SI
SI
discoversearch

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: apatel1 who wrote (76158)9/16/2024 11:26:14 AM
From: E_K_S  Respond to of 78958
 
It was done w/ the help of Perplexity AI. The key for these REITs is their FFO (Funds from Operations). I look at the metric Price/FFO. Been successful buying REITs at 12x Price/FFO or less.

-----------------------------------------------

Took a tracking position in Diamondback Energy (FANG) at $172.87. New position for me.

Could be some Political fall out if EPA makes it more difficult to do 'fracking' in the Permian Basin where FANG has it's production. 8.8x PE and 6.24% div (I think this might be a variable dividend)