TSX:AX.PR.E - Post by User
Comment by
Northforce13on Sep 10, 2024 1:39am
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Post# 36216059
RE:HOW THINGS CAN DERAIL
RE:HOW THINGS CAN DERAIL"Manji makes a questionable acquisition and it doesn't bump affo... that much so dividend is cut.. CUD be in the 6s for a long time"
Yes
Post disposition implied cap rate discount ( > 9%) = anything <> buybacks is detrimental to such discount.