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  • A 5 Position, Offensive-Line-Like REIT Portfolio [View article]
    Fear the chase for yield has made the REITS a bit pricey. Am taking a modest amount off the table and waiting for an interest rate driven (v. fundaments driven) pullback. If it never comes that would be fine too.
    Jan 30, 2015. 08:25 AM | 1 Like Like |Link to Comment
  • Health Care REIT declares $0.825 dividend [View news story]
    Bought at $56; sold 25% of my HCN the other day at $80+. Might be overthinking that one. In the two Ohio cities, one large/one small, that I use as my economic bellweathers no one has built a new facility in a long time though I sense that's about to change.
    Jan 30, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • Ventas: Another Overpriced REIT, But Closer To Rational [View article]
    The private pay assisted-living facilities enjoy enormous pricing power in most markets. Trust me, I know. You want the REITS that are weighted in that direction.
    Jan 30, 2015. 08:11 AM | Likes Like |Link to Comment
  • General Electric: Abracadabra... Over 20% Upside Potential Materializes For 2015 [View article]
    "Accounting" taxes shown on income statements are generally higher than taxes shown on tax returns (which are the ones the company actually pays) due to differences in depreciation rules, etc.
    Jan 25, 2015. 09:15 PM | Likes Like |Link to Comment
  • REIT rally running out of steam? [View news story]
    I like the health care REITS and own HCN, VTR, LTC and BMR. I own them because personal experience tells me that the demand for assisted living, etc. facilities can only increase. That's why I own them---for the underlying businesses. Because, I suspect, many own them as a proxy for bonds there will be the inevitable ebb and flow with rates and this recent run-up is in no small part a case of investors chasing yield.
    Jan 22, 2015. 06:39 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Gold Rises Ahead Of ECB Meeting [View article]
    The talking heads are in Davos today (and CNBC is there!) where the private jets land like snowflakes and designer parkas abound. (Does anyone "jet pool," do you suppose?) Seems like that little confab rolls around about every three weeks. How many folks at last year's session predicted oil would plummet? Can't recall.
    Jan 21, 2015. 08:13 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Oil Majors Cut More Jobs As Crude Slides [View article]
    Is it true New York state wants to build some more casinos? In Ohio, we went from zero to, I can't count, ten casinos and racinos. One big casino has already ripped out 1000 slot machines as it was too depressing and spooky to walk down the aisles and not see a soul. Heaven help them if Internet gaming take off.
    Jan 15, 2015. 08:57 AM | 7 Likes Like |Link to Comment
  • Pfizer: Strong Pipeline And Dividend Growth Make It An Ideal Holding For Income Investors [View article]
    Bought PFE in 1999 at $33/sh. That about says it all.
    Jan 14, 2015. 09:06 AM | 6 Likes Like |Link to Comment
  • Dimon: "Banks are under assault" [View news story]
    The victim card comes right after "the media done it." How are bonuses looking this year? Are people leaving banking in droves and going to nursing school because they simply can't make any money?
    Jan 14, 2015. 08:53 AM | 6 Likes Like |Link to Comment
  • 3 Things McDonald's Can Learn From Sonic [View article]
    My parents owned a MCD franchise in the 60s-70s. The menu was 1/10th of what it is now and we opened at 11:00 a.m. not for breakfast. The biggest challenge was always reliable help. I travel around Ohio a bit and I find that in small towns the McD's have good, presentable workers as, I'm guessing, there are not a lot of alternatives for kids or adults seeking a second job/income; and in speaking with some managers they have actual careers. Hard employment times definitely favor McDs. Also, the small town MCDs have become senior centers which is a net plus though they don't spend a lot of $.
    Jan 13, 2015. 10:32 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Oil Extends Drop, Falls Below $45 [View article]
    Obama will become president of U. of Chicago or Harvard. Republicans at some point will need to put forward some positions on issues other than Dodd-F pullbacks and taxes and finance stuff so they have some bargaining chips. Their worst nightmare is an immigration vote so Louie Gohmert (sp?) can get some more exposure.
    Jan 13, 2015. 10:12 AM | 2 Likes Like |Link to Comment
  • General Electric: Is It Time To Be Greedy? [View article]
    Do the last 13 years burnish the Image of Jack from the Gut or lessen it?
    Jan 12, 2015. 10:05 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Week Begins With Healthcare Deals [View article]
    Thankfully, I went to college in an age when a professor could assign "The Communist Manifesto" and the class could discuss it without a FOX channel team appearing on the doorstep. If you do a minimal amount of research you won't confuse it with Fascism.

    Reading Steve Brill's work on our Byzantine health care system confirms that "reform," particularly pricing reform, given all the competing forces, isn't likely so the T Rowe Price Health Science Fund---up 150% over five years---may have "room to run."
    Jan 12, 2015. 09:31 AM | 6 Likes Like |Link to Comment
  • Being Patient With JPMorgan [View article]
    Turn the banks loose, all 7000 of them. They always get it right and are paragons of self-control and astute risk management. My guess is even bankers, while perhaps trusting their own institutions, don't trust the guys across the street. I ask my friends whether they're willing to buy several banks stocks and hold for 5 years .... with a small reward if they do. No takers.
    Jan 9, 2015. 08:14 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: China PPI Slumps For 34th Straight Month [View article]
    We've been at $2 or sub-$2/gallon of gas in Ohio for weeks. Drove to Baltimore two weeks ago -- PA was $2.80 as was MD. Shouldn't DD soar with cheap energy?
    Jan 9, 2015. 08:06 AM | 2 Likes Like |Link to Comment