Acorn sold a shed load at 80 cents or so a while back, just...

Acorn sold a shed load at 80 cents or so a while back, just before they made a good market announcement and paid a 2.5 cent distribution and then the price jumped too, so they got that wrong big time!
I think they have a policy of stock balancing and portfolio weights makes them sell stock. These are easily paying 10%PA on this price and 10 year leases, I cant see any great down side on this stock, only a market melt down, in which case this will be paying an even higher yield and pay it will. Its incomes are set by long WALE leases which are rising and its outgoings are stable and even reducing. It has to pay out its distributions as part of the Trust it is tied into, so pay it will. I think over 10 percent PA and linked to the CPI is a bloody good return and its NTA is still $1-20 and now with less than 40 % debt, I cant see why you would really consider selling it. I am definitely keeping the ones I have!