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Toofuzzy

Toofuzzy
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  • Unlocking The Power Of Compounding: REITs That Pay Monthly [View article]
    While I reinvest dividends, I do it by choice when prices drop, taking advantage of stock price volatility. Sometimes that might be right after a dividend payment but sometimes it doesnt. Or I might use the dividends from one company for another.
    Jan 15, 2015. 11:10 PM | 1 Like Like |Link to Comment
  • Current Events Provide A VIX Opportunity [View article]
    So you are not using the current spot value in your considerations?
    Jan 2, 2015. 11:33 AM | 1 Like Like |Link to Comment
  • Why American Realty Capital Is Looking Tasty [View article]
    Dont they have to pay 90% of earnings to retain REIT status?

    Next years earnings are not an issue because they have a whole year to pay out. But did they pay out everything they need to for 2014 ?

    Is there a date they have till to settle up for 2014 ?
    Jan 1, 2015. 11:32 AM | 1 Like Like |Link to Comment
  • Current Events Provide A VIX Opportunity [View article]
    As of Dec 31 after market is the vix in backwardation with the vix at 19.2 and jan vix at 18.02?

    But jan going out it all has an upward slope so it is still in contango ?
    Dec 31, 2014. 06:26 PM | Likes Like |Link to Comment
  • Contango And Backwardation Strategy For Inverse VIX ETFs [View article]
    Thanks Nathan
    Dec 18, 2014. 10:03 AM | Likes Like |Link to Comment
  • Contango And Backwardation Strategy For Inverse VIX ETFs [View article]
    Wednesday Dec 17
    Is the vix now in contango? Is it safe to buy svxy?

    My inclination is to wait for a higher vix spike. I dont want to watch the vix go over 40 AFTER I buy svxy. But I guess I would get a sell signal from backwardation or could just use a trailing stop.
    Dec 17, 2014. 11:29 AM | Likes Like |Link to Comment
  • Contango And Backwardation Strategy For Inverse VIX ETFs [View article]
    Thanks for the reply.
    Dec 15, 2014. 05:14 PM | Likes Like |Link to Comment
  • Seadrill At Imminent Risk Of Bankruptcy... Really? [View article]
    I think they did the right thing cutting the dividend. But do they have contracts for the new rigs comming on line?
    Dec 15, 2014. 05:10 PM | Likes Like |Link to Comment
  • Contango And Backwardation Strategy For Inverse VIX ETFs [View article]
    Hi Nathan

    I am interested in SVXY and have been waiting for the VIX to spike again.

    In the info I read from you, it sounds like you want vix to go in to contango to get back in. Wont the vix still be in backwardation when the vix is at its high and even as it is starting to drop.

    Also if you waited for the vix to go in to backwardation like it is now, you would have watched SVXY go from near75 recently to 60 before getting out. Am I missing something.
    Dec 15, 2014. 09:31 AM | Likes Like |Link to Comment
  • The Fed Has Ended QE, Should We Dump Annaly? [View article]
    Since all their assets are mortages, when interest rates go up the value of those assets go down. There will also be LESS refinancing as people keep their low interest rate mortages.

    How much NLY is hurt depends on how fast long rates rise.

    NLY did well in the past at higher ratex because long rates were falling, but falling slower than short rates. Now they will rise faster than short rates, at least in the near future.
    Oct 30, 2014. 10:33 AM | 1 Like Like |Link to Comment
  • Significant Returns Possible With These Inverse Volatility ETFs [View article]
    OK Nathan I read most of your articles, I will wait for contango to either buy svxy or buy puts on vxx. How far out in time do you buy the puts and how far out of the money or in the money do you buy them
    Oct 17, 2014. 02:57 AM | Likes Like |Link to Comment
  • Significant Returns Possible With These Inverse Volatility ETFs [View article]
    At some point the vix will peak but still be in backwaration because everyone expects it to go lower. At that peak would be a good time to buy svxy unless I am mistaken but the vix will not go in to contango til it goes down enough that people think it might go higher. I would think you would miss quite a lot of the innitial gains in svxy.

    What are your thoughts on when to buy svxy at the present time.
    Oct 15, 2014. 06:55 PM | Likes Like |Link to Comment
  • Significant Returns Possible With These Inverse Volatility ETFs [View article]
    OK so this is finally interesting me. How do I decide to actually pull the trigger and buy SVXY ?
    Oct 15, 2014. 04:10 PM | Likes Like |Link to Comment
  • Cracker Barrel Is A Cash Cow, Here's How To Milk It [View article]
    Wouldnt spinning off the real estate increase their real estate costs over time?

    If they have low debt, they could refinance the real estate at present low rates.

    Do they have a desire to expand and have a use for the money that would be generated? If not, lower real estate costs of ownership goes to increasing capital gain value over time.

    Lastly, if because of the tax code, there really is a benifit to the reit structure for the company, would it make sence to have a wholly owned reit subsidiary?

    One other thing, if it unlocks so much value to sell the real estate off, why is real estate such a good investment for someone else ( me, you, us ) to own.

    Like I said, as it is now, the real estate is an asset that can be borrowed against at hitorically low rates if money is needed for expansion, whether additional sites are bought or leased.
    Oct 14, 2014. 09:36 AM | 5 Likes Like |Link to Comment
  • What To Find Before Seeking Alpha [View article]
    Decide what you want to own diversify by style or industry, only use funds, rebalance yearly or rebalance by reading "how to make $1,000,000 in the stock market automatically. "

    It will automatically have you buy low and sell high.
    Sep 28, 2014. 10:42 PM | Likes Like |Link to Comment
COMMENTS STATS
147 Comments
61 Likes