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There are two major similarities between DDR and SHL that...

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09/05/24

07:19

Post #: 73736720
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Originally posted by captain haddock: ↑

Look at the last 2 years like my post said, it went from 43c/share, to 42c/share to 46c/share. That's barely7% over 2 years when TD money is now 5% and as a dividend play for SMSF's and retirees DDR has underperformed and management confidence has been dented.

I agree over the longer term DDR has been very successful, but it your are wondering why the SP is struggling the past 2 years it's because investors have not been rewarded with growing dividends and have suffered capital losses.

This is despite acquisitions which have seen strong revenue growth over that period and a push into new products/markets with Cyber security etc. Not everything DDR touches turns to gold unfortunately.

If you are a new investor to DDR you would want to see more evidence that they are back on track, the past is the past.

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There are two major similarities between DDR and SHL that explain their recent share price moves:

Both businesses:
1. Were major Covid era beneficiaries
2. Have business models dependent on debt

In the past two years, Covid factors specifically spiking demand for tech and pathology have normalised and interest rates have risen significantly.

It seems like a good opportunity to buy each business IMO.

DDR Price at posting: $10.80 Sentiment: None Disclosure: Not Held
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Last $9.68		Change -0.020(0.21%)		Mkt cap ! $1.750B

Open	High	Low	Value	Volume
$9.69	$9.71	$9.55	$1.340M	138.9K

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No.	Vol.	Price($)
6	887	$9.67

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Price($)	Vol.	No.
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No.	Vol.	Price($)
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7	3512	9.640

Price($)	Vol.	No.
9.690	711	6
9.700	851	4
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