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

To: Grommit who wrote (44862)	11/3/2011 9:47:55 AM
From: E_K_S	1 Recommendation Read Replies (1) \| Respond to of 78666

CoreSite Realty Corporation (COR) Hi Grommit - A pretty good report. They delivered on their FFO growth (over 16%) and that was/is the thesis for my Buy. The company is building value as they grow their data center base. I plan to eventually peel off my higher shares purchased 6/2011 at current prices. My winning Buy was following you in at $13.00/share when the market was crashing at the end of September. If the stock can string together a few strong quarters like reported today, this one could be close to a double in 18 months. If they also raise their dividend ( just over 3% yield) from time to time it will help support higher prices too. EKS CoreSite Reports Third Quarter 2011 Results finance.yahoo.com From the article:"...CoreSite Realty Corporation (NYSE:COR - News), a national provider of powerful, network-rich data centers, today announced financial results for the third quarter 2011. Highlights: * Reported FFO of $0.35 per diluted share and unit, a 16.7% increase over the prior quarter * Reported revenue of $44.4 million, representing an increase of $1.9 million, or 4.4%, over the prior quarter * Executed new and expansion data center leases representing $5.2 million of annualized GAAP rent with a weighted-average GAAP rental rate of $183 per net rentable square foot * Achieved an 88.4% retention ratio with 13.9% rent growth on signed renewals on a cash basis and 21.5% on a GAAP basis * Increased 2011 FFO guidance to a range of $1.21 to $1.23 per diluted share..." --------------------------------------------------------------------

To: Grommit who wrote (44862)	1/3/2012 1:09:21 PM
From: E_K_S	Read Replies (1) \| Respond to of 78666

Hi Grommit - Bunge Limited Bunge Limited (NYSE: BG ) - added to current position Spectra Energy Partners, LP (SEP) - sold high priced shares for small gain Picked up 1.5x the number of shares sold 31 days ago to replenish my inventory. According the the Graham valuation number, BG is an excellent value. The Graham No. shows fair value at $104.03/share representing 77% undervalue from the current market price of $58.70/share. FWIW, I am still underwater on my shares bought 7/8/11 @ $71.34 but am encouraged by the Graham valuation. Hope other investors see the same value. Sold my high priced SEP shares for a small gain and moved the proceeds into BG. EKS