Great inputs and criticisms all around. I do value actionable criticisms to help me sharpen my investing discretion.:
Covering the disty: Q3 reports FFO $0.64, distribution of $0.60. Hope I'm not missing something.
Debt levels: Yes they are quite high and I'll think about this one some more. But the asset is basically a monopoly right to wireline data lines in communities, which is what attracts me to this company. The asset won't depreciate and should appreciate if the economy grows and continue to generate revenue. Recessions shouldn't impact revenues much if at all. Maybe I'll buy more right now!
Good journaling tips PWB, it's a "discipline in progress" But with maybe another 30+yrs on this planet I need to be clear about my investments. To many fuzzy ones, that went bad.
Cheers