APW 0.00% $1.70 aims property securities fund

Ann: Investor Update Presentation, page-19

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  1. 6,155 Posts.
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    I had noted GJT since it's price to book is 0.75 with no debt and profitable (all from the Google finance summary). It seems interesting.

    Some that stand out as potentially good value to me (non-REITs) are:

    CUP - Accounting. Share price is down a lot because of the dividend being decreased, but profit was stable. Yield is still high since the SP reduced...

    MTS - Supermarkets. Share price is down a lot, though profit is down less than the SP and they have some efficiency projects in the works.

    RXP - Technology. Profit has been growing strongly every year. The SP is down significantly on a half yearly profit downgrade, though management claim it's only a delay and that the profit should rise again next half.
 
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