2024-07-15 10:20:04 ET
Summary
- RMR Group remains a "Strong Buy" in my value portfolio due to profitability and the integration of the CARROLL acquisition.
- Future catalysts include potential for an improving real estate market and increasing dividends.
- Valuation metrics suggest significant upside potential if stock trades at sector median multiples, with potential for improved sentiment and quant ratings.
On February 18, 2024, I added The RMR Group ( RMR ) to my value portfolio. Today I update my evaluation of this position (spoiler: I still rate it a "Strong Buy"), but for those unfamiliar with the company, I highly recommend you read the original article for important background on the company....
Read the full article on Seeking Alpha
For further details see:
The RMR Group: A Strong Buy With Low Risk