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Akaralph  

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  • Greek Bank Holidays Won't Close The ATM Of This Dividend Growth Portfolio [View article]
    Miguel-

    I like to tease George every once in a while. Not trying to be mean.
    Jun 29, 2015. 04:56 PM | 1 Like Like |Link to Comment
  • Greek Bank Holidays Won't Close The ATM Of This Dividend Growth Portfolio [View article]
    George-

    I don't own any of either FTG or S&P 500 Index. Just didn't know if you planned on updating it for the day - particularly after it was up .02% early.
    Jun 29, 2015. 04:43 PM | Likes Like |Link to Comment
  • Greek Bank Holidays Won't Close The ATM Of This Dividend Growth Portfolio [View article]
    As we near the close, here are today's results for your FTG portfolio:

    T: -1.0%
    MO: -1.5%
    ED: -0.1%
    VZ: -1.7%
    CTL: -1.5%
    COP: - 1.8%
    MAIN: -2.9%
    ARCC: -1.2%
    RAI: -1.9%
    VGR: -1.0%
    EPR: -1.5%
    O: -1.2%
    SUI: -1.6%
    OHI: -0.4%
    STON: -1.3%
    WPC: -0.5%
    GOV: -1.7%

    Not too great! Even the dead (STON) are doing poorly today.
    Jun 29, 2015. 03:55 PM | 7 Likes Like |Link to Comment
  • How Is ARMOUR Residential's Turnaround Going? [View article]
    Phattboy-

    You worry me.
    Jun 28, 2015. 06:56 PM | 3 Likes Like |Link to Comment
  • How Is ARMOUR Residential's Turnaround Going? [View article]
    speculative-

    Why, are you interested?
    Jun 28, 2015. 01:58 PM | 3 Likes Like |Link to Comment
  • How Is ARMOUR Residential's Turnaround Going? [View article]
    If you believe that ARR is going to recover, I have a bridge I would like to sell to you.
    Jun 28, 2015. 08:47 AM | 12 Likes Like |Link to Comment
  • Shopping For REITs Today? Conduct A Competent Inspection [View article]
    smurf-

    Current leverage is about 29%. You can certainly do that.
    Jun 26, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • Shopping For REITs Today? Conduct A Competent Inspection [View article]
    Adam-

    JRS distribution has recently increased from $.225 to $.24 quarterly. Income, LT and ST gains - no ROC.
    Jun 25, 2015. 01:44 PM | 1 Like Like |Link to Comment
  • Shopping For REITs Today? Conduct A Competent Inspection [View article]
    Adam-

    I think adding to JRS here, which is at a 52 week low, with a discount also at a 52 week high makes sense. They hold most all of the large cap REITs and are paying just above 9%.
    Jun 25, 2015. 12:54 PM | Likes Like |Link to Comment
  • CYS Investments: Calling The Yellen Bluff [View article]
    Albert -

    Should be climbing continually. Upshot is folks are setting themselves up to be burned by the mREITs once again.
    Jun 24, 2015. 04:38 PM | Likes Like |Link to Comment
  • CYS Investments: Calling The Yellen Bluff [View article]
    Despite six or seven dividend cuts since 2011 and a declining BV, what's not to like?
    Jun 21, 2015. 05:25 PM | 2 Likes Like |Link to Comment
  • Addressing Western Asset Mortgage Capital's Perplexing Dividend Cut [View article]
    Income-

    Many were not around back then, and many that were around in 2007 are no longer here today either.
    Jun 21, 2015. 09:11 AM | 1 Like Like |Link to Comment
  • Addressing Western Asset Mortgage Capital's Perplexing Dividend Cut [View article]
    Chris-

    I think it's time for you and the other mREIT groupies to admit that these are declining assets, and that NAV's and dividends will continue to fall.

    How much money have folks already lost on them?
    Jun 20, 2015. 09:08 AM | 6 Likes Like |Link to Comment
  • Which BDCs To Buy After Selling Prospect Capital? [View article]
    Have owned TPVG for a few months now and am pleased with them as a BDC.
    Jun 18, 2015. 09:41 AM | 5 Likes Like |Link to Comment
  • Why I Like 8% Paying Ferrellgas Partners [View article]
    Ted-

    Nothing variable about the distribution at all.

    FGP's interest coverage ratio and debt/EBITDA ratios are very poor. Good one to stay away from.

    In fact, none of the propane MLP's are looking very good here.
    Jun 11, 2015. 12:30 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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