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This topic contains 1 reply, has 2 voices, and was last updated by  Robert Ruggirello 10 months, 3 weeks ago.

  • #9525

    Carey
    Participant

    All the best to Robert for his Gramercy recommendation. Like Erik says, “my only regret is not buying enough.”

    I look forward to his STOR analysis. No pressure there……

    #9527

    Robert Ruggirello
    Participant

    That is my regret as well. In fact, we started buying at higher prices so you probably did better than we did!

    Also, this now creates a problem for us because we lose a high yield, and our mis-priced exposure to the sector. The rest of the sector has been driven higher by outstanding earnings results, and two acquisitions DCT and GPT.

    We will cover STOR on Friday.

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