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

To: Madharry who wrote (71588)	11/17/2022 8:04:20 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Thanks for ffxdf info. Hadn't seen it. Haven't forgotten about STWD; I'm looking to add more STWD if it will fall back a bit. finance.yahoo.com

To: Madharry who wrote (71588)	5/4/2023 11:39:38 AM
From: E_K_S	Respond to of 78666

RE: CIO earnings before the open tomorrow 5/5/2023 Estimates are $0.34/share for the Q1 quarter and $0.33/share for Q2. Stock at/near All Time Low. CIO a small Cap $220 million market cap. Link to Properties list Here is link to Feb 2023 presentation From presentation: 86% occupancy Positive FCF every quarter for last 5 years Over 90% fixed rate debt; 3.2 years weighted average debt maturity lots of tenant improvements to get tenants to renew leases Only large tenant w/ 3% lessor (Net Rentable Area) is WeWorks other large tenants are solid w/ long term lease No real issues w/ Debt I can see. Stock selling off at/near All Time Low. -------------------------------------------------- Did a 25% add this AM at $5.45/share ------------------------------------------------------ Market presenting a lot of good opportunities; Over 15% cash sitting in my Treasury Fund. Buys from this AM CIO, CTVA, NRG, SEOAY (100% increase), HRI, HDSN, GTN, U (new position a software company), PARA, KSS, QCOM (a GARP Tech stock), CNDT, IBM, MMM Sells AGGZF, SFL, AU, Note: GTN earnings tomorrow w/ CIO