Mohacsy's Safe Portfolio Member Forum

[cgavin5]

Nick,

Interesting take on STWD. I'm owning it and you put me to wondering about some of the hoteliers I've loaded up with. HP, HST, HPT and STWD. Some of these are showing deficits now, but their up and down momentum doesn't alarm me though perhaps it should. HST and STWD are still holding up well, but HT and HPT aren't.
SBRA, a health services reit has gone into the toilet after coming close to break even here. This being the result of their purchasing a stock I owned prior and it never getting back to my original investment. So I wait to sell at near break even. It's been down before but this time I may consider the impact of higher interest rates a negative. Though I don't see the FED completely decimating the economy. There are rumblings that perhaps the FED has gone too too far. We shall see.

On 11/6 added to EPD at $26. Will add at $23 and trim at $29.

On 11/14 opened CGC @$35. I'll add at $27 and trim at $50.

Good day.