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Post by bb2 on Jun 7, 2022 18:55:47 GMT
Picked this up in early Feb after running across it as a strong buy in Brad Thomas' letter. It joined the S&P500 today. $30B market cap. 4.67% yield. Just went into biz with Cabot in golf destinations. Gaming is why I bought in but it seems Cabot is a skilled operator. I'm watching for a recession drop, in which case I'll add.
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VICI
Jun 13, 2022 18:10:28 GMT
Post by bb2 on Jun 13, 2022 18:10:28 GMT
BTW, I sold REITs VICI and NRZ a week or so ago. IRA is now almost empty. Didn't want to go below my basis.
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