TSX:AX.PR.E - Post by User
Comment by
Northforce13on Sep 13, 2024 2:20pm
54 Views
Post# 36222769
RE:CONFESSION
RE:CONFESSION"I swapped some of Artis for NWH....just around 15k. $2.50 spread on prices with NWH all healthcare and dividend cut out of the way. yields are similar with artis ahead just 0.5%. gotta hedge my huge artis position in case manji goes on a some mad acquisitions that backfire"
The discount to BV < Artis (and many other REITs), 1758 S/E on a 1300 Cap, 26%. I suppose it is the sector that attracts you?
I feel similar concern about Artis, but will hold what I have left in my long term accounts, because I endeavour to hold > 1 year in long term accounts.
REITs are on fire.