Week Ended 7/27/18

Earnings season A number of the companies in 2CHYP reported 2nd quarter earnings this week.  Our thoughts are below Hersha was added to the portfolio as a result of strong earnings which featured a sizable guidance increase.  Much of wall street was critical of the HT...

Week Ended 7/20/18

What is going on with Uniti? As most of you know, Uniti has fallen by over 20% this week following a negative sell side report from Citi which said its fate was linked with Windstream’s (WIN).  In the same report, Citi put a $1.00 price target on WIN.  Generally, sell...

Week Ended 7/13/18

An uneventful week for 2CHYP There was relatively little fundamental news concerning 2CHYP’s holdings which is probably a good thing.  Exciting investments require news-flow to keep investors interested, but deep value REITs with strong cashflows are content to just...

Week Ended 7/6/18

Valuation Convergence For years, triple net REITs have been an opportunistic area of investment as there was often an unjustifiably large valuation rift between companies with nearly identical business models.  Those who have been with 2CHYP for a long time will...

Portfolio Analytics 2Q18

Please check out our 2nd anniversary portfolio analytics in the PDF below. PDF link: Portfolio Analytics 2Q18   Core Civic (CXW) PDF: Core Civic company profile 2Q18 (CXW)Core Civic (CXW) owns and operates corrections facilities on behalf of state and federal...