i personally dont like retailers. too hard to tell when shit flops not even due to market cycle, but just cuz there is a secular change. too many have died and are dying. it seems the best retailers nowadays are anything related to discounters. and most other cos that are cheap are highly levered.
prison reits. i checked them out a while bnack.there was a cnbc special on this just last week. business isndier had somethign similar a while back too.
looking at pe multiples alone, it looks like good value. cxw has more consistent earnigns and is levered. but the leverage on them is still off the charts. debt is literally 10x earnigns/cashflow.
anyways i try to avoid anything with debt!