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  • 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]
    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
  • Microsoft hikes dividend 11%, adds two new directors  [View news story]
    I believe Stubarino means that all boards are made up of upper management of each other so that they don't really look out for shareholder as much as giving each other.
    Sep 17, 2014. 07:32 AM | 1 Like Like |Link to Comment
  • Prospect Capital: A High-Yield BDC Play With A Strong Growth Record As An Alternative To MLPs  [View article]
    Richjoy made most of the points I was going to make.

    PSEC has had growth but not on a per share basis.
    I sold last week. Will wait for the dividend cut this year or next year then buy back in if it gets under $9.
    Sep 15, 2014. 09:26 AM | 1 Like Like |Link to Comment
  • Argentina cites U.N. vote as support for debt swap  [View news story]
    Yes because the U.N. representative of a country is the same person who manages and pays their country's bond payments.
    Give us a break.
    Sep 11, 2014. 10:01 AM | Likes Like |Link to Comment
  • Yield On Cost: A Vitally Important Consideration For Retired Investors  [View article]
    If yield on cost is a worthless feel good metric then so is year to date returns. The only true return is your actual position not from a chosen middle point.

    YOC offers different insight and ways of looking at your portfolio. Its one of many ways to evaluate your portfolio and the more the better to find potential problems.
    Sep 4, 2014. 09:18 AM | 10 Likes Like |Link to Comment
  • Whiting USA Trust II Quarterly Distribution Up On Decreased Expenses, Good Oil Prices  [View article]
    Awesome. Yeah that higher costs then what was expected from the S-1 really killed estimates for the total payout of WHZ. Really glad to see it dropped and with development costs halved... hopefully will stay that way.
    Aug 11, 2014. 07:11 AM | 1 Like Like |Link to Comment
  • PetSmart explores its options  [View news story]
    Selling out now is in the best interest of traders. Not necessarily investors.
    Different people are invested in a company for different reasons and different time horizons.
    Jul 18, 2014. 10:41 AM | 1 Like Like |Link to Comment
  • Treasury yields jump, gold slumps after strong jobs print  [View news story]
    If Zerohedge was ever even neutral of good news then we could say they look at facts.
    The US debt could be $0 with no inflation and 100% employment and they would find some way to make it the worst news ever.
    Jul 3, 2014. 11:40 AM | 3 Likes Like |Link to Comment
  • Treasury yields jump, gold slumps after strong jobs print  [View news story]
    Think you might have accidently logged in here when you meant to log into Zerohedge.
    Jul 3, 2014. 09:46 AM | 9 Likes Like |Link to Comment
  • Enduro Royalty Trust Should Be In Your Portfolio  [View article]
    For the second time: NDRO has to pay for the wells that are built. The author mentions there are new wells being built his year.

    So no its not a problem. Its a company paying the costs for increased production. Its pretty much what every company out there has to deal with. Since a trust pays all their profit out to unit holders it has to come out of the distribution
    Jun 20, 2014. 10:58 AM | Likes Like |Link to Comment