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#	AUTHOR DATE SUBJECT
15	member 9/01/16 10:51AM Re: Re: Re: acquisitions 14
I don't have any hedges but that's bc I'm already short a few high dividend yielding stocks in other sectors and don't see any reason to absolute return short the storage REITs. See below for... login to read the rest view available tags
14	member 8/29/16 7:08AM Re: Re: acquisitions 13
greenshoes.....thanks for the great reply. Can you share your dividend growth projections? Also, any comments on an appropriate hedge, obviously one of the larger storage companies? -1 view available tags
13	member 8/28/16 10:56PM Re: acquisitions 12
kiss, not trying to jack your thread on a great find so please correct me if you disagree. They can borrow at just above 4%, secured by individual facilities. They've said they don't want to... login to read the rest view available tags
10	member 8/25/16 12:27PM great idea
Trev posted to LAACZ but I figured I'd reply here since I planned on posting a comment here, anyway. I don't think the risk to self-storage is the same as the risk of Uber to... login to read the rest view available tags
9	member 5/25/16 1:49PM insider buys
DJ CEO Winmill Buys 6,829 Of Global Self Storage Inc >SELF --------------------------------------------------------------------------------Wed May 25 13:37:11 2016 EDT SOURCE: Form 4 ISSUER: Global Self Storage IncSYMBOL: SELF FILER: Winmill Mark CampbellTITLE: Chief Executive Officer DATE TRANSACTION SHARES PRICE VALUE5/23/16-5/24/16 Purchase 6,829 ... login to read the rest view available tags
8	member 4/01/16 11:18AM self update
Greenshoes, You are correct in your net number for investment income. My $0.36 was in reference to the property level FFO before corporate overhead. I am happy with the annual cash flow accretion, but as I said,... login to read the rest view available tags
6	member 3/18/16 2:10PM Re: few questions 3
1) As far as we know, they don’t really compete with the larger players. So the only competition would come from smaller private companies. Not sure on where they source deals, but I would imagine... login to read the rest view available tags
5	member 3/18/16 2:09PM Re: Agree 2
We agree execution risk is the largest one to our thesis here. When we met Mark at the Liolios conference in September we got the sense that he was an effective operator. Back in 1998... login to read the rest view available tags
4	member 3/18/16 2:08PM Re: recession scenario 1
I can’t really comment on counter cyclicality. It’s still a relatively new industry from an investment perspective and has enjoyed nice growth. On the distressed properties front, though, there were definitely opportunities to pick up... login to read the rest view available tags
2	member 3/17/16 6:11PM Agree
We have followed a long time. Feels like one where a little (lot) of patience probably goes a long way. Probably the biggest concern with the price here and the assets (i.e., good price and... login to read the rest view available tags

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			2016	2017
Price:	4.58	EPS	0	0
Shares Out. (in M):	7	P/E	0	0
Market Cap (in $M):	34	P/FCF	0	0
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	34	TEV/EBIT	0	0

Description

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