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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (8318)9/20/1999 11:48:00 PM
From: Michael Burry  Read Replies (4) | Respond to of 78832
 
am starting to look at beaten down reits

Me too, er, actually I just bought 'em. Bought back my old EastGroup (EGP), LaSalle Hotel (LHO), and Health & Retirement (HRP), all three of which I sold at higher levels earlier this year. Looks like the REIT group is moving to discount higher interest rates already.

RE: Meditrust, I don't know how the industry is going to
play out. A good summary of why I'm not looking there is
actually on TSC:

thestreet.com

RE: WYN, wow, that's no 10 minute analysis. Thanks for the heads up though. I'll look closer.

Good Investing,
Mike



To: Madharry who wrote (8318)9/21/1999 10:30:00 AM
From: Q.  Respond to of 78832
 
Here's a list of REITs with charts, yields, etc., rank ordered by market cap:

quote.yahoo.com

If I didn't already own them, I would choose SUS and HRP as beaten-down quality issues.


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