My Oh My, 4 Strong Buys

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Summary

  • STRONG BUY does not necessarily suggest that shares in these REITs will immediately rebound.
  • The company must have enhanced price appreciation catalysts that support annual Total Returns of 25% or higher.
  • I will explain my rational for recommending 4 (of 11) STRONG BUYs.

As my newsletter subscribers know, I provide readers with a more detailed playbook than just BUY/HOLD/SELL picks. Oftentimes investors need more clarity as it relates to messaging, so I provide a few more granular recommendations, such as STRONG BUY, SPECULATIVE BUY, and TRIM. Here’s my definition of STRONG BUY:

“Strong Buy means that I am recommending a high-quality REIT that is trading at a wider margin of safety. Recognizing principal preservation is critical, my recommendation is telegraphing readers that the company is a blue chip on sale.”

One of the key valuation differences between a regular BUY and STRONG BUY is that the company must have enhanced price appreciation catalysts that support annual Total Returns of 25% or higher (over the next two years). Around two years ago, I had just two or three STRONG BUYs recommended, but now I have eleven.

Keep in mind, a STRONG BUY does not necessarily suggest that shares in these REITs will immediately rebound. Sometimes catalysts could be driven by macro-economic forces (such as tax reform) or headwinds, that could take quarters to play out.

Regardless, my “stepped-up” BUY recommendation is based on fundamental analysis in which I believe there is a good chance that the particular stock will outperform the regular BUY basket. In this article, I will explain my rational for recommending 4 (of 11) STRONG BUYs… and I will cover all 11 in the upcoming edition of my newsletter.

Source

My, Oh, My, 4 Strong Buys

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