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Doug Meeks  

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  • Doug Meeks
    Accumulating $OHI in the $33-34 range today. Solid REIT, growing dividends, growing FFO per share. Macro economic uptrend.
    Thu, 10:35 AM
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      • Doug Meeks
        I like $BRO here in growth accounts. This $31 is a solid spot for accumulation, will add more on any weakness.
        Thu, 9:29 AM
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          • Doug Meeks
            Still adding $JNJ, orders filling around $90.50 over the last few days. Cautiously adding.
            Wed, 8:27 AM
            Reply (2)
            • SctyKid: you think its going to go up
              Wed, 9:18 AM
            • Doug Meeks: Primary focus is to own a stable growing income. The dividends will go up and are safe. Price is uncertain, but below long term PE ratio.
              Wed, 11:19 AM
              • Doug Meeks
                Watching $DLR very closely, at medium term lower resistance and a good entry point. More weakness could present even better opportunity.
                Aug 6, 11:59 AM
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                  • Doug Meeks
                    I'm still moving money into $CLDT today. Keep calm, allocation to this one is 2% of any portfolio, but I'm adding today.
                    Aug 6, 11:29 AM
                    Reply (2)
                    • SeriousCat: 5% yield paid monthly... definitely starting to look interesting
                      Aug 6, 2:26 PM
                    • Doug Meeks: check the dividend coverage ratio, very healthy REIT
                      Aug 6, 7:04 PM
                      • Doug Meeks
                        $CLDT is entering interesting price territory, monthly dividend, great coverage ratio. Do your own Due Diligence!!!
                        Aug 5, 11:00 AM
                        Reply (2)
                        • NV_GARY: Been watching this one- grabbed some at 7% off sale. I thought the report was mostly very good.
                          Aug 5, 10:20 PM
                        • Doug Meeks: I agree Gary. For a REIT paying about 5% the coverage ratio is very conservative, they could raise the dividend nicely in a few months.
                          Aug 5, 10:23 PM
                          • Doug Meeks
                            $HEP is looking well priced here. Adding small steps, this is an MLP, but a good one. Earnings were as expected, looking good.
                            Aug 4, 8:09 PM
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                              • Doug Meeks
                                Small steps into $HASI today. Downgraded and sold off, I'll take a few shares.
                                Jun 22, 12:18 PM
                                Reply (1)
                                • scapaflow: like me, build up my position today
                                  Jun 22, 12:31 PM
                                  • Doug Meeks
                                    Adding $WFM at market open. Trying to get them below $43.
                                    May 7, 9:02 AM
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                                      • Doug Meeks
                                        Very close to moving in on $VTR and $OHI, small steps as REIT markets weaken.
                                        Apr 29, 10:38 AM
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                                          • Doug Meeks
                                            wow! HAS$ has left the station, all clients are on-board. up 11% today on a strong quarterly report.
                                            Apr 20, 1:26 PM
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                                              • Doug Meeks
                                                STAG$ is going on sale today. Careful here, STAG is not a core real estate holding so small steps into this one. DDYD.
                                                Apr 9, 1:03 PM
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                                                  • Doug Meeks
                                                    $GIS is a core holding, earnings beat and a 7% dividend increase today. Long GIS, would like to get more shares on any weakness.
                                                    Mar 18, 7:18 AM
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                                                      • Doug Meeks
                                                        $ARTNA looks good on the pull back today, after hours report is a beat for EPS and revs.
                                                        Mar 11, 5:45 PM
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                                                          • Doug Meeks
                                                            Adding $OHI at 38 bucks. Small steps.
                                                            Mar 6, 1:54 PM
                                                            Reply (3)
                                                          • View all 3 replies
                                                            • Brodidliy1: Did you consider $VTR or $HCN in the REIT healthcare space? Less of their revenues come from fed govt
                                                              Mar 6, 9:19 PM
                                                            • Doug Meeks: Yes VTR limit orders were triggered as well.
                                                              Mar 6, 9:35 PM
                                                              • Doug Meeks
                                                                REIT's are off on the FED's signals, I'm watching $38 for $OHI, for small steps, if it keeps going lower I'll keep buying more shares.
                                                                Feb 24, 11:16 AM
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                                                                  • Doug Meeks
                                                                    REIT's are off on the FED's signals, I'm watching $72 for $VTR, for starting small steps.
                                                                    Feb 24, 11:15 AM
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                                                                      • Doug Meeks
                                                                        $HAS is left the station. These guys are getting it right in toys. Star Wars is coming!
                                                                        Feb 9, 10:20 AM
                                                                        Reply (1)
                                                                        • Smarty_Pants: HAS is one of my superstar holdings since Jan 2012. CAGR of 27% over 3 years. YOC is 5.28%. Buy the dips when you get the chance.
                                                                          Feb 22, 12:23 PM
                                                                          • Doug Meeks
                                                                            Watching the $38 (to buy) level for $OHI, great REIT in a great sector getting a little panic selling here from interest rate concerns.
                                                                            Feb 6, 1:52 PM
                                                                            Reply (1)
                                                                            • Shelby Cardozo: I wouldn't mind seeing more downside myself, I'd love to start a position.
                                                                              Feb 6, 2:18 PM
                                                                              • Doug Meeks
                                                                                $O, Realty is showing it's bond proxy today, 10yr rates bumped up, Realty bumped down. Trendline could change, will be watching the $46 area
                                                                                Feb 6, 10:21 AM
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