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  • Recent Buy: Realty Income Corporation [View article]
    Very solid article. IMHO I think O is fairly to slightly over valued. If you're not in the stock, its not a bad entry pt currently, although it is up 3% after hours. I have been in this one for a couple years, and add consistently. I'd add again at anything under $50 ps. It is as close to a buy and forget stock as there is, or even a monthly accumulation stock.
    Mar 29, 2015. 10:46 AM | 1 Like Like |Link to Comment
  • Prospect Capital: A Cheap Cigar Butt? [View article]
    Probably the worst written article I've ever seen on SA, completely devoid of facts.
    Mar 28, 2015. 01:01 AM | 1 Like Like |Link to Comment
  • Linn Energy gains $1B equity commitment from P-E firm to fund deals [View news story]
    Excellent news. Wish I would have bought more at $9.50
    Mar 24, 2015. 03:47 PM | 1 Like Like |Link to Comment
  • McDonald's higher with REIT chatter in the background [View news story]
    Like Coca Cola, the Big M is one of the strongest brands in the world. Do not minimize that fact. See Disney as well.
    Mar 23, 2015. 01:02 PM | 2 Likes Like |Link to Comment
  • Orchid Island Capital: A Best-Of-Breed mREIT Contender? [View article]
    Been long on this one for about a year. Love the yield, but am not a buyer at current price. Should in pullback into the 12's I would add.
    Mar 17, 2015. 11:59 AM | 1 Like Like |Link to Comment
  • Fifth Street Finance Has 50% Upside From These Prices [View article]
    Excellent article. Been long FSC for awhile and was thinking about adding..
    Mar 17, 2015. 11:48 AM | 3 Likes Like |Link to Comment
  • Orchid Island Capital declares $0.18 dividend [View news story]
    This has been one of my best purchases
    Mar 10, 2015. 11:35 PM | 2 Likes Like |Link to Comment
  • Why Buy Realty Income? [View article]
    You miss the point entirely. Monthly income = faster compounding. History is you friend. BTW, if you grow your weekly dividend each year for over 20 years like O has and pay out weekly with increasing stockholder value, yes I would but your REIT!
    Mar 8, 2015. 12:33 AM | 1 Like Like |Link to Comment
  • Relax, There Is No Reason To Sell Realty Income Just Because Rates Will Rise [View article]
    You won't see 30's again on O. But at anything under 45
    Mar 8, 2015. 12:28 AM | 1 Like Like |Link to Comment
  • I Missed, But Really Didn't Miss, On My Northern Tier Energy Variable Distribution Forecast [View article]
    Agree with most of your comments except one. NTI is mot becoming a long term investment, it always has been. Wait until it's below $23, and it will be then pounce. Or add.
    Mar 6, 2015. 07:27 PM | 4 Likes Like |Link to Comment
  • Income favorites tumbles as rates fly higher [View news story]
    Same here. Another 5% dip and I will add.
    Mar 6, 2015. 11:41 AM | 3 Likes Like |Link to Comment
  • Chevron, Linn ordered to shut California wells on water concerns [View news story]
    Thanks Okie.
    Mar 3, 2015. 11:16 PM | 3 Likes Like |Link to Comment
  • Comparing Prospect Capital's NAV, Investment Portfolio, Dividend, And Valuation To Several BDC Peers - Part 1 [View article]
    Great work Scott, as always - thanks for your continued efforts.

    One question, with MAIN having such a high premium to NAV would it not be prudent to sell now and look for a lower price point for re-entry somewhere down the road? I know it has a decent yield, but it seems to me that one's capital could be put to better use in the current landscape.
    Mar 3, 2015. 11:42 AM | 3 Likes Like |Link to Comment
  • Orchid Island sets $100M in ATM share sales [View news story]
    Been a great company to have in your portfolio over the last year. Nothing has changed.
    Mar 2, 2015. 05:40 PM | Likes Like |Link to Comment
  • Building A $100,000 High-Yield Income Portfolio From Scratch, Adding Position 2: New Residential Investment Corp. [View article]
    I mentioned it in your last piece - NTI for your MLP. Unfortunately it is up about $3 since that post. I like ORC too, but that would give you another mREIT. Take a look at CVRR as well, better price point currently than NTI. I am a long term holder of NTI and would buy at a price of < $22
    Mar 2, 2015. 05:10 PM | Likes Like |Link to Comment