今天加國地產基金RioCan的新聞
文章來源: 股市小書生2017-01-24 08:32:02

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 是目前加國市值最大的商場類型的地產基金,1993年上市。

RioCan的成功曆史,是與整個加國經濟的發展緊密相連的。股市市場投資,是直接參與高級別的商業競爭,作為一名投資者,需要考慮國家的命運,整體社會的發展大方向,特別是當我們投資的對象是與國民經濟和日常生活相關的長期紅利藍籌股。

過去二十年是加國房地產不錯的發展時期,但是也不應該忘記就在二十年前,加國的地產行業深陷危機之中,多市的房價跌了50%,之後用了十年時間才恢複到之前的高位。

“投資要想成功需要承認兩個前提:第一,我們都是凡人,我們必將不斷犯錯;第二,投資的核心原理早已穩定,我們要做的不是創新,而是理解並執行。投資要想慘敗可以建立在另外兩個前提上:第一,我天賦異稟,我能做到別人做不到的;第二,我擁有或者發現了最新的炒股奧義,我在投資理論上已經幫人類跨出了新的一步。” -  水晶蒼蠅拍

在過去五年中,RioCan的股價出現過二次40%以上幅度的波動,如果使用低價位區域買入,高價區域賣出一半, 可以用市場價位40%的成本價格建立長期倉位,考慮紅利收入,那麽可以實現市場價位30%的成本價格建立長期倉位。

2011年,老巴印度之行的談話

“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”

過渡分析 RioCan是沒有必要的,也是沒有任何優勢的,理解老巴的投資常識,並執行,是一個普通投資者應該做的事。

我們要做的不是創新,而是理解並執行。