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


To: JakeStraw who wrote (34453)5/11/2009 12:37:14 PM
From: anializer  Respond to of 78744
 
yes, I've looked at that one also. Don't know what to make of the declines in revenues, but it meets my criteria for a value buy. My lists in property management include DFT, RAS, CT, GKK, FXRE, SVLF, BXG, TPGI, STRS.

More diversified REIT's I'm following include AHR, YSI, ABR, FUR, FPO, BDN, NNN, BMR, FCH, FR, MPW, SHO, CLP, PEI, RPT, CDR, OLP HT.

I added more OLP tody, but could be early in the dip. I couldn't pass it up on a dip today.

AHT is one that I'm considering now



To: JakeStraw who wrote (34453)3/30/2010 5:40:19 AM
From: anializer  Read Replies (1) | Respond to of 78744
 
Jake, On BXG, I was looking for the 4th qtr. report and didn't see it. Do you know if they filed yet. Last I saw was that they were re-negotiating a refi with Wachovia, and the sale of 4 golf courses netted them a 10.5 mil loss. Looks like they have been very good at deleveraging the balance sheet. I'm thinking this could be a very good buy, but would like to see the Q4 and full year numbers posted for 2009 before venturing in.