$HCP

[hendi_alex]

I'm not interested so much in the big REITs. Yields are too low and growth is likely to be sluggish. As posted earlier, I'm more interested in smaller REITS whose growth curve will unfold into the future. By investing in a broad basket, I don't view this approach as speculative. My recent buy of HCP on the dip is definitely a short term speculative play. I've held a core position of HCP for a couple of years, but will look to close it out some time this year. HCP's total return for the period has been underwhelming.

Long term positions include: ROOF, CSG, IRT, MPW, and hopefully O in the near future.