3 Prime Off-the-Beaten-Path Value Plays
Shares of Monmouth Real Estate (MNR) - Get Report are up over 40 percent so far in 2016, but the industrial REIT still has more room to run, said Floyd Tyler, portfolio manager of Preserver Alternative Opportunities Fund (PAORX). 'They are growing by acquiring other distribution centers and warehouses,' said Tyler. 'Earnings growth and sales have been in the double digits, which makes it a great opportunity.' Tyler is also bullish on Burford Capital, which is up almost 120 percent on the London Stock Exchange. The company is in the litigation finance business and it is the type of off-the-beaten-path stock pick that Tyler specializes in. 'They put on $200 million in new business which is a great leading indicator for future earnings and profits,' said Tyler. Staying on the London exchange, Tyler is positive on UK Commercial Property Trust, a closed-end property fund which he said sold off unfairly after the Brexit vote. 'It yields about 5%, it's growing and it's a solid dividend play,' said Tyler.









