DDR has caught my attention. Maybe a period coming up where they have the capacity and willingness to suffer for the future which the market may not take too kindly in the short term. The underlying quality of the business interests me. Seeing some old faces on board gives some confirmation on my initial assessment of the underlying fundamentals.
DTL has and continues to be a kind investment, there are similarities with DDR. My biggest challenge with taking a position in DDR may be finding both a home from a portfolio diversification perspective.
DDR Price at posting:
$8.90 Sentiment: None Disclosure: Not Held
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