ReallyVeryFoolish wrote:airbus330 wrote:Thanks for posting that piece on RGL. It's in my intensive care ward and I'd been looking for reasons why it hadn't really become less volatile apart from spill over from other parts of the sector. Keeping them for now.
Yes, I think it's sector contagion rather than a findamental issue at RGL. My discomfort at holding too much RGL is subsiding by the day. A nice divi soon. I think I am putting that into Impact REIT along with a few shillings from elsewhere.
While Care Homes are never going to go away, I know from a friends experience how hard it is to run one profitably. Personally, I wonder if they might be dragged back into public ownership, especially if Sir Kier comes to power. Best of luck with it though.