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Super Contributor
We have updated the lists. A new section has been started shares that have been retired from the list. The first one on that list is CML up 134% over the last 18 months. Does any one not agree?
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Super Contributor
sashares2010.blogspot.com
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Super Contributor
Barry, what is your view on the SA listed property sector (SAPY)?The charts look good for several of them eg.awa,awb,ffa,fpt,grt,nep.
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Super Contributor
Hello....First of all property shares are coming off their lows and I think banks not performing well has diverted more attention to property shares as well....I am uncertain if at this stage if the former property trusts will be able to retain any of their truly unique features. To me it does not look like it. That said they then would have a great deal more money to invest as the income does not all have to be paid out to unit(?) holders. Therefore FPT and the other four trusts ought to do very well. At this stage PE ratios are meaningless as the natue of REITS has changed so much.
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Super Contributor
On the charts they all you mention, seem to promise good capital growth. Some are also trying to diversify into industrial properties which I have found gives good income. The only REIT that does not seem to be able to get it quite right is GRT.
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offshore reits definitely the winner here - NEPI being a star performer. Local reits are starting to break out - Arrow, Resilient, hyprop to name a few. Resilient probably a good alround bet, because they have stakes in NEPI and are very good at generating revenue out of areas none else will touch
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Super Contributor
Thanks,guys.Looks like a hot sector right now.
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Super Contributor
And don't give up on grt,Barry.I think it's getting going.
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Regular Contributor
Guys, I like Rockcastle and although it is expensive Capprop
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Frequent Contributor
What is happening w CCO?
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Super Contributor
The fact that Resilient holds ROC-castle tells me all I want to know at a descent price.At the moment I am avoiding trusts in former eastern block nations, what with Ukraine being on most of their door steps.
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