Harris Teeter Owner Ruddick Corp. Worth a Long Look

For those who follow my writings here at Seeking Alpha and my investment analysis at Motley Fool, you might know that I tend to veer towards stocks that offer the highest reward potential, which means I end up buying a lot of “medium risk” and “high risk” securities. However, there’s nothing I love more when the market offers stocks in what might-be-traditionally considered “lower risk” sectors at prices with “high reward” potential.

When I first started buying into REITs that was part of my rationale; there were many REITs with reasonable leverage and excellent hard assets on their balance sheets that were selling at ridiculous discounts to Net Asset Values [NAV] and historical cash flows. Even if I assumed worst-case scenarios, I’d still end up with values higher than the market in many cases. We’ve seen companies like Colonial Properties Trust (CLP), Brandywine Realty Trust (BDN), and DCT Industrial Trust (DCT) make significant gains since I originally wrote about them. At Motley Fool’s CAPS, I also mentioned another company with a lower beta that offered sizable reward potential recently that has starting moving upwards: Callaway Golf (ELY).