Paul Krugman: "The austerity agenda looks a lot like a simple expression of upper-class preferences, wrapped in a facade of academic rigor. What the top 1% wants becomes what economic science says we must do." Ken Langone responds: Runaway deficits are the older generation "stealing" from the young, and Paul Krugman has never met a payroll and doesn't have to worry about profit margins. [View news story]
The elite do not live like 95% of the rest. I would ignore anything they say and continue to look out for number one.
That is the only way to live in this brave new world.
Investing In Industrial REITs, Part 1: Is Stag Industrial's Valuation Justifiable? [View article]
I have owned STAG since June 2012. It has gone up....straight up. What goes up must come down. But in this case not to far down.
STAG will have a correction, which will then offer investors a great buying opportunity. I am staying long through any correction and will then add to my already nice position in STAG.
Labor Force Participation Rate Since 1987: Some Eerie Demographic Trends [View article]
Timely article in light of today's awful unemployment report. Labor participation rates at 1979 levels.
If you are one of the productive makers in this country it is VITAL you look out for yourself and your own family.
The amount of takers is massive now and by the time this current entitlement/ welfare state of government runs it's course over the next few years, the US will look even less like it's former self from many, many years ago.
There is no rationalizing just how bad a shape this country is in.
How To Pick REIT Stocks Like Trump And Think Like Graham [View article]
Brad continues to be one the real "educators" here at SA.
Though I have been involved with investing for almost 20 years now, I have gained a tremendous amount of knowledge over the past year or so from Brad's informative articles. The ability to keep learning and applying knowledge from others is crucial to continued investing success.
Fed Forecast Puts Annaly And mREITs In A Sweet Spot [View article]
Thanks to the author for the article. I did get a kick out of:
"The Federal Reserve recently issued The Federal Reserve just issued The Fed's moderate inflation outlook the Fed's forecast The Fed's moderate inflation outlook If the Fed had to at least worry Taking the Fed out of the business So the Fed's inflation outlook If the Fed is also right about GDP So, if the Federal Reserve's economic forecasts are reliable"
I think the last thing investors should be relying on is a group of people (the FED) who are completely out of touch with average Americans when it comes to inflation.
Inflation is everywhere, except in the commodity items that are being massed produced in China and elsewhere and sold in the US. We all know that fuel, food, electricity, water, etc. all the basic necessities have gone way up in price over the past 5 years.
I am sure the members of the FED, with their six and seven figure salaries, government benefits, limo's, chefs, etc. cannot really relate the the average Americans earning $45K / year before taxes.
I do continue to hold REM in order to be diversified in the MReit space. I am curious about the market reaction should the FED decide that the easy money is really coming to an end and interest rates do start to rise.
Wait and see for now and collecting 11% yield. That is the ticket for the moment.
"Here's a novel way to drive up a company’s share price," writes the NYT's Jeff Sommer. "Pay billions of dollars in additional taxes." Forensic accountant Robert Olstein reckons that companies such as Apple (AAPL), Microsoft (MSFT) and Cisco (CSCO) should repatriate the tens of billions dollars they hold abroad, pay tax on it, and then use the rest of the cash to repurchase stock. That would boost their share prices by at least 20%. [View news story]
What is comical about this is Robert Olstien is supposed to know better, is an expert forensic accountant and yet he wants to resort to cute parlor tricks to boost stock prices of certain companies a mere 20%.
Creating wealth over the long term should be the real goal of investors not short term trickery.
Don't Jump Back Into Stocks - Unless You Plan To Stay [View article]
Thank you Howard for the article.
The simple yet sad fact is most Americans not only have no idea how to invest, they follow people they should not be following and they always get into the market "after" it has gone up 100% off the bottom. Worse, they almost always sell at the bottom.
It is clear that most Americans are lacking in real financial education.
If they perhaps spent less time watching people on TV making fools of themselves for $1000 and more time reading a handful of good books about markets and investing they would be a little bit wiser.
Coffee House And Bull$hit: Two Kinds Of People [View instapost]
Thank you Todd. You are 100% correct. Turk..you as well.
TV? Cable news programs? CNN? MSNBC? FOX?
They are all one in the same. i have been speaking about this for years. There is no 2 party, 3 party, any party system in the US anymore. It amazes me that people still get worked up watching these channels thinking that what they are receiving in real news.
As someone who came from nothing, had no benefit of family wealth or anything for that matter i can truly attest that if you as a person desire to be something, have anything, you can do it. You can make a difference not only for yourself, your family and eventually for others, as I try to do now.
Unfortunately we have to many people looking to be taken care of, and then when it all goes bad they blame everyone...except for themselves.
4 Consumer Products Stocks With The Potential To Reach 25% Yield On Cost In 10 Years [View article]
I do agree with the premise of the article however a couple of the stock selections here leave a little to be desired.
VGR borrows heavily to pay that dividend. I would not touch that one. LO is ok. DRI: not a huge fan of the restaurant business.Relies to heavily on consumers ability to afford to eat out. CDH is pretty good. Long uptrend intact. Can still grow. Looks good.
The Market Is Advancing: Is It Time To Sell? [View article]
"Every investor needs to decide for himself when and why to sell a particular stock."
That is the key takeaway here.
There is more however. Every investor needs to have a strategy. Where are you in life? What is your age? Are you an investor or are you just a gambler?
Remember....Everyone is called an investor now by the media. Long ago, there was the distinction between investing and speculating. No more. That distinction was eliminated by the media to help draw more and more people into the markets.
Investors can also do well by seeking out those investments that remain off the Wall Street radar and have huge long term upside potential (PBA for example...which i do own BTW).
Am I selling an stocks I own even as this market is at a new all time high? (A high by the way reached on lower and lower volume) No of course not. I will always keep re-investing the dividends into those companies who warrant it. Will I commit new money or build a fresh new position in a company even at all time highs in the market? Absolutely. You just won't be reading about them in the main stream media or seeing them advertised on Mad Money.
"I still feel investors should avoid allocating investment capital to larger cap, high P/FFO "garden variety" REITs, and instead pursue under the radar, lower profile, perhaps even out of favor names like Mack-Cali, possessing low FFOs and higher yields"
I agree 100%. I have been investing that way for years. You tend to make the most money buy investing in what the majority does not own.
Billionaire Steve Cohen's Newest Stock Picks [View article]
"The fund recently released its 13F filing for the last quarter of 2012, and we have searched the nearly 500 new purchases made to find the largest of the bunch. One of the main reasons we have such a keen interest of these SEC documents is because we have found that a basket of the most popular small-caps amongst hedge fund managers can significantly outperform the market (see what we mean here)"
It is nothing more than luck that every so often some of these picks outperform. Please. When will this nonsense of trying to get people to your website end? This so called data you provide is anywhere from 3-6 months old already and is meaningless. Anyone who relies on what these so called hedge fund managers are buying deserves everything they get in the end for not doing their own research.
The U.S. economy is ready to take off, says BlackRock's Larry Fink, and a push by U.S. banks to make new loans should help lead the way. "Aggressively” stepping up lending, he said, would spur hiring by businesses which would bolster economic growth. Capitalization is not the issue here. "Our banks are the best capitalized institutions in the world," Fink says. "The problem for banks going forward is making sure they originate enough loans." Which, in turn, is also the solution for sparking economic growth. (Video). [View news story]
Mr. Fink continues to be a salesperson for Wall Street and every other entity that wants to enslave Americans.
Americans should borrow nothing. Starve the beast. Wreck the system. Reset everything that is wrong with this country. Put people like Mr. Fink back into the middle class (though as everyone knows that class is disappearing as well).
Debt is not wealth.
Put people like Mr. Fink in the middle of a town hall meeting with those who are barely getting by. I am sure he will be a hit and the life of the party.
In the two decades through December, the average return of all investors in U.S. stock mutual funds was an annualized 4.25% vs 8.2% for the S&P 500. That translates into a difference of $25,467 for an investment of $10,000. "The dismal truth is that over the long run, the average person is a woeful investor," writes the NYT's Jeff Sommer. [View news story]
"The dismal truth is that over the long run, the average person is a woeful investor"
NO.
The real truth is: Mutual fund managers, Asset gatherers are woeful investors.
Here's What Investors Need To Realize After The Terrific Jobs Report [View article]
To sum it up: You are either rich or you are poor. There is almost no more middle class. The poor now earn $30K per year for a family of 4 (It used to be $45K/ year a few years ago) and the rest is supplemented by gov't handouts paid for by what is left of the real middle class. They have all their junk they cannot afford to pay for in the first place, almost no retirement savings or real net worth, and are essentially servants now to their government who without them, they would starve.
The rich on the other hand have all the net worth, are independent, have wealth spread across various asset classes, have little or no debt, are fully able to think for themselves and completely understand the game that has been put in place over the past 18 years.
I know what side I am on. I planned it that way and offer no apologies for doing so.
Paul Krugman: "The austerity agenda looks a lot like a simple expression of upper-class preferences, wrapped in a facade of academic rigor. What the top 1% wants becomes what economic science says we must do." Ken Langone responds: Runaway deficits are the older generation "stealing" from the young, and Paul Krugman has never met a payroll and doesn't have to worry about profit margins. [View news story]
That is the only way to live in this brave new world.
Investing In Industrial REITs, Part 1: Is Stag Industrial's Valuation Justifiable? [View article]
It has gone up....straight up.
What goes up must come down. But in this case not to far down.
STAG will have a correction, which will then offer investors a great buying opportunity. I am staying long through any correction and will then add to my already nice position in STAG.
Labor Force Participation Rate Since 1987: Some Eerie Demographic Trends [View article]
If you are one of the productive makers in this country it is VITAL you look out for yourself and your own family.
The amount of takers is massive now and by the time this current entitlement/ welfare state of government runs it's course over the next few years, the US will look even less like it's former self from many, many years ago.
There is no rationalizing just how bad a shape this country is in.
How To Pick REIT Stocks Like Trump And Think Like Graham [View article]
Though I have been involved with investing for almost 20 years now, I have gained a tremendous amount of knowledge over the past year or so from Brad's informative articles.
The ability to keep learning and applying knowledge from others is crucial to continued investing success.
Thank you Brad.
Fed Forecast Puts Annaly And mREITs In A Sweet Spot [View article]
"The Federal Reserve recently issued
The Federal Reserve just issued
The Fed's moderate inflation outlook
the Fed's forecast
The Fed's moderate inflation outlook
If the Fed had to at least worry
Taking the Fed out of the business
So the Fed's inflation outlook
If the Fed is also right about GDP
So, if the Federal Reserve's economic forecasts are reliable"
I think the last thing investors should be relying on is a group of people (the FED) who are completely out of touch with average Americans when it comes to inflation.
Inflation is everywhere, except in the commodity items that are being massed produced in China and elsewhere and sold in the US. We all know that fuel, food, electricity, water, etc. all the basic necessities have gone way up in price over the past 5 years.
I am sure the members of the FED, with their six and seven figure salaries, government benefits, limo's, chefs, etc. cannot really relate the the average Americans earning $45K / year before taxes.
I do continue to hold REM in order to be diversified in the MReit space. I am curious about the market reaction should the FED decide that the easy money is really coming to an end and interest rates do start to rise.
Wait and see for now and collecting 11% yield. That is the ticket for the moment.
"Here's a novel way to drive up a company’s share price," writes the NYT's Jeff Sommer. "Pay billions of dollars in additional taxes." Forensic accountant Robert Olstein reckons that companies such as Apple (AAPL), Microsoft (MSFT) and Cisco (CSCO) should repatriate the tens of billions dollars they hold abroad, pay tax on it, and then use the rest of the cash to repurchase stock. That would boost their share prices by at least 20%. [View news story]
Creating wealth over the long term should be the real goal of investors not short term trickery.
Don't Jump Back Into Stocks - Unless You Plan To Stay [View article]
The simple yet sad fact is most Americans not only have no idea how to invest, they follow people they should not be following and they always get into the market "after" it has gone up 100% off the bottom.
Worse, they almost always sell at the bottom.
It is clear that most Americans are lacking in real financial education.
If they perhaps spent less time watching people on TV making fools of themselves for $1000 and more time reading a handful of good books about markets and investing they would be a little bit wiser.
Coffee House And Bull$hit: Two Kinds Of People [View instapost]
You are 100% correct. Turk..you as well.
TV? Cable news programs? CNN? MSNBC? FOX?
They are all one in the same. i have been speaking about this for years. There is no 2 party, 3 party, any party system in the US anymore. It amazes me that people still get worked up watching these channels thinking that what they are receiving in real news.
As someone who came from nothing, had no benefit of family wealth or anything for that matter i can truly attest that if you as a person desire to be something, have anything, you can do it. You can make a difference not only for yourself, your family and eventually for others, as I try to do now.
Unfortunately we have to many people looking to be taken care of, and then when it all goes bad they blame everyone...except for themselves.
4 Consumer Products Stocks With The Potential To Reach 25% Yield On Cost In 10 Years [View article]
VGR borrows heavily to pay that dividend. I would not touch that one.
LO is ok.
DRI: not a huge fan of the restaurant business.Relies to heavily on consumers ability to afford to eat out.
CDH is pretty good. Long uptrend intact. Can still grow. Looks good.
The Market Is Advancing: Is It Time To Sell? [View article]
That is the key takeaway here.
There is more however.
Every investor needs to have a strategy. Where are you in life? What is your age? Are you an investor or are you just a gambler?
Remember....Everyone is called an investor now by the media. Long ago, there was the distinction between investing and speculating. No more. That distinction was eliminated by the media to help draw more and more people into the markets.
Investors can also do well by seeking out those investments that remain off the Wall Street radar and have huge long term upside potential (PBA for example...which i do own BTW).
Am I selling an stocks I own even as this market is at a new all time high? (A high by the way reached on lower and lower volume)
No of course not. I will always keep re-investing the dividends into those companies who warrant it. Will I commit new money or build a fresh new position in a company even at all time highs in the market? Absolutely. You just won't be reading about them in the main stream media or seeing them advertised on Mad Money.
Just How Risky Are REITs? [View article]
I agree 100%. I have been investing that way for years. You tend to make the most money buy investing in what the majority does not own.
Billionaire Steve Cohen's Newest Stock Picks [View article]
It is nothing more than luck that every so often some of these picks outperform. Please. When will this nonsense of trying to get people to your website end?
This so called data you provide is anywhere from 3-6 months old already and is meaningless. Anyone who relies on what these so called hedge fund managers are buying deserves everything they get in the end for not doing their own research.
The U.S. economy is ready to take off, says BlackRock's Larry Fink, and a push by U.S. banks to make new loans should help lead the way. "Aggressively” stepping up lending, he said, would spur hiring by businesses which would bolster economic growth. Capitalization is not the issue here. "Our banks are the best capitalized institutions in the world," Fink says. "The problem for banks going forward is making sure they originate enough loans." Which, in turn, is also the solution for sparking economic growth. (Video). [View news story]
Americans should borrow nothing. Starve the beast. Wreck the system. Reset everything that is wrong with this country. Put people like Mr. Fink back into the middle class (though as everyone knows that class is disappearing as well).
Debt is not wealth.
Put people like Mr. Fink in the middle of a town hall meeting with those who are barely getting by. I am sure he will be a hit and the life of the party.
In the two decades through December, the average return of all investors in U.S. stock mutual funds was an annualized 4.25% vs 8.2% for the S&P 500. That translates into a difference of $25,467 for an investment of $10,000. "The dismal truth is that over the long run, the average person is a woeful investor," writes the NYT's Jeff Sommer. [View news story]
NO.
The real truth is: Mutual fund managers, Asset gatherers are woeful investors.
End of the story.
Here's What Investors Need To Realize After The Terrific Jobs Report [View article]
You are either rich or you are poor.
There is almost no more middle class.
The poor now earn $30K per year for a family of 4 (It used to be $45K/ year a few years ago) and the rest is supplemented by gov't handouts paid for by what is left of the real middle class.
They have all their junk they cannot afford to pay for in the first place, almost no retirement savings or real net worth, and are essentially servants now to their government who without them, they would starve.
The rich on the other hand have all the net worth, are independent, have wealth spread across various asset classes, have little or no debt, are fully able to think for themselves and completely understand the game that has been put in place over the past 18 years.
I know what side I am on. I planned it that way and offer no apologies for doing so.