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twajetgod

twajetgod
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  • Main Street Capital Deserves A Perpetual Premium To NAV [View article]
    MAIN has a larger share of NAV in equity rather than debt than most BDC's. while that is good during a rising market, it could suggest more downside should that reverse.
    Jul 6, 2015. 10:38 AM | 1 Like Like |Link to Comment
  • Mr. Market Is Not Thrilled With This Net Lease Merger, Neither Am I [View article]
    brad--you loved gpt and the ceo and you lost the love for csg because of the lack of a ceo. this merger should solve the ceo problem. plus csg is sort of a mini-wpc with the european exposure and the higher cap rates there. clearly there are several problems associated with the merger but it also seems to solve several problems for each company. maybe not a total good deal but it seems the potential improvements can make the combined companies better.
    Jul 2, 2015. 11:15 AM | 2 Likes Like |Link to Comment
  • Inside My Portfolio: What I Hold And Why [View article]
    why two domestic stock etf's that probably overlap a lot?
    Jul 1, 2015. 07:35 PM | Likes Like |Link to Comment
  • Main Street Capital Continues To Outperform All Other BDCs [View article]
    buzz--not to long ago you listed some of the more conservative bdc's which included tcpc, fsic and arcc. all of them have higher dividends and much less premium to nav than main so would seem to be better investments, since even with its high dividend growth rate, it will take main some time to catch up with its dividend. plus it seems to have increased risk due to its high premium to nav.
    Jun 17, 2015. 01:02 PM | 1 Like Like |Link to Comment
  • Main Street Capital Disappoints On NII, Surprises On NAV [View article]
    thank you for your reply. i guess i was thinking the past several years have been very good for equity investments but the future may be less so, hence the question.
    May 12, 2015. 12:25 PM | Likes Like |Link to Comment
  • Main Street Capital Disappoints On NII, Surprises On NAV [View article]
    factoids--MAIN has been one of the best performing BDC's for total return. however, in the last conference call, much of the increase in NAV and dividends was attributed to the significant equity position. given that many other BDC's are commenting on how they are focusing on first lien positions to reduce risk, is your RRR for MAIN any different from first lien BDC's due to the higher risk associated with equity rather than debt? imo this is significant due to the many predictions (so far wrong) about a market correction that would reduce the equity portion of MAIN's NAV.
    May 11, 2015. 12:18 PM | 1 Like Like |Link to Comment
  • Armour Residential REIT: You've Been Warned [View article]
    what about DX and STWD?
    May 1, 2015. 11:59 AM | Likes Like |Link to Comment
  • You Big Dummy, I Just Bought More Shares In Lexington Realty [View article]
    Rcsam made a comment about renewed leases at less per square foot than existing leases according the 10k. is anybody else concerned about that?
    May 1, 2015. 11:27 AM | 1 Like Like |Link to Comment
  • My Tactical Approach To Healthcare REIT Investing [View article]
    given the demographics and the massive rise of demand for healthcare in the next decades, does anyone else see the risk of government intervention that may affect profits?
    Apr 21, 2015. 12:05 PM | 2 Likes Like |Link to Comment
  • Mr. Valuation Says Digital Realty Is A Right REIT At A Right Time For Your Retirement Portfolio [View article]
    i just heard on cnbc that amazon has been building data centers worldwide. what do you think of this competition with dlr?
    Apr 6, 2015. 11:43 AM | Likes Like |Link to Comment
  • Comparing Annaly Capital Management's BV, Dividend, Risk And Valuation To Several mREIT Peers - Part 2 [View article]
    i would like to see your analysis of wmc since it has a somewhat unique business model that would make an interesting article by you.
    Mar 30, 2015. 11:33 AM | 2 Likes Like |Link to Comment
  • American Capital Agency's Upcoming Q4 2014 Earnings Projection - Part 2 [View article]
    do you think the hedging of interest rates by mreit's give any useful information in all the discussion about the future of interest rates in general, or is their focus too short term to be useful in that regard?
    Jan 19, 2015. 03:46 PM | 1 Like Like |Link to Comment
  • How Does Dynex Capital Hedge Interest Rate Risk? Not Swaps [View article]
    how does the significant change in dollar vs euro affect the swap?
    Jan 6, 2015. 07:14 PM | Likes Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 3 [View article]
    MAIN seems to have been one of the favorite companies in past articles and comments, yet it has not had a particularly good total return in the above chart. that seems to be mostly due to poor stock price performance. perhaps because it was overvalued earlier, but i would like to know your thoughts on it's relative underperformance. thanks for your insightful writing.
    Jan 5, 2015. 10:37 AM | 1 Like Like |Link to Comment
  • Retirement Portfolio For Dummies - The Health Care REIT Components [View article]
    i am aware of cagr and its value, but do not always use it in making buy or sell decisions. but there was no poll question for that.

    as always an excellent article and of significant value to those of us who do not like to do all that analysis. thank you.
    Dec 10, 2014. 11:04 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
55 Comments
36 Likes