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  • IBM: A Disaster In The Making [View article]
    I was thinking same thing, then I read this comment. Imagine you are a big financial institution. Are you going to store private information on a public cloud or on a secure cloud?

    What looks " cheap" today, might end up costing you a lot.
    Apr 23, 2013. 01:38 PM | 8 Likes Like |Link to Comment
  • Warren Buffett Once Owned Tanger, Now I Know Why [View article]
    Very interesting find. Buffett purchased it in 1999, when noone liked REITs, and then sold some in 2001.. Since he dropped below 5% level at that point, he was no longer required to disclose his position
    Apr 23, 2013. 09:23 AM | Likes Like |Link to Comment
  • Even Though Ben Graham Would Not Buy This REIT Today, I Would [View article]
    Hi Brad,

    Did you buy Realty Income?
    Apr 19, 2013. 10:39 AM | Likes Like |Link to Comment
  • Even Though Ben Graham Would Not Buy This REIT Today, I Would [View article]
    Hi,

    I only see the fact that he uses incorrect information about ARCP ( please check link I posted)

    Then he writes how Realty Income, which is overvalued relative to ARCP is a better investment.

    A few weeks ago, he wrote information against ARCP, that did not look at the most recent information coming from the REIT at the time:

    http://seekingalpha.co...

    Now, I do not own any ARCP, but just the mere fact that he doesn't have skin in the game irritates me about Brad. He does not look at these REITs form the lense of an investor. He looks at them from the lense of a financial writer. He doesn't care if his "picks" go up or down - he only cares about pageviews. In addition, in investing a large portion of knowledge goes beyond simply researching investments. Readers of Brad's column are not going to learn about investing what readers of Dave Van Knapp can learn.
    Apr 19, 2013. 10:38 AM | Likes Like |Link to Comment
  • This Rally Is Sustainable [View article]
    Nice timing for calling the bottom Dave!
    Apr 18, 2013. 02:45 PM | 1 Like Like |Link to Comment
  • What Stocks Are Most Commonly Held By Dividend Growth Investors? [View article]
    Great article. DGI recently had an article about most widely held div stks:

    http://bit.ly/ZCmbIT

    Looks like there's a lot of overlap.
    Apr 18, 2013. 02:43 PM | Likes Like |Link to Comment
  • This Dividend King Has Paid Dividends For 97 Years Nonstop [View article]
    Thank you for the in-depth article on MMM. I agree that the company is worth buying on dips.
    Apr 18, 2013. 02:20 PM | Likes Like |Link to Comment
  • Nu Skin Enterprises: Dividend Stock Analysis [View article]
    Oilsands, how come a company that produces "great products" only spends 1% on R&D? Do you have any evidence that consumers are liking these products?

    Why wouldn't NUS allow its products to be sold through stores or the likes of WAG or WMT? They could save so much in distribution costs that way?
    Apr 18, 2013. 02:18 PM | Likes Like |Link to Comment
  • Even Though Ben Graham Would Not Buy This REIT Today, I Would [View article]
    O is not a good addition at current levels. Mr Thomas, do you plan on initiating a position in O?

    In addition, where did you find that ARCP has an AFFO payout of 105%? Can you please refer me to an actual source of the AFFO/share for 2013 that you used in this calculation. I can find the information for dividend per share, and I can personally find the AFFO/share for 2012 and 2013, but I have a feeling that you are using the wrong information in your analysis.

    http://bit.ly/11gNnAN

    I asked you the same question in your other articles on ARCP, on which you were completely wrong, as you were using incorrect information on it. I am not sure if you deliberatly try to mislead investors, or you are simply not doing a lot of due dilligence?
    Apr 18, 2013. 09:24 AM | 1 Like Like |Link to Comment
  • Dividend Growth Stocks Are Success Outliers [View article]
    Interesting that there are almost 16,000 stocks in the US, and only 300 or so of them have managed to raise dividends for more than 5 years.

    That's why I simply start with the list produced by Dave Fish!
    Apr 16, 2013. 10:31 AM | 9 Likes Like |Link to Comment
  • The Triple-Net Playground Is Getting Highly Disruptive But Agree Realty Is Still A Perfect Kid [View article]
    Oh completely agree that you have to do your own analysis. I look at 10-k, presentations, research, news.
    Apr 11, 2013. 04:16 PM | Likes Like |Link to Comment
  • The Triple-Net Playground Is Getting Highly Disruptive But Agree Realty Is Still A Perfect Kid [View article]
    The reason why I said what I said about ownership, is because someone who is looking at stocks for investment purposes, does a different level of analysis than someone who simply researches stocks.

    With Brad, he does post some decent information about REITs, but that doesn't mean that these REITs are good investments. Does that make sense?
    Apr 11, 2013. 01:58 PM | 1 Like Like |Link to Comment
  • Cole Credit Property Trust: The Best Advice I Can Offer Is To Ignore The REIT-Land Bully [View article]
    You never answered my question. Honestly, the more I read your articles, the more I get concerned that you write biased articles that do not take into consideration all the current information. That makes me question your motives behind writing these articles.

    I see this article as biased, not using the latest available information, and using information that might not be entirely correct.
    Apr 11, 2013. 12:12 PM | Likes Like |Link to Comment
  • The Triple-Net Playground Is Getting Highly Disruptive But Agree Realty Is Still A Perfect Kid [View article]
    Yeah, companies that essentially maintain flat dividends for 15 years, and then cut them are indeed outstanding.

    In addition, when you show FFO, it would be helpful to show FFO/Share, rather than total FFO. This metric is useless to investors.

    Also, what caused the STEEP DROP in occupancy to 93% in 2011? Coincidentally, the dividend was cut around that time as well.

    Unfortunately, I do not see any value from articles from individuals who are not investing real money. If this is such a great investment, why don't you put some money on the line?
    Apr 11, 2013. 12:08 PM | 2 Likes Like |Link to Comment
  • Cole Credit Property Trust: The Best Advice I Can Offer Is To Ignore The REIT-Land Bully [View article]
    Brad, where do you get this information from:

    "We all know that ARCP has not had sufficient dividend coverage (since inception). Even after their recent acquisition of ARCT3, the company has had marginal coverage. In fact, in 2013, ARCP is not projected to cover its distribution and even after the acquisition of ARCT3, with an estimated dividend at $0.93, ARCP's AFFO (adjusted funds from operations) payout ratio is 105%."

    In addition, why haven't you reviewed the most recent ARCP offer that talked about the fact that they would pay up to 60% of purchase price by cash:
    http://yhoo.it/12Als2d
    Apr 8, 2013. 03:27 PM | Likes Like |Link to Comment
COMMENTS STATS
131 Comments
207 Likes