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twajetgod

twajetgod
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  • 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
  • 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
COMMENTS STATS
51 Comments
32 Likes