SCG Trading Under Bare Land Value, page-53

I've held off on increasing my SCG position further, instead focusing more on Canadian REITS that are collecting 80-90% rents, more diverse, paying monthly dividends and providing monthly updates, and are also 40%+ down compared to pre-covid.

I am very interested to see what the SCG Q2 report will look like. VIC only represents 15% of SCG's income, so the impact shouldn't be to bad. All we need is some good news regarding a vaccine / treatment and I think this rebounds nicely, unless Q2 report is overwhelmingly positive. Either way just a waiting game imo, I would probably only add more if it dips under something like $1.80, just because I've already got a sizable amount into SCG.