Warehouse REIT - share monitoring

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HOLD / BUY / SELL Warehouse REIT

Hold
8
62%
Buy
0
No votes
Sell
5
38%
 
Total votes: 13

AAAlphaThunder
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Re: Warehouse REIT - share monitoring

Post by AAAlphaThunder » Mon Dec 16, 2019 7:00 am

Warehouse REIT [WHR]
Our Performance: +1.9%
Current Buy: 107.00
Current Year High: 110.50 [16/12/2019]
Current Year Low: 92.00 [16/12/2019]
Current Dividend Yield: 5.61% [16/12/2019]

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AAAlphaThunder
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Re: Warehouse REIT - share monitoring

Post by AAAlphaThunder » Wed Jan 01, 2020 8:02 am

Warehouse REIT [WHR]
Our Performance: +6.6%
Current Buy: 112.00
Current Year High: 112.50 [01/01/2020]
Current Year Low: 92.00 [01/01/2020]
Current Dividend Yield: 5.38% [01/01/2020]

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garindan
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Re: Warehouse REIT - share monitoring

Post by garindan » Tue Jan 07, 2020 12:13 pm

I've thought some more about this one. I like the whole idea of a warehousing property portfolio and see it as a very safe investment going forward with online being so warehouse based and traditional bricks and mortar still needing distribution centres and so forth. However, I think we have done pretty well on the share price already and can't see there being large growth again at the moment. Dividend is good but I think we should be looking for something a little more interesting than dividend growth now. Therefore, I have changed my view to sell.
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Re: Warehouse REIT - share monitoring

Post by AAAlphaThunder » Tue Jan 07, 2020 1:04 pm

As I write up +7.9% profit.
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Re: Warehouse REIT - share monitoring

Post by AAAlphaThunder » Sat Jan 11, 2020 3:26 pm

If Warehouse REIT continue as last year we will qualify for an interim dividend towards the end of Feb 2020, to be paid early March 2020.
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Boro Boy
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Re: Warehouse REIT - share monitoring

Post by Boro Boy » Sun Jan 12, 2020 1:08 am

garindan wrote:
Tue Jan 07, 2020 12:13 pm
I've thought some more about this one. I like the whole idea of a warehousing property portfolio and see it as a very safe investment going forward with online being so warehouse based and traditional bricks and mortar still needing distribution centres and so forth. However, I think we have done pretty well on the share price already and can't see there being large growth again at the moment. Dividend is good but I think we should be looking for something a little more interesting than dividend growth now. Therefore, I have changed my view to sell.
...don't fool yourself; v safe...!?! First see what the gearing of this trust is - loans to assets then perhaps look to the contracts of rental they have, what increases they allow and how long are those contracts. Then (and probably most importantly) who are the clients and how sound are they to continue payments? There is a starter for ten before you say words like ...very safe investment :think:

garindan
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Re: Warehouse REIT - share monitoring

Post by garindan » Sun Jan 12, 2020 11:41 pm

Boro Boy wrote:
Sun Jan 12, 2020 1:08 am
...don't fool yourself; v safe...!?! First see what the gearing of this trust is - loans to assets then perhaps look to the contracts of rental they have, what increases they allow and how long are those contracts. Then (and probably most importantly) who are the clients and how sound are they to continue payments? There is a starter for ten before you say words like ...very safe investment :think:
I think you have misinterpreted what I meant by very safe investment. I meant in terms of the type of shares we have been looking at for a return, as in share price vs income based. As this is an income based one I'd consider it as a safer share than say the mining share we have in our portfolio, for instance.
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Re: Warehouse REIT - share monitoring

Post by AAAlphaThunder » Fri Jan 17, 2020 4:52 pm

As I write, up+ 13.1% profit.
Thanked by: garindan
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garindan
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Re: Warehouse REIT - share monitoring

Post by garindan » Mon Jan 20, 2020 1:17 pm

News from the company as quarterly results update.
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Re: Warehouse REIT - share monitoring

Post by AAAlphaThunder » Mon Jan 20, 2020 3:26 pm

Warehouse REIT [WHR]
Our Performance: +14.5%
Current Buy: 119.00
Current Year High: 112.50 [01/01/2020]
Current Year Low: 92.00 [01/01/2020]
Current Dividend Yield: 5.38% [01/01/2020]

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