Tr Property Investment Share Discussion Threads

[dnevets] 23/6/2011 16:56

NAV goes up, share price goes down :-/

[deadly] 27/5/2011 21:59

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 17:33

I might do the same.

[chairman2] 15/5/2011 17:32

sold out for the summer

not worth carrying the risk

[chairman2] 30/4/2011 14:38

probably true

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

[honiton] 29/4/2011 20:03

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 17:26

wwwwwwwwww

[honiton] 02/4/2011 06:00

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

[chairman2] 29/3/2011 19:40

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 12:45

any views on the pattern of discount to NAV?

[chairman2] 07/10/2010 12:44

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 06:07

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 16:26

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 14:05

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.

[jonwig] 26/11/2009 12:39

It's from the HY results, issued yesterday:

[chairman2] 26/11/2009 12:18

Cerrito

canu post the link?

[cerrito] 25/11/2009 08:32

as usual a very good summary of the UK property market from Chris Turner who has the confidence about being upfront of his recent under performance given his cautious stance over the last few months.

[skyship] 28/3/2009 15:16

I've opened a thread on TRYS:

[skyship] 14/3/2009 07:35

.....or just sell the nil paid at current premium. Most likely wrong to sell as the sector is oversold & overdue a strong Springtime rally..