Todd Johnson's Comments Todd Johnson's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/56271/comments Gary Kain-led American Capital Agency (AGNC -2.8%) and American Capital Mortgage (MTGE -2%) lead the decline in an all-red mREIT sector (MORT -1%) today, with AGNC taking out its post-earnings low from last week. On the earnings call, Kain said upward pressure on rates had cooled to start Q2 and book value was headed higher, but markets may not be cooperating. The 10-year yield is up 8 bps today to a near 2-month high. Others: Annaly (NLY -1.2%), Invesco (IVR -1.2%), MFA (MFA -1.8%), Western Asset (WMC -1.3%). http://seekingalpha.com/currents/post/1019251?source=feed#comment-18697091 18697091
I have heard some Cyprus bank depositors have moved $ to U.S. :) ]]> Fri, 10 May 2013 21:19:16 -0400
I have heard some Cyprus bank depositors have moved $ to U.S. :) ]]> Zynga Is No Longer A Gamble, It Is A Strong Buy With Potential http://seekingalpha.com/article/1320481/comments?source=feed#comment-18153941 18153941 Fri, 26 Apr 2013 18:04:25 -0400 A Tale Of 2 Bank Stocks http://seekingalpha.com/article/1366041/comments?source=feed#comment-18049991 18049991 Wed, 24 Apr 2013 17:10:35 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17915921 17915921
The only value a mREIT has is the "book value per share". That's the basic theme of valuation.These aren't stocks.

Todd]]> Sun, 21 Apr 2013 22:56:56 -0400
The only value a mREIT has is the "book value per share". That's the basic theme of valuation.These aren't stocks.

Todd]]> 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17915911 17915911
You should worry if the downgrade is from someone you respect.

Todd]]> Sun, 21 Apr 2013 22:55:26 -0400
You should worry if the downgrade is from someone you respect.

Todd]]> 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17911211 17911211 Sun, 21 Apr 2013 19:19:06 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17908091 17908091
WSJ makes money with making people panic.

On the other hand, mREITs are a high risk trade due to their leverage and the fact that interest rates could jump. If hedging is not done appropriately by Gary Kain - then the stocks go poof.

Definitely not a sector for "buy and hold".

Todd]]> Sun, 21 Apr 2013 16:32:18 -0400
WSJ makes money with making people panic.

On the other hand, mREITs are a high risk trade due to their leverage and the fact that interest rates could jump. If hedging is not done appropriately by Gary Kain - then the stocks go poof.

Definitely not a sector for "buy and hold".

Todd]]> 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17905501 17905501 Sun, 21 Apr 2013 15:00:16 -0400 3 Healthcare REITs For Dividend Investors http://seekingalpha.com/article/1339221/comments?source=feed#comment-17905411 17905411
MPW is trading at $15.74 with a 5.1% yield. It has doubled in the past year. Valuations become stretched. As a REIT they will raise capital for further expansion into similar markets.

If you examine VTR (or any healthcare REIT), every valuation is stretched due to yield seekers.

TJ]]> Sun, 21 Apr 2013 14:56:21 -0400
MPW is trading at $15.74 with a 5.1% yield. It has doubled in the past year. Valuations become stretched. As a REIT they will raise capital for further expansion into similar markets.

If you examine VTR (or any healthcare REIT), every valuation is stretched due to yield seekers.

TJ]]> 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17905241 17905241 Sun, 21 Apr 2013 14:48:31 -0400 General Electric: The Hazards Of A Perfect Stock Even After Solid Earnings http://seekingalpha.com/article/1354661/comments?source=feed#comment-17903591 17903591 Sun, 21 Apr 2013 13:37:08 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17903541 17903541 Sun, 21 Apr 2013 13:34:40 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17903531 17903531 Sun, 21 Apr 2013 13:34:16 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17902401 17902401 Sun, 21 Apr 2013 12:58:56 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17902381 17902381 Sun, 21 Apr 2013 12:58:29 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17902181 17902181 Sun, 21 Apr 2013 12:55:32 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17902151 17902151 Sun, 21 Apr 2013 12:55:17 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17902141 17902141 Sun, 21 Apr 2013 12:54:54 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17901981 17901981 Sun, 21 Apr 2013 12:53:13 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17901941 17901941 Sun, 21 Apr 2013 12:52:22 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17901891 17901891
Here is a source of market vulnerability: usdebtclock.org

TJ]]> Sun, 21 Apr 2013 12:49:28 -0400
Here is a source of market vulnerability: usdebtclock.org

TJ]]> 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17901841 17901841
What is the least desirable outcome? The Council states mREITs are a source of market vulnerability - and the mREITs close up shop. They sell their GSE MBS. The GSE MBS have gone up in the mean time as the 10-year is at 1.73%.

Just political nonsense. TJ]]> Sun, 21 Apr 2013 12:48:26 -0400
What is the least desirable outcome? The Council states mREITs are a source of market vulnerability - and the mREITs close up shop. They sell their GSE MBS. The GSE MBS have gone up in the mean time as the 10-year is at 1.73%.

Just political nonsense. TJ]]> 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17901731 17901731 Sun, 21 Apr 2013 12:43:56 -0400 15.3% Dividend Yield Makes This mREIT Attractive http://seekingalpha.com/article/1356121/comments?source=feed#comment-17901631 17901631 Sun, 21 Apr 2013 12:40:16 -0400 3 Healthcare REITs For Dividend Investors http://seekingalpha.com/article/1339221/comments?source=feed#comment-17857221 17857221
Winnebago Industries, Inc. (WGO) is 100% not my speed. I understand the rationale.

Many sectors (consumer staples, healthcare REITs) are becoming a bit silly in their valuations.

TJ]]> Fri, 19 Apr 2013 20:56:45 -0400
Winnebago Industries, Inc. (WGO) is 100% not my speed. I understand the rationale.

Many sectors (consumer staples, healthcare REITs) are becoming a bit silly in their valuations.

TJ]]> 3 Healthcare REITs For Dividend Investors http://seekingalpha.com/article/1339221/comments?source=feed#comment-17857191 17857191
OHI is quality. At some point - these names are "over owned" and simply propped up by momo traders. In that case, an investor must decide if any action is necessary.

I have found that everyone is "buy and hold" investor until the stock starts going down fast-and-furious.

Todd]]> Fri, 19 Apr 2013 20:55:00 -0400
OHI is quality. At some point - these names are "over owned" and simply propped up by momo traders. In that case, an investor must decide if any action is necessary.

I have found that everyone is "buy and hold" investor until the stock starts going down fast-and-furious.

Todd]]> Should Apple Buy Back Shares Or Increase Dividends? http://seekingalpha.com/article/1341121/comments?source=feed#comment-17820991 17820991
Todd]]> Fri, 19 Apr 2013 01:03:56 -0400
Todd]]> Annaly: More Clues That Could Lead To A Dividend Hike http://seekingalpha.com/article/1352731/comments?source=feed#comment-17820961 17820961
Regarded, a dividend hike would be enticing. Thanks for the informed article.

Todd]]> Fri, 19 Apr 2013 01:02:55 -0400
Regarded, a dividend hike would be enticing. Thanks for the informed article.

Todd]]> Bank Of America: With No Dividend Hike Shareholders Are Fleeing http://seekingalpha.com/article/1347291/comments?source=feed#comment-17820931 17820931 Fri, 19 Apr 2013 01:02:09 -0400 Bullish Insider Buying Activity Surfacing Among These Names In Real Estate, Healthcare http://seekingalpha.com/article/1345261/comments?source=feed#comment-17728881 17728881 Wed, 17 Apr 2013 08:56:30 -0400