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  • Is There Still Value In The mREITs Sector? [View article]
    When does DX report results for 2013? I can not seem to find it anywhere right now.
    Feb 12, 2014. 11:59 PM | Likes Like |Link to Comment
  • Parkway Life: Aging Japanese Population Could Pay Off For This Healthcare REIT But Beware Of Declining Yen [View article]
    All Singapore REITs have excellent websites with all this info posted.

    The issue I have with this REIT it's dividend yield is the lowest among Singapore listed REITs.
    Dec 28, 2013. 11:13 PM | 1 Like Like |Link to Comment
  • Team Alpha Retirement Portfolio: Now Is The Time To Buy This Dip! [View article]
    Hi, if you were to start a portfolio now, what would that be? It's nice to watch your success, but what would your portfolio be if you were to start now. Even though you think the marked is in a dip now, it actually doesn't seem so given that QE will not stop this year and when it stops we'll have a real bad dip.
    Oct 9, 2013. 11:21 PM | Likes Like |Link to Comment
  • Selling Puts On The Dogs Of The Dow [View instapost]
    Brian, thanks for the article. I learned some. I was thinking about the stock selection strategy and while it feels a bit like a cargo cult it might be valid for disciplined investing. But why do you choose the smallest price? Shouldn't you be looking at some more fundamental things like P/E?
    Another question I have (might be trivial) but how do you price your puts when you sell?
    Jul 12, 2013. 06:22 AM | 1 Like Like |Link to Comment
  • Nothing Matters Much More Than Today's Income [View article]
    The long term interest rate rose very fast so the mREITs (especially that invest into long term papers) are projected to take a hit on their BV. So the prices went down. However, this is all short term since rising long term rate with unchanged short term rate = higher spread. This should be good for mREITs in the long run.
    Jun 3, 2013. 01:04 AM | Likes Like |Link to Comment
  • Reinsurance Update: Summary Of Q12013 Earnings [View article]
    Very interesting. Thanks.
    Just a quick question. Where do you get combined ratio?
    May 23, 2013. 03:40 AM | Likes Like |Link to Comment
  • The New American Airlines: $13 Billion Potential Value [View article]
    Can you explain the current price drop of LCC?
    Feb 14, 2013. 04:01 PM | Likes Like |Link to Comment
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