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Stock Market Mike  

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  • If Data Centers Are Going To Grow, Digital Realty Will Too [View article]
    Good article, but your peers don't have much in common... except that they are REITs. That's like saying Intel, Google, and BlackBerry are peers, because they all make software.

    I think DLR, DFT, CONE, COR would've been better choices for peers. All of them are datacentre REITs. Someone wanting datacentre exposure would likely pick one or more of those four, so it'd be a very beneficial comparison.

    -Mike
    Aug 29, 2015. 04:52 PM | 1 Like Like |Link to Comment
  • Callon Petroleum - High-Flying Permian Player Raises Production Guidance Once Again [View article]
    I have some CPE and also their preferred shares. Hard to imagine given the sector's performance, but they're actually up in share price since the oil decline started. Can any other oil company boast the same? (Excluding ones being bought out at a premium.)

    -Mike
    Aug 28, 2015. 03:31 PM | 2 Likes Like |Link to Comment
  • Take-Two, Lions Gate teaming on 'Borderlands' film adaptation [View news story]
    They can have a lot of fun with that one. Think Wild Wild West... except more wild. The borderlands universe doesn't have perma death. If you die, you pay some coin from your bank account and get a new body printed. Since killing people isn't really a capital crime, it's a rather hilariously violent setting. Being set in an inhospitable desert wasteland with oodles of large hostile creatures only adds to the feel.

    Hopefully the film lives up to the games.

    -Mike
    Aug 28, 2015. 12:49 PM | 1 Like Like |Link to Comment
  • Massive Sale On The Ex-Dividend Date For This mREIT [View article]
    Agreed. Days like Monday, everything was being sold initially... except pure (Simple?) instruments, like inverse ETFs, ETNs, and of course US Treasuries. Just about everything else was on the chopping block.

    -Mike
    Aug 27, 2015. 11:38 AM | Likes Like |Link to Comment
  • Massive Sale On The Ex-Dividend Date For This mREIT [View article]
    Apparently some ETFs got briefly unlinked from their NAV?

    Check out the charts for HDV and USMV - they basically got chopped in half for 15 minutes.

    Would've been epic to be standing in line for one of those spikes downward.

    -Mike
    Aug 27, 2015. 11:32 AM | Likes Like |Link to Comment
  • Transocean: To (Finally) Eliminate Dividend And Take Huge Impairment [View article]
    Huh... interesting. Thanks for the correction.

    -Mike
    Aug 27, 2015. 11:27 AM | Likes Like |Link to Comment
  • Intel invests $60M+ in drone maker; shares close up 5.5% as Nasdaq surges [View news story]
    Hopefully those are good quality drones. My Uncle bought one (not sure which brand) - it exploded, sending shrapnel all around that part of his house, and lighting his carpet and furniture on fire. Luckily he was home (but in another room), so suffered no personal injuries, and was able to extinguish the fires with fire extinguishers.

    -Mike
    Aug 26, 2015. 08:33 PM | 3 Likes Like |Link to Comment
  • National Health Investors Lost Its CEO But Gained A New Shareholder [View article]
    "long term (10-20 year) demographics make it seem impossible that these companies won't do well. "

    Actually, all it takes is one particularly virulent virus one year to eliminate quite a few older people. Unlikely to happen, but if you see a black swan event unfolding before you, get your finger on that sell button.

    I'm overweight SNF, datacentres, and healthcare in general. Also got some apartments thrown into the mix.

    -Mike
    Aug 26, 2015. 08:19 PM | Likes Like |Link to Comment
  • Transocean: To (Finally) Eliminate Dividend And Take Huge Impairment [View article]
    Can't you force companies to buy back your shares if it falls under par value? I assure you, it is highly unlikely that it was $15. $0.15 seems accurate. Usually it's $0.01 or so. If your stock trades under $0.01, you can tender it and get back your penny? ;P

    -Mike
    Aug 26, 2015. 05:41 PM | Likes Like |Link to Comment
  • Brookfield News Has Similar Benefits For Northwest Healthcare Properties [View article]
    Still long these guys. Bought 5% more (than existing position) on Monday, near the lows. Their hedging is not perfect, but I do think Brazil is closer to the bottom than the top, and in the meantime stable rising rent seems like the way to play it. (As opposed to say... oil. Might recover, might be down for a while.)

    -Mike
    Aug 26, 2015. 02:40 PM | Likes Like |Link to Comment
  • National Health Investors Lost Its CEO But Gained A New Shareholder [View article]
    Google Finance usually extrapolates the last dividend across 4 quarters, I believe? It's also a tad smarter than Yahoo finance, and recognizes partial dividends and many special dividends. 0.85 * 4 = $3.40.... 3.4/56 = 6.07%

    -Mike
    Aug 25, 2015. 12:12 PM | Likes Like |Link to Comment
  • Reports: Intel will have to wait until 2016 to take iPhone share from Qualcomm [View news story]
    I believe sexist is the word that you're looking for.

    thehash - have you heard of Deb Cafaro?

    -Mike
    Aug 24, 2015. 09:54 PM | Likes Like |Link to Comment
  • Massive Sale On The Ex-Dividend Date For This mREIT [View article]
    Seems like the sectors that are being spared the most pain are ones that already crashed.

    The market open this morning was quite heart wrenching. Those were some BIG dips.

    -Mike
    Aug 24, 2015. 06:08 PM | 1 Like Like |Link to Comment
  • Apple slips below $100, poised for 10-month low (updated) [View news story]
    Split doesn't change anything except make it easier for smaller investors to buy shares. Market cap is the same.

    It's widely known that Apple uses sell-in rather than sell-through. Both are acceptable if turnover time is low, although one provides more insight into end-user sales.

    -Mike
    Aug 24, 2015. 11:26 AM | 1 Like Like |Link to Comment
  • Tech stocks setting up for dismal day [View news story]
    Denis Bobrovnikov - nonsense. When your brokerage account gets chopped in half, most people start to be more conservative with their money. It changes spending patterns, impacting growth, impacting jobs... the layoffs start, to try to preserve margins, and it spirals downward from there.

    -Mike
    Aug 24, 2015. 11:15 AM | 10 Likes Like |Link to Comment
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