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berloe

berloe
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Latest  |  Highest rated
  • Ensco Has Become A Great Value Play [View article]
    Compared to HP- I think I'll stick with HP, based on cash flow, etc, including better performance in this downdraft. I write puts on HP for the income it produces which has been profitable for me.

    Of course, HP is not completely an offshore driller so may not be one on one comparable but you know what? that's what I like about it; not a one trick pony.
    Aug 28, 2015. 12:07 PM | 1 Like Like |Link to Comment
  • Omega Healthcare: Quality At A Discount [View article]
    What is the accepted FFO multiple in purchasing individual healthcare properties?
    How much should I pay, for example, for a MOB? Is 10x FFO a decent price today?
    OHI currently sells at 17x. Would I be smart to buy that real estate at 17x current FFO?

    My inclination would be to pass. What would others do?
    As the wise man said, "I have no answers, only questions."
    Aug 28, 2015. 11:34 AM | Likes Like |Link to Comment
  • The Sky Was Falling Into The Hands Of Astute Dividend Growth Investors: Did You Catch Any? [View article]
    Hey Mike,

    Similar to the Abbott Labs split, yes?
    It's always a guess but my inclination now is not to sell spinoffs. We'll see what the future ones bring, eh?
    Always enjoy your comments; mostly agree.
    Aug 28, 2015. 11:04 AM | 1 Like Like |Link to Comment
  • Strange REIT Price Movements And How To Play Them [View article]
    Guppie,
    What are you talking about?
    Aug 28, 2015. 10:22 AM | Likes Like |Link to Comment
  • Strange REIT Price Movements And How To Play Them [View article]
    Dane,

    GOOD may not be classified as a mREIT but according to their website they do make mortgage loans. Yielding 2x as much as other triple net companies makes me assume a large portion of the dividend comes from those high yielding mortgage loans. Where else?
    Aug 27, 2015. 01:06 PM | Likes Like |Link to Comment
  • Strange REIT Price Movements And How To Play Them [View article]
    stocks,
    GOOD yields > 9% but I wonder how much comes from mortgages vs real estate rentals.
    Aug 22, 2015. 04:05 PM | Likes Like |Link to Comment
  • If History Is Any Indication, Junk Bonds And Copper Are Telling Us Exactly Where Stocks Are Heading Next [View article]
    I mean- who is going to make them pay up?
    Aug 19, 2015. 01:41 PM | 2 Likes Like |Link to Comment
  • If History Is Any Indication, Junk Bonds And Copper Are Telling Us Exactly Where Stocks Are Heading Next [View article]
    Where is it written the FED must exit? Does it matter?
    Aug 19, 2015. 01:30 PM | 1 Like Like |Link to Comment
  • 8% Raise For The Dividend Growth 50 [View article]
    So...
    Does the supposed possible FDIC obligation transfer to the US balance sheet?
    And how big is it?
    Aug 19, 2015. 11:05 AM | 2 Likes Like |Link to Comment
  • VPGDX: Is This The 4% Solution? [View article]
    Don,

    I wish you had mentioned your performance (4% withdrawal- based on invested capital or market price??) I have been looking for such actual investor notes.
    Thanks,
    Stanley
    Aug 19, 2015. 10:58 AM | 1 Like Like |Link to Comment
  • Debt-Financed Buybacks Have Quietly Placed Investors On Margin [View article]
    I kept reading, looking for some actual examples, didn't find any.
    Aug 18, 2015. 11:01 AM | 1 Like Like |Link to Comment
  • The TDG Portfolio: Adding Kinder Morgan And Spectra [View article]
    Awayk,

    I question how much faith to have in someone that reduces a target price from their former estimate of 46 to new estimate @ 34 in one fell swoop.
    Aug 17, 2015. 03:08 PM | 2 Likes Like |Link to Comment
  • BP axes drilling rig contract with Seadrill [View news story]
    I see SDRL currently pays no dividend while SDLP does. Is there a possibility SDLP may stop/cut its payout?

    I'm long HP.
    Aug 12, 2015. 10:29 AM | 1 Like Like |Link to Comment
  • The BLS Just Told You To Sell Your Dividend Stocks [View article]
    now tell me what to do with the cash raised? Oh, I know, just reduce my capital by the 4-5% I need to live on. Thanks
    Aug 11, 2015. 03:27 PM | 3 Likes Like |Link to Comment
  • GDO Vs. PKO: Safety Or Excitement? [View article]
    The most interesting thing is how PKO's UNII changed from + to - in so short a time. I'm long and hate to give up the >9.7% current income but will probably take 1% less with FFC or ETV, both which I am long. Different animals, I know, but still...
    Aug 11, 2015. 11:37 AM | Likes Like |Link to Comment
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