A PRIMARY reason I bought this REIT along with others last week last week. Get ahead of the curve to make money AND collect a high yield while you wait. JMHO!
In my opinion, yes! I only recently added STAG as the third REIT in my portfolio. I am a long term buy and hold investor, and I invest primarily for high yield with capital gain a distant second. This one fits my investment parameters. Now I say, LONG STAG!
Bought my initial 1,000 share position at the open yesterday (6/2/16). Glad I did! Must say the high yield is what caught my initial attention. I believe this recent spinoff has room to run. Now I say LONG CCP!
Poon: You have it backwards like so many do. PSX (downstream) stock price increased much during the recent crude price decline. In an INCREASING crude environment it pays to be with UPSTREAM companies, and conversely downstreams find the going tough. Downstreams like PSX has had their good times for a while. I assume Buffet understands how that long known cycle works.