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  • There's Cheap And There's Dirt Cheap  [View article]
    thank you.
    Jan 24, 2016. 11:53 AM | 1 Like Like |Link to Comment
  • There's Cheap And There's Dirt Cheap  [View article]
    brad--the dividend of LADR, excluding the special dividend, is about 11% which is pretty much the same as STWD. i think STWD is probably the safer of the two. any comments?
    Jan 23, 2016. 12:36 PM | 2 Likes Like |Link to Comment
  • Starwood Property Trust Needs To Step It Up  [View article]
    since STWD is a commercial mREIT, i am not sure why there should be any comparison with NLY and CYS. those have much higher leverage and complicated hedges due to the implied guarantee of the MBS they invest in. STWD is in a more complicated invesmentt area but considerably less complicated financial situation. perhaps that is why NLY is getting into commercial loans.
    Oct 21, 2015. 02:49 PM | 2 Likes Like |Link to Comment
  • Annaly Capital Management In Retirement: Do You Know The Risks?  [View article]
    if you make the reasonable assumption the dividends will continue and can deal with the price fluctuations, a 10% return on cost indefinitely sounds like a good deal to me. of course all those who value diversifying investments will be horrified and point out why this is a really bad idea, but anyone who is short capital and needs income beyond what is considered a safe return could/should consider such a plan.
    Oct 10, 2015. 07:30 PM | 2 Likes Like |Link to Comment
  • Are Business Development Companies Rebounding Or Is It Just A Dead Cat Bounce?  [View article]
    buzz-you have not included NMFC in your charts lately. why?
    Oct 8, 2015. 12:12 PM | Likes Like |Link to Comment
  • My Valuation Procedure And Why I Bought Or Added Some Stocks, But Not Others  [View article]
    rosenose--good info on evaluating stocks but not much on deciding which ones to evaluate. perhaps an article on the important initial selection would be interesting. another sa contributor, which one i forget, claimed a dividend yield over 5% was risky. however, dividend rates over 5% are available from equity reit's that are dividend champions or challengers, some of which have dividend growth rates over 6%. most of the stocks in your article yield below 5%. would equity reit's merit further evaluation according to whatever criteria you use? thanks for any comments.

    also have liked your comments on other articles. thanks for becoming a contributor.
    Oct 3, 2015. 01:13 PM | 2 Likes Like |Link to Comment
  • It's Time To Accumulate Shares Of These 3 Equity REITs  [View article]
    are you a chess player?
    Sep 8, 2015. 08:34 PM | Likes Like |Link to Comment
  • Ladder Capital Is What I Call The Cake And Eat It Too REIT  [View article]
    brad--how does ladr compare to stwd? same business, stwd larger and higher dividend.
    Aug 21, 2015. 10:54 AM | 4 Likes Like |Link to Comment
  • Durability Test: W.P. Carey  [View article]
    european real estate can be bought at higher cap rates than in the united states which is what WPC is doing now. they have hedged most of the currency risk and have stated that the risk remaining is fairly small. i also like CSG for the same reason although their europe exposure is smaller.
    Aug 19, 2015. 10:46 AM | 2 Likes Like |Link to Comment
  • Main Street Capital Corporation: A Buy Below $30?  [View article]
    is anyone else concerned about MAIN's 33% (about) equity stake in it's portfolio given the possibility of a market downturn?
    Aug 19, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • BDCs And 'The One Thing'  [View article]
    why would fsic pay more in special dividends than nii coverage?
    Jul 20, 2015. 01:08 PM | Likes Like |Link to Comment
  • Durability Test: STAG Industrial  [View article]
    the retention rate was not too impressive compared to the other reit's. also the payment percentage is not much higher than wpc which seems to be a much larger and safer reit. any thoughts?
    Jul 20, 2015. 12:52 PM | 1 Like Like |Link to Comment
  • 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