RE: adv1120 Sep 2019 13:19
I do bow to your superior knowledge on the subject. I am being honest here. I take a very leisurely view to investing. I enjoy collecting my dividends, and had a nightmare period where I got involved in some AIM exploration companies and lost money because of the gangs that frequent these boards spreading lies. Having made great strides in rebuilding my portfolio, I now have fairly small investments in around 70 quarterly dividend payers. It keeps my interest because it's a constant circle of dividend announcements, ex-dividend dates, and payment dates. I do tweaks here and there to maximise dividends and add in a bit of profit here and there. I took your negative posts to be those of someone trying to reduce the price, for whatever reason (such as the shorters who have been plaguing NRR.
Really I have given up trying to decide which companies are punching against their weight. I mean, Imperial Brands, BAT, Shell, BP - they should all come with a red flag as they are in dying industries, but they keep profiting, keep paying the dividends. I sometimes think that the REITS only actually make money by selling their assets to each other for increasing amounts of cash. One day it will come crashing down.... maybe sooner than expected if Mr. Corbyn gets his way.
BUT, you are correct about short leases and renewals here. Sorry for questioning your judgements.