Tr Property Investment Share Discussion Threads

[jammy00] 13/10/2011 13:50

agm notification arrived today

[chairman20] 02/10/2011 21:02

I suspect its the Euro names in the top holdings that are putting people off??

[jammy00] 28/9/2011 20:30

End of Q3

no shortage of liquidity

no buyers

[honiton] 30/6/2011 17:16

quite see also BKG, QED, CAPC.

[davdreamer] 30/6/2011 12:50

Not doing too badly with this property market

[dnevets] 23/6/2011 17:56

NAV goes up, share price goes down :-/

[deadly] 27/5/2011 22:59

good decisions!

No risk, no reward.

Now that property shares are beginning to take off; good results from B Land, QED this week etc.

[honiton] 15/5/2011 18:33

I might do the same.

[chairman2] 15/5/2011 18:32

sold out for the summer

not worth carrying the risk

[chairman2] 30/4/2011 15:38

probably true

only fashion in IT these days seem to be activist shareholders
and discount reduction mechanisms

[honiton] 29/4/2011 21:03

Is it me or is no one interested in a boring IT where the price is drifting higher for no apparent reason (other than rerating of raft of REIT and property co. shares)?

A similar story to CRM and BKG.

The less comment the better the company?

[devil20] 08/4/2011 18:26

wwwwwwwwww

[honiton] 02/4/2011 07:00

well yes, this is an IT. Drifting in right direction.

[chairman2] 29/3/2011 20:40

and maybe not

another month older and we are creeping higher in a sideways market

[chairman2] 10/2/2011 11:56

another three months drifts by and
still slipping sideways

[buffin] 04/1/2011 19:41

(skip to posts)Charts

[deadly] 24/11/2010 22:38

Today's results: 3.7% yield, 4% NAV growth, 189p NAV make this a good geared play on property.

[chairman2] 07/10/2010 13:45

any views on the pattern of discount to NAV?

[chairman2] 07/10/2010 13:44

Any followers or believers in charts
care to make a prognostication about
resistance levels (169p April) and
174p 18 months ago)???

[jonwig] 17/6/2010 07:07

Hi, Chairman - but I'm sticking to my main reasoning:

1) that TRY will outperform its benchmark over time (though it didn't last year),

2) that it's better at stockpicking in the sector than I am,

3) that growth in the sector will narrow the discount,

4) that 2009 was a good entry point for anyone wanting exposure to the sector in his portfolio.

[chairman2] 16/6/2010 17:26

TRY only makes sense if there is a credible growth story

otherwise the additional cots of a managed trust just eat
into the seed corn.

[chairman2] 14/6/2010 15:05

No one's favourite Investment vehicle anymore?


Nothing about the situation seems attractive anymore.
and over on TRYS where there was a flurry of optimism
in Q1 - well I guess the Euro has done for that.