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 : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Mannie who wrote (27965)	9/28/2017 10:12:59 AM
From: E_K_S	Read Replies (1) \| Respond to of 34328

Re: EPR I briefly looked at the company but did not like their exposure to the movie theater sector. It's probably time to re-visit that as they have expanded their asset base. I think there is more potential (than owning a REIT) if/when there is real estate development potential. Maybe looking at American Golf or some other company that owns land. Lots of golf courses being shut down and many have land that is being developed into housing. There are other larger companies that recognize this shift and spin off those assets into REITs and/or development subsidiaries. I think education is ripe for future disruption and maybe EPR has been making strategic investments in this area. I would like to own a larger company w/ steady growing cash flows (and nice div) that makes strategic capital investments in these disruptive growth areas. You do not bet the farm on the idea but rather make a educated bet early in the possible future growth business. That is why SKIS is/was attractive. EKS