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

To: E_K_S who wrote (34896)	7/22/2009 5:11:37 PM
From: Jurgis Bekepuris	Respond to of 78748

It's good that you are buying FR-J and I am buying FR-K so we are not competing. It looks like you are getting a better deal though, so I may have to switch over.

To: E_K_S who wrote (34896)	7/22/2009 5:27:18 PM
From: Paul Senior	Respond to of 78748

I have some shares of the J purchased in my ira in Dec. and Feb. I may add more, this time in my taxable account, presuming a capital gain if the oversize yield should drop. nyse.com

To: E_K_S who wrote (34896)	7/22/2009 11:12:29 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78748

re FR Where is your valuation for FR squarefootage coming from? Citigroup REIT report seems to indicate that FR stock trades at a premium to NAV. Since FR stock is only ma miniscule slice of the EV that does not seem to imply a huge margin of safety for FR-XX preferred since they come next in the capital structure. I agree that short term maturities are doable (assuming no nasty surprises from the joint ventures) but I do no think that FR preferred a low risk by any means. citigroupgeo.com