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User 447425

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  • It's Not Rocket Science: STAG Is Now Grossly Mispriced [View article]
    Kinda like a fly that won't go away.
    Jul 30, 2015. 11:07 PM | 1 Like Like |Link to Comment
  • 5 Reasons To Lower Your Allocation To Riskier Assets [View article]
    Long GILD at $95.
    Jul 30, 2015. 09:48 PM | 1 Like Like |Link to Comment
  • Retired Investors Don't Buy Bonds Until? [View article]
    I said laddered individual bonds 3 to 10 years out. I will live with the pain to help mitigate an overall portfolio. Plus, in my opinion, hyper inflation is not in the cards.
    Jul 30, 2015. 09:41 PM | Likes Like |Link to Comment
  • It's Not Rocket Science: STAG Is Now Grossly Mispriced [View article]
    Brad, Thank you for all the articles you write and the time you spend on this "FREE" platform. I have made money on your recommendations including the following: GPT, DLR, HTA, DOC, O, but stayed in ARCP after you recommended getting out. There are smucks out there that are simply haters and probably at home eating TV diners and miserable.....That's ok - let them live in their place of misery.
    Jul 30, 2015. 09:38 PM | Likes Like |Link to Comment
  • Retired Investors Don't Buy Bonds Until? [View article]
    Love Chuck's articles but there is a place for holding bonds (IMO) in that they can help the volatility of an overall portfolio. If you are hold individual bonds to maturity it does not matter that they decrease in value; simply hold lower duration bonds that are laddered 3-10 years out and continuing rolling out upon maturity to "ride" the increase in rates over time.
    Jul 29, 2015. 10:58 PM | Likes Like |Link to Comment
  • It's Not Rocket Science: STAG Is Now Grossly Mispriced [View article]
    Everyone has opinion.
    Jul 29, 2015. 09:07 PM | Likes Like |Link to Comment
  • Peabody Energy: Q2 Results Were Better Than Feared [View article]
    I read a separate article yesterday with a similar analysis but concluded they will be stressed with cash flow starting in 2018.....
    Jul 29, 2015. 04:46 PM | Likes Like |Link to Comment
  • It's Not Rocket Science: STAG Is Now Grossly Mispriced [View article]
    Morningstar rates REITS against all other stocks profitability and has little merit.
    Jul 29, 2015. 04:36 PM | 3 Likes Like |Link to Comment
  • What NAREIT Is Missing About Rising Rates [View article]
    I think that makes sense also. This is a good summary on REITS (and increases in rates in general you might enjoy). http://tinyurl.com/o6b.... Similiar research has been completed on REITS (as referred to by the author). The take away (IMO) is if you own REITS and held on already I would continue to hold. Best Wishes.
    Jul 29, 2015. 04:32 PM | Likes Like |Link to Comment
  • It's Not Rocket Science: STAG Is Now Grossly Mispriced [View article]
    I have emailed the investor relations asking for the run rate on their Core FFO per share.
    Jul 29, 2015. 02:35 PM | 1 Like Like |Link to Comment
  • It's Not Rocket Science: STAG Is Now Grossly Mispriced [View article]
    Overall occupancy at 95% is the highest STAG has ever reported. This separate link reports the status of industrial properties outlook in the US is in a very good position. http://tinyurl.com/pg4.... "Demand exceeds Supply"
    Jul 29, 2015. 02:33 PM | 5 Likes Like |Link to Comment
  • What NAREIT Is Missing About Rising Rates [View article]
    The rate increase is already baked in the cake and that is why REITS have already been hit.
    Jul 29, 2015. 01:32 PM | Likes Like |Link to Comment
  • It's Not Rocket Science: STAG Is Now Grossly Mispriced [View article]
    If you are a trader versus an investor.
    Jul 29, 2015. 01:10 PM | 2 Likes Like |Link to Comment
  • It's Not Rocket Science: STAG Is Now Grossly Mispriced [View article]
    70% retention has been baked into their projections from the beginning - are you suggesting the market just now realizes their projections?
    Jul 29, 2015. 01:09 PM | 1 Like Like |Link to Comment
  • It's Not Rocket Science: STAG Is Now Grossly Mispriced [View article]
    There could be a nuclear war tomorrow too.
    Jul 29, 2015. 01:08 PM | Likes Like |Link to Comment
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1,320 Likes