Public Storage Inc. (PSA)

All Comments on PSA

  • commenter
    Aug 04 10:30 AM
    My Website
    S&P 500's Best and Worst Net Income Change [view article]
    The table provides data only. It does not provide recommendations.

    Data is potentially useful depending on the reader and their own investment approach. It is an extract from the full list which simply identifies those companies that are increasing earnings and those that are not. That is potentially important information.

    Perhaps one point would be to suggest to some readers how they might gain perspective about sectors, industries or companies by putting together a similar table for their full universe.
    Reply
  • commenter
    Aug 04 05:05 AM
    My Website
    S&P 500's Best and Worst Net Income Change [view article]
    So what is the point of this? Buy the dogs and sell the companies with real earnings? Many of the financials will never recover in share price for two reasons, namely, there ability to lever the balance sheet and party in SIV land is over, and exisiting shareholders in most cases have been diluted into oblivion. Reply
  • commenter
    Aug 03 09:07 PM
    My Website
    S&P 500's Best and Worst Net Income Change [view article]
    You are probably right about Tyco. I check with the data service to see what's what. Thanks. Reply
  • commenter
    Aug 03 07:35 PM
    S&P 500's Best and Worst Net Income Change [view article]
    Tyco should not be on the list imo. The company split into three parts last year and the statistics are screwed up. Reply
  • Top 15 Dividend Paying REITs [view article]
    Those are some pretty good stocks out there for which I have never heard anything yet.

    stc1,

    Nobody would take your comments seriously unless you provide some hard data evidence that David Powell's calculation data is wrong. You might be correct, but please next time you criticize something, please have your backup ready.

    Guliamo,

    What you are saying about RYN is generally correct. It doesn't have to chop down trees if it doesn't like the price. But how else is the company going to be able to generate the cashflow to pay dividends to shareholders?
    Reply
  • commenter
    May 25 09:16 AM
    Top 15 Dividend Paying REITs [view article]
    the reit divy play is getting pretty old and risky when you consider the magic math needed to justify the huge debts...... if youre gonna play with high risk,,,,,,,,,DHY @ $3.50 paying 11% is a less risky play. been kicking old and stagnant DVY's butt since $70 Reply
  • commenter
    May 18 01:01 PM
    My Website
    Top 15 Dividend Paying REITs [view article]
    Rayonier is a timberland company that owns 10's of thousands of would land acres. They chop down a few acres, then move to the next in a cycle that allows re-growth. No need to explain how important wood is to many aspects of our life but wood is also good as an investment and a great hedge against a volatile market. If Rayonier doesn't like the current price it's offered for it's wood, it simply doesn't have to chop any - the inventory keeps growing, literally, on the tree - so no warehousing costs and no depreciation. Since the housing slowdown, RYN has been beaten up with the rest of the field, but not for a good reason. So if you are looking for a great way to play it solid and get a 4.6% dividend while you're doing it, Rayonier is the play for you. Reply
  • commenter
    May 06 01:36 AM
    REITs: Still Some Bargains Out There [view article]
    Maybe "Seeking Alpha" should have waited for the Omega. Lets see now, $0.52 X 4 = $2.08 divided by $7.70 X 100 = 27%. Not bad even at twice the price???
    :)
    Reply
  • commenter
    May 05 10:30 PM
    REITs: Still Some Bargains Out There [view article]
    All negative RAS opinions turned to fodder by Q1 report today. See biz.yahoo.com/bw/08050... Reply
  • commenter
    May 04 12:11 AM
    REITs: Still Some Bargains Out There [view article]
    Greg Sukenik does not even need to attend RAIT Earnings Call to get his data. The only Earnings Call that I could see that he has ever attended is IRETS call at the end of February. From the Q&A at the IRETS meeting, it did not seem like he had read the hand out material. IRETS has traded between $9.00 and $11.00 for the last 5 years and is yields 6.5%. I would be curious why he chose this company of all companies having conference calls. It may explain why there are so many errors in his reports. Reply
  • commenter
    May 03 03:16 PM
    REITs: Still Some Bargains Out There [view article]
    Why are you assuming a dividend cut on RAIT when management is not? I would be very interested in any data you have that backs this assumption, or how you have arrived at your targets with reasoning. Reply
  • commenter
    May 02 10:53 AM
    REITs: Still Some Bargains Out There [view article]
    This article is Greg Sukenik interviewing Greg Sukenik. The fact that Greg Sukenik was the author of his own interview makes everything in this posting suspect.

    The Zacks ratings Greg published in March for RAS said he expected RAS to earn $1.30 for 2008. This means he expected they will be paying 90% of the $1.30 or $1.17 this year in dividends. At the current RAS $7.50 price, that is a dividend yield of 15.6% for the year. The $5.00 2008 target he set for RAS would imply a dividend yield of 23.4%.If RAS performs like CEO David Cohen has said several times, RAS would continue the dividend at $1.84. At $1.84, the dividend yield for a $7.50 stock price would be 23% and at your $5.00 target would be 36%.

    If RAS makes the $214M in fees Cohen estimated, the dividend would be higher than the $1.84.

    If management numbers were met, buyers today would get a 23% return. If your much worse forecast happens, then the 15% dividend yield seems like a pretty good for the 6 months.

    Greg also forgot to add a stock position disclosure to the end of the interview.

    Reply
  • commenter
    Apr 30 12:03 PM
    Top 15 Dividend Paying REITs [view article]
    CMO prefered is paying $1.26. 10% yield. Reply
  • commenter
    Apr 30 01:13 AM
    Under The Radar News - Monday [view article]
    @HarMegiddo,

    Congratulations on depriving yourself of an iPhone. I hope someday you can afford one.

    There is no one even close to having an iPhone-like product. Sure, there are tons of imitations, but they are totally non-functional, for people like you who have no idea what it's about, and really don't even want to see for themselves. Most of us are not like that though.
    Reply
  • commenter
    Apr 28 11:59 PM
    Under The Radar News - Monday [view article]
    Dream on,HarMegiddo & it will NEVER be going for under $100. You obviously are not their target customer.$100k household? Whoop-di-do! Reply