Saturday, March 18, 2017

Retail REIT Companies Offering Reasonable Entry Point

GGP Inc. (GGP) and Simon Property Group Inc. (SPG) are offering a reasonable entry price at $22.80 and $169 respectively due to the pullback due to market focus on Fed Rate Increase and Death of Retail. The rise of Amazon and E-Commerce is not a fad but I think the rumors of Death of Retail are highly exaggerated. Class A Premium mall owners can continue to earn reasonable returns over the next 8 years to earn back the cash and malls can be re-purposed and locations in city centers will remain a valuable asset.

Update on Berkshire Hathaway Inc

On 01 Mar 2017 Berkshire Hathaway Inc (BRK.B) at $177.50 traded close to full (fair) value after a long time.

Tuesday, January 3, 2017

Select Top Picks for 2017

Select Top Picks for 2017 are:

  1. BAM (Brookfield Asset Management Inc)
  2. BX (Blackstone Group L.P.)
  3. BPY (Brookfield Property Partners L.P.)

To get the full list of 2017 picks and to subscribe to  subscribe by contacting Mritik Capital Equity Advisor Newsletter and Alerts

Best Performing Picks for 2016

Best Performing Picks for 2016 from Mritik Capital Equity Advisor Portfolio were:

  1. CNI (Canadian National Railway) - UP 30%
  2. APO (Apollo Global Management, LLC) - UP 29%
  3. BRK.B (Berkshire Hatheway Inc) - UP 25%
  4. BAM (Brookfield Asset Management) - UP 17%