Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
rich,
Exactly the proper way to play it. I do the same all the time to maintain my position sizing and capture as you stated "gifts" provided by the market every once in a while. Good job! gratian
I agree with your out look. Additionally, increasing tax rates and an aging population will provide additional support to the muni market and bond market in general.
The big question in my mind is the direction of the economy long term and whether the fed can exit "QE3/ZIRP" sometime down the road without a major correction of the market.
A Sustainable And Growing 8% Yield Is Driving NorthStar Realty Finance's Outperformance [View article]
Dane,
Enjoyed the article and agree with the possibility of receiving some appreciation from holding NRF long term, which is why I am currently long this stock.
I'm Not Gonna Brag, But I Did Recommend STAG [View article]
Brad recommended a target of: $9.00 - $9.50, if possible. Currently dropping, close to target, but no cigars for right now. I think I'll wait a bit and see if it drops a little more.
The Most Important Thing To Know If You're Using Stocks As Fixed Income [View article]
Jeffrey,
I was wondering the same as I looked through my book. Graham was very careful with his advise to conservative/retail investors.
With yields going lower, I have been hearing more and more "bond like" comments, okay, as long as folks remember there is a big, big difference of a bond verses a common stock on the capital structure of a corporation.
Additionally, those buying equities for "bond like" yields need to know that when rates do go up they may see a depreciation of market value.
Chambers Street: More Liquidity Magic On The Way In REIT-Dom [View article]
Brad,
Another excellent article covering another REIT for us SDI's to consider as part of our portfolio.
I wanted to let you know that I signed up for your new newsletter. The amount paid for the subscription pales in comparison on the income generated by using some of your recommendations.
I'm Not Gonna Brag, But I Did Recommend STAG [View article]
Brad,
Thank you for putting stag on my radar scope with your first article, it was very profitable for me and I may jump back into a small position on any pull back.
Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
Exactly the proper way to play it. I do the same all the time to maintain my position sizing and capture as you stated "gifts" provided by the market every once in a while. Good job! gratian
Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
"O" is a perfect example, if you look at the charts from March to now, of a stock that really got ahead of itself, ready for a sell off.
Good move locking in some gains and hopefully swing back in at a later date at a better entry price.
would not surprise me if the hedges and institutional types will slay those jumping in to JNJ. Very similar chart action.
Best wishes, gratian
Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
I'm thinking about unloading my rental properties, if the market supports a decent price.
The rentals have stayed occupied, good income flow, properties are managed by a property manager, but it still can have some heartburn at times.
Much easier just being in fixed income with some invested over on the equity side, at least the way I'm thinking currently.
best wishes, gratian
The Freakish Low-Beta Portfolio [View article]
I agree about the possible impact to stocks, especially some of the defensive stocks that has become very crowded.
I'm staying about 30% allocation to capital preservation and if the market continues to melt up I will continue to peel off risk.
It ought to be very interesting how everything turns out over the next year or two.
Hope all is going great for you and your investments, gratian
The Freakish Low-Beta Portfolio [View article]
I agree with your out look. Additionally, increasing tax rates and an aging population will provide additional support to the muni market and bond market in general.
The big question in my mind is the direction of the economy long term and whether the fed can exit "QE3/ZIRP" sometime down the road without a major correction of the market.
Best wishes, gratian
What's Your Exit Strategy? [View article]
Excellent article.
By nature, I start becoming a big old grizzly bear when the market starts making all time highs and all time low yields across the asset classes.
As the market melts up, I allocate more and more of a % of the portfolio to capital preservation, which lowers my overall portfolio risk.
The strategy worked very good the last couple of meltdowns since 2000, I guess sooner or later, the strategy will be tested again.
We may get lucky and have some decent buying opportunities if the pre-market action is pointing to a correction.
Best wishes, gratian
A Sustainable And Growing 8% Yield Is Driving NorthStar Realty Finance's Outperformance [View article]
Enjoyed the article and agree with the possibility of receiving some appreciation from holding NRF long term, which is why I am currently long this stock.
Best wishes, gratian
General Electric Marches On Towards Core Growth [View article]
Best wishes, gratian
Utility Investors Should Focus On ROIC, Not Dividend Yield - Part II S&P Utility Index [View article]
I'm Not Gonna Brag, But I Did Recommend STAG [View article]
I saw it trade down to $9.97 earlier today and decide to go ahead and establish a small starter position.
Best wishes, gratian
If You Are Going To Be A Successful REIT Investor, You Must Go Where The REITs Are [View article]
Best wishes, gratian
I'm Not Gonna Brag, But I Did Recommend STAG [View article]
Brad recommended a target of: $9.00 - $9.50, if possible. Currently dropping, close to target, but no cigars for right now. I think I'll wait a bit and see if it drops a little more.
Best wishes, gratian
The Most Important Thing To Know If You're Using Stocks As Fixed Income [View article]
I was wondering the same as I looked through my book. Graham was very careful with his advise to conservative/retail investors.
With yields going lower, I have been hearing more and more "bond like" comments, okay, as long as folks remember there is a big, big difference of a bond verses a common stock on the capital structure of a corporation.
Additionally, those buying equities for "bond like" yields need to know that when rates do go up they may see a depreciation of market value.
Best wishes, gratian
Chambers Street: More Liquidity Magic On The Way In REIT-Dom [View article]
Another excellent article covering another REIT for us SDI's to consider as part of our portfolio.
I wanted to let you know that I signed up for your new newsletter. The amount paid for the subscription pales in comparison on the income generated by using some of your recommendations.
Thanks for all you do and best wishes, gratian
I'm Not Gonna Brag, But I Did Recommend STAG [View article]
Thank you for putting stag on my radar scope with your first article, it was very profitable for me and I may jump back into a small position on any pull back.
Best wishes, gratian