Stag Industrial, Inc. (NYSE:STAG)

CAPS Rating: 5 out of 5

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Member Avatar champstar2 (< 20) Submitted: 10/20/2014 12:58:26 AM : Underperform Start Price: $22.04 STAG Score: -6.42

Unsustainable growth on a low profit margin.

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Member Avatar BaltoBruiser (58.83) Submitted: 8/23/2014 4:23:07 PM : Outperform Start Price: $23.33 STAG Score: +6.60

I believe that the return from STAG will beat the S&P over the next 5 years for two reasons. First, management appears to be able to acquire properties for less than the value that wring out of them once they are a part of STAG portfolio. Second, management is able to generate plenty of cash flow from these properties to service the debt and return a dividend to shareholders with a decent (>5% yield at $23.40/share at the close on 8/21/14) yield.

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Member Avatar 45ACPbullseye (47.05) Submitted: 10/2/2013 3:09:01 PM : Outperform Start Price: $18.27 STAG Score: +16.69

STAG is an industrial REIT. Management is executing a unique strategy that allows them to grow profitably while paying investors an attractive dividend. The portfolio is geographically diverse and is not concentrated in any single company or industry.

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Member Avatar jpmj (67.98) Submitted: 5/7/2013 12:18:23 AM : Outperform Start Price: $23.17 STAG Score: +5.38

thanks for the head up, TMF DEEJ...jpmj4847

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Member Avatar TMFDeej (99.26) Submitted: 1/20/2013 10:51:09 PM : Outperform Start Price: $17.93 STAG Score: +3.74

This one is not quite as "special" as my normal special situation picks, but I think that it will continue to significantly outperform the market. Besides, what canister say...I'm a sucker for yield.

Stag is the fastest growing company in the solid Industrial REIT sector, yet is also pays the highest dividend. That doesn't make much sense and will not continue if Stag continues to perform the way it has.

According to REIT expert Brad Thomas, Stag has moderate leverage and sector-best metrics. This trade is a bet that Mr. market will eventually recognize this quality and award STAG with a higher multiple. We are paid a yield of nearly 6% to wait for this to happen.

Deej

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