I am new to Qcor although I have been watching it and thought it got away from me but I bought Monday and added more yesterday on the dip.
I am learning this co so I look to the more knowledgeable posters but I like what I see.
My thoughts, I see a lot of posts that state what if this and what if that, well I bought Qcor mostly because of mngt they keep doing right with their acquisitions and slow and steady growth. So I cannot believe people make statements as if mngt hasn't thought about them yet, my favorite is I bet the hedge funds bought Athcar to increase sales, are these people for real.
Lastly why would mngt raise the divy if they thought there are problems they couldn't, they have a fiduciary responsibility and could be sued if they acted like most posters here believe.
I hope to someday contribute but real estate, Euro banks and oil is more my game but I like good co's when they go on sale.
I currently own no mortgage reits I did really well with TWO but sold after I got the shares of their housing reit which I also sold.
For reits I now only own two RAS and ESRT.
Canadian oil co's pgh I like it because I get paid monthly to wait but the mngt is really putting together a fantastic turnaround story and the Llinberg will add lots of cashflow when it is producing.
All in all I see 8% yield and 50% upside so I get paid to wait.
PWE same as pgh except less of a divy but lots of great assets.
My favorite oil co is a risky play that has bout 300% upside ionaf .