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

To: Madharry who wrote (66771)	3/3/2021 2:32:02 PM
From: E_K_S	1 Recommendation Recommended By pak73 Respond to of 78918

FSP was first mentioned by Grommit. I looked at it and looked like an excellent value Buy selling at 80% of BV. Grommit is the REIT King, really does an excellent analysis of the FCF and FCF growth. I have learned a lot since then on the best way to analyze these Reits. FWIW, peeled off a very small amount of UBA @ $16.69/share but still own an oversized position of the Class A shares (UBA), and their two preferreds; UBPpK and UBPpH. Also peeled off a few BHP @ $81.67/share. It has had a huge run because of Asset Inflation, will make more sells at/above $100/share and have Buys already in place at/below $62/share the SMA(200) weekly. BHP my No 2 position second to CVX. Good Investing