今天加国地产基金RioCan的新闻

来源: 股市小书生 2017-01-24 08:32:02 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (4014 bytes)

RioCan also is seeking approval to build on 54 acres in the suburbs. Shoppers World, a site in Brampton located near a large planned transit area, is currently a “broken down, old mall built in the early ’70s that we’ve been trying to figure out what to do with,” Mr. Sonshine said.

RioCan is working with the city to develop a master plan, he said, which will include 300,000 square feet of retail – less than half the current amount – and about 1,500 residential units, the majority being rental units. Those would be on top of the 10,000 units originally forecast. These projects would typically cost at least $150-million.

RioCan 是目前加国市值最大的商场类型的地产基金,1993年上市。

RioCan的成功历史,是与整个加国经济的发展紧密相连的。股市市场投资,是直接参与高级别的商业竞争,作为一名投资者,需要考虑国家的命运,整体社会的发展大方向,特别是当我们投资的对象是与国民经济和日常生活相关的长期红利蓝筹股。

过去二十年是加国房地产不错的发展时期,但是也不应该忘记就在二十年前,加国的地产行业深陷危机之中,多市的房价跌了50%,之后用了十年时间才恢复到之前的高位。

“投资要想成功需要承认两个前提:第一,我们都是凡人,我们必将不断犯错;第二,投资的核心原理早已稳定,我们要做的不是创新,而是理解并执行。投资要想惨败可以建立在另外两个前提上:第一,我天赋异禀,我能做到别人做不到的;第二,我拥有或者发现了最新的炒股奥义,我在投资理论上已经帮人类跨出了新的一步。” -  水晶苍蝇拍

在过去五年中,RioCan的股价出现过二次40%以上幅度的波动,如果使用低价位区域买入,高价区域卖出一半, 可以用市场价位40%的成本价格建立长期仓位,考虑红利收入,那么可以实现市场价位30%的成本价格建立长期仓位。

2011年,老巴印度之行的谈话

“If you look at the typical stock on the New York Stock Exchange, its high will be, perhaps, for the last 12 months will be 150 percent of its low so they’re bobbing all over the place. All you have to do is sit there and wait until something is really attractive that you understand.”

“There’s almost nothing where the game is stacked more in your favor like the stock market”

“What happens is people start listening to everybody talk on television or whatever it may be or read the paper, and they take what is a fundamental advantage and turn it into a disadvantage. There’s no easier game than stocks. You have to be sure you don’t play it too often”

过渡分析 RioCan是没有必要的,也是没有任何优势的,理解老巴的投资常识,并执行,是一个普通投资者应该做的事。

我们要做的不是创新,而是理解并执行。

 

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