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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (59262)3/21/2017 3:52:04 PM
From: Grommit  Read Replies (1) of 78751
 
CIO. I am not a big fan of CIO. I give it black marks for
(a) small cap
(b) management -- in 2016 converted from external advisors at huge cost / compensation. 2016 $10 million of "earn outs, advisor fees, compensation" -- on revenue of $72 million. FFO $12 million.
(c) only 18 employees. who does all the work?
(d) mgmt predicts 2017 earnings growth, but analysts do not. i wonder why.

nice div yield however.
but it leaves a bad taste in my mouth, and i decided i'd not spend time digging further.
i could be wrong, good luck.

I like BDN and PDM for office reits with reasonably low PE, nice growth. but lower yield than CIO. 10x the mkt cap of CIO. HIW also reasonable. Own OFC but nervous about DC office space if government gutted -- reduced holding.
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