Need Some Opinions PleaseI sold all my LBS a day or two before Ex--Div Date on the 26th and 27th (roughly $2500 Cap Gain) but I'd like to get back in again. I want to move some of my cash out of DFN and put it towards LBS. I see LBS a better buy right now as LBS trading at or slightly below NAV, while DFN is at a premium. LBS would be a slightly better yield on dividends than DFN.
But there's one thing I'm worried about. DFN just recently had an overnight offering while LBS last offering was back in March 27th. I'd be really pissed if I moved into LBS and a week or two later they had an offering - we all know what happens to share price when there's an offering.
What does everyone think - will we see an offering from LBS in the next couple of months? Thanks for any and all reponses.