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  • 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
  • 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