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firstinsnow

firstinsnow
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  • ARCenters - You Have To Think Anyway, So Why Not Think Big [View article]
    Oh no, my mistake, somehow I was thinking of the Tanger Mall
    when reading this articles comments on ARCP. That mall is unenclosed,
    quite a bit like the other one on Rte 501, which also is Tanger.
    This is a 'senior moment' in action. ; )
    snow
    Apr 8 10:52 AM | Likes Like |Link to Comment
  • Campus Crest Looks Cheap, Should I Hit The Buy Button? [View article]
    Hi Brad, I just added some more CCG yesterday.
    It helps me quite a bit with making these moves, each time
    you lay out the numbers on these many REIT equities.
    Confidence in making these investments, comes not only from my own research,
    but from the thorough research you make and share with your followers.
    Have a great day.
    snow
    Apr 8 10:39 AM | Likes Like |Link to Comment
  • ARCenters - You Have To Think Anyway, So Why Not Think Big [View article]
    Brad, is that like the one in North Myrtle Beach?
    Apr 7 03:40 PM | Likes Like |Link to Comment
  • Has The Market Priced Too Much Risk Into Kinder Morgan Energy Partners? [View article]
    Sumflow, I know you don't buy that the negative news reporting has
    caused some of the declines we have seen in the trading prices of the
    Kinder Morgan stocks.
    So, we'll have to agree to disagree, on that subject.
    I have been noticing a narrowing of the trading price differences between KMP and
    KMR, in the most recent trading sessions.
    Could it be that more of those investors that want to avoid K-1 issues are realizing the advantages of KMR over KMP for trading accounts, such as IRA's?
    Apr 1 09:30 AM | 2 Likes Like |Link to Comment
  • What Is Berkshire Hathaway Really Worth? A Comprehensive Look [View article]
    Plenty of info to digest here. A well done to the Yorkville Investor,
    for the hard work of sifting through the details of Berkshire Hathaway
    holdings.
    I've been noticing some activity by BRK A+B, that seems to indicate,
    that they are raising cash for another large acquisition.
    Of course, I realize that this company is always trading in and out of
    positions, in order to lock in profits, so its probably just me
    becoming more aware of the stock action.
    It doesn't hurt the situation, when Mr. Buffet shows up on the financial
    programs and lets us in on his ideas and business directions, as he has
    in the last few years.
    Full disclosure, long BRK.B.
    Mar 28 10:38 AM | 1 Like Like |Link to Comment
  • Kinder Morgan Energy Partners Addresses Concerns [View article]
    Sumflow, yes I believe that the press has driven this bus into
    the lake.
    Mar 17 01:41 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Bloomberg Is Too Bearish On MLPs [View article]
    Exactly, same ol', same old, nonsense.
    The shorts, leading the unknowing, into a loss, for the shorts,
    benefit.
    BEWARE of the naysayers, these MLP's are still strong enough to
    supply the dividends to the investors, who dare to ignore the stretching
    of the 'facts', by those with a desire to misinform.
    Mar 17 12:25 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners Addresses Concerns [View article]
    Sumflow and mpmassey, good points of order.
    I certainly should have included the Wall Street Journal and
    Morningstar.
    Mar 17 07:35 AM | 1 Like Like |Link to Comment
  • Kinder Morgan Energy Partners Addresses Concerns [View article]
    mpmassey, the only reason the stock prices are down are because of the
    unfounded attacks by Barrons and their attack dog Kaiser, who still doesn't understand how an MLP operates, and even though it was explained to him,
    he stuck his fingers in his ears, and 'la la la'd' all the way to the bank.
    Mar 14 01:58 PM | 5 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners LP Doesn't Skimp On Maintaining Its Pipelines [View article]
    Sensationalism has its benefits, for the writer Bary and Barrons,
    and those that shorted the Kinder Morgan family of stocks.
    BUT these outright negative and unfounded attacks, have another
    result, that being the loss of confidence by long time Barrons
    readers.
    In the long run these unfair attacks by Barron's and their attack
    dog Bary, will cause those that once trusted them for information,
    to look elsewhere.
    snow
    Mar 5 10:23 AM | 10 Likes Like |Link to Comment
  • At current valuations, Berkshire a better bet than Icahn Enterprises [View news story]
    Wow! last month you could have bought BRK.B as low as 112-113.
    How often do you think you'll get a chance like that?
    My guess is, since the stock has gone up steadily since, that maybe
    the principals bought shares during that downturn.
    Of course, I have no knowledge of that happening, its just speculation
    on my part.
    snow
    Mar 4 12:49 PM | Likes Like |Link to Comment
  • Is American Realty Capital A Monster Or A Machine? [View article]
    Sorry Brad, but NC still has to go through the 'Cuse and Virginia.
    ARCP however, is already at the top of its game, and for those of
    us who root for them, it looks like a long profitable season.
    Go Orange,
    snow
    Mar 3 07:35 AM | 1 Like Like |Link to Comment
  • Starwood Property Trust, Inc. Reports Results for the Quarter and Year Ended December 31, 2013 [View article]
    $352,000,000 is a nice core earnings number.
    keep up the good work.
    Feb 26 08:54 AM | Likes Like |Link to Comment
  • Why I Sleep Well At Night Owning This Blue Chip Health Care REIT [View article]
    Another good synopsis and following interview, Brad.
    I watched Ventas stock take that hit right after it had achieved
    $75 last year, and put it on the watchlist.
    A few months back it started showing some life, so I scraped enough
    for a starting position and jumped in.
    Ever since then it has steadily recovered ground.
    I did read your articles on VTR during that time and your analysis
    has reinforced my opinion that this is a great healthcare investment.
    Thanks once again for the very useful information and research that
    you have done.
    peace,
    snow
    Feb 25 11:42 AM | 3 Likes Like |Link to Comment
  • What's The Secret Sauce That Makes STAG A Smokin' Hot REIT? [View article]
    I was a little late to the show, but long term growth still
    might be possible.
    However, if that doesn't occur, maybe a point or so in dividend
    growth would be acceptable.
    At any rate, even 5.4%, the current monthly dividend looks good in
    my account.
    Thanx for the research and interesting interview with Mr. Butcher.
    Feb 20 10:33 AM | Likes Like |Link to Comment
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