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jbbson

jbbson
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  • Philip Morris: The Bears Get Smoked [View article]
    The reason student loans can't be paid off is starbucks not smokes. Hopefully they will quit overpriced coffee, pay the loans and have money left over to smoke up a storm. Remember cholesterol and salt used to be bad for you too. Long PM short global warming.
    Apr 17, 2015. 08:36 AM | 1 Like Like |Link to Comment
  • AT&T: The Die Has Been Cast [View article]
    Ps. I hope ATT can help us.
    Apr 16, 2015. 07:53 PM | Likes Like |Link to Comment
  • AT&T: The Die Has Been Cast [View article]
    Unfortunately for Americans net neutrality will enable government control of content which is of course exactly what liberals want. . They also want the tax. You can spot those folks in the comments. They deplore freedom.
    Apr 16, 2015. 07:52 PM | 5 Likes Like |Link to Comment
  • American Capital Agency's Q1 2015 Income Statement Projection - Part 3 [View article]
    I too am a faithful reader. Long term holder of AGNC. I think some investors see mREITS as typical companies. They aren't. It seems to me GAAP is misleading, or at least must be properly adjusted, to give a true picture. Same for equity REITS. I'm worried about the dividend though. Could we be headed down to $0.15/month? AMTG has been on a roll for me. I sold ARR, I think it could dry up and blow away. STWD seems to be on a similar path as AMTG. I'm hoping for a div increase. If you are going to buy an annuity I would certainly consider at least a portion be invested in mREITS. With annuities you experience 100% return of capital until your principal is gone. MREITS will pay twice as much and you just may get all of your principal back or more.
    Apr 16, 2015. 05:05 AM | 2 Likes Like |Link to Comment
  • Apple Watch: Understanding Early Sales Data [View article]
    I have never worn a watch. Some of these folks are getting in line like trained seals.
    Apr 14, 2015. 08:17 AM | 1 Like Like |Link to Comment
  • American Capital Agency's Q1 2015 Income Statement Projection - Part 2 [View article]
    I look forward to these. Factual, straight forward. I'm reinvesting I to AGNC to grow monthly income.
    Apr 12, 2015. 06:16 PM | 6 Likes Like |Link to Comment
  • mREITs: The Hedge Will Not Protect You From Losses [View article]
    If we have a similar rise as we did in 2013 when we saw 50% price and dividend reductions I don't believe mREITS will react as violently. In those days 12% premiums were common. Now BV is discounted 12% or more. Right there we see 25% of that adjustment already built in to today's price. MREITS are far better than annuities. With those you have 100% ROC until your principal is gone. I expect to get my original investment back at least, while enjoying an income that is far higher than a 100% loser annuity would give me. Good article Mr Waterman, you have people thinking. Cash King was there to scoop these things up last time they crashed. Maybe you will meet him at the order desk next time they plummet. I'll be there too. Just added 24 FRIP shares of AMTG yesterday. I didn't have to fight crowds. Income stream on that holding has increased by 50% since I started building it.
    Apr 12, 2015. 06:34 AM | 1 Like Like |Link to Comment
  • How The End Of GE Capital Also Kills The Core Conservative Talking Point About Dodd-Frank [View article]
    Clearly ramblings from the left. So pointed it is dismissed as micro violence.
    Apr 11, 2015. 09:21 AM | 7 Likes Like |Link to Comment
  • BMO's Sell-Side Analyst Reflects On American Realty Capital's New CEO [View article]
    What does the target mean,buy or sell? Whatever it means it's already happened so this analysis is complete. Maybe it's a code for hold?
    Apr 4, 2015. 07:55 AM | Likes Like |Link to Comment
  • BMO's Sell-Side Analyst Reflects On American Realty Capital's New CEO [View article]
    Doesn't a target price of $10 seem redundant since ARCP has been above $10 several times in the past few months?
    Apr 3, 2015. 11:26 PM | 2 Likes Like |Link to Comment
  • Until There's A Dividend, This REIT Remains A Pig In A Poke [View article]
    When it fell under 8 I added. When it went above 10 I trimmed. My original position remains. I'm glad I followed the authors advice to get in. I'm also glad I exercised my own trading strategy with the stock.
    Mar 31, 2015. 10:09 AM | 1 Like Like |Link to Comment
  • Philip Morris: A Reasonable Valuation In An Expensive Market [View article]
    Oh the sanctimonious! When they flap their lips they say something about themselves. Sorry recusant. Blow hard blow fast my friend and put your money in your mattress.
    Mar 30, 2015. 11:40 AM | 10 Likes Like |Link to Comment
  • Retirement Strategy: The Reward Of More Income Is Worth The Risk With Starwood Property Trust [View article]
    AMTG is closer to 12% but STWD is a great company too. Have them both. Both are top ranked.
    Mar 21, 2015. 04:50 PM | 1 Like Like |Link to Comment
  • If You Like Sustainable Rising Dividends You Will Love Apollo Residential Mortgage [View article]
    Last time I looked Thompson Reuters gave the stock a 10. Only 200 or so companies share this elite ranking and WMC has been one of them. I have about 21% of my portfolio in mREITS and glad of it. Right now my ROC is 5.4% and my dived cash flow is about 12%. The large dividends overwhelm volatility and if you compound some dividends you will get spectacular income growth and even some capital appreciation. I believe the buy and hold investor does well here for those reasons. Long AMTG, WMC, AGNC, STWD.
    Mar 21, 2015. 09:37 AM | 1 Like Like |Link to Comment
  • Apollo Residential Mortgage declares $0.48 dividend [View news story]
    My mREIT portfolio is ahead 3.45% total return over past 34 months. My realized dividends have exceeded the unrealized losses. Compounding 40% has greatly increased share count and income goes up with each share purchased. My cash flow from dividends is around 12%. I'm long AMTG, WMC, AGNC & STWD. I sold ARR, a small holding, because the company was not at the level of the rest of the portfolio. My theory: the large dividends, especially if partially compounded, will over the long haul overcome the volatility and provide a worthy overall return. I expect to double my money over 6 yrs or so and create a meaningful cash flow. The key is holding long term and compounding at these fantastic rates.
    Mar 20, 2015. 09:32 AM | 1 Like Like |Link to Comment
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