Power REIT (PW) – a differentiated REIT in the cannabis space

Price: $23.94 Shares: 1.9mm Market Cap: $45.4mm Cash: $10.2mm Debt: $4.0mm (plus 144mm Series A 7.75% Cumulative Preferred stock, $25 par value) EV: $51.6mm 2021E FFO: $1.80 Forward FFO Multiple: 13.3x I've been doing some work on some various small and microcap REITs lately and came across an interesting one in Power REIT (disclosure: no… Continue reading Power REIT (PW) – a differentiated REIT in the cannabis space

G-Willi Food International (WILC) – fast growing Israeli food distributor

Price: $18.36 Shares: 13.2mm Market Cap: $250mm (USD) Cash: $75mm Debt: $0 EV: $175mm I wanted to introduce G-Willi Food International (disclosure: no position) and get a discussion going around the business. This one came across my radar after reading a recent press release where the company is showing explosive growth due to what seems… Continue reading G-Willi Food International (WILC) – fast growing Israeli food distributor