Total Ideas
2
Bullish Ideas
0 (0%)
Bearish Ideas
0 (0%)
Recent Activity
0
"SITC (sold): Q4 net loss $13.2M post-Curbline spin-off. FFO $8.3M after preferred stock redemption costs. Dividend cut to $0. Est. future yield 3.4% at $14/share. Debt low, but cash flow concerns. Author sold position due to insufficient yield and cash flow."
"SITC: Shopping center REIT trading at 13% dividend yield after paying off debt. Strong town center model with lifestyle tenants. Spun off convenience properties. Post-spinoff EPS est. 1.3, PE 11.5, 5.5% div yield. Almost zero debt, well-positioned for economic challenges. Attractive valuation with upside potential."
Sentiment