Bruce Campbell (1)
Regal Lifestyle Communities
RLC-T
PAST TOP PICK
Sep 11, 2013
(A Top Pick Oct 15/12. Down 22.64%.) A smaller healthcare real estate Corp. Sold his holdings when he got frustrated that they didn’t grow through acquisitions like he expected. Doesn’t think 9.7% yield is in danger of being cut. You’ll see dips to $23.75, which would be good entry point.
2 business, Venture Steel, a steel distribution company and a fabrication business for retail and automotive. Has struggled with low utilization levels of its capacity and has taken on an inordinate amount of debt. End market demand is also weaker. Fairly valued.
(A Top Pick Oct 15/12. Down 22.64%.) A smaller healthcare real estate Corp. Sold his holdings when he got frustrated that they didn’t grow through acquisitions like he expected. Doesn’t think 9.7% yield is in danger of being cut. You’ll see dips to $23.75, which would be good entry point.