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

To: Paul Senior who wrote (12828)	7/18/2001 7:07:19 PM
From: Brendan W	Respond to of 78516

hi, paul... I've been tiptoeing into technology. Technology keeps handing me back my toes... kneecapped by NTAP, thrown money into the WIND, etc. I've rearranged some REITs, selling some hotels and apartments and buying suburban office/industrial... PP, EGP, SUS, FR. The latter generally have FFO "yields" of 12% and dividend yields of 8% and growing familiarity with the companies makes me like them more. Other notes: o issuing equity at $11 has not endeared TAXI to me o bought Kimberley Clark (KMB) at $56... free cash flow is approximately $3 for a pretty high quality company. o bought some Conagra (CAG) at 19.62. As you know, free cash flow is approximately a buck and a half. All for now.