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firstinsnow

firstinsnow
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  • About Ventas Inc And Its Spinoff [View article]
    Casey, yes I must agree, wait and see, on the skilled nursing spinoff.
    This still looks like a win-win for VTR longs.
    Whether you keep, and/or add to the spun off stock, it should result
    in some positive value for Ventas investors.
    snow
    Jun 2, 2015. 06:24 AM | 1 Like Like |Link to Comment
  • Starwood Property Trust: This 8%-Yielder Has A Place In Everybody's Income Portfolio [View article]
    I like to limit exposure to every investment sector.
    My usual method to entering into a sector is to try and
    find the 'best of breed' in that group.
    After that stock is identified, I will attempt to enter at the
    low ebb in the stock price.
    With a close monitoring of the fundamentals, I will update
    the initial position on stock price pull-backs.
    STWD has rewarded me with this approach through multiple
    quarters, with significantly generous dividends and even a spun off
    SWAY portion of stock.
    STWD is the only CSBCS held in my portfolio's, because I consider it
    to be the top stock in that sector.
    snow
    May 27, 2015. 08:43 AM | 1 Like Like |Link to Comment
  • Northern Tier Energy Is Performing Well, Despite Lower Oil Prices [View article]
    Albert, even though a unit holder will have a hard time guessing
    what each quarter distribution will be, its worth the risk
    to judge performance by owning at least a starter position.
    I've added to my starter, but will let the excess ride a while
    as long as each quarter continues with good numbers.
    With an eye on fundamentals, I like this MLP.
    snow
    May 27, 2015. 06:52 AM | Likes Like |Link to Comment
  • Use Ventas To Build Dividend Income [View article]
    VTR is a great stock to buy initially or add when pullbacks occur.
    When the stock goes back up 10 points or so, then the excess can
    be sold for profit.
    Later when the stock pulls back, buy it again.
    All that time, the dividends keep coming every quarter on the base
    investment and some of the excess.
    I've been using this process to increase my profits from this investment,
    at well over 12% per year, from the combination of dividends and stock price increases.
    Another point, the spin off of the Skilled Nursing Facilities will NOT be a taxable
    event for those not using a IRA for VTR stock investments.
    It's also reasonable to see that even though risk is always a factor, Ventas
    should be well positioned for a long run.

    Long VTR

    snow
    May 18, 2015. 07:17 AM | Likes Like |Link to Comment
  • Adding More Starwood Shares [View article]
    STWD is a well run commercial real estate investment trust.
    Barry Sternlicht has been conservative in the managers chair.
    The result is that old retired guys like me that have owned STWD
    for a few years, have made a nice chunk of change just from the dividends
    alone.
    Of course we made some nice cash when the SWAY spin off was enacted
    over a year ago.
    Even though the share price has become somewhat range bound since the spinoff, the .48 per quarter per share has been more than welcome.
    I agree that this could be a good time to add some more shares and have done
    that in the last week.
    When the market finally reacts to STWD's improved investment quality,
    we should see some share value growth.
    snow
    May 14, 2015. 11:19 AM | Likes Like |Link to Comment
  • No 'High Wire Act' For Starwood Property Trust [View article]
    I keep STWD in my traditional IRA and in a cash account.
    The .48 per quarter per share adds up nicely in both accounts.
    STWD was trading around $29 per share when they spun off SWAY,
    the residential part of the business.
    It was a nice payday for those of us who owned STWD at that time.
    I sold my SWAY because I didn't want any residential mortgage exposure,
    since the MREIT market was dropping in value.
    Since the spin off STWD has pretty much held the tight trading range that
    it finds itself in at present.
    My original purchase was around $19 per share, so I've done pretty good
    with this stock.
    I credit Barry Sternlicht with the success STWD has enjoyed, and expect
    even more success in the near future and beyond.
    Even if the price of the stock stays rangebound, the 8% per year of yield is
    very satisfactory in the meantime.
    May 11, 2015. 03:12 PM | Likes Like |Link to Comment
  • In This REIT Fairy Tale, Lady Tremaine Tops Cinderella [View article]
    For those that don't like separating, Skilled Nursing Care from the
    VTR portfolio, just don't sell your new shares that will be fortcoming
    from Ventas.
    They will not be a taxable event, and you'll be able to ride that part of
    the subsector up or down, your choice.
    snow
    May 5, 2015. 10:54 AM | Likes Like |Link to Comment
  • FFO Growth And Strategic Transactions Make Ventas A Preferred Healthcare REIT [View article]
    ecoman12453, thanks for pointing out my misunderstanding.
    I'm always learning that things are not as they seem.
    Actually, I feel VTRB is a good value, and I have just added
    more shares.
    I hope my mistake didn't cause a problem for anyone, my apologies.
    snow
    May 4, 2015. 11:50 AM | Likes Like |Link to Comment
  • FFO Growth And Strategic Transactions Make Ventas A Preferred Healthcare REIT [View article]
    ecoman12453, thanks for the information on VTRB.
    I'm always learning that some things are not as they seem.
    My apologies to anyone who was mislead by my previous post on this
    subject.
    I have, however just bought some more of VTRB and find it a good value.
    snow
    May 4, 2015. 11:06 AM | Likes Like |Link to Comment
  • The Smart Kid On The Block, Starwood Property Trust [View article]
    I just realized that Richard Berger, just posted a report on Ventas [VTR].
    Richard, your analysis of STWD is right on as well as the VTR report.
    Of course I'll agree, because these two stocks are my 2nd and 3rd largest
    holdings.[lol]
    Anyway, STWD has great potential as a CMBS champion.
    Barry Sternlicht is a savy manager who has been guiding STWD with
    expertise.
    snow
    May 4, 2015. 10:58 AM | Likes Like |Link to Comment
  • Confused Investors Have Created A Contrarian Bargain In Ventas Realty [View article]
    My not so humble opinion is that many of the traders are not doing
    their 'Do Diligence' [or homework] when they make loosing trades of VTR.
    I agree with Richard Berger that the confusion created by the early partial
    dividend in January and then the later partial dividend March 4th, had
    investors running for the doors.
    It didn't help any when all the trading websites didn't get that if both
    partials were added together, they still got a .79 per quarter dividend.
    Even Yahoo, Scottrade, Seeking Alpha are still not correcting the mistake.
    Next ex-div date in June should enlighten the 'sheep' and they will all be
    back buying in at a much higher stock price.
    This is a good value at current prices.
    Ventas has not been sitting around doing nothing during this downturn.
    VTR is enhancing its value through the spin off of SNF skilled nursing facility,
    into a REIT Spinco.[stock holders of VTR will get shares of the new reit]
    I'm not just cheerleading here, I'm buying more VTR while its on sale.
    snow
    May 4, 2015. 10:31 AM | 4 Likes Like |Link to Comment
  • FFO Growth And Strategic Transactions Make Ventas A Preferred Healthcare REIT [View article]
    The consistent dividend growth and the increasing number of properties
    under the VTR umbrella, make this company hard to ignore for those
    interested in owning senior health care stocks that appear to be increasing in value.
    The preferred shares [VTRB] also interest those of us who count on dividends
    to provide retirement income. Currently VTRB is 5.42%.
    Full disclosure I own VTR and VTRB shares.
    snow
    Apr 27, 2015. 10:31 AM | 1 Like Like |Link to Comment
  • Ventas declares $0.79/share quarterly dividend [View news story]
    Since this previous post, VTR paid a .5793 dividend per share on 3/30/15,
    which when coupled with the 'shortened' dividend of .2107 per share that was paid in January, equals .79 per share per quarter.
    Next ex-div is projected to occur 6/04/15.
    Apr 17, 2015. 10:33 AM | Likes Like |Link to Comment
  • Verizon: Is 4.43% Greater Than 5.90%? Sometimes [View article]
    All I know is: VZ is an excellent lonnnng term stock, that provides.
    lonnnng term dividends, that actually increase constantly, each year.
    Currently, .55 per share per quarter.
    If you want to play the 'swing of stock price' on VZ, I will say that all
    you have to do is: establish a 'base position, that supplies you with
    quarterly dividends. Then, buy a smaller position, when the price of
    VZ is at its low 'ebb'.
    When the swing of stock price reaches the point you would be comfortable
    with, sell the smaller [added] stocks and take a profit.
    Wait for the swing to ebb, and repeat the process.
    Caution, do not get greedy.
    [a non-expert]
    snow
    Apr 8, 2015. 04:03 PM | Likes Like |Link to Comment
  • BreitBurn Energy Partners Solves Its Debt Problem [View article]
    Very disheartening news.
    My investment in BBEP is very small, but no one likes to lose what
    just a year ago, looked like a promising investment.
    What we learn from our loses, should give us a clearer understanding
    of when its necessary to cut and run.
    snow
    Mar 30, 2015. 08:23 AM | 5 Likes Like |Link to Comment
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