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juztfurfun

juztfurfun
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  • An Intelligent Investor Should Consider REITs [View article]
    Brad----in a nutshell what is your opinion on the effect of rising interest rates--in the future---on REITS-----particularly the ones you recommend?
    Jul 19 09:01 AM | 2 Likes Like |Link to Comment
  • I'm Dumping Shares In HCP And Hiring Debra Instead [View article]
    Brad--have you written any articles on Corporate Governance Scores as a measure of evaluating REITs
    Oct 10 04:39 PM | Likes Like |Link to Comment
  • I'm Dumping Shares In HCP And Hiring Debra Instead [View article]
    Brad-- have you written any articles onn Corporate Governance Scores
    Oct 10 04:37 PM | Likes Like |Link to Comment
  • I'm Dumping Shares In HCP And Hiring Debra Instead [View article]
    Brad---any followup as you promised on the previous post above

    "Brad---would you comment on this from David Zanoni w/r SNH versus VTR ................"
    Oct 8 04:28 PM | Likes Like |Link to Comment
  • I'm Dumping Shares In HCP And Hiring Debra Instead [View article]
    Brad---would you comment on this from David Zanoni w/r SNH versus VTR

    "To look further into SNH's valuation, it's useful to look at the adjusted funds from operations (AFFO). This REIT valuation metric is a more precise measure of the residual cash flow available to shareholders as it subtracts capital expenditures. The FFO of $280.5 million minus the CapEx of $174 million gives SNH an AFFO of $106.5 million. This gives the trust a price-to-AFFO ratio of 41. Let's see how this compares to its competitors:

    SNH

    HCN

    HCP

    VTR

    Price to AFFO

    41

    -7

    -48

    -21.8

    The thing that stands out with the Price to AFFO among the competitors is the negative figures. HCN, HCP, and VTR all have negative AFFOs because their CapEx exceeds their FFO. This makes SNH the most attractive REIT among this group as its CapEx is less than its FFO. This gives the trust a better chance of maintaining its dividend and its real estate portfolio. This reinforces the idea that SNH is the best value out of this group of health-care REITs. The negative AFFO figures associated with the competition show that they are in a less desirable position to maintain their dividends or their real estate. It also puts the competitors at risk of diluting their shares if the need to do an equity offering arises"
    Oct 7 10:38 AM | Likes Like |Link to Comment
  • Swensen's 6 ETF Portfolio [View article]
    Lowell what fidelity etfs would work in this portfolio
    Apr 27 12:35 PM | Likes Like |Link to Comment
  • Pay No Tax On Qualified Dividends And LT Capital Gains [View article]
    What is tax rate on LT capital gains and qualified dividends when one goes into the next bracket for married couples filing joint returns---say $ 70,000 to $ 142, 000?
    Apr 23 09:30 AM | Likes Like |Link to Comment
  • Income Investors: 5 High-Yielding REITs [View article]
    are there any etf's that include all of these reits--to add a little diversification?
    Jun 11 08:37 AM | Likes Like |Link to Comment
  • Does Magic Formula Investing Work? [View article]
    Does MFI work? yes if the few stocks you buy go up and you sell and No it doesnt work if the MFI recommended stocks you buy go down and you sell--in my opine after trying dozens of value and/or growth schemes I have come to the same conclusion as professor burton malkiel -economics -of princeton unviversity ---they all have winning followed by losing streaks--hmmmm sounds like a random walk down wall street-----indeed save yourself time ,trading fees, short term cap gains etc and false expectations and read malkiels book and invest over time--dollar cost averaging---in 5 un or minimally correlated index funds or etf's---us stock, international emerging, developed, reits and bond both domestic and intl
    Apr 21 05:10 PM | Likes Like |Link to Comment
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