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User 447425

User 447425
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  • I Pity The Fool That Chases Fool's Gold, Invest In REIT Preferreds [View article]
    I disagree with your comment. The YTC is lower for the recommended swap but the duration is also lower. So, you are giving up a little in rate for a high likelyhood to be called out and then reinvest if in fact interest rates are higher later. The Preferred he recommends to sell has a lower face yield and will in fact get hit harder if rates do increased because the face yield is lower. There is less risk in his recommendation.
    Sep 4, 2015. 10:02 PM | Likes Like |Link to Comment
  • The Stock Market's Best Shot? A Fed Promise To Move Slower Than A 3-Toed Sloth [View article]
    Just another perspective. http://bit.ly/1Ng1fFM
    Sep 4, 2015. 05:07 PM | 1 Like Like |Link to Comment
  • I Pity The Fool That Chases Fool's Gold, Invest In REIT Preferreds [View article]
    Bank Preferreds are no longer cumulative either.
    Sep 4, 2015. 03:39 PM | Likes Like |Link to Comment
  • I Pity The Fool That Chases Fool's Gold, Invest In REIT Preferreds [View article]
    Isn't Oxford a BDC?
    Sep 4, 2015. 09:34 AM | 1 Like Like |Link to Comment
  • I Pity The Fool That Chases Fool's Gold, Invest In REIT Preferreds [View article]
    GGG copies and pastes this response on almost every REIT post - reminds me of the parrot I had as a kid that knew a few choice phrases.
    Sep 4, 2015. 09:21 AM | 7 Likes Like |Link to Comment
  • It's Not Rocket Science: STAG Is Now Grossly Mispriced [View article]
    Moreover, consistently when there is "universal" agreement in the market, the market makes fools of a great portion of the people. During QE1, there was universal thought that interest rates would increase dramatically. If you remember, Bill Gross (and alot of the market) bet rates were going up significantly - still has not happened almost 7 years later.
    Sep 3, 2015. 02:07 PM | 1 Like Like |Link to Comment
  • The REIT Way To Measure Risk [View article]
    GGG makes the same post on every article (not really everyone) about all this distressed commercial real estate property.....Please show the facts - where are the stats on this with any meaning?
    Sep 2, 2015. 03:22 PM | 2 Likes Like |Link to Comment
  • Meet The Mastermind Behind This REIT Merger [View article]
    VNQ was down 1.90%.
    Sep 1, 2015. 07:56 PM | Likes Like |Link to Comment
  • Tiffany: The Only Specialty Retailer You Can Hold For Life [View article]
    Congrats on long CB since they are being taken out for a premium!
    Aug 30, 2015. 12:33 PM | Likes Like |Link to Comment
  • Tiffany: The Only Specialty Retailer You Can Hold For Life [View article]
    I hope you are carrying insurance for atleast $150K on it :)
    Aug 29, 2015. 06:07 PM | Likes Like |Link to Comment
  • Tiffany: The Only Specialty Retailer You Can Hold For Life [View article]
    Why pay over 2 PEG ratio on a stock with a Beta of over 2. If the long term earnings are growing 10% then buying at a P/E - 21 to 23 seems expensive to me, especially with an over 2 BETA.
    Aug 29, 2015. 06:05 PM | 1 Like Like |Link to Comment
  • Are You Selling The Drama Or Buying The Rally? [View article]
    He disregarded that when I commented and brought it up in his Dozen of warning signs comments section. Here is more information to consider. http://bit.ly/1Kcg4bZ. Durable goods increasing, http://bit.ly/1Kcg5g1, Consumer confidence increasing. It is not all milk and honey by any stretch and pruning back exposure is fine but it is not all negative news or conditions as portrayed.
    Aug 28, 2015. 12:19 AM | Likes Like |Link to Comment
  • A Market Top? 15 Warning Signs [View article]
    Agree. Rebalancing is absolutely a risk management technique (IMO). http://bit.ly/WKOgfB. http://bit.ly/1Kc7ppL
    Aug 27, 2015. 11:32 PM | 1 Like Like |Link to Comment
  • Now's The REIT Time To Go Shopping For SWANs [View article]
    Where is the data stored for such an enterprise? Where are the goods that he imports and sells stored and shipped or put into inventory - a garage? Hope he does not grow too large so he rents stays low.
    Aug 27, 2015. 10:45 PM | Likes Like |Link to Comment
  • A Market Top? 15 Warning Signs [View article]
    What does the Guru say about the market now? Still limit risk?
    Aug 27, 2015. 04:10 PM | Likes Like |Link to Comment
COMMENTS STATS
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1,372 Likes