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

To: Grommit who wrote (41326)	2/25/2011 12:47:49 PM
From: Grommit	Read Replies (1) \| Respond to of 78729

AHT finally reinstated a common dividend. It was a buy yesterday, and maybe today. PE still way low (analysts project $1.73 in 2011), but debt way high. Preferred seems pretty safe and paying 8.6%. I bought more pref shares today, and have plenty of common. finance.yahoo.com finance.yahoo.com ............. PS. I disagree with this comment about pref shares in general: "However, the premium is going to go away by Dec 2012 anyway, since after call date there is always a risk of call at any time." Many pref shares that are presently callable, now trade at a premium. It can be risky to buy them, and I try not to go there, but yield is yield to many. My OHI-D shares recently called were trading at a premium at the call announcement.

To: Grommit who wrote (41326)	3/1/2011 1:10:17 PM
From: Paul Senior	Respond to of 78729

Okay, Grommit, I'll follow you and take a stab at utility NEE. I've passed on it because it has big operations in Florida (the old Florida Power & Light), and that state concerns me -- destructive hurricanes, people walking away from their homes, homes dark in foreclosure. However, in relooking at NEE now, I see a company with consistently rising stated book value, and price to stated bv low compared to past history. Profit margins in 10-12% range look okay/good to me (jmo). 4% dividend yield. That the company is geographically dispersed, allays some of my concerns about operating in Florida. finance.yahoo.com