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faitschb

faitschb
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  • The Vanguard Dividend Appreciation ETF Is Better Than Social Security [View article]
    I have been investing in mutual funds since the late '70's. During all that time, I cannot recall a single fund or fund style that I would continue to trust and invest in for a 35-40 year span. Funds change managers, ownership, investing style , and popularity. Although I own this fund, and I'm retired, I have come to learn that no fund can last that long as the most successful investment for the very long term. Right now, dividend growth is one favored inv. style, but I will bet the farm it won't stay that way for more than a few years. Something else will replace it.
    Jun 10, 2015. 03:33 PM | 1 Like Like |Link to Comment
  • Mid-America Apartment Communities: Is There Anything Safer Than Investing In Apartments Right Now? [View article]
    APTS for me, too. Its still a buy IMO.
    Jun 3, 2015. 06:29 PM | Likes Like |Link to Comment
  • WP Glimcher's Honeymoon Turned Into A Bad Dream [View article]
    Thanks, Brad for an excellent article, and thanks betnman for that info. In a rational market, a 2.5% income drop should still provide a decent return. Unfortunately, the market tends to punish REIT's with income reductions more than the value of the lost income, so total return will suffer. Sears is on life support and is being bled dry by the management who will walk away with a fat share of the value remaining. Who is going to replace them as anchor tenants? Macy's? Nordstrom? Too upscale for a Sears location IMO. So, it is going to be very difficult to replace the sq. footage of a big Sears location. WMG a buy? Maybe at $12; above $14 the risk is too great.
    May 28, 2015. 10:31 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
72 Comments
106 Likes