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  • Tracking A Good Deal In Tech: MiX Telematics Is A Rare Blend Of High-Quality At An Attractive Price [View article]
    Made my first small purchase today. Nice deal with Haliburton announced this morning shows they are penetrating North American markets.
    Oct 5, 2015. 11:18 AM | 2 Likes Like |Link to Comment
  • This High Dividend Stock Yields Over 10%, Pays Monthly, And Has Insider Buying [View article]
    They didn't lower the dividend even through the Great Recession, so no concerns here.
    Sep 27, 2015. 02:30 PM | 3 Likes Like |Link to Comment
  • This High Dividend Stock Yields Over 10%, Pays Monthly, And Has Insider Buying [View article]
    I'm no expert, but just look at the GOOD Distribution Coverage in the article. GOOD's FFO is 1.55 and they are paying out 1.50 for the trailing twelve months. So they are covering their dividend now and should have some good growth going into FY16.
    Sep 26, 2015. 06:25 PM | 4 Likes Like |Link to Comment
  • Biotechs take it on the chin after Hillary tweet about plan to address drug price gouging; IBB down 5% [View news story]
    SC - People might be overreacting to her tweet. Read the CNBC article below. This was in reference to very old drugs which are being bought by companies and then drastically raising prices. It made me sick to read.
    Sep 21, 2015. 01:44 PM | 9 Likes Like |Link to Comment
  • Externally Managed REITs Beaten - Perhaps Too Much [View article]
    Dane - Any thoughts on another externally manager REIT - NRF? I thought there was a good SA article published on it today so bought a few shares:
    Sep 18, 2015. 03:56 PM | 1 Like Like |Link to Comment
  • Northstar Realty Finance: My 'Crystal Ball' Sees A 30%+ Upside Potential [View article]
    Thanks for the article. Seems like NRF has been unduly punished for the complexity considering it has an excellent track record. Made a small purchase today. Down when REIT's are up!
    Sep 18, 2015. 03:49 PM | 2 Likes Like |Link to Comment
  • 7 Fat Years Of Event-Driven Investing, Part II [View article]
    Thanks. As you indicate it's our (shareholders) bank. Unfortunately all I see from management are sell orders which doesn't give me the impression they are in any rush.
    Sep 9, 2015. 09:45 AM | 1 Like Like |Link to Comment
  • 7 Fat Years Of Event-Driven Investing, Part II [View article]
    Chris - Your timeframe for an OSHC buyout seems to be slipping. Are you losing faith in management doing what's right for the shareholders? I know you and several other funds hold large stakes. Why no pressure to get management moving in the right direction?

    Sep 9, 2015. 09:03 AM | 2 Likes Like |Link to Comment
  • Medical Properties Trust: 65% Capital Appreciation Potential With A 7.75% Yield [View article]
    Good question Jeff and something I'd like to know as well. I know one of the knocks on healthcare REITS is they can't necessarily raise rents like many other REITS can if the economy is very strong. Then again most of them like MPW, as Dane notes, seem to have fixed rate debt so higher rates won't be a problem. I personally have no idea if the economy is getting better or worse with all the conflicting data points, so to me I feel much more comfortable owning healthcare REITS since they should hold up either way.
    Sep 6, 2015. 06:26 PM | 1 Like Like |Link to Comment
  • ChipMOS: Buy Now While The Outlook Is Weak [View article]
    "Thailand's GDP growth is forecast to slow down considerably as exports fall"

    Should read Taiwan now Thailand.
    Sep 4, 2015. 01:24 PM | Likes Like |Link to Comment
  • Take Charge... The Next Generation Of Sleep Well At Night REITs [View article]
    What chart are you reading? They all cover their dividends except for DOC.
    Sep 4, 2015. 12:37 PM | Likes Like |Link to Comment
  • Omega Healthcare: Quality At A Discount [View article]
    I'd rather buy on the way down. I'll take an almost 7% yield during these uncertain economic times.
    Sep 2, 2015. 12:54 PM | Likes Like |Link to Comment
  • Where Can I Find Safe Income For Retirement? [View article]
    Some good variable rate preferreds like GS.PR.A. Pays nice dividend now and good protection from interest rate hikes.
    Sep 2, 2015. 09:00 AM | 1 Like Like |Link to Comment
  • LIND: Spread To Peers Continues To Widen - Leisure At A Discount [View instapost]
    Dane - Are you expecting analyst coverage soon?

    Long LIND

    Sep 2, 2015. 08:39 AM | Likes Like |Link to Comment
  • M&A Daily: A Day Late & A Dollar Short [View article]
    Chris - Does OSHC still have a buyback in place? Thanks.
    Aug 27, 2015. 02:49 PM | 1 Like Like |Link to Comment