Highfields Capital Is Wrong Because This Digital Cloud REIT Ain't Going Nowhere But Up [View article]
Brad: Just FYI, the Div-Net article you referred to was initially posted on SA on May 13 by Dividend Growth Investor under the title, "The Case For Owning Digital Realty Trust: When Hedge Funds Don't Know What They Are Talking About."
There are a lot of comments on that article as well.
When I Say That AmREIT Is Irreplaceable, I Mean It's A Good REIT To Buy Today [View article]
Brad: AMRE share price up notably today (05/16) on high trading volume. Is there any news on this REIT or is the stock still finding its footing after the release of shares?
This Omaha Stock Blows Away Berkshire Hathaway [View article]
Good article. I'm long UNP and plan to stay that way. UNP has much growth ahead of it as it is THE railroad with the most exposure to U.S. and Canadian liquified natural gas and oil sands. UNP has much lower exposure to coal transport (e.g., compared to CSX),which is decreasing in the U.S. UNP also is THE major railroad from Mexico to the U.S., which will allow it to take advantage of the manufacturing resurgence that is beginning to take place in Mexico and the U.S. These are the primary factors that are causing UNP stock prices to rise and this is likely to be a long-term trend.
The Case For Owning Digital Realty Trust: When Hedge Funds Don't Know What They Are Talking About [View article]
Thanks for posting this article DGI. This type of rationality in the face of market manipulation and panic selling is what keeps me coming back to SA. I kicked my self for not getting into DLR a few months ago, and now due to some market irrationality and fear selling, I was able to get in at what I deem a fair price. Another excellent REIT added to my portfolio!
Thanks, auhtor6659. I found the FFO numbers you indicated on money.cnn.com; however, those numbers are not current (they do not yet have 2012 annual FFO and only have 2012 quarterly FFO to third quarter. I prefer to use the most current FFO numbers and forward outlook in calculating P/FFO. For example, since 1st qrtr 2013 FFO numbers are in for most REITs now, I use those FFO numbers and the midpoint of 2013 outlook to determine annualized P/FFO.
It's Now Trading At $50, So Is There Any Oxygen Left In O? [View article]
I think a lot of these automated tools are built for stock valuations and not REIT valuations (the tools don't discriminate between stocks and REITs). Thus they only look at P/E rather than P/FFO and determine that the "stock" is overvalued and give it a poor rating. That's my guess based on some valuation metrics I've seen on REITS with these tools.
What Does A Big Market Correction Actually Look Like? [View article]
Jamesb: Great answers. I'll just post a couple of Warren Buffet quotes that summarize the buy and hold view and not to worry about market fluctuations.
"When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." –Warren Buffett (Letter to shareholders, 1988)
"Over the long term, the stock market news will be good. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497." -Warren Buffett (New York Times, October 16, 2008)
What Does A Big Market Correction Actually Look Like? [View article]
Excellent and rationale article that every retail investor should read. Your presentation of the three different market scenarios and impacts on your portfolio are worth their weight in gold! As Baron Rothschild is credited for stating, "Buy when there's blood in the streets, even if the blood is your own."
Highfields Capital Is Wrong Because This Digital Cloud REIT Ain't Going Nowhere But Up [View article]
There are a lot of comments on that article as well.
Here's the URL:
http://seekingalpha.co...
When I Say That AmREIT Is Irreplaceable, I Mean It's A Good REIT To Buy Today [View article]
American Realty Capital Properties Is No Mirage: It's Time To Back Up The Truck [View article]
http://bit.ly/1026T1C
This Omaha Stock Blows Away Berkshire Hathaway [View article]
The Case For Owning Digital Realty Trust: When Hedge Funds Don't Know What They Are Talking About [View article]
Highfields Capital Is Wrong Because This Digital Cloud REIT Ain't Going Nowhere But Up [View article]
Highfields Capital Is Wrong Because This Digital Cloud REIT Ain't Going Nowhere But Up [View article]
Highfields Capital Is Wrong Because This Digital Cloud REIT Ain't Going Nowhere But Up [View article]
5 Key Factors I Look For In A REIT [View article]
Highfields Capital Is Wrong Because This Digital Cloud REIT Ain't Going Nowhere But Up [View article]
Conservative Dividend Investors Have 3 Options Right Now [View article]
It's Now Trading At $50, So Is There Any Oxygen Left In O? [View article]
Healthcare Trust (HTA): Q1 FFO of $0.16 beats by $0.01. Revenue of $76.43M beats by $1.32M. (PR) [View news story]
What Does A Big Market Correction Actually Look Like? [View article]
"When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." –Warren Buffett (Letter to shareholders, 1988)
"Over the long term, the stock market news will be good. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497." -Warren Buffett (New York Times, October 16, 2008)
What Does A Big Market Correction Actually Look Like? [View article]