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


To: James Clarke who wrote (4699)8/18/1998 11:14:00 PM
From: Paul Senior  Read Replies (1) | Respond to of 78627
 
re: div. yields. FWIW. Am adding to my position today in REIT FCH with div. yield at 9%, selling below bv and insider buying at higher levels. Even better, Richard Barron (REITS thread) -g- says its undervalued. Paul Senior



To: James Clarke who wrote (4699)8/19/1998 11:00:00 AM
From: Kathleen capps  Read Replies (1) | Respond to of 78627
 
Jim,

T thought regarding RJR. Clinton was a major force against the tobacco co's. With a weakened presidency (at best), does that mean tobacco co's will have less pressure on them?

Kathleen



To: James Clarke who wrote (4699)8/23/1998 5:50:00 PM
From: Allen Furlan  Respond to of 78627
 
Since you like REITS and good yield ,consider Alexander Haagen, ACH bond maturing in January 2001 and yielding about 10 % to very near term maturity. (7 1/2 % coupon) I feel very safe with this because of the large equity to debt ratio. I recently added to my position at 95.