86$. I think they are the cheapest asset manager around,based on PE and EV/ assets under management, but who like asset managers when the market tanks?

I am finally fully invested in my IRA. Still have some cash in my taxable account that i am putting to work. This too will pass.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext