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socksycat

socksycat
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  • There's A Lot In Store For STORE Capital [View article]
    Brad,

    From your loyal follower .. newsletter charter member ..

    ARCP is due to report on Monday .. Let's see what happens.
    I would not say prematurely that ARCP is out of the game one market day before they are supposed to report.

    LONG ARCP !!

    Socksycat
    Feb 27, 2015. 05:42 PM | 2 Likes Like |Link to Comment
  • This Uniquely Positioned Net Lease REIT Pays 5.9%, But Wait For Pullback [View article]
    Brad, Thank you for this very comprehensive article on EPR.

    Please give us your thoughts on EPR's two recent downgrades from BUY to NEUTRAL .. Why did this happen, and how will these downgrades affect EPR going forward?

    I am eagerly awaiting your Newsletter !!

    Socksycat
    Feb 16, 2015. 10:54 AM | 1 Like Like |Link to Comment
  • Forget Beaten Up Utilities, Buy This 7.1% Clean Energy REIT [View article]
    Brad .. Thank you for a very interesting article. I just noticed that "The Street" has HASI as a sell. Interesting ... :).

    Brad, we need you with any diversification that you can provide.!!
    You are very intelligent, and I do believe that you could expand into non-REITS in addition to your REIT coverage.

    I am glad to see that your Newsletter will be ready soon ... eagerly awaiting !!

    Socksycat
    Feb 13, 2015. 06:38 PM | 1 Like Like |Link to Comment
  • Waiting On Monmouth To Be A Booster, Not Just A Rooster [View article]
    Brad,
    Thank you for such an interesting and comprehensive article !
    My portfolio holds a small allocation to MNR.

    I waited quite awhile for the share price to come back up.
    Now I also am awaiting a dividend increase.

    Off Topic .. In your January Newsletter, I applaud your placing of just the portfolios in a separate PDF .. Thanks !!

    Socksycat
    Feb 10, 2015. 01:08 PM | 1 Like Like |Link to Comment
  • An Attractively Priced 'Build-To-Suit' REIT That Yields 6.1% [View article]
    Brad, Thank you for a very comprehensive and fairly presented article.

    I am in LXP for the dividend. Increase in share price is also important, and I am looking forward to good growth going forward.

    Socksycat
    Feb 9, 2015. 12:14 PM | Likes Like |Link to Comment
  • Cisco Set To Report On Wednesday [View article]
    Thank you for your very informative article ... Very timely preceding CSCO's Earnings release !!
    Feb 9, 2015. 11:00 AM | 1 Like Like |Link to Comment
  • 13.31% Advantage In 5 Lowest Price Highest Yield Aristocrat Dividend Dogs [View article]
    Thank you for your comprehensive article !!

    FYI .. As you know, HCP is an eREIT and is not truly a financial corporation. Granted, REITS are in the financial sector (where they do not belong.) This will all change when REITS become their own sector starting in 2016. Great !!

    Long T
    Jan 18, 2015. 10:54 AM | Likes Like |Link to Comment
  • What Happens To REITs If (More Like When) Inflation Goes Wild [View article]
    fripp1,

    Many of the elderly rely on Medicaid for nursing homes .. Self Pay is very expensive.

    Best Wishes !!
    Jan 17, 2015. 12:20 PM | 1 Like Like |Link to Comment
  • The Corvex Bump [View article]
    edexter,

    I saw NNN (the 3 letters) in another article ... Neither of these articles adequately explained the use of NNN ...

    I hope that the author will read this and explain the use of NNN.

    Socksycat
    Jan 11, 2015. 11:46 AM | 1 Like Like |Link to Comment
  • The World's Largest Net Lease REIT Is Ripe For A Takeover [View article]
    divestor,

    I have the same question ... A large part of the down may be profit taking since "O" went up quite a lot several days earlier during the week.

    This is a day where Techs seem to be up with fewer eREITS in the green. Thank goodness for my Tech/Manufacturing holdings. (Ford just raised Div quite nicely.)

    But, like you, I still have the question .. I hope that Brad answers us.

    Long O, ARCP
    Jan 8, 2015. 11:26 AM | 1 Like Like |Link to Comment
  • American Realty Capital: Will Activism Unlock Huge Value? [View article]
    DGM01,

    I do not know the answer to your question.
    However, in order for ARCP to obtain a waiver to report in early March 2015 rather than in Jan., there was a requirement to suspend their Dividend ..

    Happy New Year !!
    Jan 2, 2015. 10:38 AM | Likes Like |Link to Comment
  • Why American Realty Capital Is Looking Tasty [View article]
    Toofuzzy.

    Yes, ARCP paid out monthly dividends all year in 2014, including December.
    Happy Holidays !!
    Jan 1, 2015. 11:58 AM | Likes Like |Link to Comment
  • Why American Realty Capital Is Looking Tasty [View article]
    dum-dum,

    I agree with you!
    Also, in order to get a waiver to report in March rather than January, it was a requirement that ARCP suspend the Dividend.

    Long ARCP
    Jan 1, 2015. 11:33 AM | 1 Like Like |Link to Comment
  • Unplanned Early Retirement, End Of Year Update [View article]
    Kevin.
    Thank you for sharing your portfolio and investing strategy.It is assuring to see some of the same stocks as I own.
    Have you considered STAG or CSCO ?
    LONG O, ARCP, WSR, MPW, MNR, GE, T, STAG, CSCO and others
    Dec 31, 2014. 10:44 AM | 1 Like Like |Link to Comment
  • Portfolio Playoffs Wild Card Game: Cisco Vs. Wells Fargo [View article]
    Abba, Thank you for such an enjoyable article .. a great way to give us your insightful info !!

    I hold only one of the stocks in your brackets ..
    Go CSCO !!
    Dec 31, 2014. 10:08 AM | Likes Like |Link to Comment
COMMENTS STATS
218 Comments
165 Likes