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


To: E_K_S who wrote (3073)6/7/2013 9:33:50 AM
From: E_K_S  Respond to of 4720
 
This Big Bad Hedge Fund Can't Blow This Data Fortress REIT Down
Jun 7 2013, 07:39 | 10 comments | about: DLR, includes: CONE, COR, DFT
seekingalpha.com

With over a decade of experience at providing data center solutions, Digital has proven itself. I have not backed off my recommendation made back in February. Digital's share price of $62.39 is a BARGAIN and with a P/FFO multiple of 13.0x I find Digital to be one the most attractive "blue chip" REITs today. In addition, the current dividend yield is 5% and I find that a very attractive yield, especially in a low interest environment. The FAST Graph chart below illustrates Digital's strong competitive position as well as the wide "economic moat" that makes the "big dog" a highly sustainable REIT that will preserve long-term pricing power and profitability. Maybe that's why Digital's fortress is a dog house that even the big bad wolf can't blow down.
EKS