We’ve seen a little volatility in some of the stocks we cover. New opportunities are finally showing up in some of the good dividend growers. That’s great, because it was a little rough lately to find a decent bargain. No surprise - the market remains quite expensive by most metrics.
We’re holding a fairly large allocation cash and have a significant position in preferred shares. However, we’ve also been researching common shares. Today, we’re going to talk about CyrusOne (CONE), Digital Realty (DLR.PK), and EPR Properties (EPR). We’re bullish on CONE and DLR, but staying neutral on EPR.
Source: Seeking Alpha
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