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4n7sjkl

4n7sjkl
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  • Pembina: Oversold And Sinking For No Good Reason [View article]
    Thanks for the thorough article and the encouragement. I have owned the stock for years and cannot be happier with the results. Ones it falls prey to the high frequency hedge fund crowd, intrinsic value or dividend has no meaning. But, it can create a good buying opportunity, as might be the case now.
    Jun 27 05:38 PM | 6 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
  • 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 08:54 AM | 3 Likes Like |Link to Comment
  • CommonWealth REIT: Beware The Dividend Trap [View article]
    I fully agree with your analysis, Michael. The management company seems to be running it to their own benefit, not the shareholders. Every time the stock price recovers, they dilute it by floating more shares. The only hope for shareholders is that the stock sells for just about half the book value and might entice a takeover, at a premium to the current price. If such an event will take place, they will certainly have my vote.
    May 15 09:00 AM | 3 Likes Like |Link to Comment
  • 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
  • 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
  • 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
  • CommonWealth Management Needs To Go [View article]
    It sounds as if The Board of Directors, which is supposed to represent shareholders interests, has given RMR a license to enrich themselves at the expense of the shareholders. Something is very 'fishy' here and, unless an outside force gets involved, one can expect diminished stock value and dividends.
    Oct 31 10:21 AM | 2 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 08:34 AM | 2 Likes Like |Link to Comment
  • Pembina: Oversold And Sinking For No Good Reason [View article]
    The core of the problem is that 70% of the trading on the NYSE is done by institutions and high frequency traders who are very short time oriented. 
    Jun 28 09:20 AM | 2 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
  • 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
  • CommonWealth REIT Urges Shareholders to Take No Action at This Time Regarding the Proposed Consent Solicitation [View article]
    Ate they serious? They want us giving them a free hand to continue fleecing the shareholders through their management company (RMR)? I can only hope that the majority of the shareholders are aware of the situation and will take the necessary action to kick them out.
    Mar 13 06:07 PM | 1 Like 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]
    retire2014
    Knowing RMR history I think that you will be well serves selling your holding of GOV, which still sells above book value. I suffered a loss of over 50% on CWH and would hate to see others suffer the same fate at the hands of RMR.
    Mar 13 09:12 AM | 1 Like 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]
    These guys just hit their existing shareholders as they usually do.
    They seem to have a lot of tricks up their sleeves to enrich themselves (through RMR) at the expense of their shareholders. Is seems that there are a lot of gullible investors out there who are not aware of their antics and keep falling for anything they offer.
    Mar 12 10:02 AM | 1 Like Like |Link to Comment
COMMENTS STATS
76 Comments
43 Likes