Post by
Frankie10 on Aug 24, 2022 9:26am
$1
This gets very attractive at $1 from a free cash flow basis. I still struggle however with the quality of the underlying assets relative to the assets of HR and Riocan.
Comment by
Frankie10 on Aug 24, 2022 9:27am
$1 away from becoming very attractive at $13**
Comment by
materialsgirl on Aug 25, 2022 9:10am
The quality of the assets is very good. Of course Riocan has more attractive properties but Prinaris has good locations and an amazing development pipeline. I own HR Riocan and Prinaris and feel no urge to sell any of them mat
Comment by
Frankie10 on Aug 26, 2022 12:22am
Yeah, primaris is a great value investment, and Riocan is of the highest quality and scale (development). Both are great securities to add diversification to just holding HR. I agree I would never "sell" - but I sure would roll that capital into HR at opertunistic moments. HR has outperformed the entire sector and imo has much more room to run. Have a great Friday.