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  • Forget The Trains And Planes, Buy This Industrial REIT For A 20% Treat [View article]
    Paul, good point, but the properties they are buying have lower rates that can eventually be raised due to the value-add activities Terrreno uses...property improvements, customization, etc.
    Jul 16 10:30 PM | Likes Like |Link to Comment
  • Forget The Trains And Planes, Buy This Industrial REIT For A 20% Treat [View article]
    Good one Brad C.
    Jul 16 10:27 PM | Likes Like |Link to Comment
  • Forget The Trains And Planes, Buy This Industrial REIT For A 20% Treat [View article]
    Vern, why is there an 'instead of' in your question instead of a 'in addition to'. Start thinking about portfolio management. O and TRNO are different types of REITs. Why would you buy just chips when you can wash them down with a coke?
    Jul 15 10:44 PM | Likes Like |Link to Comment
  • Forget The Trains And Planes, Buy This Industrial REIT For A 20% Treat [View article]
    Hi Bruce, I was just trying to point out that FFO per share only increased a few cents per share, even though the absolute level of FFO doubled from $2.5 million to $5.2 million. The 21.2 multiple is the reality because shareholders were diluted by the new shares. But if you looked at market cap/FFO in March 2013 compared to now, the multiple looks quite different. Annualizing the FFO in 1Q 2013 and 1Q 2014, we would get $10M ($2.5*4) for 3/2013 and $21M ($5.2*4) for 3/2014. The estimated market cap of the company was approximately $288M in 3/2013 based on 16M shares at $17.98. That equals a market cap/FFO ratio of 28.8. Compared to the current market cap/FFO ratio of around 22 ($473M/$21M).
    I hope that better explains what I was trying to say. I'll try to explainj it better in the article next time.
    Jul 15 02:55 PM | Likes Like |Link to Comment
  • Crown Crafts Inc.: Some Upside Potential But Revenue Growth Is Key [View article]
    Thanks Algo, unfortunately, the stock still hasn't turned around. It's a long-term play, but would be nice to get a little confirmation soon.
    Jul 2 11:08 PM | Likes Like |Link to Comment
  • CBL & Associates: A Detailed Look At The Transformation Reveals A Potentially Sharp Upside Move [View article]
    Chesterfield mall is a Tier 3 mall so I would assume it would be disposed of eventually. Hopefully sooner rather than later from what you are all reporting.
    Jun 14 09:42 AM | Likes Like |Link to Comment
  • CBL & Associates: A Detailed Look At The Transformation Reveals A Potentially Sharp Upside Move [View article]
    Chesterfield mall is one of the Tier3 malls so consider it to be on the chopping block eventually.
    Jun 14 09:41 AM | Likes Like |Link to Comment
  • Senior Housing Will Never Get Old [View article]
    Thats great Madam, but both have the same performance since this article was written, and the beauty of investing, is that you don't have to pick one over the other...you could invest in both. NHI has certainly performed better historically, but I would really prefer to be forward looking, and I think SNH is a good buy. Thanks for commenting and good luck.
    Jun 11 02:32 PM | 1 Like Like |Link to Comment
  • Senior Housing Will Never Get Old [View article]
    SNH up over 9% since this article was written. Not bad considering it first dropped 11%. It has trailed the S&P slightly and althoug it's looking a bit toppish, I would look for a modest correction as a good entry point. The stock still has more upside.
    Jun 6 01:56 PM | Likes Like |Link to Comment
  • Sleep Well At Night Owning This Hotel REIT [View article]
    May be time to lighten up on HST folks. It's had a 25% return since this article was written.
    Jun 6 01:46 PM | Likes Like |Link to Comment
  • Dogs Of The Dow Strategy Working So Far. What Should You Do Now? [View article]
    The concept is to update them once a year, on December 31st, of each year, and hold them for a full year. The highlighted companies are the Dogs of the Dow for 2014, regardless of how the dividend yields may change throughout the year. They will be reevaluated on 12/31/2014 and the ten highest dividend yielding Dow components will be the Dogs of the Dow for all of 2015.
    May 23 06:36 PM | Likes Like |Link to Comment
  • Dogs Of The Dow Strategy Working So Far. What Should You Do Now? [View article]
    Great question User17935802, the Dogs of the Dow are based on the dividend yields as of 12/31/2013. The dividend yields of these stocks would change as both the dividends and prices change but the Dogs of the Dow will remain static for the entire year. Both MSFT and CSCO had higher dividend yields than P&G as of 12/31/2013. That's why is wasn't included in this year's Dogs. Hope that clarifies.
    May 22 09:16 PM | Likes Like |Link to Comment
  • Dogs Of The Dow Strategy Working So Far. What Should You Do Now? [View article]
    Dear Djkidm, thank you! For commenting. As our website is named, we try to cater to the retail investor as much as possible. SA can be a good source, but many of the articles are on specific stocks and not on portfolio management nor educational topics. We try to balance our content as much as possible within the requirements set forth by SA. Our website has several articles on PM and more basic topics so I welcome you to take a closer look. Slowly but surely, we will continue to add these types of articles and soon will be rolling out a weekly summary of the market but with a less technical, down-to-earth, and sometimes whimsical tone.
    May 22 09:13 PM | Likes Like |Link to Comment
  • Annaly: Can You Invest In It And Still Sleep Well At Night? [View article]
    Thank you Cash. There are tons of great articles so I appreciate the compliment.
    May 7 11:09 PM | Likes Like |Link to Comment
  • Annaly: Can You Invest In It And Still Sleep Well At Night? [View article]
    Just a suggestion advisor4. You certainly shouldn't compare mREITs to Equity REITs either, which is what most people do. Just saying, put them in a different category when evaluating asset allocations. They don't belong in equity, they don't belong in REITs, you're saying they don't belong in high yield either. Perhaps alternatives. In any case, it's up to each investor to figure out how it fits, if at all, in their portfolios. You're not seeing any volatility in JNK because there haven't been defaults....be careful with that when defaults do start to increase.
    May 1 10:56 AM | 1 Like Like |Link to Comment
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