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

To: Paul Senior who wrote (71645)	12/1/2022 3:13:16 PM
From: E_K_S	Respond to of 78753

Re: CTO I also added at/near the offering price $19.00/share. Sold a few WMB & NWE both now yielding below 5% and put the proceeds into CTO. Remember the stock recently split 2 for 1 and prior to that was growing FCF. So, yes, management has done well over the period I have been watching (many other REITs have not done as well growing their FCF). That said, if we go into a recession, they will have the cash to buy some single tenant properties at a 'relative' discount. Very important they get at the right price. ----------------------------------------- FWIW; also added BGS at $12.37; sold a few high cost shares of BLDR w/ plans on adding more on a 5% sell off