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mikeg999

mikeg999
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  • The Next 5: More Investments For My Income Portfolio [View article]
    SP-picked up equal amounts of MMD, NIO, VGM and VKI. Attractive tax equivalent yields pumped up by year end selling.
    Dec 14, 2013. 11:11 AM | 1 Like Like |Link to Comment
  • Tuscany International Drilling: The Most Undervalued Company In The Oil Services Sector? [View article]
    My 2 cents-hard to imagine that the company will be able to maximize its value for all its stakeholders with the appointment of a CRO (Chief Restructuring Officer). The implication of this appointment is clear; the company will make those decisions to enhance immediate liquidity and reduce leverage. The beneficiaries will be the firm's creditors and possibly management at the expense of its shareholders.
    Dec 13, 2013. 09:54 AM | Likes Like |Link to Comment
  • My Intelligent REIT Picks For 2014 [View article]
    I understand Brad's enthusiasm fro the net lease business but find more cautious as Brad frequent positive articles. I do not see many comments about key risks and issues. In this low cap environment where credit risk tends to be under priced, I wonder if current stock prices and yields properly reflect those risks.
    
    Just saying I would respect a more balanced analysis with less cheer leading.
    Dec 11, 2013. 05:37 PM | 9 Likes Like |Link to Comment
  • 2 High Yield Bond CEFs With Recent Intensive Insider Buying [View article]
    $GHY- Continue to like the shorter duration (2.4 years), discount (9.5%) and yield (8.75 %). Agree with your comment about intensity.
    Dec 6, 2013. 08:31 AM | Likes Like |Link to Comment
  • Detroit eligible for bankruptcy protection, says Judge [View news story]
    Let's not forget the other growth industries-prisons and casinos.
    Dec 4, 2013. 08:53 AM | 1 Like Like |Link to Comment
  • Detroit eligible for bankruptcy protection, says Judge [View news story]
    Even if possible, why bother. Our debts are dollar denominated and we can simply print more $ to pay our obligations.
    Dec 3, 2013. 01:19 PM | Likes Like |Link to Comment
  • Detroit eligible for bankruptcy protection, says Judge [View news story]
    Article 1 of the US Constitution prohibits states from impairing contracts and the Supreme Court has ruled (1977) that states cannot refuse to honor its debts simply because it would rather spend its resources in another manner.
    Dec 3, 2013. 01:18 PM | Likes Like |Link to Comment
  • Detroit eligible for bankruptcy protection, says Judge [View news story]
    States are can not seek bankruptcy protection. It will have to address its debts the old fashioned way through negotiation and higher taxes.
    Dec 3, 2013. 12:18 PM | Likes Like |Link to Comment
  • Investor behavior: Same as it ever was [View news story]
    I too would like a program that provides a low risk (close to Treasury) return 1.5-2.0 above the inflation rate.
    Nov 23, 2013. 11:26 AM | 1 Like Like |Link to Comment
  • What A Banana Republic And Monetary Policy Can Teach Us About The Future Of U.S. Housing [View article]
    Time to trademark "FART" and put it on t-shirts.
    Nov 23, 2013. 10:41 AM | Likes Like |Link to Comment
  • Investor behavior: Same as it ever was [View news story]
    For me rebalancing is made much easier when I ask myself what would have the greatest impact on my financial health- a 20% increase or a 20% decrease. My lifestyle would be effected by the drop.
    Nov 23, 2013. 10:37 AM | 2 Likes Like |Link to Comment
  • I'm Dumping Shares In HCP And Hiring Debra Instead [View article]
    Senior Group President-Heller Financial( $10B NYSE co.) which was bought by GE.
    President-GE Capital Mortgage
    Oct 9, 2013. 09:25 AM | 1 Like Like |Link to Comment
  • I'm Dumping Shares In HCP And Hiring Debra Instead [View article]
    Check out her experience prior to JLL. She was among the real estate finance pioneers who helped start many of today's largest REITS. In fact, check out VTR's management. Many of the key decision makers all worked for her during their careers.
    Oct 9, 2013. 09:03 AM | 4 Likes Like |Link to Comment
  • I'm Dumping Shares In HCP And Hiring Debra Instead [View article]
    Brad,

    Your assessment of the new CEO is way off the mark. She is one of the most experienced real estate, finance and corporate general managers in the industry and her record of success speaks for itself.
    Your experience comparison is a stretch.
    Oct 9, 2013. 08:22 AM | 2 Likes Like |Link to Comment
  • The Leveraged Buyout Of America [View article]
    Tom,

    In the old days there were no CD's, money market funds and other vehicles that competed for deposits. The old days also culminated in the Savings and Loans failing (requiring a $500 B bailout) because they were unable to fund long term assets (mortgages) with short term deposits.

    The banking market remains incredibly competitive and community banks are challenged to find good lending opportunities that carry rates commensurate with the risk.
    Aug 26, 2013. 05:23 PM | Likes Like |Link to Comment
COMMENTS STATS
69 Comments
81 Likes