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

To: Q. who wrote (8827)	10/31/1999 8:08:00 PM
From: James Clarke	Respond to of 78627

A good point, to look at FFO multiple and the growth of that FFO. I would point you to my favorite REIT, Colonial Properties where you get a 9% dividend yield and management of the highest integrity, as well as a well diversified portfolio. This is one of the few REITs which a) said they'd buy back a significant number of shares, and b) did it. They have never missed a quarter and have grown FFO at 8-12%. I cannot believe you can still buy this stock for $25 a share given all that management has delivered in the last four years I've been watching them.

To: Q. who wrote (8827)	11/1/1999 12:39:00 PM
From: Grommit	Read Replies (1) \| Respond to of 78627

Heads up on the Home Builders... Upward movement has reached the home builders recently. We knew that were fine value plays and they are now being recognized. I noticed a few institutions reducing exposure a few months ago and if they are trying to time things, maybe they will be returning. Maybe this action is them? :o) quote.yahoo.com You can view risk in a couple of ways. You can seek a lower debt level perhaps or seek a company in a stronger market. SPF is one of my favorites. They are mainly in the solid Calif market with a bit of Arizona and Texas. Their debt load is typical but they are on the lower end of my capitalization size rannge at $350-$400 million. They have been beating EPS eatimates, which are rising. I have overweighted this sector with CTX, LEN, SPF, CROS, DHI. regards,