Value Investing Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (60419)	2/27/2018 12:45:42 PM
From: E_K_S	Read Replies (2) of 78751

Followed you into PPL w/ a small Buy to add to my basket of utility stocks. My other utility Buy was D earlier this year. I am looking for income and good assets that may/could hold up if inflation picks up. PPL also shows EPS could grow 5%/year over next two years. My current value outlook is to buy good dividend payers (qualified dividend) w/ modest growth that own solid productive assets (w/ little chance of become obsolete). Some of the utilities meet this value proposition. I also have some REITs on my list but certain types of properties could be outdated (ie mall properties) where FFO gets whacked. So trying to avoid those. I did make another purchase of Gramercy Property Trust (GPT) an industrial & office building owner. This is my 2nd Buy almost 20% lower in price from my first Buy. FWIW, I did Buy some Weyerhaeuser Company (WY)earlier this month. This company was restructured as a REIT. I like they own timber assets and have divisions that manufacture finished lumber (for homes), corrugated paper/boxes and other manufactured paper/wood products. I am looking for growth and a good dividend payer. This is a new sector I want to have that fits into my Ag/commodity basket. EKS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next