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Yield Watch:MacArthurCook REIT recovers

After last week’s 14% plunge in a single day. MacArthurCook recovers half of it in todays rally.

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Here are today’s figures. Do follow my Dividend Stock Tracker which is updated nightly  here.


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Monday 7th of December 2009

Hey Kay, nice to see you around. I cut my loss before all this whole hooha took place. I was vested at IPO with one lost and really feel like an idiot not selling for sometime.

But i am glad that stocks like MacArthurCook and Allco (Frasers Commercial REIT) taught me that yield isn't the most powerful thing in the world. When i got them the yield isn't even as attractive as what it was now!

Having said that i cut my loss at the highest price since the correction. Mainly as a way to consolidate my portfolio. I don't want to end up looking at a large no of dividend stocks that some of them ended good and some ended bad. But i am lucky with my timing.

Actually, looking at this price, i would relook at MacArthurCook as well as Frasers Commercial REIT. Not due to the yield but whether they have put all the bad things behind them. There is not much catalyst to acquire more yield accretive assets at this point, which means you are stuck with this yield and a greater downside.if they manage to secure a line of finance for the next 3 years you will need to ask the question if there is gonna be another wave of deflation coming our way to bring down the asset value and increase interest cost. If that is the case the yields will be hit.

Not read much into them to fully comment to take sides Kay. personally i do fancy it doing well.


Sunday 6th of December 2009

Hey Drizzt, Thanks for all your posts & insights into yields & stock ideas.

Just wondering after reading all the posts & with the recent drama if you are still vested in MacArthur Cook REIT?

So now with the stock price being at super lows of $0.20 what's your take on it?

Thanks a bunch and hope to hear from you.

Cheers, ~K

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