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Msg  18215 of 18248  at  2/1/2023 3:56:32 PM  by

dar200


 In response to msg 18214 by  clutter
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Re: SUI--now OT

Not selling SUI because it is a great company to hold forever (or until something very bad happens to SUI or the industry ( like the senile socialist may decide to ban RV parks and marinas because the occupants burn too much fossil fuel....same as gas stoves).
 
Not buying either because dividend yield is too low. Too expensive to carry on margin. 
 
Since SUI is a REIT with debt, it sells off with higher interest rates. Nobody bothers to read the interest rate risk disclosures in quarterly and annual SEC filings.
 
Yesterday's pop was in sympathy with ELS reporting that it too is not getting killed by rising interest rates. 
 
Sleep well at night with SUI. Top management is superb. 
 


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Replies
Msg # Subject Author Recs Date Posted
18216 Re: SUI--now OT clutter 0 2/1/2023 6:21:40 PM
18218 Re: SUI--now OT dar200 1 2/3/2023 10:18:47 AM




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