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4n7sjkl

4n7sjkl
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  • CommonWealth REIT: Beware The Dividend Trap [View article]
    Some blame the underperformence on the economy and hope that, once improved, things will get better here. However, there are REITS such as W.P. Carrey (WP) and Realty Income (O) that almost doubled at the same time frame that this company's stock halved, due to a deterioration in earnings and cash flow. There is more to it than that.
    Sep 29, 2012. 08:34 AM | Likes Like |Link to Comment
  • CommonWealth REIT: Beware The Dividend Trap [View article]
    If you are convinced that the underlying assets will outshine the bad management, you should buy, not sell.
    Sep 28, 2012. 09:17 AM | Likes Like |Link to Comment
  • CommonWealth REIT: Beware The Dividend Trap [View article]
    Yes, but very badly managed and therefore one can expect diminished returns in the form of declining dividends and stock price.
    Sep 27, 2012. 08:38 AM | Likes Like |Link to Comment
  • External Manager RMR Causes Concern At CommonWealth REIT [View article]
    One would expect an activist shareholder to take stake in the company and nominate his representatives to the board. That, one can only hope, will happen.
    Aug 30, 2012. 08:34 AM | 2 Likes Like |Link to Comment
  • External Manager RMR Causes Concern At CommonWealth REIT [View article]
    Here is a company that has done badly by their shareholders and, despite of that, the Board is being re-elected by them continuously. Go figure.
    Aug 29, 2012. 08:54 AM | 3 Likes Like |Link to Comment
  • External Manager RMR Causes Concern At CommonWealth REIT [View article]
    Wake up, the 'HEAVY' dividend is a result of the deterioration of the stock price!!!
    As long as the external management company is left alone to pursue their own interests, at the expense of the shareholders, nothing good is going to come out of it.
    Aug 28, 2012. 09:02 AM | 1 Like Like |Link to Comment
  • External Manager RMR Causes Concern At CommonWealth REIT [View article]
    You can do it as long as the stock price holds up, which is not the case here. Management already indicated that they might have to cut the dividend, so I would not bet on those 13% either.
    Aug 27, 2012. 11:19 PM | 1 Like Like |Link to Comment
  • External Manager RMR Causes Concern At CommonWealth REIT [View article]
    Since the Board of Directors seems to be under the spell of the external management company and therefore not acting in the best interest of the shareholders, the only hope here for an outsider taking over the company and kicking out both the Board and Management companies out. Otherwise, the external management company will keep milking the company to oblivion.
    Aug 27, 2012. 05:56 PM | Likes Like |Link to Comment
  • CommonWealth REIT: Beware The Dividend Trap [View article]
    I would have added to my original position, which is down 60%, if I would have had any confidence that the Board, which seems to be under the spell of the external manager, will act. However, for the time being, it seems to be dead money that can only serve to minimize my tax burden, once I sell.
    Aug 18, 2012. 09:38 AM | Likes Like |Link to Comment
  • CommonWealth REIT Management Discusses Q2 2012 Results - Earnings Call Transcript [View article]
    Anyway you look at it, it is a sad story in which an external manager seems to be running the company into the ground and the Board is just sitting by idle, unwilling or unable to force their hand. Under the circumstances, the only hope is for an outsider, lured by the discount to book value, to come in and take control of the company.
    Aug 18, 2012. 09:30 AM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Retiring Without A Million-Dollar Nest Egg - Part VII [View article]
    I own UTF and just added to my position. Their performance has been very good lately and they sell at a meaningful discount to their peers (energy and infrastructure ETFs). I therefore expect that their discount will continue to narrow, since their peers sell at premium. At current price they yield just about 8%, part of which is tax advantaged income, due to their holdings of Master Limited Partnerships.
    Aug 11, 2012. 09:18 AM | Likes Like |Link to Comment
  • CommonWealth REIT Management Discusses Q2 2012 Results - Earnings Call Transcript [View article]
    Management certainly has failed the shareholders for many years now. It is time for management change. One can only hope that the Board wakes up to this fact.
    Aug 10, 2012. 10:30 AM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Retiring Without A Million-Dollar Nest Egg - Part VII [View article]
    Very nice and objective article, thanks.

    Another good source of information is Morningstat.com, it which they provide their ranking of the funds.
    Aug 10, 2012. 09:18 AM | Likes Like |Link to Comment
  • Pembina Pipeline (PBA) declares $0.135/share monthly dividend, in line with previous. Forward yield 6.06%. For shareholders of record Aug 25. Payable Sep 14. Ex-div date Aug 23. (PR[View news story]
    What quarterly dividend? They pay a monthly one!
    Aug 10, 2012. 12:20 AM | Likes Like |Link to Comment
  • CommonWealth REIT (CWH): Q2 FFO of $0.83 in-line. Revenue of $255.3M (+17% Y/Y) beats by $4M. (PR[View news story]
    So, they meet or exceed Street expectations and the stock plunges close to 9%. Wonderful!
    Aug 8, 2012. 10:42 PM | 1 Like Like |Link to Comment
COMMENTS STATS
89 Comments
66 Likes