Savvy Trades and Investments

[SSKILLZ1]

CCG

A college Housing REIT

I said last week I would announce another REIT purchase. If you want a way to play both the education sector and the REIT sector this is the play in my opinion.

1) CCG is trading at 11 times fy 2013 FFO. it's larger peers such as ACC and other trade at 15-16 times 2013 FFO.

2) CCG Has started international expansion by buying Canada properties.

3) CCG has historically Increased there dividend around this time, I see this as a potential catalyst to get this undervalued reit off near 52 week lows.

4) CCG currently Yields 7.2%, and Had no problem meeting current payout ratio as they payout .66 but they will probably earn around .82 FFO last year and more in 2014. There peers yield under 5%.

5) CCG Trades under book as well.

Conclusion: I will continue to buy CCG on weakness, I believe the stock is very undervalued, and heck you get 7.2% right now with a potential dividend increase on it's way. All is just my opinion, and I could always be wrong though.