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grox01

grox01
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  • After A 14% Pullback, Preferred Apartment Communities May Be Ready To Rise Again [View article]
    Agreed and long here.
    Jul 2, 2015. 03:31 PM | 3 Likes Like |Link to Comment
  • Home Properties Going Private - Will Another Bid Materialize? [View article]
    Well AFFO was at $0.84 for dec 2014 with div at $0.66 for 78% payout. In 2015 (without new acquisitions, which they just did) AFFO should be around $0.90 with around 50% debt. Does it sound better to you now?

    It is trading around near 12 times P/AFFO and near 10 times P/FFO with growth in the 10% area.

    Insiders has been buying the stock over $11. It is trading in the $10 now.

    This small REIT has been trading since 2011 with a relative and stable uptrend and is managed internally.

    All the best.
    Jun 25, 2015. 09:34 AM | Likes Like |Link to Comment
  • Ingram Micro: A Value Play With Significant Upside [View article]
    Long here too.
    Jun 24, 2015. 09:13 PM | Likes Like |Link to Comment
  • Home Properties Going Private - Will Another Bid Materialize? [View article]
    Hi AA - Any thoughts on APTS?
    Jun 24, 2015. 11:17 AM | 2 Likes Like |Link to Comment
  • Alliance Resource Partners Is A Great Bargain With A 9% Dividend Yield [View article]
    Great, what are your best bet in the oil sector?
    I too went with KORS and will consider WMT.
    Jun 5, 2015. 09:08 AM | Likes Like |Link to Comment
  • Mid-America Apartment Communities: Is There Anything Safer Than Investing In Apartments Right Now? [View article]
    Hi PS,

    APTS is p/ffo 10, yield 6%, growth at 10% this year on 5 analysts
    MAA is p/ffo 14, yiels 4%, growth at 3.7% this year on 9 analysts

    MAA is rated BBB with great long past up trend, where APTS is new and without rating. Thus APTS is more risky.

    Management at APTS has merit and so should be well managed. MAA has great track record.

    If you want to sleep well at night, MAA could be better. Since I am aiming for some growth and I find APTS has a great margin of security... therefore is my choice.
    Jun 4, 2015. 09:12 PM | 1 Like Like |Link to Comment
  • Alliance Resource Partners Is A Great Bargain With A 9% Dividend Yield [View article]
    Hi AP - I see you don't own ARLP, what would it take for you to trigger a buy for you?
    Jun 4, 2015. 08:28 PM | Likes Like |Link to Comment
  • David's Tea IPO: Investors Won't Want To Miss This One [View article]
    When is it tradable?
    Jun 3, 2015. 10:37 AM | Likes Like |Link to Comment
  • Mid-America Apartment Communities: Is There Anything Safer Than Investing In Apartments Right Now? [View article]
    I prefer APTS :)
    Jun 3, 2015. 09:30 AM | 1 Like Like |Link to Comment
  • Trying To Decide Between Fox And CBS [View article]
    This is curious... I see both CBS and FOX at p/e of 19. A better value would be VIAB at 11.
    May 30, 2015. 07:54 PM | Likes Like |Link to Comment
  • Michael Kors: A Bargain After Market's Panic Reaction [View article]
    Just got long here too.
    May 27, 2015. 02:52 PM | 3 Likes Like |Link to Comment
  • Lessons Learned From The Grand Canyon [View article]
    I find life stories very much interesting, it is a great treasure of experiences!
    Thank you for sharing :)
    May 22, 2015. 11:02 AM | 4 Likes Like |Link to Comment
  • Lessons Learned From The Grand Canyon [View article]
    Hi Buyandhold - I would like to know what is your average total return over the last 45 years you have been invested? Is it in the 15% range?
    May 22, 2015. 10:20 AM | 1 Like Like |Link to Comment
  • Viva Las Vegas: The Shopping Center REITs [View article]
    BRX look like a very good REIT.
    May 21, 2015. 08:35 AM | 1 Like Like |Link to Comment
  • Viacom up as it hikes dividend, slates buyback restart [View news story]
    Nice :)
    May 20, 2015. 03:22 PM | Likes Like |Link to Comment
COMMENTS STATS
852 Comments
703 Likes