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smurf

smurf
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Latest  |  Highest rated
  • Dynex Capital Pays 12% Dividend Yield And Earns A Recommended Buy And Hold [View article]
    Hardog,

    Well, yes, M & E Reits are different animals. Es own actual things, buildings and structures. Ms buy and sell mortgage paper, basically. DX is the safest of the latter, IMO, because they don't overreach and don't have as much agency exposure (Fannie/Freddy) as the others. Also, they deal in variable rate paper, which softens interest rate spikes.
    Sep 26 03:25 PM | 3 Likes Like |Link to Comment
  • Remember, It Was The Great Recession, Charlie Brown [View article]
    Thanks Brad, my thoughts too.
    Sep 26 03:18 PM | Likes Like |Link to Comment
  • Let's Make Some REIT Hay While The Sun Is Shining [View article]
    Catman....

    Yes, you are correct. I think I mentioned that MNR has been in business longer than STAG. Should have noted also their steady dividend record through thick and thin.
    Sep 26 12:09 PM | 1 Like Like |Link to Comment
  • Prospect Capital Vs. Hercules Technology [View article]
    The total return on HGTC is so far removed from the rest that it could [or should] be considered an outlier. There must have been some extenuating circumstances which were not evident in this rather incomplete article?
    Sep 26 11:03 AM | 2 Likes Like |Link to Comment
  • Let's Make Some REIT Hay While The Sun Is Shining [View article]
    STAG seems to be an MNR with more diversification and dividend increases, albeit without the length of time in the business. Also no albatross like UMH, with which MNR is burdened.
    Sep 26 10:52 AM | 1 Like Like |Link to Comment
  • I Am A Dividend Growth Investor. I Want Dividends, Growth, And Dividend Growth [View article]
    Greedy little Bugger, ain'tcha? LOL.

    Great article, sensible strategy.
    Sep 25 03:41 PM | 2 Likes Like |Link to Comment
  • Still too early to buy offshore drillers, Wells Fargo says [View news story]
    I think it's time to buy ESV now, then add on the way down. All it'll take is some war type event to get everyone goosey about crude supply and it'll skyrocket along with the drillers.
    Sep 25 03:36 PM | Likes Like |Link to Comment
  • Remember, It Was The Great Recession, Charlie Brown [View article]
    Brad,

    Why don't you own HCP? I think it's the best of the health care REITs. I'm just waiting for the price to moderate a bit before buying it.

    It's up today $ .31 in the face of a -230 +/- day. Drat.

    Thanks.
    Sep 25 03:22 PM | 1 Like Like |Link to Comment
  • Senior Housing Properties Trust: It's Fallen, Can It Get Back Up? [View article]
    Lots of logical reasons in this article to avoid SNH
    Sep 25 03:13 PM | Likes Like |Link to Comment
  • You Might Be A High Yield Sucker If... [View article]
    Adam,

    Another no-nonsense, sensible and concise article.

    Regarding CEFs, I couldn't agree more. If a security has more than 10% leverage, I usually avoid it. If return of capital is part of the distribution (particularly a sudden one), whether destructive or not, I move along. Finally, if the current premium/discount to NAV is markedly different from the historical trend, I punt. Needless to say, these narrow down my CEF selection possibilities rather drastically.

    A great resource for CEFs is M*. Even though they don't have analyst coverage on every security, they still provide pertinent data on all of them. Another good source is http://bit.ly/o4ngfR, which is sponsored by Nuveen.

    I'm of the same opinion about PSEC as you. I also own shares. Question is, why are we both still hanging on to it?
    Sep 23 11:58 AM | Likes Like |Link to Comment
  • You Might Be A High Yield Sucker If... [View article]
    511

    Your comment is as empty as your bio.
    Sep 23 11:37 AM | 5 Likes Like |Link to Comment
  • Update: Ensco September Fleet Update [View article]
    Salmon is a good contrarian indicator. Read his opinion, do the opposite.

    He and jonk are similar types....gadflies.
    Sep 22 10:20 AM | 1 Like Like |Link to Comment
  • Update: Ensco September Fleet Update [View article]
    I can see a bottom ~ $40, maybe lower, at which point the stock's a screaming buy.

    LONG ESV.
    Sep 22 10:17 AM | Likes Like |Link to Comment
  • Prospect Capital: Should You Go All In If Shares Fall Below $10 Again? [View article]
    "All in under $10"? Quick answer, NO! Price isn't the issue (the whole sector's tanking), ability to cover the dividend is. PSEC's is suspect, to say the least.
    Sep 22 10:14 AM | 2 Likes Like |Link to Comment
  • Realty Income Is On Sale Again [View article]
    I'll consider it on sale <= $39, which is where I bought it. Would definitely add in that price range.
    Sep 22 10:11 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
3,939 Comments
4,244 Likes