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socksycat

socksycat
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  • American Realty Capital Properties Yields 8% But Not In My Portfolio [View article]
    This is the first article of yours that I have read. I do not know which asset classes that you write about.

    I recommend that you stay away from writing about eREITS since you obviously do not know the correct way to value them. Either that or you are writing a "hit piece" on purpose.

    Follow you ?? Heck no, never.

    Long ARCP, O
    Sep 30 01:12 PM | 8 Likes Like |Link to Comment
  • REITs: Why The Dividends Are A Mirage [View article]
    The decrease (dilution) that we are seeing with ARCP is due to the 160M shares awarded to the ARCT investors due to the merger .. not the typical public offering.

    You hand picked stocks to make your point !!!
    How about the following???? :

    STAG has gained approx. $5/share price since we purchased it in Sept. 2012 with a quarterly div. of $.30.
    WSR purchased in August has gained over $1.50/share price w/ div.$.285 quarterly.
    And, then .. there is MPW that has gained close to $3.50/share price with a $.20 div. quarterly just since mid December.
    I could go on .. HTA, etc.

    When it comes to eReits, I listen to Brad Thomas and Dane Bowler.
    Mar 4 11:04 AM | 8 Likes Like |Link to Comment
  • Stag Industrial Inc declares $0.105 dividend [View news story]
    STAG pays $.105/share MONTHLY not Quarterly.

    Long STAG
    Feb 25 06:00 PM | 6 Likes 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
  • Healthcare REITs May Not Post Healthy Returns In A Rising Rates Environment [View article]
    I agree with you about Senior Housing, Skilled Nursing homes in particular.

    However, as the 3rd year of Baby Boomers has arrived, MOBs and Hospitals should see a high demand for Seniors nearing age 70.

    I have refused to purchase any Healthcare REIT with Skilled nursing homes.
    I own HTA, a pure-play MOB, MPW a pure-play Hospital REIT and BMR which is a Biomed.

    Although interest rates play a role in all REITs, your article should have included those Healthcare REITs that DO NOT own any Skilled Nursing facilities.

    So, to me ... Your article is incomplete !!!!!!!!!

    LONG HTA, MPW, BMR
    May 2 09:27 AM | 5 Likes Like |Link to Comment
  • Stem Cells: Invest At Your Own Peril [View article]
    Adam and his friends appreciate your "piece" on a bio stock ... and you are just now (as stated at the beginning of your article) learning about stem cells .. Great job .. You made the main articles on SA .. You must be proud .. but, from this investor, you are a writer to ignore in the future.

    Btw, STEM is up so far today .. not going along with this -50% market.

    Long STEM, PSTI
    May 1 10:31 AM | 5 Likes Like |Link to Comment
  • REITs: Why The Dividends Are A Mirage [View article]
    I'll say again ... You chose specific stocks to make your point .... You chose the one REIT that is going through a merger ... why not speak to REITs such as O, STAG, MPW ... etc.

    I know why ... You no nothing about these REITs ... You are not anywhere a REIT expert ... please stay away from REITs (We have Brad Thomas for these) .... please stay within your realm of knowledge.
    Mar 4 02:07 PM | 4 Likes Like |Link to Comment
  • Here's Why This $8.87 Apple Supplier Is Still A Great Buy [View article]
    Great article .. Thank You !!! You have a very understandable, clear writing style.

    Question:
    Do you foresee RF Micro initiating a Dividend anytime in the near future?
    Thank You !!

    Long RFMD
    May 14 09:19 AM | 3 Likes Like |Link to Comment
  • Up Close With This Pure Play Hospital REIT CEO [View article]
    Great article, Brad .. Thank you!!!

    My concern as a Newsletter subscriber is if we are not SA PROS (which I am not), there are articles written as recently as 3 months ago, and we are not allowed to see them here. And, there is nowhere else that we can see them ... probably due to a contract for authors with SA.

    I print a lot of Brad's articles .. but not all of them ... They are pretty long :).

    I have learned so much from Brad and greatly appreciate him.

    Long MPW
    Feb 27 04:58 PM | 3 Likes Like |Link to Comment
  • American Realty Capital Properties Is No Mirage: It's Time To Back Up The Truck [View article]
    Brad,

    Thank you for your timely response to yesterday's "Mirage" article.

    I was very surprised and a bit shocked that an author who obviously knows very little (if anything) about REITs even ventured into putting down ARCP and its dividend.

    I read all of the comments on the "Mirage" article, and a number of us stated that Brad Thomas is THE REIT author who we follow ... The guru :)!!

    Very Long ARCP !!

    Again, thank you, Brad ... You are our "White Knight" who rode in !!
    Mar 5 10:43 AM | 3 Likes Like |Link to Comment
  • 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
  • Healthcare Trust Of America: Wheat From The Chaff [View article]
    Great, insightful article .. Thank You !!
    A dividend increase would be most welcome.

    Long HTA
    May 14 10:19 AM | 2 Likes Like |Link to Comment
  • Don't Follow The Herd, Consider STAG Instead [View article]
    Brad .. Thank you for your insightful and well written article !!
    Also, thank you for your in-depth Newsletter.

    I have been following STAG for a year ... STAG almost seems like a cult stock .. whenever it has gone down in price (as many REITs took quite a hit several weeks ago) .. down in mid $19 range, and it came right back up and beyond.

    I love the $.105 monthly dividend ($31.5/QTR) !!

    Long STAG, O, ARCP, MPW, HTA and others

    Apr 28 11:14 AM | 2 Likes Like |Link to Comment
  • STAG May Soon Be The Next 'Monthly Dividend Machine' [View article]
    Great article, Brad .. Thank you !!

    We purchased STAG in Sept. 2012 just under $16/share. I sure have wished for many months :) that we had purchased more since STAG started to go up and after a fall in price would come right back and keep going up. A few weeks ago, STAG went down to the mid $19 range ... I sure wished that we would have added more shares at that time.

    My husband and I were mystified that STAG kept going up and up. I recall an article that you wrote about STAG a while back. There were many comments from people who wished they owned STAG but felt that the price was a bit high ... STAG kept going up and up ...
    We termed it a cult stock :) ...

    But, STAG is for real !!

    We are very pleased that STAG announced an increase to its monthly dividend starting in Feb. of this year.

    Long STAG, O, ARCP, WSR, HTA, MPW and more.
    Jan 22 10:26 AM | 2 Likes Like |Link to Comment
  • Insiders Are Buying These High Yield Plays [View article]
    Bret,
    Thank you so much for your timely article !!
    I generally follow you for your Tech stock expertise.

    I have been considering adding to my holding of ARCP,
    and your info about insider buying led me to go ahead and do it.
    With the impending acquisition of COLE, I do believe that ARCP will pop if it indeed does go through.

    Thanks again !!
    Sockscat
    Jan 13 11:12 AM | 2 Likes Like |Link to Comment
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