(03-16-2020, 08:59 AM)Kerim Wrote: I think this thread deserves more attention. My hope is to identify the absolute best of the best long term names, and of those, identify the best rare opportunities. Very frustrated that I haven't had much opportunity to do any real analysis. May try to start today.
I try to start threads but they are largely ignored. Our "what did you buy thread" is our chat thread.
WELL is a strong buy here. I'm skeptical of analysts but I do have some faith in CFRA reports. They had a strong buy on WELL at 80 but downgraded for valuation $40 ago and haven't updated lately. WELL is similar to VTR but they were executing better before the market crashed. The virus fear and exposure to rest homes has caused the monster drop in SP. It seems to me about any business could be exposed to lawsuit risk. That can't happen without crushing the entire US economy. It's not logical that all businesses that act in good faith could be held accountable for a highly contagious virus.
PRU now at a PE of about 4 and a sky high dividend. 100yr old company with a solid brand. Same story with MET.