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Strategies & Market Trends : Value Investing

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From: Grommit12/8/2011 11:29:41 AM
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I found two reasonable companies.

STAG. Industrial Reit. 9.6% div yield, but payout ratio tight at 100%. PE of 10. Insider buying. Debt OK. recent IPO, and pref shares also issued last month. Nice 8.8% yield on the STAG-A, and not callable until 2016.

ir.stagindustrial.com
finance.yahoo.com

.........................

CDR. Retail Reit - Grocery store anchored shopping centers. new management to return focus on grocery stores. not a very complicated idea. "Quarterly dividend target for 2012 set at $0.05 per share (an annual rate of $0.20 per share)". $0.37 recurring FFO in last nine months. PE is maybe 3.5/0.5 = 7ish. Common Div yield 20/348 = 5.7%. A pref here also -- CDR-A yields 2.22/23 = 9.7%. I lot of write downs and crap with the new management.

finance.yahoo.com
ir.cedarrealtytrust.com
finance.yahoo.com
seekingalpha.com

I bought some common and pref of each. More pref than common.
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