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

To: a128 who wrote (27555)	8/2/2007 2:31:53 AM
From: Spekulatius	Respond to of 78748

CBF, I do not think they'll do 1$/share this year. They earned 5c during the 1st quarter and with credit markets as they are i do not see how they possibly could make their numbers. because of the above and the loan covenants that have been discussed before i think the dividend might be cut as well. I see plenty of bargains in REITS. I own SNH, HPT, HRP, CBL, CLI. They are doing quite well and show FFO growth of around 5%, earning 6-8% dividends and trading around 10x FFO (10% cap rates). i have not seen many private deals below 75 cap rates for good properties recently, so i believe that those REIT's substantially undervalued by the market. An with those i do not have to worry about the dividends or bad loans.