MAR, HMT and HLT all look quite tempting as does JNY, DOV and possibly TOY.Got that oversexed-harem feeling again.Anyone got a take on the HMT dividend yield..? I know it's not going to be 15% (as stated) but any takes on where it might be...?
dazz,If your looking for a safer divvie, check out HMT's preferred...something like 12% or so. I bought some common and some preferred last week.
don't forgetKPAHPTPSBthese also all have very good preferred's; balance sheets look good.but i agree, HMT is the pick of the litter at these priceshere's what i say: pick up the preferred at these prices.if they cut the dividend (or announce drastically reduced FFO/AFFO projections), pick up HMT common when it tanks MORE.does anybody seriously think HMT is going under???if it doesn't go under, does anybody seriously believe that patient common-owners WON'T get some serious multiple expansion (after tanking on a divvy cut)?hell, the common's a good deal RIGHT NOW, but i have a hard time buying it staring down a divvy cut of uncertain magnitude. the preferred seems to offer just-fine total return in the meantime.this is one for the IRA...trp
Re HMT preferred. Very tasty. Congratulations and thanks for the tip. Have you been doing any sniffing around AXP...?Dazz
Oeh is also quite interesting. Best way to buy is through Scra. Scra will spin off 75 shares of Oeh for 100 shares of Scra.