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  • Taubman Is A REIT Brand I Can Trust [View article]
    Great article as usual Brad. However from my point of view, it's hard to see them
    doubling or tripling their NOI, in contrast to the REITs in the still fragmented
    self storage sector.
    Jul 8 07:29 AM | Likes Like |Link to Comment
  • American Realty Capital Properties' Current Dividend - Here To Stay? [View article]
    Thanks for a great article. For those of us old enough to remember black and white TV, it's like Jack Webb as Sergeant Friday on Dragnet: "Just the facts, Ma'am." That's what you gave, just the facts.
    Jul 3 07:39 AM | Likes Like |Link to Comment
  • Are You Pressing Your Luck With mREITs? [View article]
    Good article Adam. My personal strategy has been to buy the preferreds of the mREITs.
    Jun 4 07:33 AM | 2 Likes Like |Link to Comment
  • American Realty Capital Vs. Realty Income: Will The Real REIT Please Stand Up! [View article]
    Nick makes the big score if ARCO outperforms peers by 6 per cent. The dilution lowers his starting point and makes El Gordo that much easier to achieve
    Jun 1 01:02 PM | 1 Like Like |Link to Comment
  • Is American Realty Capital Properties' 8% Dividend Yield Built To Last? [View article]
    The most worrisome thing about the sale of the multi-tenant properties, the purchase of Red Lobster, and the 13% dilution of existing shareholders at a price of $11.59 is the loss of credibility by management. Go back and read the transcript from the 1st quarter earnings report. Management said they were going to do a number of things and less than 2 weeks later did the exact opposite. A very bad omen.

    Credibility and consistency, Nickie.
    May 30 08:41 AM | 29 Likes Like |Link to Comment
  • American Realty Capital Properties: Rapid Growth At A Cheap Price [View article]
    the dividend to the shareholders after the spin off of the multi tenant properties was to be 1.073. now that Nickiie has sold the properties, us diluted shareholders can forget about that! the value of the spin off was to be 2.2 B and he sold them for 1.975. the shareholders didn't need that 200 M!

    Nickie should quit working those 20 hour days and spend more time in his 13 million dollar NYC condo and get some sleep so he would think more clearly.
    May 24 12:51 PM | 3 Likes Like |Link to Comment
  • U.S. Federal Reserve Tapering Is Out Of The Question [View article]
    Bernanke said in his last press conference that the Fed was NOT going to sell their mortgage backed securities but let them run off.
    Jul 8 09:12 AM | 1 Like Like |Link to Comment
  • Going over the fiscal cliff "looks like where we're headed," says Senate Majority Leader Reid. S&P 500 losses accelerate, -0.7%[View news story]
    They are just rearranging the deck chairs on the Titanic.
    The USA is so broke!
    Don't believe me?
    Take the time to read the Trustees Report on Social Security and Medicare.
    Dec 27 02:11 PM | 1 Like Like |Link to Comment