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Strategies & Market Trends : Value Investing
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To: TAPDOG who wrote (6142)3/1/1999 9:40:00 PM
From: Paul Senior  Read Replies (2) of 78472
 
tapdog: real estate plays. I have come to the belief in my thinking that these r.e. companies should be bought as a package. I own CDX and CCX and am watching NHL. JOE, I keep missing-- 25 years of missing this one, as I once posted. :>(

Also, to keep diversified, I'm adding to land-rich REITs and occasionally, homebuilding stocks.

My unsupported opinion (until today -g-) was that CDX is better managed and a better opportunity than JOE. However, JOE is bigger, more well-known. Perhaps these companies need a catalyst. And what that might be for CDX or others, I do not know. Paul Senior
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