Mr. Pink's Picks: selected event-driven value investments Message Board

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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: TRIIBoy who wrote (6146)	1/14/1999 4:08:00 PM
From: alan	Read Replies (2) of 18998

Did some DD on Meditrust. Yield is 11.78%, dividend was just cut. Messy reit - lodging and healthcare. REVPAR at La Quinta will be difficult - too much capacity in low-end hotel rooms. Forward equity sale to Merrill may cause dilution - lots of debt. Bass owns this stock because Meditrust purchased La Quinta with stock? I am telling you - Ventas is cheaper and is a walk in the park relative to this complicated animal. Rent goes up 3% per year, dividend goes up 3% per year - no operating risk. (no golf coarse or race tracks to sell either)

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