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twajetgod

twajetgod
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  • Comparing Annaly Capital Management's BV, Dividend, Risk And Valuation To Several mREIT Peers - Part 2 [View article]
    it does seem wmc and the comparisons to agency mreit's is a little like apples and oranges. however, mtge and wmc would seem more alike so an article about those two would be good to see. very good analysis of agency mreits. thank you for your efforts. also ai would be interesting since it has had very good stock action and a good dividend history.
    Oct 8 07:18 PM | 1 Like Like |Link to Comment
  • What I See With This High-Paying REIT That Mr. Market Doesn't [View article]
    thank you for detailing the risks. that is a very important part and should be highlighted in any article.
    Sep 22 09:45 AM | 4 Likes Like |Link to Comment
  • Why Will This New Net Lease REIT Be A Game Changer? [View article]
    it sounds rather like what wpc says is does in that every building is essential to the operation of the parent company. other than doing what wpc does on a smaller scale, how is store different? it does sounds very similar to nnn. also exactly what is the relationship with oaktree since that is a major recommendation? very interesting article. thanks.
    Sep 3 09:39 AM | Likes Like |Link to Comment
  • BDC Risk Profiles: An Introduction [View article]
    buzz-- in looking at the total return portfolios in your BDC Rankings: May 2014 arcc, fsic, main, tcpc all appeared in the lower risk total return portfolio, while fsic also was in the higher return total return portfolio. arcc, fsic, tcpc all have higher yields than main and much less premium to nav than main. perhaps may is too far back to be relevant but the yields and premiums still seem to be an issue when considering investing. it does appear that i neglected some of the details regarding total return projections but part of the reason is that much of the reason i am wary of main is that special dividends are less definite to me than regular dividends, as likely as the special dividends might be. as always your articles your articles are basic to my investing process. thanks for your time and efforts.
    Aug 21 01:09 PM | Likes Like |Link to Comment
  • BDC Risk Profiles: An Introduction [View article]
    i guess my memory failed me. i will go back and look at your articles.
    Aug 21 12:48 PM | Likes Like |Link to Comment
  • BDC Risk Profiles: An Introduction [View article]
    buzz--arcc and tcpc rank at the good end of your risk spectrum, and you have considered fsic low risk in the past. do you have portfolio ebitda for these? compared to main, they pay better distributions and are at a much lower premium to portfolio nav. i believe your past articles show they have a better or equal total return compared to main. so why the major premium for main?
    Aug 20 12:54 PM | Likes Like |Link to Comment
  • Rising Interest Rates And BDCs: Part 2 [View article]
    i read your articles regularly but do not remember you discussing the debt-to-ebitda ratios of any bdc's portfolio companies. have i missed that?
    Aug 7 03:10 PM | Likes Like |Link to Comment
  • The Rockefeller REITs, The Ones That Pay Monthly [View article]
    wpt industrial article is only available to seeking alpha pro subscribers. is there any other way to get your article on that?
    Jun 25 12:40 PM | Likes Like |Link to Comment
  • Schorsch Creates More Magic, This Time It's Health Care [View article]
    does the possibility of government interference in health care cause concern to anybody but me? new legislation could significantly change the business dynamics and the care of the elderly will always be under cost pressure because who wants to let grandma suffer.
    Apr 8 09:33 AM | 2 Likes Like |Link to Comment
  • How Much Dividend Income Growth Do You Need? [View article]
    i agree that knowing cagr is very important in analyzing investments. however, i think this article focused solely on the investment portfolio which does not consider the total portfolio of most investors, namely the income coming from social security and any pensions. for example an individual receiving social security payments of $20,000 annually at 3.00% interest rates has the equivalent of a government guaranteed inflation adjusted bond of almost $677,000. in my personal case i worked for a company that went bankrupt, terminated their pension plan, which was taken over by the pension benefits guaranty corporation, and resulted in me receiving a government guaranteed pension of about one third of my promised pension, but which again has the equivalent of a government guaranteed bond. these significant bond additions to a portfolio should allow somewhat more risk in the equity portfolio than would be wise should the entire portfolio consist of equity investments.
    again, many retirees have real estate investments in their homes, which often have little or no mortgages and therefore could be available for reverse mortgages, thereby providing a income cushion for later years.
    so it is not a binary decision to sell equity in the investment portfolio or rely on investment income, but there are probably other options that reduce the risk in a portfolio in the later years of a retiree.
    my point is that considering only the investment portfolio, with the authors emphasis on providing a portfolio with a cagr allowing for inflation may be shortchanging a retiree's ability to enjoy a more comfortable retirement than a investment portfolio with more current income with the other options available if the investments do not work out as hoped.
    i admit i do not know my portfolio's cagr.
    Feb 16 07:56 PM | 5 Likes Like |Link to Comment
  • The Risk Averse BDC Portfolio: Q4 2013 [View article]
    while main is a great bdc, it also seems overpriced to me. tcpc and arcc are near the top of your list in risk, dividends and price. why the lower percentages in your risk averse portfolio? for someone seeking dividends plus safety, those two seem the best of the bunch. i really like the graphical way you present your conclusions. thanks for your work.
    Dec 30 11:13 AM | 3 Likes Like |Link to Comment
  • As Annaly And American Capital Disappoint, This MREIT Rises - Don't Short It [View article]
    while a agree with you about wmc, as it is the only mreit i own, i would also be very reluctant to disagree with reit analyist who appears to be a very knowledgeable writer.
    Dec 20 02:00 PM | 1 Like Like |Link to Comment
  • Right Now Is The Wrong Time To Be Buying Healthcare REITs [View article]
    thank you for that. which articles do you discuss RRR in more detail and how you determine what it should be?
    Dec 7 09:51 AM | Likes Like |Link to Comment
  • Should I, Would I, Or Could I Buy This Sale/Leaseback Pioneer? [View article]
    what do you think about csg as a less expensive alternative? it has some foreign assets, lower p/ffo, higher dividend and now a bbb+ debt rating.
    Dec 6 03:12 PM | 1 Like Like |Link to Comment
  • This U.S. Net-Lease REIT Holds A Natural Dollar Hedge [View article]
    what do you think about csg as an inexpensive alternative to wpc--foreign assets, lower p/ffo and a BBB+ rating?
    Dec 6 03:05 PM | 1 Like Like |Link to Comment
COMMENTS STATS
38 Comments
21 Likes