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

To: Grommit who wrote (42215)	4/29/2011 4:03:02 PM
From: E_K_S	Read Replies (2) \| Respond to of 78670

Hi Grommit - Re: GMXR preferred First time I have seen the GMXR preferred trade above par. A few trades today above $25.00/share but on very little volume. --------------------------------------------------------------------- Rumor on the street that ConAgra Foods, Inc. (CAG) is interested in Ralcorp Holdings Inc. (RAH). Seems like the Food/Commodity play is working. ConAgra made unsolicited bid for Ralcorp: report reuters.com From the article:"...Shares of Ralcorp Holdings Inc (RAH.N) jumped on Friday after CNBC said ConAgra Foods Inc (CAG.N) had made an unsolicited bid for the private-label food maker and that talks were "no longer ongoing."..." It looks like there could be more consolidation in this sector especially with all the cash sitting on the balance sheets. ------------------------------------------------------------------- Digital Realty Trust Inc. (DLR) is interesting especially if they meet their Forward PE expectations of 13.86. That would be one of the lowest PE's for companies that trade in this sector. Also, some recent dividend increases which start to make the current yield attractive at 4.6%. I would like to see something above 5% especially for an REIT. Do you think they have pricing power in this market? I like the growth potential looking out 2 years vs some of my laggard utilities. I have added this one to my REIT watch list with the idea of selling some of my over extended utilities (w/ lower dividend yields) and buying into DLR for the potential growth (and higher yield). EKS

To: Grommit who wrote (42215)	7/30/2012 2:33:30 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78670

CWH. Not sure I have the entire picture for CWH preferred issues. I see the C series has now been called for redemption. Sorry, grommit, you'll just have to take the enormous gain -g-... (Congrats on the near triple plus those very nice distributions) The C is 7 1/8%. The D is 6 1/2. Maybe people believe the D might be next for redemption, the yield maybe not being so very different from the C (?). I guess that's pushed up the price for the D's. I never bought the C's back in the day; I do have just a little of the D's, and I'm selling a little bit now. Maybe the rest later.