Store Capital Corp.

STOR-N

Analysis and Opinions about STOR-N

Signal
Opinion
Expert
BUY
BUY
November 4, 2019
Very competent management. He likes them a lot. This space is the most correlated to interest rates. He does not think they are going higher. The 3% yield is safe, however. It is trading at a premium to net asset value so grows accretively and he is comfortable owning this stock.
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Very competent management. He likes them a lot. This space is the most correlated to interest rates. He does not think they are going higher. The 3% yield is safe, however. It is trading at a premium to net asset value so grows accretively and he is comfortable owning this stock.
BUY
BUY
July 12, 2018

It is a real estate company that does triple-net leases. He likes it because they can acquire at attractive cap rates. They go through a proprietary network to find these deals. He has a lot of respect for management.

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It is a real estate company that does triple-net leases. He likes it because they can acquire at attractive cap rates. They go through a proprietary network to find these deals. He has a lot of respect for management.

PAST TOP PICK
PAST TOP PICK
February 14, 2018

(A Top Pick March 15, 2017 Up 5.26%) It had sold off when there was a lot of bankruptcies in this sector and it has rebounded somewhat. It is run by good management. Yield 5.3%.

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(A Top Pick March 15, 2017 Up 5.26%) It had sold off when there was a lot of bankruptcies in this sector and it has rebounded somewhat. It is run by good management. Yield 5.3%.

COMMENT
COMMENT
September 6, 2017

Specializes in buying property from a company and leasing it back to them. It could include a nursery, gym, or a chain of restaurants. They typically buy properties in small market locations, which enables them to earn much higher cap rates and spreads above their costs of financing, as opposed to what normal REITs do. A very effective model over time. It is able to create a lot of value. When you are able to buy shares at around $20 or slightly below, it is an incredibly good opportunity.

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Specializes in buying property from a company and leasing it back to them. It could include a nursery, gym, or a chain of restaurants. They typically buy properties in small market locations, which enables them to earn much higher cap rates and spreads above their costs of financing, as opposed to what normal REITs do. A very effective model over time. It is able to create a lot of value. When you are able to buy shares at around $20 or slightly below, it is an incredibly good opportunity.

TOP PICK
TOP PICK
March 15, 2017

This business is fairly simple. They approach business owners and buy their real estate, leasing it back to them. The management team behind is excellent at what they do. This is the 3rd time they’ve done this. The first 2 were home runs for shareholders. They target the middle market, which is way less competitive. They offer value to the people they buy property from and manage it very tightly. Very focused on risk. The important part is that they earn cap rates that are significantly higher than their cost of capital, which enables them to grow at a very healthy rate. Dividend yield of 5.1%. (Analysts’ price target is $28.)

Show full opinionHide full opinion

This business is fairly simple. They approach business owners and buy their real estate, leasing it back to them. The management team behind is excellent at what they do. This is the 3rd time they’ve done this. The first 2 were home runs for shareholders. They target the middle market, which is way less competitive. They offer value to the people they buy property from and manage it very tightly. Very focused on risk. The important part is that they earn cap rates that are significantly higher than their cost of capital, which enables them to grow at a very healthy rate. Dividend yield of 5.1%. (Analysts’ price target is $28.)

TOP PICK
TOP PICK
December 5, 2016

They are a triple net lease company. They buy where there is little competition. They earn high cap rates. They require that the tenant is profitable. Their occupancy levels are very high. He was the first investor ever to visit them. He likes them as a dividend company and as a compound cash per share company. It normally falls below the radar. (Analysts’ Target: $30.81)

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They are a triple net lease company. They buy where there is little competition. They earn high cap rates. They require that the tenant is profitable. Their occupancy levels are very high. He was the first investor ever to visit them. He likes them as a dividend company and as a compound cash per share company. It normally falls below the radar. (Analysts’ Target: $30.81)

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