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  • Canadian Oil Sands Trust Is Now the Single Most Attractive Oil Acquisition Target  [View article]
    With oil at $80 COSWF cash flow is underwhelming.
    Nov 04 19:58 pm |Rating: 0 0 |Link to Comment
  • Penn West: A Slightly Expensive Replacement for Harvest Energy [View article]
    ERF has a stronger balance sheet and provides only a slightly lower dividend. It also has substantial U.S. properties. Think all the royalty trusts will be converted or bought soon, hopefully at higher prices.
    Oct 26 15:47 pm |Rating: +3 0 |Link to Comment
  • Travel Centers of America: Rare Value Investing Opportunity [View article]
    If TA is ever able to pay the past due rent to HPT, HPT will raise the rent so it can milk all TA's cash flow.
    Sep 14 09:12 am |Rating: +1 0 |Link to Comment
  • Cramer: Commercial Real Estate Surprisingly Strong in Mid-Atlantic [View article]
    As paper money continues to be printed real assets will eventually gain in value as a hedge against inflation.
    Aug 20 16:15 pm |Rating: +3 -2 |Link to Comment
  • BP Scientist: Ethanol Easier than Biodiesel [View article]
    Why not just use abundant NG as fuel and save all the processing cost, waste products, and land and water pollution.
    Jul 27 12:35 pm |Rating: +1 -1 |Link to Comment
  • The Oil Sands: Profiting from a Misunderstood Patch in the Oil Complex [View article]
    Lots of risk in the oil sands business justifies the low valuation, not even mentioning the trust tax and a carbon tax.
    Jul 13 09:31 am |Rating: 0 -1 |Link to Comment
  • Another Potash Production Cut - Fertilizer Names Get Composted [View article]
    Sell into the weakness and buy it back at lower levels.
    Jun 18 20:28 pm |Rating: 0 0 |Link to Comment
  • A Poor Man's CEF Portfolio That Performs [View article]
    What's a CEF?
    Jun 04 15:46 pm |Rating: +1 -1 |Link to Comment
  • PIMCO's Bill Gross Sees a Bleak Future [View article]
    I don't understand why China is saying that the dollar may cease to be the reserve currency. At the same time China is pegging the yuan to the dollar. Sort of live saying stay back come any closer and I'll shoot myself in the head.
    Jun 03 12:17 pm |Rating: 0 -1 |Link to Comment
  • IPO Overview: Government Properties Income Trust  [View article]
    Obama may reduce the number of U.S. facilities rented to save taxpayer money. ha ha ha
    Jun 01 16:36 pm |Rating: +2 0 |Link to Comment
  • Brandywine Realty: A REIT Bargain Even with Impending Carnage [View article]
    I own the HRP-D's. also preferreds of SLG, HCN, SHO, GOOD. I own bonds of FR but see those as the riskiest of the bunch.
    May 22 20:19 pm |Rating: 0 0 |Link to Comment
  • Brandywine Realty: A REIT Bargain Even with Impending Carnage [View article]
    I like owning the preferreds and bonds of companies like BDN because you get a high yield and the payouts are pretty safe.
    May 21 10:46 am |Rating: 0 0 |Link to Comment
  • ATP Oil & Gas's Forgotten Infrastructure Value [View article]
    Production companies are sitting ducks for the Obama tax the rich crowd.
    May 17 15:30 pm |Rating: +4 -3 |Link to Comment
  • MBIA and BofA: Thoughts on Litigation  [View article]
    Noticed that since MBI split its business the muni part has AA- ratings and the other part has BBB+ ratings. Looks like there is plenty of lawsuit fodder to go around.
    May 14 12:54 pm |Rating: +1 0 |Link to Comment
  • FDIC Continues to Sell Performing Commercial Loans at About 50% Off Book Value [View article]
    Interesting. If you can't make make in this market you're not trying. There is so much priced for disaster that is worth a whole lot more.
    May 12 15:43 pm |Rating: +1 0 |Link to Comment
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