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Stock impact report

Should Investors Buy Kimco Or Brixmor [Seeking Alpha]

Kimco Realty Corporation (KIM) 
Last kimco realty corporation earnings: 1/30 07:30 am Check Earnings Report
US:NYSE Investor Relations: investors.kimcorealty.com
Company Research Source: Seeking Alpha
Summary As many readers know, I have been investing in the retail REIT sector for some time, with my investment steam picking up since the sector fell out of bed due to retail bankruptcies and the belief that the brick and mortar retail sector has one foot in the grave. In the shopping center sector, I have investments in Kimco Realty ( KIM ) and Brixmore Property ( BRX ). THESIS/BACKGROUND The thesis underlying these investments is that despite the high profile retail bankruptcies and the constant bombardment of negative headlines proclaiming the death of retail brick and mortar, there is an opportunity to achieve above average cash flow and upside by selectively investing in the sector.While e-commerce has been growing their penetration in the retail sector, it is by no means dominant and there will be a role for brick and mortar retail and, by extension, the landlords in this sector. I recently released a note on Kimco, where I stated: Bottom Bottom Line: Show less Read more
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