Chris Mayer VIC Pitch: Long CHMI And KWE

Chris Mayer VIC Pitch: Long CHMI And KWE

Chris Mayer is the managing editor for Agora Financial, one of the largest publishers of independent financial advice. He is the editor and founder of Capital & Crisis, a newsletter focused on global value investing. He is the author of World Right Side Up: Investing Across Six Continents, and has appeared on CNBC and Fox News.

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Morningstar Investment Conference: What To Do During The Fed Rate Hiking Cycle

Federal reserveThe U.S. Federal Reserve is treading carefully with raising rates amid the widespread economic, macro and geopolitical uncertainties sweeping around the world. The Fed raised its target level as high as 20% in the early 1980s to deal with runaway inflation, but we're a far cry from that today — a time when inflation threatens Read More

Highlights from Chris Mayer’s presentation

Chris Mayer runs 2 newsletters.

CODE strategy:

C – cheap

O – owner operator

D – disclosures are good

E – excellent financial condition

Idea: Cherry Hill Mortgage Investment Corp (NYSE:CHMI)

Mortgage REIT with 10% yield.

Has an operating partner.

BV 21.5 stock $19

Comps trade at 1.3x book HLss NRZ

2) Kennedy Wilson Europe Real Estate PLC (LON:KWE)

Property manager and real estate investor

Feb IPO raised $1700M. Kennedy-Wilson Holdings Inc (NYSE:KW) invested $200m.

NAV is $9.77, stock is $10.5.

Rental growth, price appreciation.

Ireland is Euro HQ of top US Tech companies like Google Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), Facebook Inc (NASDAQ:FB), Twitter Inc (NYSE:TWTR) etc.

Chris Mayer Investing by CODE

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