REIT pris: Realty Income Corporation
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Fordi PE er totalt ubrugeligt for et selskab med REIT-struktur.
PE er kunstigt høj, idet der i amerikanske ejendomsselskaber er en ekstremt stor nedskrivning af værdien af deres bygninger hvert år, hvilket påvirker E'et i PE negativt jf. regnskabsstandarterne.
For REITS skal du derfor bruge nøgletaller FFO eller AFFO, Funds From Operations / Adjustable Funds From Operation.
O har en P/FFO på 18,8.
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Jeg kan godt lide O.
Derudover kigger jeg på BAM, GD, CSL og HII
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Aliaz Hos SeekingAlpha kan du forresten finde FFO:
https://seekingalpha.com/symbol/O/income-statementMen jeg ville kigge pa kvalitet frem for pris.
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Jeg har RTX. Virker OK prissat.
BA vil jeg ikke røre med en ildtang.
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