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

To: Grommit who wrote (46897)	3/5/2012 12:49:36 PM
From: E_K_S	1 Recommendation Read Replies (2) \| Respond to of 78513

Still holding on to a 25% position on COR and a 75% in DLR. As DLR approaches $74.00 and the yield drops below 4%, I will peel off shares to bring it down to a 50% position. DLR made a recent purchase of land and facility in Texas that provides both good FCF from the operating facility and the possibility to expand their footprint by 33%. Their business model is built to provide a large payout, so I expect that the company will announce another dividend increase soon. Most Data Center Related Stocks Positive After Q4 2011 Earnings seekingalpha.com Both Digital Realty (DLR) and CoreSite (COR) were slightly positive after earnings, confirming a trend that has seen their stocks up 9% and 20%, respectively, since the start of the year. The only green on my watch lists are the REIT's. Maybe Saturday's positive Barron's article is generating the buying interest. Barrons Interview \| SATURDAY, MARCH 3, 2012 Income Builders By LESLIE P. NORTON \| MORE ARTICLES BY AUTHOR Our trio of real-estate experts talk about why they like mall REITs, are lukewarm on apartments and worry about New York City real estate. Trailer parks anyone? online.barrons.com Article mentions some specialty REITs including DLR & ARE: From the article:"... Digital Realty Trust [DLR) is the leading landlord for data storage, one of the few REITs that really had the ability to take their business global relatively seamlessly. They traded at an average cap rate of 6% or so, but dividend growth has been 34% over the last 12 months. Very good management. Alexandria Real Estate Equities [ARE] is the largest landlord focusing on lab assets, a very specialized niche. You need to understand the science of your tenants because the build-out is expensive and highly specialized. For them to move is a big deal. Alexandria shares have been out of favor for the last two years. Investors were concerned about the size of their development pipeline and their efforts to de-lever their balance sheet. Now it has an investment-grade rating...." EKS

To: Grommit who wrote (46897)	3/6/2012 6:40:17 AM
From: Ditchdigger	Respond to of 78513

< scary charts:> have to agree with you there. Difficult to evaluate highly bullish stock performance, but I'm not smart enough to sell COR either. From a rah,rah standpoint, using a smaller box size for noise (.30) than standard, I could make a case that the stock did backfill to 21.30, holding above the previous low of 21.00 and broke through a double top of 22.20. Stock has recently held about the lower channel trend line and broke above the upper line yesterday. Make of it what you will, that is the bullish argument (ha) . Short interest has been increasing of late. Don't know how much of a value stock it is now, but it obviously in a good sector. I doubt it can fend off a strong down market though. ditch (I think I bought it on your mention Grommit, thanks) stockcharts.com[pe20,2][d][f1!3!0.3!!2!20]&pnf=y (you may need to change the setting of scaling method to user defined and a .30 box size)