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Momintn

Momintn
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  • What The CIA Can Do For Amazon [View article]
    The American taxpayer will pay 58% more if Amazon gets the CIA contract. Amazon's current compute power has nothing to do with anything, as the contract is to build a private cloud for the CIA, something that Amazon has never done while IBM has done it hundreds of times. If the truth were to be told, the public would never support this. The only reason Wall Street supports this, is many wealthy people own Amazon stock. It's in a serious bubble, and just like gold, it is going to crash. I don't know when, but it will happen. You would be wise to get out the next bullish day. The safest thing to do is to buy the big dividend payers who have a history of innovation, patents (IBM is the leader every year), share buybacks, dividends, and earnings growth for investors. Wall Street will lead you down the primrose path until they crash the global economy again. And it appears it is just ahead. When the global economy crashes, no one is going to want to own internet stocks.
    Oct 3 09:00 AM | Likes Like |Link to Comment
  • Burlington Stores IPO Is A Bargain To Avoid [View article]
    I agree with you, but I'm wondering why it is up 40%. There must be a lot of foolish buyers on the sidelines with cash.
    Oct 2 11:37 AM | Likes Like |Link to Comment
  • Happy 112th Birthday, Mr. Buffett [View article]
    Healthcare exchanges are using IBM's Curam software as their platform although there are different integrators.
    http://ibm.co/171TCJD
    Oct 1 08:15 PM | Likes Like |Link to Comment
  • Lionsgate: Satiating Shareholders As The Hunger Games Approach [View article]
    I think another reason LGF is doing well is the tv series Nashville which has been renewed for another year on ABC.
    Oct 1 05:59 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I was a little disappointed in some of the prices I checked. I think the motivation will be the tax credits for some. People are not wise to ignore the maximum out-of-pocket. Perhaps the well-care and doctor visits are worth the trade off. But if they do get cancer, it's an out-of-pocket of $6k+ per year.
    Oct 1 09:13 AM | 2 Likes Like |Link to Comment
  • No shutdown for shares of Netflix in early trading [View news story]
    Do investors want to pay $300+ for a company's shares when their earnings estimates are going down for the Dec/13 quarter? Maybe the estimates are just going down for a beat, but if not then here is what it is:
    .49 (A 6/13) .48 (E 9/13) .46 (E 12/13)
    If things are so great, why are estimates not higher rather than lower?
    Oct 1 08:59 AM | 1 Like Like |Link to Comment
  • Healthcare Trust Of America's Latest $63 Million Acquisition Should Move The Needle [View article]
    I like HTA as well, and now the dividend pays 5.4%, better than HCN.
    Here is a summary of the recent acquisitions filing.
    http://bit.ly/169QsXp
    The company acquires, owns and operates medical office buildings and other facilities that serve the healthcare industry. As of Dec 31 2012, the company’s portfolio consisted of 247 medical office buildings and 19 other facilities that serve the healthcare industry, as well as a mortgage loan receivable secured by medical office buildings. The company has concentrations in the following key markets: Phoenix, AZ; Pittsburgh, PA; Greenville, SC; Indianapolis, IN; Albany, NY; Houston, TX; Atlanta, GA; Dallas, TX; Boston, MA; Raleigh, NC; and Oklahoma City, OK. The company’s properties are primarily located on-campus or aligned with healthcare systems in the U.S.
    The Demand For Medical Office Buildings Is Growing.
    MOBs provide office space for clinics, physicians and hospitals, demand for which is expected to rise over the next decade. Because the doctor's office is an individual's entry point into the health care system, an increase in the demand for all types of health care, from impotence treament to chemotherapy, fuels an increase in the demand for doctors offices and, therefore, the MOBs in which they operate.
    Due to the falling cost of complex medical equipment and advance of non-invasive procedures, there is an ongoing shift to the delivery of care in an outpatient setting. Small doctors and clinics, many of which locate in MOBs, can now provide treatments that used to be available only in major hospitals. This is creating a shift towards smaller care centers, which is expected to fuel an increase in the demand for MOBs.
    Many hospitals that want to free up capital have begun selling their MOBs to Health Care REITs and then leasing them back from the REIT on a long term basis. This trend provides HTA as well as HCN an opportunity to purchase MOBs at competitive prices while simultaneously leasing a high quality, long term tenant. HTA doesn't have the skilled nursing and specialty care facilities, heavily regulated by the federal government, as HCN has.
    Sep 30 12:01 PM | 1 Like Like |Link to Comment
  • The Top Mid-Cap U.S. REITs For Income Investors [View article]
    A lot of good Reits are below the averages so bargains are to be had in Reits whose property values will go up. Why wait to the price goes over the moving average? To pay more?
    Sep 30 11:31 AM | Likes Like |Link to Comment
  • The Top Mid-Cap U.S. REITs For Income Investors [View article]
    Summary of recent acquisitions filed
    http://bit.ly/169QsXp
    Sep 30 11:28 AM | Likes Like |Link to Comment
  • The Top Mid-Cap U.S. REITs For Income Investors [View article]
    06:42 AM EDT, 09/23/2013 (MidnightTrader) -- Healthcare Trust of America, Inc. acquired 6 on-campus medical office buildings located in South Florida for approximately $63 million. These buildings total over 428,000 square feet and are located in the Miami, Ft. Lauderdale, West Palm Beach markets.
    With this transaction, Healthcare Trust has now invested approximately $242 million in 2013. This represents a 9% expansion of Healthcare Trust's asset base.
    HTA closed at $11.09, within a 52-week range of $9.61 - $13.34.
    Price: 11.09 , Change: 0, Percent Change: 0
    http://bit.ly/H4yNQN
    Sep 30 10:59 AM | Likes Like |Link to Comment
  • The Top Mid-Cap U.S. REITs For Income Investors [View article]
    I like HTA Healthcare Trust of America Reit yielding 5.3% with a price target at Janney's of $12 and a market cap around 2.5B.
    The company acquires, owns and operates medical office buildings and other facilities that serve the healthcare industry. As of Dec 31 2012, the company’s portfolio consisted of 247 medical office buildings and 19 other facilities that serve the healthcare industry, as well as a mortgage loan receivable secured by medical office buildings. The company has concentrations in the following key markets: Phoenix, AZ; Pittsburgh, PA; Greenville, SC; Indianapolis, IN; Albany, NY; Houston, TX; Atlanta, GA; Dallas, TX; Boston, MA; Raleigh, NC; and Oklahoma City, OK. The company’s properties are primarily located on-campus or aligned with healthcare systems in the U.S.
    The healthcare Reits that are more private-pay have properties that are higher in value. In general, smaller caps are outperforming the larger ones. And the higher dividend payment is worth more to me because it is a Reit and I don't pay dividend taxes on Reits in TN.
    The Demand For Medical Office Buildings Is Growing.
    MOBs provide office space for clinics, physicians and hospitals, demand for which is expected to rise over the next decade. Because the doctor's office is an individual's entry point into the health care system, an increase in the demand for all types of health care, from impotence treament to chemotherapy, fuels an increase in the demand for doctors offices and, therefore, the MOBs in which they operate.
    Due to the falling cost of complex medical equipment and advance of non-invasive procedures, there is an ongoing shift to the delivery of care in an outpatient setting. Small doctors and clinics, many of which locate in MOBs, can now provide treatments that used to be available only in major hospitals. This is creating a shift towards smaller care centers, which is expected to fuel an increase in the demand for MOBs.
    Many hospitals that want to free up capital have begun selling their MOBs to Health Care REITs and then leasing them back from the REIT on a long term basis. This trend provides HTA as well as HCN an opportunity to purchase MOBs at competitive prices while simultaneously leasing a high quality, long term tenant. HTA doesn't have the skilled nursing and specialty care facilities, heavily regulated by the federal government, as HCN has.
    Sep 30 10:32 AM | 2 Likes Like |Link to Comment
  • International Business Machines: A Road Map To Reasonable Valuation [View article]
    Good idea. If you can find stocks that are on a moving average you may get a bounce up or a bounce down (support or resistance). Also if you are accumulating a stock no matter what the chart looks like, it is nice to know the price dips, so you can put cash to work.
    If people are just going to put their money into ETFs though, cheap stocks may stay cheap and high P/E stocks may stay high. I have to believe there are enough real stock investors to buy stocks but I have no idea the percentage.
    Sep 28 12:08 PM | Likes Like |Link to Comment
  • AZZ Inc: Fundamental Stock Research Analysis [View article]
    It was a good trade on Friday. Easy 8% up from the low. But I'm out for now. Let me know what you think.
    Sep 28 11:08 AM | Likes Like |Link to Comment
  • International Business Machines: A Road Map To Reasonable Valuation [View article]
    You really have to listen to the earnings calls, read the annual report, go to the IBM website, and read IBM news regularly to decide to own the stock. The charts do not tell you that much in the long run. I have bought stocks that had amazing runs only to see them crash after 1 to 2 years in the next sell off. That is why it is always safer to own good companies that are considered to be bell-weathers and have high credit ratings.
    Sep 28 11:06 AM | Likes Like |Link to Comment
  • IBM Shares Lag, Just Like Buffett Wanted [View article]
    If you want to see a collapse, look at the HDGE hedgefund that is shorting IBM. They lost 7% in one month. In the 3 years that IBM is up almost 40%, they are down over 40%. That hedgefund needs to be shut down as it is apparently nothing more than a ponzy scheme. Does the consumer protection bureau ignore hedgefunds?
    Sep 28 10:59 AM | Likes Like |Link to Comment
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