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arthur_bishop1972

arthur_bishop1972
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  • Omega Healthcare's Shares Look Cheap [View article]
    Thanks Sartre. Given his 'credentials', CPO's post sounds dubious.
    May 19, 2015. 01:42 AM | Likes Like |Link to Comment
  • Deutsche Bank starts KMI and MLPs EPD, ETP, SMLP, MPLX, SXL, PSXP at Buy [View news story]
    That was AWESOME!!!
    May 18, 2015. 11:37 PM | Likes Like |Link to Comment
  • Goldman calls many energy winners and losers amid weak oil price outlook [View news story]
    I can't believe people actually pay for this type of info.
    May 18, 2015. 11:28 PM | 9 Likes Like |Link to Comment
  • Iron Mountain: A REIT Offering A 5% Dividend With Future Growth [View article]
    Yes it was, Henry. Thanks for your input.

    It was posted to highlight the difference between ACTUAL rising rates and just the talk about them.
    May 18, 2015. 11:19 AM | Likes Like |Link to Comment
  • A High Dividend Stock Yielding Over 8%, With 28% Dividend Growth And More Growth Ahead [View article]
    Elliot:

    I'm familiar with MLPs but was picking your brain as whether there are any real differences w/ shipping co's tax situations and their distributions. The 20% (or so) tax deferment that you mentioned is an example of that.

    Thanks.
    May 18, 2015. 11:16 AM | 1 Like Like |Link to Comment
  • A High Dividend Stock Yielding Over 8%, With 28% Dividend Growth And More Growth Ahead [View article]
    Do you own any of these entities, Elliot?? And can you elaborate on the differences between these entities and MLPs like EPD, specifically in terms of taxes, filing, and distributions??

    Thanks for your time.

    AB
    May 18, 2015. 01:56 AM | Likes Like |Link to Comment
  • Iron Mountain: A REIT Offering A 5% Dividend With Future Growth [View article]
    How much actual rising of rates have seen???
    May 17, 2015. 01:34 PM | Likes Like |Link to Comment
  • Use Ventas To Build Dividend Income [View article]
    <Looking at the Ardent acquisition in particular, the cash yield on the transaction, otherwise known as the capitalization rate, is 7%. Contrast that with Ventas's cost of capital. Over the last twelve months, Ventas raised $1.1 billion in senior notes, with an average maturity of fifteen years and at a rate of about 3.7%. So, Ventas borrowed money at 3.7% to acquire properties which yield 7%. This is where the growth is really coming from.>

    Casey, as rates rise going fwd (let's face it...at SOME point, they will rise), how likely do you think the above spread (3.7% to 7%) will hold?? Acquisitions and borrowing will become more expensive, and simple logic would seem to dictate that there will be compression in future spreads, likely to be felt in div growth. But-and here's the $64k ?-how much???

    A dovish Fed bodes well for REITs tho : )
    May 17, 2015. 01:24 PM | 2 Likes Like |Link to Comment
  • Adding More Starwood Shares [View article]
    Thanks giofls. Agree w/ your OHI outlook. I bot for both my aunt and uncle and am adding + DRIPing for them under $38.
    May 16, 2015. 02:15 AM | Likes Like |Link to Comment
  • Adding More Starwood Shares [View article]
    gkom8:

    Search SA for recent articles on STWD. Brad Thomas has a recent one. Another author does too but I can't remember what his name is. My point: One of those 2 articles has a comment that says GOV is not a good 'long' idea and should be avoided. It may have been Richjoy-not sure.
    May 15, 2015. 12:35 AM | Likes Like |Link to Comment
  • Emerging Dividend Growth Play: Phillips 66 [View article]
    Better to have both : )
    May 15, 2015. 12:26 AM | 1 Like Like |Link to Comment
  • Recent Buy: Omega Healthcare Investors Inc. [View article]
    Thanks DM. I started positions for my aunt and uncle in the mid $36 range a bit ago and added for them below $35 recently. I plan on DRIPing for them also, esp if the pps stays below $38.
    May 14, 2015. 12:36 AM | Likes Like |Link to Comment
  • Sovaldi's price in Japan higher than expected [View news story]
    <Ready for the breakout. We Gilead longs don't need an astrologist, just a bullish chartist>

    I think the word is astrologer-not astrologist. My parents were/are obsessed with that crap and used to make astrology charts by hand once upon a time! My father still refers to everyone by their sun, moon, or rising sign...including my kids!! Not surprising we hardly ever speak : )
    May 14, 2015. 12:22 AM | 2 Likes Like |Link to Comment
  • The Smart Kid On The Block, Starwood Property Trust [View article]
    Thanks Richard. That was indeed my thinking.
    May 13, 2015. 11:58 AM | Likes Like |Link to Comment
  • The Smart Kid On The Block, Starwood Property Trust [View article]
    <so my question again: why would anyone buy STWD at 1.4x book when they can buy ARI at 1.04x book?>

    Extending the author's comment (and reasoning)... It's very likely (large) investors are giving STWD a higher valuation (higher book value in this example) based on their own DD, recent past performance, and (less obvious but likely) their level of faith in the STWD CEO versus ARI.

    Plus, I agree with the author. One would be best served to look beyond a single metric to come up with a valuation of each co. Too many variables going on concurrently to use just one tool/method/metric.
    May 13, 2015. 11:52 AM | Likes Like |Link to Comment
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