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anarchist

anarchist
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  • Fun With Numbers: mREITS Vs SPY And Some DGI "Champions" Or When Does $100K Of A Single MREIT Throw Off More Income Than $500K Of DGI Champions? [View instapost]
    Hah, I had a Guiletta spider, red and no roll bar back in the early 60s. I think my Alpha was the first sports car I had with roll-up side windows.
    I am also long MORL, may go longer.
    May 14, 2015. 01:23 PM | Likes Like |Link to Comment
  • Is Lexington Realty's 7.5% Yield Too Good To Be True? [View article]
    sounds like a plan richjoy but the only W. Rogers I know of is Will Rogers who was famous for his comments of whit on just about everything in the American life of his times - was he a financial guru also?
    May 12, 2015. 01:10 PM | 1 Like Like |Link to Comment
  • Is Lexington Realty's 7.5% Yield Too Good To Be True? [View article]
    WhitneyB what event or numbers will you use to determine when "the sector puts in a bottom"?
    Thanks
    May 12, 2015. 12:23 PM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Greek Tensions In Focus [View article]
    Nor would they recognize indoor plumbing, things change. Take off the caps and instituted means testing and I am sure SS will survive.
    May 11, 2015. 10:45 AM | 4 Likes Like |Link to Comment
  • The Unglamorous, But Essential World Of Water [View article]
    I think that eventually California and Baja California (and the rest of the US) are going to have to turn to Desal plants for water in the coastal areas, no more lawns, golf courses and public fountains and much higher water bills. There might be a possibility to water ornamental plants with grey water but that would need the investment to support infrastructure. Toilets are a source of lost potable water with every flush - grey water flushes?
    Just some thoughts.
    May 9, 2015. 01:34 PM | 2 Likes Like |Link to Comment
  • The Unglamorous, But Essential World Of Water [View article]
    I think there is this thing called "Central Valley Project" that begins with Shasta Dam and has a series of dams and canals through Northern and Central California. Dams can't be built willy-nilly, there has to be Corp. of Engineer studies, Ecology studies etc. We have dams here in Washington State that are now nearly useless due to silt build-up and to make things worse have prevented Salmon from reaching their spawning grounds.
    May 9, 2015. 12:18 PM | 1 Like Like |Link to Comment
  • Pound For Pound, Retail Opportunity Investments Corp. Is One Of The Best REITs Around [View article]
    a previous article suggested $15.50 as an entry price, is that still your entry price?
    May 5, 2015. 02:52 PM | 1 Like Like |Link to Comment
  • Are We The Stranded Asset? (And Other Updates) [View article]
    @Paul Wagner the immigration of people who are fleeing a country that is more of a police state than the US and, for the majority, has few jobs that will support a family does not negate pennywatchdog's comment.
    May 5, 2015. 01:03 PM | Likes Like |Link to Comment
  • Qualys: Growth Opportunities Galore [View article]
    "Getting hammered" would be putting a smiley face on QLYS today.
    May 5, 2015. 12:38 PM | 1 Like Like |Link to Comment
  • ACTX: Corporate Raiding Like Carl Icahn With The Global X Activist Investor ETF [View article]
    GURU is an ETF that follows the Solactive Guru Activist Index, it has outperformed the S&P by quite a bit at five years, under performed by 4% at a year. ACTX probably has a different mix of stocks and they are probably chosen differently but I would guess that ACTX would not do worse.
    May 5, 2015. 12:27 PM | Likes Like |Link to Comment
  • Channeling Your Inner Activist Investor With The New Activist ETF [View article]
    GURU seems to be a fund that tracks the Solactive Guru Activist Index. Compared to the S&P it has done well at 6 months and 5 years, about the same at two years and not so well at a year. The breakdown of GURU is probably different so it's hard to say what ACTX would have done in these time periods but probably similar.
    May 5, 2015. 12:02 PM | Likes Like |Link to Comment
  • Is The Tesla Powerwall Battery Hype Justified? [View article]
    Not that I disagree with the authors take on the "Tesla Battery" or the use of generators but anyone who has had to listen to a generator large enough to provide emergency power to a home will know that without ear-defenders they will go crazy before the end of eight hours.
    May 4, 2015. 11:28 AM | 2 Likes Like |Link to Comment
  • SolarCity: One More Step Towards Energy Domination [View article]
    SCTY, IMHO, is a crap shoot right now. I bought shares yesterday morning and sold near and far-out ITM calls - I will still make 2 or 3% on a seven day trade if the stock goes up and get a nifty premium to lower effective cost/share if the stock goes down. Of course if SCTY crashes before the expiration date next Friday I will be looking at a paper loss but I think the stock has more up-side in the next week or two.
    May 2, 2015. 12:00 PM | Likes Like |Link to Comment
  • SolarCity: One More Step Towards Energy Domination [View article]
    Irrational exuberance is rampant. The Tesla battery may give SCTY a 'leg-up' with industrial clients but the smoke needs to clear before we really know if this is a game changer for its solar home instillation or not. Utilities are not going to just rollover and die. In AZ people who install solar are charged a surtax, yes I know that some States are friendly to solar with tax rebates but not all and the money to support the current grid will have to come from somewhere. If utilities charge customers more higher fees will make solar instillation more appealing so I imagine the utilities will go to the State Utilities commission whining about the need to impose a surtax on solar installation to support the grid.
    May 1, 2015. 06:21 PM | 8 Likes Like |Link to Comment
  • Wall Street Breakfast: Tesla Moves Into Energy Storage [View article]
    After about five hours you will get damn tired of listening to that generator.
    May 1, 2015. 11:57 AM | 6 Likes Like |Link to Comment
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