Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Grommit who wrote (52333)	9/6/2013 8:55:58 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78742

Re CSG - yes it rebounded nicely. I am keeping my position in my taxable account. I had bumped this up to almost 5%, so it was a good sized position for me. I am somewhat concerned about how the REITs will do in an rising interest rate environment. The cap rates (often less than 7% ) are very low now and most REITs appear to be trading with premiums to NAV. While rising rates were not always bad for REITs in the past, I think this time they will be because the rising rates have nothing to do with the economy improving much, but rather with the FED reducing their purchasing program.