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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]
    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 | 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
  • Total Returns For BDC Portfolios: November 2014 [View article]
    clearly MAIN has a very low operating expense percentage. however, it does not seem to produce a dramatic improvement in total return compared to TCPC. both have good dividend coverage and i believe similar risk profiles in their portfolios. MAIN does appear more risky in terms of a significantly higher multiple of NAV to stock price while TCPC has a much better dividend. i know you and many other investors really like MAIN but i wonder why?

    thanks for all your excellent information and easy to understand presentation.
    Nov 17, 2014. 01:15 PM | Likes Like |Link to Comment
  • How American Capital Agency Corp. Controls The Cost Of Capital: A Primer On Swaps And Repurchase Agreements [View article]
    good analysis of a complicated investment. since wmc has the highest dividend of all mreit's i know about, how about something showing how they do it and what extra risk they are taking to do that. since it is mostly an agency reit it still should compare with the companies you analyzed.
    Nov 5, 2014. 10:18 AM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 12:40 PM | Likes Like |Link to Comment
COMMENTS STATS
45 Comments
26 Likes