5 Undervalued REITs Going Straight Up [View article]
Yes, if you really distrust CWH's management then definitely steer clear of the stock. But the point is that CWH is trading WAY below book value and is undervalued, especially if the office and industrial markets pick up in 2012.
Also, there is always a specific reason for issuing more shares and the board including major shareholders have to approve it. The last share offering in July was for paying down debt and more acquisitions and I see nothing wrong with that. The offering was priced at $24/share - this is at least where the stock should be now.
Office REITs Appear Well-Positioned for 2012 [View article]
Natty, I did not come across any major CWH acquisitions in 2011. But either way I completely agree with you - at this price it is a BUY. Besides the hefty divvy, I believe price to book value is now less than 0.50. The question now is not if but when to jump in.
The Meteoric Drop Of Invesco's Book Value [View article]
"The hedges the company has in place have suffered in nominal value during the past two months but should recover valuation going forward"
How do you know that the hedges will go up in value? Predicting interest rates is a dangerous business and IVR is paying the price for it. Book value is an extremely important indicator for mREITs.
Invesco Mortgage Capital's Quarterly Results And Recent Secondaries Underscore Importance Of Per-Share Comparisons For mREITs [View article]
The decline in Invesco's book value has almost nothing to do with the secondary offerings. It was mainly a result of the swap value decline and the cost of the $4 billion swap purchased in Q2 and paid for in Q3, which was also explained by the CFO in their earnings webcast. Same thing happened last quarter.
Top 10 Most Shorted Shipping Stocks [View article]
HerrHansa, what you are probably seeing is the short interest as a percentage of the float. My numbers are based on the total shares outstanding, since I find that data on float is difficult to verify and even obtain.
Top 10 Most Shorted Shipping Stocks [View article]
Per the Nasdaq, "firms are required to report their short positions as of settlement on the 15th of each month. A compilation is published eight business days after." The latest publication date is 10/14/11. Where did you see this supposed "real time figures"?
Thanks for the clarification, LV. The distinction between Class A and B shares is always a little confusing, since one also has to figure out the process of converting from B to A.
Google and Yahoo Finance are often incorrect on number of shares, market caps, etc. According to their own site, LinkedIn has 9.04 mill shares outstanding, not 97 million shares.
4 Safer REITs For The Diversified Portfolio [View article]
Government leases are typically for a minimum of 4 years. The Fed Govt is among the safest tenant you can find, and is way better than having Solyndra or RIM as a tenant. Of course some risk of space reduction exists but that should not be a major impact on GOV's income stream.
I stopped following GTAT months ago when their price went up to over $12/share since I didn't see much upside from those levels. But this is a solid company that is getting more diversified with LED & sapphire technologies, and from what I recall it has a lot of institutional ownership (which can be good or bad). At its current price it is looking like a good buy for the long haul, but short term it could still go down another 10%-20%.
5 Undervalued REITs Going Straight Up [View article]
Also, there is always a specific reason for issuing more shares and the board including major shareholders have to approve it. The last share offering in July was for paying down debt and more acquisitions and I see nothing wrong with that. The offering was priced at $24/share - this is at least where the stock should be now.
Office REITs Appear Well-Positioned for 2012 [View article]
The Meteoric Drop Of Invesco's Book Value [View article]
How do you know that the hedges will go up in value? Predicting interest rates is a dangerous business and IVR is paying the price for it. Book value is an extremely important indicator for mREITs.
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Invesco Mortgage Capital's Quarterly Results And Recent Secondaries Underscore Importance Of Per-Share Comparisons For mREITs [View article]
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Good piece and quite entertaining. But I would have liked to see more financial analysis about these 3 offenders besides their P/E ratios.
Top 10 Most Shorted Solar Stocks [View article]