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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (42215)4/29/2011 4:03:02 PM
From: E_K_S  Read Replies (2) of 78702
 
Hi Grommit -

Re: GMXR preferred

First time I have seen the GMXR preferred trade above par. A few trades today above $25.00/share but on very little volume.

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Rumor on the street that ConAgra Foods, Inc. (CAG) is interested in Ralcorp Holdings Inc. (RAH). Seems like the Food/Commodity play is working.

ConAgra made unsolicited bid for Ralcorp: report
reuters.com

From the article:"...Shares of Ralcorp Holdings Inc (RAH.N) jumped on Friday after CNBC said ConAgra Foods Inc (CAG.N) had made an unsolicited bid for the private-label food maker and that talks were "no longer ongoing."..."

It looks like there could be more consolidation in this sector especially with all the cash sitting on the balance sheets.

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Digital Realty Trust Inc. (DLR) is interesting especially if they meet their Forward PE expectations of 13.86. That would be one of the lowest PE's for companies that trade in this sector.

Also, some recent dividend increases which start to make the current yield attractive at 4.6%. I would like to see something above 5% especially for an REIT.

Do you think they have pricing power in this market? I like the growth potential looking out 2 years vs some of my laggard utilities. I have added this one to my REIT watch list with the idea of selling some of my over extended utilities (w/ lower dividend yields) and buying into DLR for the potential growth (and higher yield).

EKS
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