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socksycat

socksycat
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  • If STAG Industrial Was A Car It Would Be A Mustang [View article]
    Brad .. I saw your title in my SA portfolio articles .. I knew that it was you :)
    Great article !!

    I purchased 1 tranche of STAG in Sept. 2012 for just under $15.90. WOW .. STAG really took off. Early on I watched earnings and was surprised to see STAG keep zooming. I thought of it as a cult stock :). During the "Taper Tantrum", STAG went down around the mid $19-$20 range. I sure wish that I would have purchased more at that time since my holding is a small % of my portfolio.

    I will check your Newsletter for your Buy price and will be ready to nibble some more. I have to say it :), I love STAG !! Thank you, Brad, for your great Newsletters and emails to Newsletter Subscribers. Socksycat

    Long STAG, O, LXP, GPT, ARCP and others
    Aug 28 10:23 AM | 2 Likes Like |Link to Comment
  • Sucker Yield REITs: Does Whitestone Qualify? [View article]
    Brad .. ROIC is a great REIT. I would love to own it. However, it is currently priced at $.75/share above your buy price (Aug. Newsletter) ... Not a good time to buy now?..

    Thanks !!
    Aug 26 02:00 PM | Likes Like |Link to Comment
  • Sucker Yield REITs: Does Whitestone Qualify? [View article]
    Archman Investor,

    Great comments ... Thank you !!
    Aug 26 11:38 AM | Likes Like |Link to Comment
  • RF Micro Devices: Why This Chipmaker Has More Upside Potential [View article]
    Thank you for a very informative, upbeat article!

    Question: Do you see RFMD giving a dividend any time soon?

    Thanks !!
    Long RFMD
    Aug 26 11:33 AM | Likes Like |Link to Comment
  • Sucker Yield REITs: Does Whitestone Qualify? [View article]
    Brad ... Thank you for your analysis of WSR. However, I wish that you would not have selected this particular title.

    Brad, I am surprised that you did not include LXP in the peer group. Several months ago, you commented in an article that LXP was your favorite shopping center ... ???? (Perhaps I have my sectors confused.)

    Is WSR the only REIT with considerable weather exposure?

    Your loyal follower and Newsletter subscriber. Sockyscat

    LONG WSR, LXP, MPW, O, ARCP and others
    Aug 26 10:16 AM | Likes Like |Link to Comment
  • I'm Glad I Have This West Coast Gem In My REIT Portfolio [View article]
    Brad ... Thank you for yet another insightful article !!

    I am waiting for an ROIC pullback to purchase it.

    QUESTION, Brad:
    Earlier this year in an article, you said that LXP was your favorite shopping center.
    So, I purchased LXP.
    Please explain your current view on LXP in light of this article... Thanks !!

    Your loyal follower and Newsletter subscriber, Sockyscat

    Long LXP and others
    Aug 20 10:29 AM | 1 Like Like |Link to Comment
  • Ehh, What's Up DOC? [View article]
    Thanks for your insightful article, as always !!

    I held MPW at the time that I also purchased DOC. MPW has fared quite well for me.

    ****Brad .. I realize that you know so much more than me, but,when you write your article on MPW, please consider that the S&P rates MPW a 4 STAR with a quality ranking of "B".****

    Sorry .. I did not think that both of my comments would be back to back since I wrote them at different times.

    Your loyal follower and Newsletter subscriber, Socksycat

    Long MPW, DOC, BMR, HTA
    Aug 13 12:28 PM | Likes Like |Link to Comment
  • The Day I Was Surrounded By Market Timers [View article]
    Off topic, Brad, but I cannot resist ... ARCP (modestly) beat earnings .. They did it !!

    Thank you, Brad, for staying with ARCP, giving me the confidence to do the same .. Truly thrilled this a.m. since ARCP is my second highest percentage REIT holding following "O".

    Long ARCP, O and others
    Jul 29 10:12 AM | 1 Like Like |Link to Comment
  • American Realty Capital Properties Closes $1.5 Billion Red LobsterĀ® Sale-Leaseback Transaction [View article]
    Whew .. They beat, albeit modestly, but .. They did it !!!!!

    Long ARCP
    Jul 29 08:48 AM | Likes Like |Link to Comment
  • Can Red Lobster Claw Back Its Once Loyal Customers? [View article]
    Brad .. Thank you for another interesting article !

    RL ... location, location, location.
    I ate at a nearby RL often. It had a large waiting area which was usually crowded. There was a bar on one side of the waiting area .. order an ice tea, etc. or drink while waiting. On the other side of the bar was a very nice dining area in the bar. The main dining area was laid out very nicely. My only "gripe" with them is that their shrimp was not up to par with other restaurants. My husband loved their salmon.

    This RL was located on a strip of office buildings (lunch business) and some pretty upscale restaurants. A great location ! I had not been their for several months and was surprised as I drove by that there was a new seafood restaurant .. so quickly.

    ARCP hand picked its 500 restaurants/locations ... Could be great locations with valuable land and easy turnover to a new restaurant to move in quickly if the RL brand fails at a given location such as mine.

    Nicholas may have more up his sleeve than just reviving RL ...

    Long ARCP
    Jul 28 12:13 PM | Likes Like |Link to Comment
  • Be Prepared For Mid-Year REIT Results, Part 2 [View article]
    Thank you once again, Brad :)!

    I also got into STAG at a pretty low price .. one of the first REITS that I purchased. I wish that I would have purchased another tranche when STAG hit a low in the mid $21 range in the spring.
    Here's hoping that STAG (and CSG) have good earnings.

    Brad .. you are the reason behind my success (plus a couple of great Tech Blue Chips :) .. always remember that you have so many loyal followers, and I would imagine Newsletter subscribers !!!

    Long STAG, CSG and others
    Socksycat
    Jul 25 05:09 PM | Likes Like |Link to Comment
  • Be Prepared For Mid-Year REIT Results [View article]
    Brad ... This article is just wonderful .. what a great idea to give us a better feel for upcoming earnings.

    Since earnings are spread out through mid August,
    Would you be able to cover all of your SALSA stocks plus MNR?

    BTW, loved your July Newsletter !!!

    "Long" Brad Thomas (and your daughter):)
    Jul 23 11:13 AM | Likes Like |Link to Comment
  • Why You Should Dump Cisco And Buy Juniper [View article]
    I a not at all pleased with this article ...

    Thank you to the commenters who are setting the facts straight. I am getting fed up with authors who pit one stock against another.

    Long CSCO !!!!
    Jul 22 10:21 AM | 1 Like Like |Link to Comment
  • Ehh, What's Up DOC? [View article]
    Chris ...
    On June 20th of this year, S&P Capitol IQ upgraded MPW to a 4 STAR BUY.
    Also, their earnings have had 7 (Quarters) positive surprises in a row.

    I hope that this helps.

    Long MPW, DOC, HTA
    Jul 3 03:57 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: How Owning Higher Yielding Stocks Can Offer Greater Income [View article]
    How about including a REIT such as Realty Income"O". It has a history of many years of always paying and increasing its dividend. "O" also pays monthly.
    However, I would wait for a pullback. See Brad Thomas' SA articles on "O".

    RS, Thank you for a very interesting article.

    Long F, T, O, DOC, WSR
    Jun 29 10:47 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
171 Comments
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