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

To: E_K_S who wrote (62425)	9/3/2019 12:12:29 PM
From: richardred	Respond to of 78702

>Really need to see the next few quarters to see if revenues improve/stabilize. I can't disagree. Even if numbers are down. I'd just like to see a good comparisons against competitors in this tough market. RE-BGS I'm also holding and not adding currently. IMO The company took a hit when an analyst say the frozen food business is slowing. I wonder what that analyst is saying about the traditional Green Giant business? If I remember right that traditional segment showed considerable improvement. Yes, the food group is under performing. FWIW RE: Dividend- Anything is still possible moving forward. However, I seemingly have a better feeling the dividend won't be cut now.

To: E_K_S who wrote (62425)	9/4/2019 1:43:12 PM
From: E_K_S	Respond to of 78702

Re: BGS Since BGS reaffirmed guidance, picked up a few more shares at $17.29/share. Going to keep adding mainly for dividend as the Form 8-K shows they have been buying back shares. If the dividend was going to be cut, I would think they would stop buying back shares first. Also, CEO said in their guidance, that earnings/growth may/could be higher "...B&G sees sales growth of 0% to 2%, while leaving open the ability to churn up more growth through M&A...". Would love to see more accretive acquisitions since they can/could continue to build this company. Market cap still quite small at $1.127BLN when you look at some of the other companies in this space. EKS

To: E_K_S who wrote (62425)	9/5/2019 11:58:00 AM
From: E_K_S	Respond to of 78702

Added a few LXP @ $9.93/share on their secondary offer of 10mln shares priced at $10.15/share (a 3% discount to Wednesday's close). This is an industrial warehouse REIT discussed here. EKS

To: E_K_S who wrote (62425)	9/5/2019 1:44:03 PM
From: Lazarus	Read Replies (1) \| Respond to of 78702

I joined you in BGS this am

To: E_K_S who wrote (62425)	9/23/2019 1:56:28 PM
From: E_K_S	Respond to of 78702

Re: RBC Raises Price Target on STAG Industries to $33 from $32 Brief clip from the PDF.... (From Investor Village- REIT thread) Our view: We recently hosted a STAG NDR and walk away incrementally more encouraged. The in-place portfolio should deliver improving organic growth driven by recent leasing successes. The investment pace should also trend higher in part due to the seasoning of the acquisition team. The trade war has created some uncertainty but has not yet impacted activity. We reiterate our rating and increase our target to $33/share from $32/ share. AFFO growth should trend in the mid- to high- single digits. The company is well positioned to generate 6.0-8.0% long-term AFFO growth given the current organic and external growth outlooks. We believe the in-place portfolio will generate ~2.75% AFFO growth driven by 2.0% same property cash NOI growth assuming 30% leverage. We also believe management will complete ~$750 million of net acquisitions at a 150 bps spread translating into ~425 bps of incremental AFFO growth. Our 2020 estimate implies stronger growth due to a slight decline in capex and our 2021 estimate implies lower growth due to the elevated lease expirations. ------------------------------------------------------------------- It's not often you see a monthly dividend payer with growing AFFO. 4.77% div yield