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Toofuzzy

Toofuzzy
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  • Acadia Has Curb-Side Appeal, But The Shares Are No Deal [View article]
    How do they buy street level retail without buying the buildings above? I feel like I am missing something in their strategy. Arent they just buying buildings that happen to have street level retail? What is the differentiation that is claimed?
    May 4, 2015. 12:53 PM | Likes Like |Link to Comment
  • RMT: A Case Of A CEF That's Better Than The Open End Alternative [View article]
    First you are comparing two different funds. You said the top ten holdings are different.

    Second if you are going to compare returns, you should use market returns for the closed end fund not NAV returns and you should at least mention discount to NAV

    Third you should mention the change in NAV discount over the time period compared.

    I was going to suggest comparing Vanguard funds to their ETFs but they are open end funds.
    Apr 30, 2015. 03:04 PM | 3 Likes Like |Link to Comment
  • Intelligent Investing Is (Literally) Child's Play! [View article]
    Long Term Capital Management

    So much for Quants

    I own the whole market split in to segments plus fixed income. I check them once / month and gradually sell as they go up and gradually buy as they go down. I never have a realized loss.
    Apr 30, 2015. 12:00 PM | Likes Like |Link to Comment
  • Intelligent Investing Is (Literally) Child's Play! [View article]
    Dont pick stocks at random. Buy the whole market and fixed income. Rebalance once per year, buying low and selling high automatically.
    Apr 30, 2015. 11:52 AM | Likes Like |Link to Comment
  • I Have No Idea Where Oil Prices Are Going (And Neither Do You) [View article]
    Oil is a significant part of our economy. I want to own an investment in this segment of the economy. I can not predict what the market will do and I do not care. I sell an ETF gradually as it goes up and buy shares gradually as it goes down. I NEVER have a realized loss.

    It is as simple as that. It can be done with any sector of the market.
    Apr 30, 2015. 11:21 AM | Likes Like |Link to Comment
  • Do I Smell A Bargain At The Dividend Factory Outlet? [View article]
    Does Tanger own Woodbury Commons in NY State? That place is a gold mine. They run tourist busses to there filled with foreign visitors.
    Apr 7, 2015. 02:54 AM | Likes Like |Link to Comment
  • The Up-And-Coming Dream Team REITs [View article]
    Thanks Brad
    Apr 4, 2015. 12:33 PM | Likes Like |Link to Comment
  • The Up-And-Coming Dream Team REITs [View article]
    It will be interesting to revisit these and your , ast round of picks a year from now and see how they performed.

    Also, I have been thinking of adding a medical REIT to my portfolio but dont want to own hospitals or nursing homes ( I got burnt by Meditrust years ago). Do both HTA and DOC only own facilities rented to doctors which is what I would be interested in?
    Apr 3, 2015. 09:03 AM | 2 Likes Like |Link to Comment
  • This REIT Yielding 7.4% Should Benefit Investors When Rates Rise [View article]
    Thanks Bikerguy

    I am glad there is some rational reason.
    Mar 31, 2015. 11:54 AM | Likes Like |Link to Comment
  • This REIT Yielding 7.4% Should Benefit Investors When Rates Rise [View article]
    Brad said this REIT gives its customers floating rate loans. Why would you take out a floating rate loan at the bottom of the interest rate cycle?
    Mar 31, 2015. 01:06 AM | 1 Like Like |Link to Comment
  • A Canadian REIT That Says Buy Me [View article]
    Hi Brad
    I Own SLW a Canadian silver streamer in a Roth IRA and no tax is deducted like in my taxable account. This was at TD Ameritrade.
    Mar 31, 2015. 12:46 AM | Likes Like |Link to Comment
  • This REIT Yielding 7.4% Should Benefit Investors When Rates Rise [View article]
    I assumed the variable rate is what this Reit charges its customers.
    Mar 27, 2015. 06:12 PM | 1 Like Like |Link to Comment
  • This REIT Yielding 7.4% Should Benefit Investors When Rates Rise [View article]
    Why would any entity want to be on the other side of these loans? With interest rates as low as they have ever been inrecent times I would want to lock in the low rates not have an adjustable rate that can only goes up. Cutomers who go to payday lenders do not have good credit no matter what you say. What gives. I just dont get it.
    Mar 27, 2015. 09:34 AM | 6 Likes Like |Link to Comment
  • This REIT Yielding 7.4% Should Benefit Investors When Rates Rise [View article]
    Reits, in general, do not pay out qualified dividends. Best held in Roth IRA.
    Mar 27, 2015. 09:26 AM | 9 Likes Like |Link to Comment
  • What To Do With The Best Gift You've Been Given [View article]
    Just figure out your cost basis NOW! before you decide to sell anything. Since you closed the orriginal account they tend to destroy any records. It is your responsibility. Going forward brokers report more info and it will be less of a problem. Keek all paperwork though.
    Mar 18, 2015. 09:48 AM | 1 Like Like |Link to Comment
COMMENTS STATS
166 Comments
89 Likes