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ehsiii

ehsiii
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  • HTA Delivers On Its Dedicated Management Model [View article]
    I recently sold out my position because there are more attractive opportunities. With all their success, one wonders why they haven't raised their dividend. After all, reit investors are generally looking for dividend income.
    May 19 08:58 AM | 3 Likes Like |Link to Comment
  • American Realty Capital Properties: Rapid Growth At A Cheap Price [View article]
    So glad to have you back, Dane. I always enjoy your articles and how you cut through the noise, get down in the weeds and lay it all out. I have found all your articles that I have read to be compelling and well documented. I never feel you have an agenda other than the cold, hard facts. Looking forward to hearing from you more frequently. You and Brad are my favorites.
    May 27 05:00 PM | 1 Like Like |Link to Comment
  • I Like NHI But I'm Not Ready To Buy [View article]
    Hi Brad, I really appreciate all the information and perspective you provide in your articles.

    I have noticed that many companies who regularly increase dividends still have a lower overall dividend rate in comparison with peers. It is good that they are increasing dividends, but, frankly, I would rather own a company with a higher dividend rate to start. Typically such companies do not increase dividends frequently, but do increase them at a rate that keeps them ahead of their peers. For instance, just take a look at HCN in comparison with many of these companies.

    It would be quite interesting to see an article comparing those two practices side by side, including a comparison of overall return... dividends and capital gains. That would be far more compelling than just how frequently a company raises their dividend. After all it is the total return, not "frequency of increase", that we put in the bank.
    Oct 26 12:06 PM | 1 Like Like |Link to Comment
  • Why I'm Selling My Target Date Funds [View article]
    You're comparing apples to oranges. The target retirement funds are generally balanced funds with a mixture of stocks and bonds and the ones that have a target date in 10-years or less have a fairly high percentage of bonds which are preferable as your time horizon diminishes because they are less volatile. Bonds rely more on interest for their return than the capital gains (or losses) that stocks provide.
    Feb 6 03:07 PM | 1 Like Like |Link to Comment
  • Gramercy insiders file to sell stock [View news story]
    I would call it irresponsible... not just misleading!
    Jul 11 02:59 PM | Likes Like |Link to Comment
  • Should LTC Be The REIT SWAN For Me? [View article]
    Hi Brad,

    I am an avid follower and appreciate so much your honesty, integrity, knowledge and insight. As one of the leading Healthcare Reits, I am surprised that you have written little to nothing on HCN. I've had a modest holding for a few years, selling some of it due to significant appreciation. I would think it should be a SWAN or close to it, though it is a bit expensive now... but so is O. What say you.
    Jun 18 01:28 PM | Likes Like |Link to Comment
  • Why REIT Returns Have Been Systematically Better Than Non-REITs [View article]
    Hi Brad,

    I've had my eye on STWD for a while and seriously considering buying a position, but it's up a fair amount of late so I will likely wait. I noticed you had no comments on it and when I went back to look at your other articles, I see not comments there either. I'm sure you are aware of it so wonder why no comment/coverage. Thanks for all your articles and all you do. Hope you have something to add on STWD. Thanks
    Mar 17 07:05 PM | Likes Like |Link to Comment
  • Equity CEFs: Eaton Vance Really Wants You To Own Its Option-Income Funds [View article]
    Reply to Mike57dk
    Thank you so much for your comprehensive, conscientious reply to my question. You clearly have the Christmas spirit to lend your time and expertise to this discussion, a discussion by the way, that is one of the better ones I have seen on this blog. This is precisely why Seeking Alpha is THE BEST financial and investing site on the web.

    Again, I extend my sincere thanks for your response.

    I am still looking for some perspective on holding these shares in a tax deferred account, and I noticed several people have the same question. Would appreciate anyone who might address that.
    Dec 3 06:20 PM | Likes Like |Link to Comment
  • Equity CEFs: Eaton Vance Really Wants You To Own Its Option-Income Funds [View article]
    I'm still having some difficulty getting my mind around ROC, and it's impact on NAV. It would seem to me that ROC is removing equity from the fund, thus not taxable, but would have a negative impact on NAV over time. If you buy $1000 in shares and remove $1000 in ROC over time, wouldn't you reach a point where all/most distributions are taxable? Also, beyond the obvious loss of the tax benefit, what are the pros/cons of holding these in tax deferred accounts?
    Dec 1 04:05 PM | Likes Like |Link to Comment
  • Time To Buy BRF, The Brazilian Small Cap ETF? [View article]
    Any particular reason you prefer BRF to EWZS?
    Jul 23 08:40 PM | Likes Like |Link to Comment
  • Annaly Capital Management: Great Company, Bad Timing [View article]
    The information about Annaly issuing a K-1 is incorrect. K-1s are issued for Limited Partnerships... not for REITS. Because of the K-1s, limited partnerships are complicated from a tax point of view, including even when held in a IRA/Roth account.
    Sep 20 10:33 AM | Likes Like |Link to Comment
COMMENTS STATS
12 Comments
7 Likes