Opportunity?

[THRESHOLD]

No interest rate hikes in EU. INTU is around 5 year lows (and on support) with the rand at 2 month highs (and on support.) INTU is listing her US property subsidiary, Equity One, separately in the US... What do the traders think of all this?

[#2]

I have a preference for CapCo over ITU. ITU's balance sheet is a bit stretched, IMO with fairly large debt. REIT's are all about acquisition - you ain't going to get the stellar returns on the dividend income alone. So ITU will have to go to capital markets to buy anything significant whereas CapCo have a lot more options available to them that won't have you dipping into your pocket to finance future growth. Just my own 2c worth

[THRESHOLD]

Purely for a trade - long term - the UKP is stretched and how much can the second biggest retail centre fund in the UK grow? That said - her model of offloading to far east pension funds and retaining management rights is a very interesting one. You could do worse...

[#4]

why don't you look at NEPI? R40bn market cap, no debt, and reporting 20% dividend growth - off the back of a decent pullback

[THRESHOLD]

NEPI is at 55% premium to NAV - INTU is at a 35% discount to NAV. I've been in and out of this one 15 times over the last 5 years. I am hoping I have a "feel" for it. I am afraid of messing around with a new share and being taught a lesson.