Replies to post #3990 on Savvy Trades and Investments

[SSKILLZ1]

SNH

Seems about FV here for me. It is trading at 13.5 times roughly FFO 14 estimates. Might get up to 15 best case scenario but not enough upside for me here.

If we are going the healthcare route LW.TO (LWSCF) earned .25 in q1 and it is a slow quarter. And HLP-UN.TO (HREIF) earned .25 in q1 and they are makin more acqusitiion so stock is very cheap as well, perhaps my favorite in the space. HCT was going to become that but whith the chairman being the same guy from ARCP that put a huge monkey wrench in my thesis. thing is until yesterday I didn't feel that way about the guy.

Of course I still like FSP, LXP, IRT, And ACR-UN.TO (ACRVF) not healthcare reits but reits nonetheless. I own all the names except HCT is probably out the door at some point today I can't get behind this company anymore.

Speaking of ARCP today they exceeded my expectation 100 Million shares of dilution wasn't good enough. Got to up it to 120 Million with a possible additional 18 Million more. Geez that is absurd to dilute shareholder like that, not my problem anymore, I don't own it. All is just my opinion, and I could always be wrong though.

[SSKILLZ1]

HCT

Sold out of HCT this morning. Don't want to own it after being helped realizing the Chairman of HCT is the CEO of ARCP. So Decided to get out and move on. All is just my opinion, and I could always be wrong though.