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


To: E_K_S who wrote (53513)2/27/2014 2:14:18 PM
From: Paul Senior  Read Replies (1) | Respond to of 78704
 
CCG. I also added a little. My position remains very small; no significant affect to my portfolio.



To: E_K_S who wrote (53513)2/27/2014 2:22:51 PM
From: Grommit  Read Replies (1) | Respond to of 78704
 
CCG EXL.

CCG. I need to hear the story on the profit dilution. Was it an acquisition, or low leasing rates on the copper beach units next year? Not clear. Why was it a surprise? I'll reconsider after the conf call and after the price settles with the downgrades.

EXL is retail shopping centers, not malls. The have good insider buying and nice earnings growth this year. 92 cents in 2013 and prob 96-97 in 2014. I did not get in as low as spek on 1/1. I got in recently -- when these guys did:
inside

>Excel Trust expects its AFFO per share for fiscal year 2014 to be between $0.91 and $0.98 and its FFO per share to be between $0.90 and $0.97