A market beating friend on REITs:
Of the REITs, I like Winthrop (FUR), Brandywine (BDN), and Lexington (LXP) the most. There are others that I haven’t researched as thoroughly that still look fairly attractive, as well. HRPT Properties Trust (HRP), BioMed Realty (BMR) top that list.
There have been a few that I have recommended that have skyrocketed over the past few months to… Read More the point that I need to re-evaluate them. Those include Colonial Properties (CLP) and CapitalSource (CSE). For that matter, BioMed has spiked considerably.
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problems in china microcaps http://www.chinafirstcapital.com/blog/?p=552
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his reccos: fur, bdn, lxp, hrp, bmr, clp, cse —- i like CSE the most based on charts only and i looked at it before. will look at it deeper (again)
abc – not cheap enough
atai – potentially worth looking into, explosive growth. wow, really expensive. nevermind
stv – too expensive, but you’ll probably make money. i have companies that make mroe money than this trading on the otcbb. retarded!
cner – appears too expensive, selling more than book value anyway
gfre – worth looking at again
pudc – i’ve established i like pudc.
simo – says they made money and decreased shareholders equity in 2007 to 2008? what gives? it’s cheap. worth a second glance
apwr – too expensive
agm – too shaky, has been in the past and i just don’t know
sclx http://crystalequityresearch.blogspot.com/2009/04/coal-fired-dragons.html
mic – too shaky, but looks cheap. too bad i’m not in the risk business, this is where most people would justify buying it because there is upside and say that the risk is justifyable. i don’t like risk
prsc – too expe
gbe – too risky
tiv – not profitable
cxpo – still like it.
smrt – profitable, solid quarter, not interested.
lei – oil and gas company not profitable in 2008? not interested.
nni – not interested
zbb – too expensive
cnoa – like this one. woohoo
utvl? i like this one. new ticker since it’s getting uplisted, UTA
expe – not cheap enough, but it makes you like UTA/UTVL — above. lol
pcln – not cheap enough, but it makes you like UTA/UTVL — above. lol
oww – not profitable. no wonder they gave me such a deal on spring break 2007.
ctrp – not cheap enough, but it makes you like UTA/UTVL — above. lol
cpst not profitable. not interested! http://www.distributedenergy.com/march-april-2008/microturbine-market-growing-1.aspx
sblk – looks very interesting, comparable to my idea FREE, looking at again
dac – contracted through Q2 2010, but their last statement screams risk
sacq – 17% dividend in the works paid in a couple days? HELP?! SOMEBODY, TAKE MY MONEY!
mxc – too expensive
mwhgf – pink sheets not interested
mwh:ln – too risky
snen – still watching, not buying
seb – too expensive
cmfo – still a winner in my book
atk – not profitable
ttm – too expensive
uoy – not interested, buy lpih or cneh, or cxpo instead
jada – well, last time it was too expensive at $2. Now it is 1/10th that cost at $0.19
mhh – not cheap enough
looking at deeper:
cse – like it, but i haven’t looked deep.
gfre – looks good, boo yah.
simo – turn around – not interested
sacq – $1 dividend? i don’t care, not playing this game
jada – looks like a chicken dinner winner, buy-time
sblk vs free vs dac
no need to look at because i like them:
cnoa
cxpo
utvl/uta
One last piece of wisdom—–
You don’t need an umbrella if:
1.You don’t mind getting wet.
2.You don’t go outside when it rains.
I would meet constraint 1 as far as rain goes and constraint 2 as far as money goes.
Glen