Sectors: REITs
Hi James & Team,
As the issues concerning the sale of the Hospitals in Healthscope and HealthCo have now been resolved, what is your view of (HCW). All Rents 100% have been collected to date, the NTA is valued at $ 1.34 per share and the assets are 99% leased with a 10 year WALE. Is it now a time to consider this stock? I Note that the Directors are buying at current prices of $0.76 a significant discount to NTA.
What is MP’s view on ABG after the sale of their share holdings in SKG. How suitable is ABG for dividend yield? Would it be a dividend trap at the current price?
Hi MM,
We have discussed property stocks in a few reports of late, including this comprehensive note “Are we too early owning property stocks” plus we reiterated some of our thoughts in yesterday’s webinar- a replay of which can be seen here. Yesterday’s CPI hasn’t changed our opinion, but we feel it has reduced any urgency towards increasing exposure into the sector.
Hi guys,
Have you ever looked into TOT? From my perspective as a SMSF retiree looking for income first, capital preservation second and share price growth not particularly relevant if first two objectives are met for the medium to long term.
Hi James and Team,
