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Rhianni32

Rhianni32
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  • American Realty Capital Properties: A Buy Even Though It Might Get Worse Before It Gets Better [View article]
    I'd say the same for comments...
    Nov 11, 2014. 10:11 AM | 3 Likes Like |Link to Comment
  • Lesson Learned: I Was The Sucker [View article]
    Yarak: I am not saying this will turn out bad or good nor that ARCP isn't doing the right thing.
    But as you said this is a preliminary result. Hopefully it will turn out well for longs.
    Oct 31, 2014. 03:11 PM | 3 Likes Like |Link to Comment
  • Lesson Learned: I Was The Sucker [View article]
    HE: How in the world am I giving dishonest representations?
    Oct 31, 2014. 03:10 PM | Likes Like |Link to Comment
  • Lesson Learned: I Was The Sucker [View article]
    Seeing lots of people bringing up the BP Deep Horizon oil spill as an example of not selling into a panic. I was long BP at that time and I saw a lot of the same comments then "Don't sell into a panic" "Don't give into emotion."

    BP was $60 before the spill. It dropped fast and the news we had to go off of was "there is a hole in the ocean floor leaking out oil that BP is responsible for and may or may not know how to close it up."
    There was no way to quantify the damage. Lots of people were saying that the overall market share loss was more than any potential lawsuits would cover so its a buy... at $50 in the beginning of May 2010. At $40 it was so low that it couldn't be passed up. That no matter what happened it was a value play.

    Well 4 years later its essentially flat (minus dividends) at $43 when S&P is up 80%.
    That was a painful opportunity cost.

    We don't have any way of knowing what the final damages of ARCP will be.
    Without trustworthy data its a crap shoot and not everyone invests that way.
    A month ago we had fundamentals to base our models under.
    Today we are told some of those fundamentals are wrong so it seems silly for investors to stand firm saying everything else is trustworthy.

    If you want to be long and take the risk go for it that is what the markets are all about.
    But do not call those that sold emotional panic sellers as if there is no justification.

    "Don't sell into a big drop" is as useful as me saying "cut your losses short".
    Oct 31, 2014. 12:53 PM | 9 Likes Like |Link to Comment
  • Lesson Learned: I Was The Sucker [View article]
    Underlying value based on what fundamentals?

    The problem is what part of the financials do you trust and would do you not.
    A month ago everyone's models were based on valuing with existing data and that was corrected so it seems odd that today people are taking such a strong stance that these numbers are the real ones.
    Oct 31, 2014. 12:34 PM | 3 Likes Like |Link to Comment
  • Disaster Strikes For American Realty Capital Properties [View article]
    745: No all companies do not look at their earning reports. Find an error that shows them making more profit then they did, and then make the choice to leave it in.
    Oct 29, 2014. 03:49 PM | Likes Like |Link to Comment
  • Disaster Strikes For American Realty Capital Properties [View article]
    adamsam88: I agree with you that the real estate has value. If that value can be unlocked by management is another matter.
    Given their track record of focusing on management fee generating activities and market cap vs per share value I'd be concerned if they could do it or not.

    I'll keep an eye on them and might be back after they get things straightened out.
    Oct 29, 2014. 03:48 PM | 1 Like Like |Link to Comment
  • Disaster Strikes For American Realty Capital Properties [View article]
    I love all the "buy the dip" and "over reaction" comments I am seeing in all the various ARCP discussions.
    They intentionally left an accounting error in their reports there shouldn't really be a debate here.
    Oct 29, 2014. 11:32 AM | 9 Likes Like |Link to Comment
  • IBM Should Be Avoided At These Levels [View article]
    TF17: Its refreshing to see someone dig into IBM instead of looking at revenue and then kicking out an article that IBM is in trouble.
    IBM is rotating out of older less profitable and less sales generating technologies and developing and focusing on new ones.
    This always happens and will continue to happen.

    Smartplanet, cloud, their Watson software are seeing great growth but since its starting out and small the overall impact to the company has not yet happened. yet
    Oct 13, 2014. 10:39 AM | Likes Like |Link to Comment
  • American Realty Capital Properties: Why Not Buy The Pullback At An AFFO Yield Approaching 10%? [View article]
    You answer your own question as to if investors view ARCP as risky

    " ARCP has given a full year AFFO guidance of $1.13-$1.19 per share in 2014, which was just recently updated to $1.06-1.08 per share due to the sale of Cole Capital. However, ARCP also issued a 2015 AFFO guidance of $1.11-1.14 per share"

    Their AFFO will be lower next year. They will need 5% growth in 2015 just to get back.
    Oct 8, 2014. 06:41 AM | Likes Like |Link to Comment
  • American Realty Capital to sell Cole Capital to RCS Capital [View news story]
    Perhaps you should.

    " ARCP will act as sub-advisor to Cole's non-traded REITs, and acquire and property manage net lease real estate assets for the REITs"

    I want ARCP management focused on ARCP. I don't want them spending time on private REITs.
    Oct 1, 2014. 09:31 AM | 1 Like Like |Link to Comment
  • American Realty Capital to sell Cole Capital to RCS Capital [View news story]
    It would be great if ARCP could just stop with all the private non traded activity and focus on the public company side of things.
    Oct 1, 2014. 07:49 AM | Likes Like |Link to Comment
  • American Realty Capital Properties: Yield + Potential For Capital Appreciation = Strong Buy? [View article]
    tennvol: There is a huge conflict of interest when the externally managed team sells Property A to Private REIT B with the expectation of reselling it again to Public REIT C.
    Public REIT C ends up paying more then they should have through duplicate fees.
    Sep 29, 2014. 05:12 PM | Likes Like |Link to Comment
  • American Realty Capital Properties: Yield + Potential For Capital Appreciation = Strong Buy? [View article]
    I've owned and researched both. The difference between the two companies can be summed up very easily.
    O is interested in growing the company on a per share basis. Their main focus was on investors. Its in their mission statement and how they setup their company.

    ARCP is interested in growing the company on a market share basis. Its in how they setup the company by being externally managed, giving their private REITs real estate then buying it again later through ARCP. Management gets all sorts of nice transaction fees and bonuses.
    With the CEO leaving now that his gravy train is gone and they are going internally managed things might change.
    Sep 29, 2014. 10:43 AM | 4 Likes Like |Link to Comment
  • Silver Loses Its Shine [View article]
    YUP.
    There are some silver miners but there are a lot of other miners out there that get silver as waste product that they sell. They already have their costs covered by their primary mining product that silver price is just bonus.

    You'd think with all these silver stackers talking about the cost of mining and how important silver is that instead of just parroting what they see other people saying they would take the time to look into their investments.
    Sep 24, 2014. 12:50 PM | Likes Like |Link to Comment
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