Sep

3

Mostly F’s

September 3, 2020 |

Thanks for the comments and ideas on REITs.  I bought a basket of 10 today
under the premise that stocks down by 50% with good free cashflow, with the
ability to borrow far below lease yields, should come back. Areas like
healthcare, storage and re-purposing seem sustainable.  Amusingly the discount
broker I have been using for decades added a new rating system using classroom
grades - which I did not know about until after the purchases.  Of ten buys I
made, they graded me almost entirely with F's with a few C's.


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