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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (52242)	8/29/2013 10:50:01 PM
From: Jurgis Bekepuris	Read Replies (1) of 78742

CSG - It looks like it's diluting like hell. Do you believe the dilution is/was warranted? Did it stop? I am not REIT investment expert, but it looks to me that REITs are worth buying in 3 situations: 1. You buy it for cheaper than the assets are worth, i.e. low P/B 2. You buy it when RE is down in dumps expecting that appreciating RE will lift REIT value 3. You buy it for oversized sustainable yield. I don't see CSG falling into any of these categories, do you? (I can see VASTN being in both categories 1 and 2 somewhat). So are you buying it based on the "reversion to past" metric, expecting that price will rise to lower the yield? Any other reason?

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