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jbbson

jbbson
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  • American Realty Capital Properties: Time To Risk A Position? [View article]
    I don't think it is priced in yet.
    May 19, 2015. 08:46 PM | 1 Like Like |Link to Comment
  • Apollo Residential Set To Offer Significant Price Appreciation Going Forward [View article]
    Thanks for the article. Tough to get news and opinions on this little gem. It's among best of breed for the mREITS, a sector full of junk. The dividend increases have really been a bonus for those of us that have been reinvesting over the past 18 months. I had thought they might maintain the lower dividend and pay out special dividends once per year to keep REIT status. Instead they have gone for the slow steady increase with the growth of the business. This company is every bit the equal of STWD, WMC OR AGNC. Did you mention the spread?
    May 13, 2015. 09:13 PM | 2 Likes Like |Link to Comment
  • Apollo Residential Mortgage Should Have Everyone's Attention [View article]
    It's a top notch company. I've been buying it for 3 years or more. These dividend increases plus the drip have my income almost back to where it was before the cut. The cut was softened by a nice special dividend. Yield on capital is about 11%.
    May 7, 2015. 11:35 AM | 2 Likes Like |Link to Comment
  • Benchmarking The Apple Watch Launch [View article]
    Can you say Newton? LISA?
    May 6, 2015. 08:25 PM | Likes Like |Link to Comment
  • American Capital Agency: The Sky Is Not Falling [View article]
    My mREIT portfolios total return has slipped to 4.04% this morning. Dividends continue at a plus 10% rate.
    May 6, 2015. 07:26 AM | 1 Like Like |Link to Comment
  • Picking From Mediocrity [View article]
    Wrong! wasting your advantage Intentionally leveling the playing field.
    May 6, 2015. 07:21 AM | Likes Like |Link to Comment
  • Is It Time To Bail On Ford? [View article]
    Skvam. Lol
    May 5, 2015. 09:58 AM | 2 Likes Like |Link to Comment
  • Apple Watch: What Did Apple Just Roll Out Here? [View article]
    Actually Robert713X is it fair for taxpayers to pay for electric cars.
    Apr 30, 2015. 07:46 PM | Likes Like |Link to Comment
  • American Capital Agency Illustrates The Busted Agency MREIT Business Model [View article]
    It wasn't until 1981 that the mortgage backed security, MBS, was issued.
    Apr 28, 2015. 08:49 PM | 2 Likes Like |Link to Comment
  • 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
COMMENTS STATS
800 Comments
1,261 Likes