GREY:PMZFF - Post by User
Comment by
Robinbrookon Jan 22, 2010 6:26pm
333 Views
Post# 16710221
RE: All Aboard !!!
RE: All Aboard !!!
| TOP PICK |
16.210 |
Dennis Mitchell, CFA |
Retail REIT. Discount to net asset value (6-7%). Great balance sheet, ton of cash, finally deployed some recently, adding about $1 to the stock. Still have good cash balance. His Top, Top Pick. |
2010-01-19 |
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| HOLD |
14.020 |
Michele Robitaille |
Retail REIT that is more focused on malls rather than big-box stores. One of the strongest balance sheets in the REITs. Valuation is quite reasonable relative to the rest of the group. Little more economically sensitive as the stores are more fashion oriented but bankruptcies have been relatively low to date. |
2009-09-11 |
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| PARTIAL BUY |
12.430 |
Dennis Mitchell, CFA |
Retail REIT owning unenclosed power centres and enclosed malls primarily in secondary cities. Have done a lot of redevelopment of their assets that has generated a lot of free cash flow growth. Have $80 million in cash. Good portfolio. At these levels you could pick away at it. |
2009-06-03 |
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