07-13-2015, 09:49 AM
It has been a test of sure will or stupidity holding ARCP over the last 12 months. However, looking purely at the collection of properties the have been accumulating and disregarding the soap opera drama that has occurred; I have convinced myself to hold.
I believe we have seen the worst of the storm. We know for certain the books are clean (they have been combed over and evaluated by one of the best firm in the business). They have hired strong management to move the company forward and begin delivering returns to shareholders.
I see ARCP as a 5+ year play. They are beging to right the ship and if you have stuck in there this long...you might as well reap the benefits that are surely to come.
I believe we have seen the worst of the storm. We know for certain the books are clean (they have been combed over and evaluated by one of the best firm in the business). They have hired strong management to move the company forward and begin delivering returns to shareholders.
I see ARCP as a 5+ year play. They are beging to right the ship and if you have stuck in there this long...you might as well reap the benefits that are surely to come.