Q: COLD is included in “RBC's Top 30 Global Ideas- Q1 2021” ( released 4 Jan 2021). I compared COLD to COR and COR struck me as a better investment. RBC rates COLD Outperform and COR as sector perform. I read through the usual blurbs and recent year financials as well as generally available projections. CFRA rates both as Hold (neutral). I looked through Thomson Reuters and I think COLD has higher ratings in general (I am not sure as it is difficult to tell when the TR reports on each were actually updated).
It is unlikely RBC Capital would have picked COLD as a global best idea without studying COLD’s peers. I conclude therefore that I must be missing something. Which one of the two do YOU see as the better investment? (Important : If neither, please give names of OTHER US Industrial REITs that you prefer OVER the above-noted COLD and COR).
It is unlikely RBC Capital would have picked COLD as a global best idea without studying COLD’s peers. I conclude therefore that I must be missing something. Which one of the two do YOU see as the better investment? (Important : If neither, please give names of OTHER US Industrial REITs that you prefer OVER the above-noted COLD and COR).
