1Année·

Yesterday I liquidated TransAlta $RNW I plan to expand the following positions with the freed up cash in roughly equal parts:


British American Tobacco $BATS (+0,4 %)

Medical Properties Trust $MPW (+0,24 %)

Ares Capital $ARCC (+0,36 %)

Reatly Income $O (-2,13 %)


Not exactly creative choices, but all "good value" in terms of valuation.

attachment
3
3 Commentaires

image de profil
If you continue to believe in $MPW, then now is probably a more or less unique opportunity, at least for some time. I prefer to wait a little longer. The thing with Steward is still a bit hot for me. But I'm also already flirting a bit 😅
4
image de profil
Why are you selling TransAlta?
image de profil
@JFD TransAlta Ren. is taken over. Unfortunately, I got out too early. Surely I could have taken 2-3:dividends. Have misjudged that. TransAlta Corp. also pays a much lower dividend. Therefore I am out.
2
Participez à la conversation