i'm curious do you still own all the aforementioned companies...

i'm curious do you still own all the aforementioned companies and still see good value in them all?

I do own stakes in those fine companies.

As to whether I see value in any of them, if you don't mind, I'd prefer to not get into a discussion that is tantamount to me saying "Buy stock XYX, because it is undervalued", because that "feels" to me like the provision of investment advice.

What I will say, however, and you can use that as a guide, is that after studying their results, of that list above, I added only to my holdings in BRG, NHF, and SNL.

And in coming days - from that list - I might add to my holdings in ARB, IFL, and REH.

But none of this is the stuff of aggressive action on my part; more like quietly allocating the upcoming dividends I am going to be receiving in coming weeks.

For some context, I have on Friday and today, bought a lot more, in $ terms, SDI stock as I did in BRG, NHF and SNL put together in the days after their results.