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  • Why Should I Own 'Little Brother' Blackstone?  [View article]
    Brad, Do you continue to like and maintain a buy on BXMT, given the sell -off in the Commercial Mortgage REITs space? A few like Chuckx, will argue that because people are leery of BX, it will hurt BXMT. As such the stock, BXMT, is not going to move in the way you think it should. What's your take?
    Jan 21, 2016. 03:31 PM | 1 Like Like |Link to Comment
  • Cincinnati Bell: Strong Growth, Improving Fundamentals, Declining Share Price  [View article]
    John, what in yotr opinion is a c=good entry point for CBB?
    Dec 18, 2015. 06:37 PM | Likes Like |Link to Comment
  • CareTrust REIT Has All Of The Ingredients For Something Special  [View article]
    Brad, having read your two articles on CTRE, my questions are:-
    1. Do you still consider CTRE as a "Diamond in the rough with all the ingredients of something special"? Mr. Market seems to hold an opposite view. I don't blindly follow Mr. Market.
    2. At today's price do you still rate it a buy?
    Nov 13, 2015. 05:21 PM | 1 Like Like |Link to Comment
  • CareTrust REIT Has All Of The Ingredients For Something Special  [View article]
    Brad, having read your two articles on CTRE, my questions are:-
    1. Do you still consider CTRE as a "Diamond in the rough with all the ingredients of something special"? Mr Market seems to hold an opposite view. I don't blindly follow Mr Market.
    2. At today's price do you still rate it a buy?
    Nov 11, 2015. 12:12 PM | Likes Like |Link to Comment
  • Sun Hydraulics: Good Fundamentals, But Too Expensive  [View article]
    Jonathan, What in your opinion is a good entry point for SNHY?
    Sep 14, 2015. 10:15 PM | 1 Like Like |Link to Comment
  • My Rationale For Selecting STAG For The Long Haul  [View article]
    Thanks for the reply, most appreciated, my suspicions are confirmed!
    Jun 29, 2015. 01:47 PM | 1 Like Like |Link to Comment
  • My Rationale For Selecting STAG For The Long Haul  [View article]
    Brad, one quick question:- Are your comments and love for STAG for the long haul remains unchanged, given the rise in rates and the sell off in many REITS, including STAG?
    Jun 29, 2015. 01:08 PM | Likes Like |Link to Comment
  • First Financial Northwest Continues To Return Capital To Shareholders And Maintain Its Substantial Capital Levels Through 3Q14  [View article]
    Deep Insight, thanks a million for your most informative and full reply. Much appreciated.
    Jun 23, 2015. 07:42 PM | Likes Like |Link to Comment
  • First Financial Northwest Continues To Return Capital To Shareholders And Maintain Its Substantial Capital Levels Through 3Q14  [View article]
    Deep Insight, what are your thoughts on FFNW now some 7 months after you wrote this piece, is it still a buy now?
    Jun 18, 2015. 12:46 PM | Likes Like |Link to Comment
  • Paccar's Peterbilt Unit In Spotlight With Partnerships And Increased Efficiency  [View article]
    Chris, Thanks for the great article.However, the needle on CPST has being moving in a very strong due south direction lately!
    Should you (and I ) be concerned?
    May 16, 2014. 04:08 PM | Likes Like |Link to Comment
  • Whole Foods Market - A Price Correction Is Needed  [View article]
    Dear author, can we have the benefit of reading your reply to the comments, or at the very least to some of the comments, posted in response to your article? I think we would all be the better for it.
    Apr 30, 2014. 01:53 AM | 2 Likes Like |Link to Comment
  • MercadoLibre And The Value Of Moats  [View article]
    Thanks for the informative reply.
    Mar 22, 2014. 04:05 PM | Likes Like |Link to Comment
  • MercadoLibre And The Value Of Moats  [View article]
    What do you consider would be a good entry point?
    Mar 18, 2014. 05:11 PM | Likes Like |Link to Comment
  • A Stock Picker's Market - Part I  [View article]
    Bret, Any reason(s) you don't have such love for CSCO?
    Jan 29, 2014. 07:39 PM | Likes Like |Link to Comment
  • Two Harbors Is One Of The Better Performing Mortgage REITs In 2013  [View article]
    David, thanks fro a great informative article on TWO, like your previous ones in March and May, in which you recommended shorting and buying a position respectively. In the ost recent article you state "A dividend cut seems likely in the next couple of quarters, if not in Q4 2013. However, TWO should still have a good dividend."
    My question is:- what in your opinion, would be a good dividend? What % would be a good dividend?


    Dec 28, 2013. 03:02 PM | Likes Like |Link to Comment
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