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


To: Spekulatius who wrote (55668)7/11/2015 9:50:28 PM
From: gizwick  Respond to of 78751
 
I too hold shares of LAACZ and sleep well at night, even with a 4% dividend. Very hard assets holding situation. Have seen their facilities and IMHO they are top rated in their business. Just doubled up recently.



To: Spekulatius who wrote (55668)7/12/2015 1:39:43 AM
From: bruwin  Respond to of 78751
 
I see. Well, that's interesting.

I wonder if E_K_S has any LAACZ in his REIT portfolio ?

Apart from the tightly held aspect, at $1600/share one needs fairly deep pockets to have a reasonable stake in LAACZ ...