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faitschb

faitschb
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  • A Guide To Inflating Core EPS And Faking Dividend Sustainability Using Annaly Capital Management [View article]
    Thanks for your excellent article from a non-finance major. It helped me better understand how to evaluate this REIT.
    May 21, 2015. 04:04 PM | 1 Like Like |Link to Comment
  • Is Lexington Realty's 7.5% Yield Too Good To Be True? [View article]
    It seems to me that either the market is punishing REITs irrationally, or it is expecting an increase in interest rates soon, or who knows? But, one maxim I always try to follow is "Don't fight the tape." LXP certainly looks like a buy, but I'm holding several REITS that are down 5%-12% from purchase price, and all I see right now is lower prices. I will put this one in the watch list, and wait & see.
    May 12, 2015. 12:59 PM | 2 Likes Like |Link to Comment
  • Cenovus Energy: Selling Royalty Lands - Necessity And Opportunity [View article]
    excxellent information and analysis
    May 3, 2015. 07:56 AM | 1 Like Like |Link to Comment
  • You Big Dummy, I Just Bought More Shares In Lexington Realty [View article]
    Agree. Most of my REITS are within plus or minus 2% of cost. I don't consider that bad since I'm earning over 6% divs. The only one that has risen much is APTS. And I think it has more to go.
    Apr 29, 2015. 11:39 AM | 1 Like Like |Link to Comment
  • You Big Dummy, I Just Bought More Shares In Lexington Realty [View article]
    Brad
    LXP is already on my watch list, thanks for the update. Concerning your comment "Only dummies dont diversify" (I agree), what percentage of a total retirement income portfolio would you allocate to the REITs? It is tempting to load up on higher paying REITs like LXP, but even with a portfolio consisting of 20 diverse REITs, what proportion of the whole portfolio should this be? Thanks.
    Apr 29, 2015. 10:19 AM | Likes Like |Link to Comment
  • The Case That Apple Is Worth At Least $200 A Share [View article]
    WronG!!!
    Apr 27, 2015. 07:00 PM | 8 Likes Like |Link to Comment
  • The Case That Apple Is Worth At Least $200 A Share [View article]
    Hmmm Netflix with a p/e of 148, Google's p/e of 24 or Apple at a p/e of under 17? Which stock should I buy? Hmmm.
    Apr 27, 2015. 06:54 PM | 3 Likes Like |Link to Comment
  • Apple Expands Capital Return Program to $200 Billion [View article]
    The maxim cut your losses short and let your profits run really holds true with this stock. Capital gains are more important here than dividends, and a small dividend increase does not compare to the potential stock price increase of a $120 billion buyback. The management knows that Buybacks at 135 are cheap for a stock worth 200.
    Apr 27, 2015. 06:47 PM | 1 Like Like |Link to Comment
  • Omega Healthcare Puts The Purr In Performance [View article]
    Thanks for this article, Brad. My watch list showed OHI yield as 1.88, but your article has straightened out my confusion. OHI is back on my radar to buy.
    Apr 22, 2015. 10:48 AM | 1 Like Like |Link to Comment
  • Dividend Income Report: The Good... And The Bad [View article]
    How about the retired guy that needs more income now? REITS can easily generate more income, so can MLP's. Diversity and research can lower risk. If you need 60k from your 1M portfolio, you can get it.
    Apr 21, 2015. 06:20 PM | Likes Like |Link to Comment
  • American Capital Agency declares $0.22 dividend [View news story]
    Dodged a bullet again this month.
    Apr 13, 2015. 04:30 PM | 2 Likes Like |Link to Comment
  • Arbitrageurs Beware: This Popular Volatility Trade Just Doesn't Work [View article]
    Have never seen VXX below 24 before. Hoping for a short term spike if the market tanks. Long VXX calls involves much less $ outlay - risk is much less.
    Apr 9, 2015. 04:18 PM | Likes Like |Link to Comment
  • Sears Holdings: Don't Undervalue The REIT Plans [View article]
    Trying to unload all that square footage of retail space would have a depressing effect on the commercial RE market. How many companies would want the space, even at depressed prices? This sounds like Lampert and Berkowitz et. al. method of making money leaving the little guys holding the bag. Sears is dying, and the only money to be made with anything associated with it is by shorting SHLD. And the timing is impossible to predict - I dont think the puts are worth risking.
    Mar 31, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Delta Air Lines Flies High With Strong Cash Flows And Substantial Cash Balance [View article]
    Excellent article. I hope your research is brought to the attention of Moody's and is considered favorably. I think DAL is one of the very few bargains in this difficult stock-picking environment, and I feel the market is punishing a stock which should be selling much higher. Value investors take note! Disclosure: I am long DAL. (pretty obvious)
    Mar 27, 2015. 01:13 PM | 2 Likes Like |Link to Comment
  • Health Care REIT Showdown: March Madness Continues [View article]
    Brad Assuming that your picks for the sweet 16 are good investments for the long haul, which one(s) are the best buys? I greatly appreciate your extensive analysis on these, but aren't HCP and OHI better values right now? As a retired investor looking for income, I much prefer a stock earning at least 5%
    Mar 16, 2015. 01:29 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
69 Comments
105 Likes