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  • Trick Or Treat, You Can't Beat This REIT [View article]
    Being a triple-net REIT, O is capable of sustaining a high payout ratio, much higher than office, apartment and mall REITs. So payout ratio does not concern me. As for insider sales, they've had those for years. As I recall, there isn't that much insider ownership to begin with. That said, I'm not buying at this point. For one thing, I'm overweighted as it is. Second, too many macro concerns.
    Oct 2, 2014. 10:15 AM | Likes Like |Link to Comment
  • Investor's Remorse [View article]
    Yeah, and it was premeditated too!
    Aug 9, 2014. 10:26 AM | Likes Like |Link to Comment
  • Investor's Remorse [View article]
    How do you know Cheney didn't express remorse to the victim? Hunting accidents happen all the time. They don't require public apologies.
    Aug 9, 2014. 10:24 AM | 10 Likes Like |Link to Comment
  • The Crossroads Are Clear, But The Path Is Not [View article]
    I am a conservative and do not deny climate change. It's liberals who don't seem to understand that the climate has been changing ever since there was a climate. You think you're a genius for believing a totally unproven theory of man-caused climate change but you're just a supercilious twit.
    Jul 26, 2014. 11:25 AM | 5 Likes Like |Link to Comment
  • The Bond Trap [View article]
    America is NOT healthy and did NOT grow in Q1. In fact, it shrank. Over 50,000,000 people on food stamps is not healthy. The lowest work force participation rate since 1978 is not healthy. Open borders are not healthy, in more ways than one. We're not even doing rudimentary medical workups of the illegals your hero is inviting in. Our ERs and health care system will be swamped by this flood. That seems to be your hero's intent.

    I could go on, but facts cannot compete with grape Kool-Aid.
    Jun 26, 2014. 07:10 AM | Likes Like |Link to Comment
  • The Bond Trap [View article]
    If all it takes to start a business is publicly-funded infrastructure, then why isn't everyone rich? Why is it that only a small percentage of people risk their capital ( usually by borrowing the start-up money) to start a small business? Then, many of those businesses fail, leaving their owners dead broke like the Clitoons, and if they succeed, they are told "you didn't build that".

    Through the looking glass, Alice.
    Jun 26, 2014. 06:55 AM | 2 Likes Like |Link to Comment
  • The Bond Trap [View article]
    Ha ha ha.
    Jun 26, 2014. 06:48 AM | 1 Like Like |Link to Comment
  • The Bond Trap [View article]
    Locutus: Hilarious. Obama to the "right" of Reagan on "most" issues? BAW HAW HAW. Do tell, which ones?

    Obama saved the economy? Again, belly laughs. You're confusing the stock market with the economy. And the stock market was " saved" by the Fed, not by Obama. With interest rates at virtual zero, investors like me are forced to buy stocks for income. Being retired, I'd much rather be in CDs but I can't live on 0.25%. Now seeing the latest GDP number, I suppose you would favor another stimulus palooza? I mean, the first one worked so well.
    Jun 26, 2014. 06:48 AM | 4 Likes Like |Link to Comment
  • The Bond Trap [View article]
    DVL, if you drive by a cotton field today, you won't see dozens of laborers. They have machines now.
    Jun 26, 2014. 06:35 AM | Likes Like |Link to Comment
  • Floating-Rate Senior Bank Loans: Safer, Higher Yielding Alternative To Short-Term Bonds [View article]
    Bob: BBB is not "junk". It's investment grade.
    Jun 22, 2014. 11:51 AM | 1 Like Like |Link to Comment
  • A New REIT Issue Yielding 8.7% For Retirement [View article]
    The author said: "barring bankruptcy". Please read again. Even bonds aren't safe in the event of bankruptcy.
    Jun 16, 2014. 11:52 AM | 1 Like Like |Link to Comment
  • CBL & Associates: A Detailed Look At The Transformation Reveals A Potentially Sharp Upside Move [View article]
    If Sears closed a store and that mall still has an occupancy rate above 98%, it couldn't have been a very big store.
    May 30, 2014. 09:51 AM | Likes Like |Link to Comment
  • Realty Income Corp. Dividend Stock Analysis [View article]
    O is rated investment grade. To pay an interest rate higher than 5% they would have to go pretty far out on the duration spectrum. There is no basis whatsoever for your suggestion that they would engage in "shenanigans" or increase dividends "at any cost". This is irresponsible. For shame.
    May 22, 2014. 06:37 PM | 1 Like Like |Link to Comment
  • What Is Your Risk Tolerance With American Realty Capital Properties? [View article]
    You're a little behind the news regarding NRF. It is rapidly morphing into an equity REIT. So at this time, it might accurately be called a hybrid, but it is no longer a mortgage REIT.

    That said, there are also considerable differences between a residential mortgage REIT and a commercial mortgage REIT. IMO it is a mistake to lump them together.
    May 4, 2014. 11:36 AM | 1 Like Like |Link to Comment
  • Realty Income: Is It Ever Enough? [View article]
    You're looking at net income - - not the relevant metric for a REIT. Look instead at FFO and AFFO. REITs are not evaluated on GAAP net income. I would refer you to, which provides a lot of basic info.
    May 2, 2014. 02:45 PM | 2 Likes Like |Link to Comment