Seeking Alpha

alankravitz

alankravitz
Send Message
View as an RSS Feed
View alankravitz's Comments BY TICKER:
Latest  |  Highest rated
  • I'm Glad I Have This West Coast Gem In My REIT Portfolio [View article]
    Brad,
    Thanks for another sage article and confirming my long position in ROIC.

    Alan
    Aug 20 06:10 AM | 1 Like Like |Link to Comment
  • W.P. Carey, NNN Report Great Q2 Results Utilizing 2 Very Different Strategies [View article]
    Terrific article. Thanks for your hard work.

    Long - NNN & WPC.......... O & ARCP
    Aug 10 12:11 PM | 1 Like Like |Link to Comment
  • An Intelligent Investor Should Consider REITs [View article]
    Brad,
    I pretty much agree with those who speak to the value you bring to anyone reading SA, wanting to invest in REITS.
    I do business with many of the Fortune 500 companies. There's a commonality I've found to the success of the individuals I do business with. They have terrific educations, they learn their respective businesses and industries and then manage and make decisions INSTINCTIVELY. When a person becomes as knowledgeable as you are in a specific industry, in this case REITS, they see first what others see eventually.
    I'm sure I can speak for a lot of people including myself who follow you on SA and SUBSCRIBE to you Newsletter, and say, THANKS, you've made a lot of money for us. And what better way to say thanks than continuing to support you.
    SO.....keep up the good work.
    Jul 18 07:25 PM | 2 Likes Like |Link to Comment
  • What Does PIMCO's Bill Gross Think Of REITs? [View article]
    Interesting article. Thanks for your input.
    fyi......I wouldn't worry too much about spelling errors, I'm more interested in what a person has to say.

    A suggestion, if you use Microsoft Word to write your articles, just do a spell check, select (left click and drag) the specific paragraph you want to insert under a graph, then copy and paste it into the appropriate position in your article.
    Jul 18 07:13 AM | Likes Like |Link to Comment
  • Zero Growth At Goldman Sachs [View article]
    I think you got 'snookered'
    What's your opinion going forward? I'm trying to figure out what an entry point should be.

    Goldman +1.7% after scorching estimates

    Jul 15 2014, 07:48 ET | About: Goldman Sachs Group Inc. (NYSE:GS)

    EPS of $4.10 vs. $3.70 a year ago, $4.02 in Q1. Annualized ROE of 10.9%.

    Investment banking revenue of $1.78B up 15% Y/Y, with underwriting revenue of $1.28B up 20% thanks to a big boost in equity underwriting.

    Institutional Client Services revenue of $3.83B falls 11% from a year ago and 14% from Q1 due to "significantly lower" action in currencies and, to a lesser extent, commodities. "Fixed Income, Currency and Commodities Client Execution continued to operate in a challenging environment as market volatility and levels of activity generally remained low."

    Investing & Lending revenue of $2.07B up 46% Y/Y, led by big gains in private equity investments.

    Investment Management revenue of $1.44B up 8% Y/Y.

    Operating expenses of $6.3B up 6%, with compensation and benefit expense of $3.92B up 6%. Compensation and benefit ratio of 43% is flat from a year ago. Non-compensation expenses of $2.38B up 5%, helped by higher provisions for legal and regulatory action.
    Jul 15 08:17 AM | Likes Like |Link to Comment
  • Are There Any Blue Chip REIT Bargains? [View article]
    Brad,
    As always thanks for your research and SAGE advice, it's very much appreciated by those like myself who have benefited from it.

    Anyone who is NOT a subscriber to your Newsletter should seriously consider it.
    The insight and research that's available IN ADVANCE of articles you publish on SA is very valuable.

    Long: O, DLR, VTR, HCP, WPC, OHI
    Jul 15 08:06 AM | 5 Likes Like |Link to Comment
  • Healthcare Trust Of America's Selective Acquisition Strategy Pays Dividends [View article]
    Personally, I'll take terrific research, balanced with instinctive industry acumen containing a few grammatical errors and misspelled word OVER a perfectly spelled and punctuated article with a thesis that SOUNDS good but is fundamentally flawed.

    Brad, continue your terrific work, helping investors make good decisions, investing their capital with a reasonably calculated risk.

    As far as the misspelled words and grammatical errors, tell Lauren not to forget to spell check the word document before publishing.
    Jun 11 05:35 AM | 6 Likes Like |Link to Comment
  • Is American Realty Capital Properties' 8% Dividend Yield Built To Last? [View article]
    Terrific article Brad......as usual.
    I'm long ARCP and with reinvested dividends, almost neutral.
    This is developing into one of those classic risk/reward situations.
    If one isn't betting the farm and you have a longer term horizon, it may be prudent to see if they can turn the brand around, in which case could result in 'A Rising Tide Lifts All Boats'.
    In the meantime, what's your thought about putting a 7% - 10% Stop/Loss under the position?

    BTW......next month my GHIN Index will be down to around 11.4. I made a few minor adjustments that are paying dividends (pun not intended).

    Alan
    May 30 07:57 AM | 1 Like Like |Link to Comment
  • Up Close With This Pure Play Hospital REIT CEO [View article]
    Brad, Here's an open invitation. I belong to Lakewood Ranch Golf and Country Club. We have three Eighteen Hole courses. Two are Arnold Palmer signature Courses and the third is a Rick Robbins course. If you're ever in the Sarasota Florida area and want to play email me.
    You have my email address from previous email exchanges we've had.

    http://bit.ly/1qDKKIP

    Alan
    May 14 04:48 PM | Likes Like |Link to Comment
  • Up Close With This Pure Play Hospital REIT CEO [View article]
    Brad,
    Keep up the terrific research and commentary.

    Those of us who follow you and subscribe to your newsletter value your insight and acumen in the REIT arena.

    Having said that, if you need help with your golf game, let me know :-)

    Best regards,
    Alan
    May 13 05:42 PM | Likes Like |Link to Comment
  • Up Close With This Pure Play Hospital REIT CEO [View article]
    Mike,
    Yes, it's the trader in you.............so let's agree to disagree.

    And I'll repeat what I said previously, for the record, I happen to admire Brad Thomas and the hard work he puts into his research.

    Alan
    May 12 04:39 PM | 2 Likes Like |Link to Comment
  • Up Close With This Pure Play Hospital REIT CEO [View article]
    Mike,
    I think you're missing the point, and a side note, my personally history confirms that I don't need a guiding hand. I do value a TRUSTED hand.

    You comment implies you don't think it creates a possible conflict of interest.
    So here's a question for you. If you're reading an article from what you believe is a trusted source and they publish a thesis recommending a stock in which you then take a $25,000 or $30,000 position and then a few months later the Author decides otherwise and sells their position in ADVANCE of publishing a contrarian view, you wouldn't be concerned?

    In my opinion, when an Author goes on the record for a buy recommendation which they're already long on, they have a fiduciary responsibility NOT to sell their positions in advance of authoring another article indicating they have SOLD their position PRIOR to writing the article. They should indicate in the SELL thesis that they are going to liquidate their position, but not for 48-72 hours.

    For the record, I happen to admire Brad Thomas and the hard work he puts into his research. I also believe what just occurred was a unintentional MISSTEP that I hope doesn't happen again.

    For the record, MPW at Friday's close was $13.55. My cost basis is $11.66.

    Alan
    May 10 09:56 AM | 1 Like Like |Link to Comment
  • Up Close With This Pure Play Hospital REIT CEO [View article]
    Brad,
    This morning as subscriber to your Newsletter I received an email announcing YESTERDAY that you sold your position in MPW.
    I understand that as facts change, one acts accordingly.
    BUT, usually, Newsletter Authors when they announce a change in their opinion on a position they recommended and are long on don't sell ahead of their announcement, they sell 24 hours AFTER the announcement.

    Alan
    May 8 08:26 AM | 2 Likes Like |Link to Comment
  • Why Should You Maintain A Balanced Diet Of REITs? [View article]
    Hello Brad,
    Always a good read.

    Craig L. Israelsen's 7Twelve Core Portfolio is structured for ages 20 -50 at an 8.33% equal weighting.

    He then breaks it down further by age.
    Ages:
    50-60 /6.77% equal weighting
    60-70 / 5% equal weighting
    70 plus /3.33% equal weighting

    http://bit.ly/1j9dRPj
    May 6 01:47 PM | Likes Like |Link to Comment
  • Why It's Important To Own Predictable REIT Stocks [View article]
    Hardog, I'm also curious to read Brad's reply to Bob Wells question.

    Long: Ventas, (VTR), Realty Income (O), W.P. Carey (WPC), HCP (HCP), and Omega Healthcare (OHI)....and STAG
    Apr 29 12:36 PM | Likes Like |Link to Comment
COMMENTS STATS
36 Comments
37 Likes