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

To: Grommit who wrote (43782)	8/8/2011 3:16:11 PM
From: E_K_S	Read Replies (2) \| Respond to of 78715

DLR is on my Buy list. I am looking at adding somewhere in the $50/share range as my last buy was in the $60/share range. I was thinking about adding to COR but like DLR better. Other than that, I have my eye on several of the pipeline companies. Also w/ your and Paul's conviction on GOV, was my largest add. In fact, at these levels I am buying GOV rather than some of the preferreds I have. It's more liquid and I can sell covered calls when the prices are attractive. Thank's for the update as it provides me a better perspective of where some of those value buys reside. EKS

To: Grommit who wrote (43782)	9/26/2011 1:11:14 PM
From: E_K_S	1 Recommendation Read Replies (2) \| Respond to of 78715

CoreSite Realty Corporation Com(NYSE: COR ) Doubled up on COR. . Insiders have been buying in August at higher prices. Looking to sell higher priced shares in 31 days if stock bounces back to $16.00 range. Stock goes ex-dividend this week. I like the sector especially that exposure is in USA only not Europe. Position is still small. Other companies in sector is Corporate Office Properties Tru(NYSE: OFC ) which yields 7.3%. I may eventually take part of the proceeds from COR and start a position in OFC. I also own Digital Realty Trust, Inc. Comm(NYSE: DLR ) where I am still positive. I am a little concerned as DLR has 20% European exposure where COR or OFC have none. All of these REITs are close to their 52wk lows. FWIW, peeled off high priced shares in PBR & VOG and may revisit in 31 days. EKS

To: Grommit who wrote (43782)	10/24/2011 10:46:41 PM
From: E_K_S	Read Replies (2) \| Respond to of 78715

Digital Realty Trust, Inc. Comm(NYSE: DLR ) Stock near it's 52wk high. Sold 25% of my high priced shares for a small profit. The other shares I got were priced to yield 5%. I plan to hold those. FWIW, sold my entire position of MSFT and book the premium for the naked October $24 Puts I sold. I am buyer of the stock at $24 or lower. Sold some GSTpA and bought MHRpC will buy back GSTpA in 31 days. Looking to raise cash reserves for several of those stocks I doubled up at lower levels. EKS