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Latest  |  Highest rated
  • Dynex Capital Is The Best Buy In The MREIT Universe. [View article]
    Cash,

    I'm pretty much holding for the dividend anyway, so don't expect a bunch of price appreciation as long it remains somewhat stable. Don't get me wrong, wouldn't mind it though!
    Jul 28 10:16 AM | 1 Like Like |Link to Comment
  • Bond Bears: Admit You Were Wrong [View article]
    Mad at myself for not increasing exposure to the sector via ETFs when bonds were sort of downtrodden. But, what goes up.......so there'll be another opportunity down the road.

    Already have some nice exposure to GNMAs & high yield munis via Vanguard.

    Thanks for the article. Now following.
    Jul 28 10:13 AM | Likes Like |Link to Comment
  • Finding A Margin Of Safety In Realty Income [View article]
    Brad,

    I'm a member of the choir on O. Bought in at ~$39. In fact, it's the only eREIT I care to own at the moment but am looking to add something in the healthcare/nursing home sector at more reasonable pricing.

    Have you, or will you, being doing an analysis on EPR anytime soon? The company intrigues me, but I'm a little concerned that it's too concentrated in the leisure sector, especially municipal skiing centers which are noteworthy for losing money.

    Thanks.
    Jul 28 09:49 AM | 2 Likes Like |Link to Comment
  • Don't Forget The PIIGS [View article]
    I'd put my money on Ireland. A more educated and motivated work force, along with a business-friendly political climate.
    Jul 27 03:44 PM | 2 Likes Like |Link to Comment
  • This High Dividend Stock Just Declared 5th Straight Hike, Yields Almost 8%; Goes Ex-Dividend This Week [View article]
    Handling them isn't the annoyance, whether Turbo Tax or a CPA. Getting them in on a timely basis is.
    Jul 27 02:52 PM | 2 Likes Like |Link to Comment
  • Dynex Capital Is The Best Buy In The MREIT Universe. [View article]
    Cash....

    Holding DX for a while, but not particularly impressed with price performance vs. NLY recently. Surprisingly, to me at least, NLY is currently covering their dividend with earnings.

    DX CEO rattled a few cages during an earnings call two or three quarters ago by being rather pessimistic and admitting that they were having problems gauging the state of the market going forward.

    Jul 27 02:24 PM | 1 Like Like |Link to Comment
  • General Electric: Saying Goodbye To A Legacy Asset [View article]
    They made a lousy fridge anyway.

    What will happen to the Hotpoint brand, which is a GE Lite brand, but in some cases was more reliable?
    Jul 25 10:37 AM | Likes Like |Link to Comment
  • Europe fails to impose tough sanctions on Russia [View news story]
    If it wasn't for the terrible U.S., ALL of Europe would be speaking German today. We have the grave markers over there to prove it. Or maybe Russian had we not stood up to them in Berlin in 1948.

    Thanks for the gratitude, anyway. Hope you get what you deserve from your Russian pals. After all, Vlad is sooooooo trustworthy.
    Jul 23 11:17 AM | Likes Like |Link to Comment
  • Europe fails to impose tough sanctions on Russia [View news story]
    Huh? What?

    "Ukrainian rebels are not Russians." Who are they, Norwegians? Who do you think invaded the Crimea just recently? If you don't think that the separatists/Russians are one and the same, better get a naivete' check.

    The Ukrainians have always been a fiercely independent people. Their Cossacks fought against the Bolsheviks after the overthrow of the Czar, and were finally overwhelmed. In WWII, they hated the Russians so much that they welcomed the Nazis when they invaded. Unfortunately, the Germans were even more brutal than the Russians, so the Ukrainians fought them underground.

    All the Ukrainians want is to be left alone to run their own country. They are the type of allies we should cherish. Instead, we are posturing, nothing more.
    Jul 23 11:10 AM | 4 Likes Like |Link to Comment
  • Weakness In Offshore Drilling May Mean No Gusher For Ensco Earnings [View article]
    Agree with trailerparkjoe.
    Jul 23 10:58 AM | Likes Like |Link to Comment
  • It's still not time to buy offshore drillers, Raymond James says [View news story]
    Bought ESV a while back @49.20. Pretty happy with the price appreciation and dividend to date.
    Jul 22 03:41 PM | 1 Like Like |Link to Comment
  • It's still not time to buy offshore drillers, Raymond James says [View news story]
    Why is it that whenever there's negative piece on a sector or stock, dissenters jump in and start yelling about short sellers? We also see the same folks howling about pumping when there's a positive recommendation.

    Grow up, people! These are analyst opinions.

    Besides, I don't think an overly conservative outfit like Raymond James can be seriously accused of pump and dump tactics. They have too much to lose.
    Jul 22 03:39 PM | Likes Like |Link to Comment
  • Silly Rabbit, Dividends Do Matter In Retirement [View article]
    Preceding comment directed to Maley, not to any of my esteemed SA brethren.
    Jul 22 03:16 PM | 4 Likes Like |Link to Comment
  • Silly Rabbit, Dividends Do Matter In Retirement [View article]
    I would politely say that your comment adds nothing to the discussion. Glad to have read it so I can skim by anything else you write in the future.
    Jul 22 03:12 PM | 2 Likes Like |Link to Comment
  • RE: Silly Rabbit, Dividends Do Matter... [View article]
    Valuentem's articles are always logical and worth reading. Thinking about subscribing to their newsletter.
    Jul 22 02:49 PM | Likes Like |Link to Comment
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