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Screening to Shield REIT Yield Hogs from the Butcher’s Knife
Marc Gerstein 7/11/2018 12:47:14 PM

I don’t do that becasuse I don’t have the expertise to second-guess management. I figure that if the #s are good, management earns the right to be trusted in their judgments. (This is where publicly-owned entitites differ from closely-held companies. There’s a limit to how far we can take the part-owner idea.)

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