Seeking Alpha

4n7sjkl

4n7sjkl
Send Message
View as an RSS Feed
View 4n7sjkl's Comments BY TICKER:
Latest  |  Highest rated
  • Realty Income upsizes secondary to 8.5M shares [View news story]
    They would have done better by the shareholders had they done it when the stock was trading at around $55.00/share.
    Oct 22 09:21 AM | 2 Likes Like |Link to Comment
  • CommonWealth REIT (CWH) shareholders get another letter from Corvex and Related urging them to vote the board out. "We believe this continued value destruction is by design ... without immediate change we believe the Portnoys will continue on their path." The dissidents note ISS has recommended voting for dismissal of the entire board. [View news story]
    Is a vote really forthcoming?
    Jun 17 08:33 PM | Likes Like |Link to Comment
  • Global Bond And Currency CEFs: Murder By Macro Or Convexity Panic? [View article]
    It is hard to believe that this panic has been caused by individual income investors. Therefore, I assume that the source of this panic selling is institutional investors who bought these vehicles as a momentum play on margin and, once the momentum stalled and started reversing itself, they sold en masse. This, however, provides a good buying opportunity for long term income seekers.
    Jun 14 08:43 AM | 2 Likes Like |Link to Comment
  • REIT Focus: Commonwealth REIT [View article]
    Davephd-Thanks. I am not surprised at all.
    May 24 12:36 PM | Likes Like |Link to Comment
  • REIT Focus: Commonwealth REIT [View article]
    Cogen-I do not think that they can cut the dividend on the preferred. However, if I may give you my advice, I would stay as far away from these guys as possible.
    May 24 10:29 AM | Likes Like |Link to Comment
  • REIT Focus: Commonwealth REIT [View article]
    Dear Mr. Ori. I beg to differ. The poor performance of the common stock has more do with the self serving management than the economy. There are many REITS which have prospered in this same economic environment.
    May 24 09:18 AM | Likes Like |Link to Comment
  • REIT Focus: Commonwealth REIT [View article]
    Not if the fundamentals keep deteriorating.
    May 23 08:50 AM | Likes Like |Link to Comment
  • REIT Focus: Commonwealth REIT [View article]
    The fundamentals do not mean a thing here. What might make an investment worthwhile here is if the current self serving management can be removed before they cause further damage. This is a speculation rather than an investment, since the outcome is not clear-cut and certainly not a quick one.
    May 22 02:04 PM | 3 Likes Like |Link to Comment
  • Equity CEFs: 4 Funds To Buy And 4 Funds To Sell [View article]
    Doug-UTF-I doubt that they will increase the distribution, since part of it has been already ROC. Time will tell.
    May 17 09:25 AM | Likes Like |Link to Comment
  • Equity CEFs: 4 Funds To Buy And 4 Funds To Sell [View article]
    Thanks Doug. PEO also sells call options against their holdings and pays the extra income at the end of the year. Therefore, the actual income distributed exceeds the declared 1.6%. That, however, does not make it a screaming buy since their performance over the years has been lackluster. Comes June, a new manager is going to take over and time will tell if he can make much if a difference.
    May 14 08:46 AM | 1 Like Like |Link to Comment
  • Royal Dutch Shell plc - Share Buy-back Programme [View article]
    The company is buying and the investment community is selling-go figure.
    Mar 26 12:26 PM | Likes Like |Link to Comment
  • W. P. Carey (WPC) declares $0.82/share quarterly dividend, 24% increase from prior dividend of $0.66. Forward yield 5.12%. For shareholders of record Mar. 28. Payable Apr. 15. Ex-div date Mar. 26. (PR[View news story]
    Wow. This is a company I highly regret not putting more money into years ago.
    Mar 14 06:38 PM | Likes Like |Link to Comment
  • W. P. Carey Increases Quarterly Dividend by 24% and Announces Addition to FTSE EPRA/NAREIT Global Real Estate Index [View article]
    Wow. This company is amazing. My only regret is that I did not put more money into it years ago.
    Mar 14 04:44 PM | Likes Like |Link to Comment
  • CommonWealth REIT (CWH) unloads the rest of its stake in Government Properties Income Trust (GOV) - 9.95M shares - for $25.20/share, reaping net proceeds of $240.1M. GOV -5.3% to $25.12 premarket. (PR[View news story]
    I just looked-up CWH on Google Finance which states that institutions own 74% of the outstanding shares. If all these guys get together and a few individual shareholders join forces, the chance of throwing out the current self serving board seem pretty good.
    Mar 14 12:56 PM | 1 Like Like |Link to Comment
  • Swiss Helvetia Offers Swiss Blue Chips At A 13% Discount [View article]
    I have owned this fund for many years and I do not remember it ever trading at less than 13% discount to net assets. Therefore, this by itself should not be a reason to buy this fund, which otherwise has done reasonably well.
    Mar 14 09:24 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
76 Comments
43 Likes