Warehouse REIT - share monitoring

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HOLD / BUY / SELL Warehouse REIT

Hold
9
69%
Buy
0
No votes
Sell
4
31%
 
Total votes: 13

garindan
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Re: Warehouse REIT - share monitoring

Post by garindan » Mon Jan 20, 2020 5:42 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 this quote from Lemming Investors blog about Warehouse REIT pretty much describes what I mean about why I see the share as a "safe" option as opposed to, say, Pure Gold Mining:
Today's featured company is a departure from the riskier and possibly sexier future opportunities and in many ways, Warehouse REIT (WHR) is as boring as watching Manchester United v Liverpool these days; while the rewards used to be silverware (in MUFCs case) with Warehouse REIT it is likely strong capital growth and a progressive dividend and the shortage in urban logistics space has driven consolidation within the sector and area the company has been aggressively acquiring a diversified portfolio.
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Re: Warehouse REIT - share monitoring

Post by AAAlphaThunder » Mon Jan 27, 2020 4:32 pm

Warehouse REIT [WHR]
Our Performance: +12.6%
Current Buy: 116.50
Current Year High: 112.50 [01/01/2020]
Current Year Low: 92.00 [01/01/2020]
Current Dividend Yield: 5.38% [01/01/2020]

Image
https://www.hl.co.uk/shares/shares-sear ... e-reit-ord
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Beachboy
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Re: Warehouse REIT - share monitoring

Post by Beachboy » Fri Mar 06, 2020 9:57 am

I think we should sell our holding to generate funds ready for another purchase.

AAAlphaThunder
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Re: Warehouse REIT - share monitoring

Post by AAAlphaThunder » Mon Mar 09, 2020 12:55 pm

Beachboy wrote:
Fri Mar 06, 2020 9:57 am
I think we should sell our holding to generate funds ready for another purchase.
Bit late for that trick.
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parchedpeas
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Re: Warehouse REIT - share monitoring

Post by parchedpeas » Mon Mar 09, 2020 2:05 pm

LLOY got to be worth a punt @ 41p with 5.5% divi payable in litle over two months.

Beachboy
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Re: Warehouse REIT - share monitoring

Post by Beachboy » Mon Mar 09, 2020 2:23 pm

AAAlphaThunder wrote:
Mon Mar 09, 2020 12:55 pm
Beachboy wrote:
Fri Mar 06, 2020 9:57 am
I think we should sell our holding to generate funds ready for another purchase.
Bit late for that trick.
Not sure I agree. At the time I made the suggestion we were 10% up, we are still 5% up. I personally think realising a profit and looking at another opportunity that is worthwhile that might present greater potential.

garindan
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Re: Warehouse REIT - share monitoring

Post by garindan » Mon Mar 09, 2020 2:57 pm

I must admit I am considering what could be a much more radical option. Dumping many of our shares in favour of two or three we already have and investing more in those than looking for other potential options. I know Lloyds has been tipped by Motley Fool. It might be worth considering.
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Re: Warehouse REIT - share monitoring

Post by AAAlphaThunder » Mon Mar 09, 2020 5:59 pm

garindan wrote:
Mon Mar 09, 2020 2:57 pm
I must admit I am considering what could be a much more radical option. Dumping many of our shares in favour of two or three we already have and investing more in those than looking for other potential options. I know Lloyds has been tipped by Motley Fool. It might be worth considering.
Bit too too too late for that trick.

Things don't go our way with this "more radical option" and we will be looking at a double loss that will take us the next decade to break even again.
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Re: Warehouse REIT - share monitoring

Post by Beachboy » Fri Mar 20, 2020 9:02 am

Beachboy wrote:
Mon Mar 09, 2020 2:23 pm
AAAlphaThunder wrote:
Mon Mar 09, 2020 12:55 pm
Beachboy wrote:
Fri Mar 06, 2020 9:57 am
I think we should sell our holding to generate funds ready for another purchase.
Bit late for that trick.
Not sure I agree. At the time I made the suggestion we were 10% up, we are still 5% up. I personally think realising a profit and looking at another opportunity that is worthwhile that might present greater potential.
Time has proven that when the suggestion was made it was not too late, we were 10% up then, currently we are 27% down. A net loss of 37% as it stands. It is frustrating because if the argument is that we think they bounce back (which is far from clear but lets stick with that) then we could have now be buying this share at a fraction of what we previously paid or have picked a share from a sector that might see growth in this crisis situation.

garindan
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Re: Warehouse REIT - share monitoring

Post by garindan » Fri Mar 20, 2020 9:21 am

Beachboy wrote:
Fri Mar 20, 2020 9:02 am
Beachboy wrote:
Mon Mar 09, 2020 2:23 pm
AAAlphaThunder wrote:
Mon Mar 09, 2020 12:55 pm


Bit late for that trick.
Not sure I agree. At the time I made the suggestion we were 10% up, we are still 5% up. I personally think realising a profit and looking at another opportunity that is worthwhile that might present greater potential.
Time has proven that when the suggestion was made it was not too late, we were 10% up then, currently we are 27% down. A net loss of 37% as it stands. It is frustrating because if the argument is that we think they bounce back (which is far from clear but lets stick with that) then we could have now be buying this share at a fraction of what we previously paid or have picked a share from a sector that might see growth in this crisis situation.
I agree. However, we might have bought back too early, but even that would have "made" us money, having the same holding for cheaper. The bigger concern is how much all the shares have dropped. It is difficult to know what we should have done and what we do not. Look at Ramsdens for example - last time I looked they were ~80p, down from ~255p. Utterly bewildering.
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