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firstinsnow

firstinsnow
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  • 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
  • Long-Term Investors Should Consider Fastenal [View article]
    There is nothing like needing a machine part and being able to go to
    the Fastenal store and pick it up, NOW.
    The same goes for the innovation of the Fastenal vending equipment,
    as a supply point.
    If you are at a job site and some piece of equipment is broken and you need
    to complete the job, today, there is no substitute for a ready supply of the needed parts.
    Mar 28, 2015. 11:15 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: The Cat Is Officially Out Of The Bag [View article]
    All this name calling, 'liberals', 'conservatives', 'reds', 'greens', 'commies', 'capitalists', 'yankees', 'rebels', on and on, so on and so forth.
    I'm really sick of it.
    The fact that oil and natural gas needs to be transported to the markets
    will remain even after all the name-calling.
    The most efficient way to transport these products is by pipeline.
    Sending rolling 'oil bombs' down the rails and on the highways is not as
    efficient and definitely not as safe, as using a well designed permanent structure
    as a pipeline to get the job completed.
    AND a aside, PLEASE stop with the personal attacks, they just take away from
    intelligent discussion.
    As for all the 'alternative' energy supplies, yes they are somewhat helpful and
    maybe in the future we will arrive at the point where we no longer will need to
    burn 'fossil fuels'.
    When that happens, maybe we will be able to retrofit the oil and gas pipelines,
    to transport clean water from areas of abundance to areas of drought, and that
    will give the earths multitudes, and its already explosive population growth a place to live and grow food.
    In the meantime, expanding our pipeline infrastructure, is to our mutual benefit.
    snow
    Mar 28, 2015. 11:07 AM | 2 Likes Like |Link to Comment
  • Some Straight Talk On Linn Energy's Finances [View article]
    There is no good reason to own LNCO without a dividend.
    This new arrangement with Quantum, will help LINN Co and
    LINN Energy, get through the rough patch the 'oily' companies
    are experiencing.
    Change is constant, and this 'oil glut', will not persist indefinitely.
    LNCO will be able to pay a monthly dividend until this situation
    once again, changes.
    Mar 26, 2015. 08:29 AM | 4 Likes Like |Link to Comment
  • Linn Energy: A Bold Move [View article]
    Al, very interesting development.
    Mr. Market seems to agree.
    Mar 25, 2015. 11:25 AM | 7 Likes Like |Link to Comment
  • Retirement Strategy: The Reward Of More Income Is Worth The Risk With Starwood Property Trust [View article]
    The 'special dividend' is in reference to the 'spin-off' of SWAY,
    which resulted in an issuance of shares in SWAY for those STWD
    shareholders, at that time.
    It certainly was a nice windfall of sorts for those of us who held
    STWD shares.
    This is how STWD separated the residential mortgages from the
    commercial mortgages.
    snow
    Mar 23, 2015. 03:10 PM | 2 Likes Like |Link to Comment
  • The Financial Folly Lurking Beneath Yellen's Patient Lack Of Impatience [View article]
    Religion, Politics and the Federal Reserve.
    This comment section, has it all, except useful investment
    advice.
    Mar 22, 2015. 07:52 AM | 1 Like Like |Link to Comment
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