04-18-2023, 01:54 AM
Added some HON.
I've owned this for what feels like an eternity and I think it'll be a good name to hold on for several decades more.
Not exactly great value just yet, but I don't think I've added to this position more than once or twice since covid.
Also made a tiny add to IIPR.
I do think they are in real trouble here with the tenant problems. But a tiny add felt like the right thing to do here, if the tenants can sort themselves out then this is a good dividend growth company with a 10% starting yield.
I've owned this for what feels like an eternity and I think it'll be a good name to hold on for several decades more.
Not exactly great value just yet, but I don't think I've added to this position more than once or twice since covid.
Also made a tiny add to IIPR.
I do think they are in real trouble here with the tenant problems. But a tiny add felt like the right thing to do here, if the tenants can sort themselves out then this is a good dividend growth company with a 10% starting yield.