@Molson_Hart $WPG is a NYSE mall REIT stock.
Its paying out a crazy dividend because 65m+ shares think they are going to cut the dividend......and other investors like me think the shorts are getting hosed.... and amazonification is over estimated.
(disclosure Im long long WPG)
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It's crazy how few investors even look at what they're invested in.
Is that for real? Like people don’t look at the malls? They just look at the numbers? Financial statements put me to sleep.
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Both are important, the hard part is qualitative. Computers already keep quant stuff reasonably in check. Most people just see a dividend yield, I think. Some guys focus entirely on story which is a trap, too. But the financial side should only take a 15 minutes.
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In your opinion if I spend 2 hours contemplating a stock’s qualitative comparative advantages, how much time do I need to spend looking at the financial@minutia to do an equally good job at that in a way that allows me to make a purchase?
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I was debating people on Seeking Alpha that were defending this
$WPG gem of a mall in Albuquerque. Like apparently going on Youtube is too difficult due diligence nowadays. Just trust management's word about a turnaround instead...https://www.youtube.com/watch?v=DutH5hARmdE … - End of conversation
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