...Looking for the new Real Estate-oriented destination for the
PSTL $$$, once I do sell PSTL.
This morning, I'm focused on just 2 prospects, trying to keep it simple, and not lose my shirt.
One is Ryman:
RHP.
Per
M* it's today at a -6% discount to NAV.
4.2% dividend.
Per
Stock Rover: 2.4% of float is Short. Doesn't seem like an awful number.
For 2023, the company reported a blow-out year, utterly amazing profits. Record-breaking.
https://www.morningstar.com/stocks/xnys/rhp/quote***************************
Starwood:
STWDReads like more of a R.E.
finance outfit. But they do directly own properties, too.
Per
M*: right now priced at -17% discount to NAV.
Div yield = 9.91%, but no raise in div, going back several years.
Per
Stock Rover: "Short of Float" =4.9% looks concerning.
https://www.morningstar.com/stocks/xnys/stwd/quote...Just mulling and thinking. No rush.
Comments
https://www.morningstar.com/stocks/xnys/wfg/quote
top-ranked-real-estate-fund-manager-jeff-kolitch-on-opportunities-in-commercial-real-estate/
https://stockcharts.com/h-perf/ui?s=PSTL&compare=FRESX,FRIFX&id=p11395410017
Thanks for the chart. For my own sake, I added RHP to the comparison. Lately, they have all fallen steeply. But RHP wins. My own "Personal Rate of Return" loss in PSTL is not quite -9%. Stinky poopy. I'll take the free money they want to give me in May, then leave. The switch-over from TRP to Schwab was a comedy of errors and screw-ups and waiting and waiting and waiting.
But Fido and Vanguard have their own distribution arms; VG's origin was as a distribution firm, but it has now expanded into index funds and in-house management for some bond funds.. Moreover, several Vanguard funds have ERs lower that 25-50 NTF platform fees. So, it doesn't make sense for Fido and VG to pay for NTF platforms, but brokers can make them available as TF.
https://www.barchart.com/stocks/quotes/EPRT/opinion
Got a limit order in that I hope will execute soon.
I do not like seeing the 9.5% short of float. That's too high.
Once it's in the barn, I'll consider a trailing stop, but the stuff I own I intend to be long-term holdings. It does not always work out that way, of course.
I have a list I monitor at Google Finance. I know some here don't care to travel to Google for anything. There is no login to view my link for BLDR.
If there is any worthy news for a company/ticker, there will be more info as one scrolls down the page.
This is the case for BLDR today, having several news items from various sources. Perhaps some of this information will be of value. We don't have an investment in this company.
When housing slows down, homebuilders and suppliers take the first hits.