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

To: a128 who wrote (27493)	7/27/2007 7:50:38 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78744

a128. I'll add more to such stocks if they drop further on no adverse new. "...many of the stuff I own/ bought with nice dividends that I expected to provide some kind of cushion in a down market has done just the opposite." I'd say absolutely all of those which I bought for dividends to provide a cushion are down. Perhaps not all substantially so, but all down enough (and some down more than enough -g-). Since my weightings in these type stocks are much greater than others, my total portfolio value is very very much affected. I'm REALLY surprised, dismayed and and a little disconcerted by the drops now in the good dividend/distribution paying stocks. My intent though is to continue adding if/as such stocks drop to further lows. I could be very wrong. While dividend yields on some of these stocks are relatively high to their history and/or to bond yields - that is, some stocks yielding 8,9,10,11,12 percent -, I have seen a stock distribution yield as high as 18% for an okay stock in a previous instance when Mr. Market has really wanted out of stocks. I'm saying, I've no assurance that things will not get worse for our dividend/distribution paying stocks.

To: a128 who wrote (27493)	7/28/2007 12:11:40 PM
From: Bridge Player	Read Replies (1) \| Respond to of 78744

<<I added to a big losing position in AHM at $10.01.>> You bought the absolute low of the day! finance.yahoo.com I was in earlier. Message 23739183 And there is also this, released last night at 10:19 EDT: biz.yahoo.com

To: a128 who wrote (27493)	7/31/2007 1:06:37 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78744

CBL, CBF, REITS, I decided to exit my already reduced position in CBF. I instead bought a position in CBL, one of the cheapest Mall REIT's i could find (Price/FFO around 9). CBL had a weak first quarter which I suspect is only temporary as the underlying fundamentals (Same store revenue) appear OK. I am pretty much concentrating on hard asset based REIT's as there are plenty to choose from with attractive valuations.

To: a128 who wrote (27493)	7/31/2007 8:20:27 PM
From: a128	Read Replies (1) \| Respond to of 78744

FSP announced earnings. EPS, FFO & FFO+GOS all below last year for the quarter and the 6 months. Yet the CEO remains optimistic. (Can we get an independent psychiatric evaluation ?) LOL biz.yahoo.com But, at least it appears they are going to buyback stock again. FSP believes its shares are undervalued and currently intends to resume repurchases of its common stock from time to time during the remainder of 2007. The timing and amount of any repurchases will be determined by FSP's management based on its evaluation of market conditions and other factors and will be made in accordance with the terms and conditions of the Stock Repurchase Plan. Repurchases may also be made under a Rule 10b5-1 plan, which would permit shares to be repurchased when the Company might otherwise be precluded from doing so under insider trading laws. ------------- Another thing that bothers me....when they announce property sales, they dont give the purchase date. Kind of hard to evaluate their performance on a property not knowing how long they held it. On July 16, 2007, we completed the sale of a suburban office property located in Westford, Massachusetts. Gross proceeds from the sale of the property were approximately $11.5 million, which resulted in a net gain of approximately $1.9 million. Supplementary Schedule D presents our continuing real estate portfolio of 27 properties as of June 30, 2007. --- They made approx. 19.79%. Thats good if they held it 6-18 months, not so good if they held it for 5 years.