Land Securities Share Discussion Threads

[loganair] 11/9/2019 10:22

No, as there is going to be a stock market crash some time in the future where I'll be able to pick up good solid companies for 30% to 50% less then they are now, yielding well in excess of 10%.

I've done this before and now some of my shares are yielding over 30% on my original investment price.

I am not a trader in stocks, buying and selling, then buying back in a gain and selling. I buy and usually hold for around 10 years.

[essentialinvestor] 11/9/2019 09:56

Have you considered that you may be missing an opportunity as with Aviva.

[loganair] 08/9/2019 14:35

I am building up a Watch list of around 20 stocks, maybe 5 or 6 I'll buy into during the next market crash.

Compared to many, I think Land Securities could be hit overly hard, much more then they will deserve to be.

[jonwig] 08/9/2019 12:14

(Off topic) loganair - National Grid? Both Lab and Con are questioning its role:

[loganair] 08/9/2019 11:38

Looking forward, Land Securities I have just put on my watch list to possibly buy during the next recession and stock market crash.

Joins Aviva, BT, BAE, National Grid and Diagio.

[jonwig] 13/8/2019 09:21

There's quite a movement to reform business rates, and the new chancellor isn't a tinhead when it comes to the concerns of business. Whether it will do anything to slow, let alone reverse, the decline in physical retail is uncertain, of course:

[chiragmahe] 13/8/2019 09:10

you recon its a good buy or not?

[essentialinvestor] 13/8/2019 08:53

Over 40% of their assets in retail.

[chiragmahe] 13/8/2019 08:52

753.40 now

[its the oxman] 05/8/2019 15:30

Almost tempted to buy in 760s but plumped for Pru and invp. Probably wrong to buy anything but all these look overly hit.

[its the oxman] 05/8/2019 15:28

Dire, how low can these property plays go?

[97peter] 09/7/2019 18:44

I see this floating around 845 - 860p per share between now and start of August.

[void concept] 28/6/2019 10:04

Superb call. 817 a great entry point. This one has got everything going for it: Long WALT's. Best in class product. Blown out NAV. Top notch governance. Transparency. Solid yield. Low LTV. Liquidity. Reducing short from a legendary investor. Old skool blue chip. Great long term hold. Quality.

[quepassa] 27/6/2019 15:31

shorts have reduced from 1.29% on 9th April to just 0.71% currently.

and that's the revered house of Elliott Capital - the sole declared shorter - which has reduced.


all imo. dyor.
qp

[quepassa] 27/6/2019 15:02

The yield of 5.6% is astonishing against such a buoyant and confident outlook despite well-flagged Brexit uncertainty.

on 25th June, Peel Hunt REITERATED HOLD with TARGET of 900p

a day earlier on 24th, RBC CapMar REITERATED OUTPERFORM with TARGET of 1100p


Within last couple of months, other brokers have given TARGETS of:-

Goldman 807p
Liberum 950p
JPM Caz 1000p
Deutsche 1020p


Not frequently that you can get LandSec at 5.6% with such relatively strong broker reco's, with RBC seeing 35% UPSIDE and JPM seeing almost 25% UPSIDE.


I

ALL IMO. DYOR.
QP

[its the oxman] 25/6/2019 09:54

Very disappointing share price c.820p , excessive discount to nav but not sure what's going to turn sentiment around.

[quepassa] 25/4/2019 07:48

Driving yesterday's great performance:-


Deutsche Bank issued a broker note and

1. UPGRADED to a BUY RECOMMENDATION(from Hold) and

2. INCREASED their TARGET PRICE to 1020p (from 940p)



ALL IMO. DYOR.
QP

[quepassa] 24/4/2019 11:24

A lot more to go methinks

[skyship] 24/4/2019 11:00

Been a good recovery here; then today another 3%+ rise to 935p! Could be3 headed even higher. Is there more to this rise than the recovery of an oversold value stock?

Certainly a great looking chart with more than one Reverse Head & Shoulders boosting these from the 875p level...

[quepassa] 18/4/2019 08:59

Disclosed shorts closing rapidly.
good sign

[hugepants] 17/3/2019 23:35

Remarkable recent performance by both LAND and BLND. Up nearly 20% since the January lows.

[ball deap] 30/1/2019 17:44

Hugopants you can thank the like of Sadiq Khan, super smart, wise, pious and brimming full of integrity. His hard work alone is enough to push up LAND share price

[hugepants] 16/1/2019 11:15

I switched into BLND. I think they are better value now.