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RWMostow

RWMostow
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  • Kinder Morgan: The Calm Before The Storm? [View article]
    The disclosures mailed to me was the size and heft of a phone book!

    Did I read the doc? No.

    -rwm
    Nov 23, 2014. 01:19 PM | 5 Likes Like |Link to Comment
  • Altria Group Inc: Prepare For The Fall [View article]
    Ppars-

    Why are your "afraid?" I will back up the truck on a decent pullback.

    Long: MO

    -rwm
    Nov 19, 2014. 02:08 PM | Likes Like |Link to Comment
  • Quit Chasing Silly Rabbits And Invest For The Long Run [View article]
    rdc-

    I consider having cash on hand (earning a measly 1% FDIC insured) to be part of the cost of investing. Just like my subscription to WSJ.

    There are too many risks to preferreds to consider it a place for stashing cash (aka dry powder).

    As a separate discussion, don't forget the minimum of 6 months living expenses in an FDIC insured account!

    Happy investing!

    -rwm
    Nov 18, 2014. 03:13 PM | 1 Like Like |Link to Comment
  • Quit Chasing Silly Rabbits And Invest For The Long Run [View article]
    Tx-

    GE clearly stated in the Great Recession that they would not cut the dividend. Then a short time later the dividend was slashed; not to fully recover.

    Long: GE - and not happy.

    -rwm
    Nov 18, 2014. 03:06 PM | 2 Likes Like |Link to Comment
  • General Electric's CEO Jeff Immelt Is On Easy Street [View article]
    Red-

    I sincerely hope that you are correct. Good luck!

    Long: GE

    -rwm
    Nov 17, 2014. 05:35 PM | 1 Like Like |Link to Comment
  • This REIT Band-Aid Will Only Make The Sears Brand Fade [View article]
    Brad-

    Another good article which opened my eyes wide to: "eREIT" is not the solution to every problem. Especially for Sears (the retailer).

    Without a business model (Sears has none, IMO), it is just a matter of time before it disappears. It is a shame that none of the top brass realize the possible value of Kenmore and Craftsman.

    I state "possible" because it is possible that only old people (north of 50) like me even know of the brands, let alone continue to buy those products.

    Sears has not kept up with the times. When someone says "Sears", I visualize quality washers, dryers, and Craftsman tools. Younger folks say: "who?"

    Compare Sears to Macy's. One is an "I don't know" and the other is a department store.

    Sorry for the rant.

    -rwm
    Nov 17, 2014. 02:21 PM | Likes Like |Link to Comment
  • Retirement Strategy: Annuities Vs. Dividend Growth Investing For A Lifetime Income [View article]
    RS-

    Agreed! Great article, BTW. No annuities for this fuzzy old head.

    I never thought of all this as a HOBBY. Come Monday, I'll have a new outlook on the 4-5 hours a day that I spend managing my portfolio.

    All the best.

    -rwm
    Nov 15, 2014. 03:27 PM | 2 Likes Like |Link to Comment
  • Coal-burning utilities predict blackouts from Obama climate pact [View news story]
    Jerry-

    Excellent question. Does anyone have an answer to this?

    Long: SO

    -rwm
    Nov 15, 2014. 03:01 PM | Likes Like |Link to Comment
  • REITWorld 2014 Recap: Healthcare Trust Of America [View article]
    UTA and Brad Thomas-

    Excellent analysis. Thanks.

    What stopped me dead in my tracks in making an initial investment in ARCP was their announcement of the Red Lobster R/E purchase.

    Over the years, I've made my share of mistakes (perhaps more). I am thankful to ARCP that they put a huge caution flag on the playing field in the form of Red Lobster.

    Brad Thomas has helped me make a nice amount of bucks in the short time I have been a devoted follower. I am saddened that Brad was nipped by his purchase of ARCP.

    Good luck to all.

    -rwm
    Nov 13, 2014. 05:32 PM | 3 Likes Like |Link to Comment
  • Retirement Strategy: The Politics That Could Affect Our Retirement Portfolios And Income [View article]
    Retire-

    I always take the divis in cash. Then decide where to deploy, or not (meaning build up dry powder). Your mileage may be different. Good luck.

    -rwm
    Nov 10, 2014. 02:54 PM | Likes Like |Link to Comment
  • Retirement Strategy: The Politics That Could Affect Our Retirement Portfolios And Income [View article]
    RS-

    Do you have an opinion on $NYCB? I am not a fan of residential r/e and that's where it appears their income is coming from.

    Great article, BTW. Easy for my head to absorb.

    -rwm
    Nov 10, 2014. 02:45 PM | Likes Like |Link to Comment
  • Linn Energy Provides More Cushion For The Coming Impact [View article]
    Plain-

    What license did you turn in?

    -rwm
    Nov 10, 2014. 02:03 PM | 1 Like Like |Link to Comment
  • Monmouth Is A Steady Eddie REIT, So Why Don't I Own It? [View article]
    Roland-

    I do not detect "grouchy" in Brad's writing today, however, yes, Brad did take a loss on his shares of ARCP (see his previous articles), and as he stated above, he is in the UK this week so perhaps a little jet lag (or a lot) is peeking through.

    Long: MNR

    Just my opinion. Best wishes,

    -rwm
    Nov 10, 2014. 11:22 AM | Likes Like |Link to Comment
  • Dendreon Files For Bankruptcy [View article]
    Bill-

    Thanks, as always, for keeping us on top of Dendreon.

    I am just curious: is there any hard core evidence that Provenge actually works?

    I will continue to follow your articles with interest. Best wishes,

    -rwm
    Nov 10, 2014. 10:30 AM | Likes Like |Link to Comment
  • Midsize bank investors could be elections' big winners [View news story]
    Value-

    I skimmed the 3rdQ Earnings Q&A earlier this evening on SA. It did not sell me. However, make no mistake, I DO appreciate your penetrating analysis! -;)

    -rwm
    Nov 7, 2014. 09:54 PM | Likes Like |Link to Comment
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