re: what are your thoughts ?? whats going on with this company?i...

re: what are your thoughts ?? whats going on with this company?
i bought in 2 months ago as fundamentals solid and best looking reit IMO. was looking good picked up the div and SP up 10%. but has since come back almost to my buy price.
i will hold as i still believe this is best reit, cant put more cash in as overweight already ( might consider if still this cheap just b4 next div)
woolworths is the tenant, locked in for average 10 years, and the tenant pays maintance. it dont matter what the economy doing many still want to go to the pub for a drink or get on the pokies, and that hardly matters anyway as rent tied to CPI. so even if we have major inflation as some are predicting LEP will still outperform.
Are the new pokie laws about to come in, in Victoria having an effect? where the pub can buy pokie licience instead of TAB or TTS? i think this can only be a positive for big opperator like woolworths?
LEP SP $2.29 @ 11/1/10 NTA $2.64. gearing 55%. payout ratio 77%. 10% div
AM I MISSING SOMETHING??

Why dont Ale property change their ticker code to ALE? noone else has it and it would sure make more sence??