the AMH management is now desperate. Net income from continuing operations tops $100 mil this year (FY 2016), the sh&^*& will hit the fan. Interest expense will exceed $100 mil and Net Income will be negative $100 mil. As interest rates climb, AMH's leveraged debt load will increasingly hurt more. AMH's unsustainable business model became apparent to me in July 2014. AMH is a shorty here. Please do your own research.
The vibe at the CMG restaurants don't seem to be the same as pre-Ecoli times. Idled employees and the vibe seem to be stale. The uncomfortable seats and tacky fixtures made from plumbing parts seem mundane. Lessons learned - don't fall in love with any stock. Take the emotions out and focus on making money. Drop the ego, which is enemy #1. Now, five months later, I am stoked about my action to lock in a gain, albeit a small one. If and when CMG re-invents itself, and the P/E ratio comes down to earth. I'll re-evaluate the situation.
MCD continues to adjust to the tastes, and international growth is doing well. Buy on dips and just kick back, collect the beefy dividend. They serve food for everyone, burger or salad. In Hawaii, they sell spam. McDonald's is a great American company, with international appeal. I bought in 2000, and still collecting a nice dividend, whilst enjoying decent stock price appreciation. Good luck to all who invest in a piece of America!
do it before interest rates tick up, and REITS take it on the chin. The dirt cheap money is winding down and REITs will be facing head wind. Pop it here in the $80s with shorty and pick up the easy meat. Thanks me later.