Seeking Alpha

Philipsonh

Philipsonh
Send Message
View as an RSS Feed
View Philipsonh's Comments BY TICKER:
Latest  |  Highest rated
  • Ladder Capital: Recent REIT Election And Expected Dividends Make This Small-Cap Stock Attractive [View article]
    Brad Thomas just posted an article on LADR
    May 23, 2015. 05:15 PM | Likes Like |Link to Comment
  • Some health insurers request rate increases under Obamacare [View news story]
    It was an illegal con from start to finish. A TAX bill cannot originate in the Senate.
    May 23, 2015. 01:50 PM | 1 Like Like |Link to Comment
  • Yellen: Need for rate hike getting close [View news story]
    What B>S> these people spout !
    May 23, 2015. 01:47 PM | Likes Like |Link to Comment
  • TLC pulls another show amid controversy [View news story]
    I believe that withholding knowledge of a crime from authorities is, in itself, illegal.
    May 23, 2015. 01:45 PM | 1 Like Like |Link to Comment
  • NYT: DoJ finds criminal wrongdoing in GM ignition switch defect [View news story]
    No problem. GM and the Government are hand in hand in screwing over taxpayers, bond-holders, Delphi retirees,shareholders, and so forth, in favor of unions. GM was bankrupt and in my opinion there was no reason to bail them out. I didn't notice Lehman Bros getting bailed out and I lost money because of that situation. A Government that picks and chooses winners and losers is tyrannical, but that is nothing new in the U>S> since 9/11/01.
    May 23, 2015. 01:33 PM | 1 Like Like |Link to Comment
  • Climb This Ladder With A Margin Of Safety [View article]
    Mr Thomas, as I mentioned, my comment was in no way a criticism of your article about LADR; it was a criticism, in general, of articles that are entirely contrary in their theses. I believe you are saying that the 3-legged stool, in this case LADR, is in fact essentially in one sector; therefore it is 3 parts of a whole. Tricky, tricky - also liked your APLE article today. My personal view is that diversification, if management has the expertise, is better then concentration. Thanks for all your efforts.
    May 23, 2015. 01:24 PM | Likes Like |Link to Comment
  • Climb This Ladder With A Margin Of Safety [View article]
    No criticism of the author or the article, but I find it QUITE contrary that authors in general will, on the one hand, write that a Reit should concentrate of their strengths, and on the other hand, articles like this stating the benefits of diversification. Which way is it, or both , depending on the way the wind blows.
    If a Reit has retail, industrial, and multifamily -apartments, the next article will be it should sell of one of the sectors, and then, articles like this one extol the virtues of a three- legged stool. Frankly ,it makes no sense to me, and I get weary reading the contrary views. Which is why I rarely make any purchases based on the articles on S>A> I am unsure if the authors have an agenda, a product to sell a position in the company , or just like to be confusing. I find it frustrating.
    May 22, 2015. 05:09 PM | 2 Likes Like |Link to Comment
  • Omega Healthcare's Shares Look Cheap [View article]
    Investors interested in the healthcare ( reit ) sector might wish to review Canada's Northwest Healthcare Properties, with Properties in Canada, Brazil, Auz/NZ, and Germany. They just merged with a similarly named Healthcare Reit and pay out a handsome distribution. I am long this reit.
    May 21, 2015. 03:18 PM | Likes Like |Link to Comment
  • Global Partners Will Beat The S&P 500 Over The Next 12 Months [View article]
    GLP is awaiting a ruling by NYS regarding what businesses they can run in their Port of Albany, NY terminal. That is suppressing the share price. I will be surprised if NYS rules for GLP as this State Government hates anything related to oil/ energy. GLP will have to grow elsewhere, and in other ways in NYS. Hope I am wrong.
    May 20, 2015. 03:43 PM | Likes Like |Link to Comment
  • Ready To Break Into The Market? Get Immediate Exposure With These Closed-Ended Funds [View article]
    I would have much preferred that this article , geared towards young, newer investors , to make no specific fund suggestions. Putting 1/2 a portfolio into China and Ireland is not a recipe for success, in my opinion. Investing is difficult enough without starting with closed-end funds that have additional parameters than purchasing individual companies. The suggested portfolio is definitely not a conservative one. How about a portfolio with much less risk and a much higher yield to build a base from. My 4 would be Agribank preferred, Cobank preferred, Farmer Mac preferred, and CHS preferred shares. I would suggest that after 5-10 years this young investor could then start to expand to riskier shares because his/her principal will still be intact. I am a senior investing for income and I own all 4 I recommended as core to my personal portfolio. Teaching safety of principal is paramount.
    May 17, 2015. 05:22 PM | 2 Likes Like |Link to Comment
  • REIT Basket Strategy: Added 100 Northwest Healthcare Properties REIT At C$8.3 [View article]
    I have sent e-mails to the SA board 3 times advising that the symbol they state is invalid is, in fact, valid. Each time my emails have rejected as having bad addresses. I am using the addresses provided at the bottom of the S>A> home page. Anyone have a GOOD email address for S>A>, Thank you. ( In the past, I was able to send S>A> e-mails, but not now )
    May 16, 2015. 12:25 PM | Likes Like |Link to Comment
  • REIT Basket Strategy: Added 100 Northwest Healthcare Properties REIT At C$8.3 [View article]
    Note that a merger between this Reit and another healthcare Reit has increased the
    size considerably, and that I was able to make a purchase today under the symbol
    NWHUF ( even though it shows as invalid on this S>A> website ). Just informational. The data is noted on the Reit website.
    May 15, 2015. 01:39 PM | Likes Like |Link to Comment
  • Significant Milestone For Monmouth Real Estate [View article]
    I have been long Monmouth Reit preferred for years. I may be incorrect, but I believe the Fed Ex leases are , of course, for one company, but for different subsectors of the company, some for air, some for ground. I haven't looked for years because I expect to hold the issue to maturity. Why tinker with success.
    Thanks for another enlightening article. PS: why does a dividend have to increase ?
    I purchase preferred's so I will receive a set payout and of course they cannot increase. However, that is just my preference, as I have many preferred issues
    so that I can estimate my annual income.
    May 15, 2015. 11:19 AM | 1 Like Like |Link to Comment
  • Seadrill Ltd: Complete Fleet Status Analysis As Of May 6th And Commentary [View article]
    The US/Allied sanctions are mentioned here. The U.S. is attempting to negotiate other matters with Russia while at the same time keeping the sanctions in place. When a major power is schizophrenic, the results are usually detrimental to the World. Putin and Russia are simply moving towards closer ties with China and others, and if Obama had an iota of expertise, he would have known this would happen. Obama thinks the World revolves around him. Hopefully this mess will start to be resolved by the U.S. 2016 elections. My opinion.
    May 14, 2015. 01:47 PM | Likes Like |Link to Comment
  • Oil industry asks court to block new crude-by-rail safety rules [View news story]
    Today's sad experience concerning the Amtrak derailment must mean that the Government will mandate safer passenger rail cars. They go after oil cars continually even when there are no injuries or deaths, yet the current tragedy includes numerous numbers of each, with many riders still not accounted for. Safety is one thing, but a Government that picks and chooses who to harass is tyranny.
    May 13, 2015. 01:30 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
1,321 Comments
1,046 Likes