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faitschb

faitschb
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  • 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
  • I'm Feeling Good About Physicians Realty's Vital Signs [View article]
    Please correct me if my thinking is incorrect. I would like to see more properties in higher income area for physicians. The cost of real estate in many of the areas owned by DOC is below average - and I suspect the square footage $ charged is going to be lower. California, NY, CT, NJ, Washington, are under represented or absent from DOC's list of properties, and physicians income and the rental charge in those areas are much higher. Wouldn't the profit margin for DOC be greater in those areas? And it would seem that the lease per sq ft percentages that could be charged on renewals would be lower.
    Mar 9, 2015. 10:05 AM | 1 Like Like |Link to Comment
  • A Dividend Investor's Dilemma: Take Profits Or Let It Ride? [View article]
    joanpete True option prices, unless deep in the money move more slowly than the underlying stock. However, the cost of the option is much less than the cost of the stock, so your percentage of profit is greater. Example XYZ stock @ 100. Depending on the volatility, a 30 day option might be $300. Selling a 105 option for $300 will net you that as income in 30 days if the stock stays below 105. If the stock is called away your profit is 800 minus fees. If not, $300. For one quarter that's 900 plus the dividend - maybe $25. Check the delta value to see how the option price will move - 50% delta means the price changes at 50% the rate of the stock. I'm lovin' the AAPL options - you just have to watch the charts everyday.
    Feb 14, 2015. 01:00 PM | 1 Like Like |Link to Comment
  • There's A Reason Utilities Are On The Monopoly Board, I Just Bought One [View article]
    The company owns the water supply plus the lands buffering it. Many of the mains in my town are over 60 y.o.
    Feb 9, 2015. 06:26 PM | Likes Like |Link to Comment
  • There's A Reason Utilities Are On The Monopoly Board, I Just Bought One [View article]
    Thank you gdk, I was not aware of that expansion since I'm distant from that area. But for the western end of its service area, what I said holds true. If the dividend were higher, I might be interested in the stock.
    Feb 9, 2015. 06:15 PM | Likes Like |Link to Comment
  • There's A Reason Utilities Are On The Monopoly Board, I Just Bought One [View article]
    Thank you, Brad. I live in a CTWS area of Connecticut, although not serviced by its water mains, which are only found in some parts of this large (area) town. The majority of homes in this region are serviced by private wells. CWTS will not expand their service areas within the town unless the municipality or a business pays for the expansion. There is potential for more growth, but the company has not sought to expand its number of customers by adding new water mains. This policy has not changed in many years. Most of the very limited expansion in the past 50 years has been to service new schools and an industrial complex. The towns are semi-rural and even though there is lots of land for development, the present townspeople attempt to limit large housing projects by the town purchasing available open land for parks or open space. This is cheaper than allowing large development that requires more expensive schools, mostly funded by local property tax. Also, some of the land is owned by a different water company which services a nearby city. Consequently the prospect for customer growth in its present service areas is practically nil, even though there are lots of current potential homes to add. Given its attitude about investing in expanding its present service plus its low dividend, I would not be a buyer here unless a very substantial pullback occurs to bring its yield above 3.5%.
    Feb 9, 2015. 09:08 AM | 12 Likes Like |Link to Comment
  • Caterpillar: A 'Blood In The Streets' Moment [View article]
    Thanks for a good, thoughtful article. Probably a dumb question, but if I was holding a long significant position in CAT with a cost of 100 or thereabouts, how is that going to be bullish for the stock at 75? Either I sell, producing downward pressure, or hold, with no effect on the stock price. Or is the float that small?
    Feb 1, 2015. 12:11 PM | 2 Likes Like |Link to Comment
  • Getting Rich Slowly: An Investment Strategy [View article]
    Sounds like the old "Nifty Fifty (four)". But, I agree - it's the way to go.
    Jan 29, 2015. 10:44 AM | Likes Like |Link to Comment
  • Apple: Longer-Term Headwinds Make Blowout Quarter A Tough Act To Follow [View article]
    The market goes up more than it goes down. Eventually APPL will dip just like any other stock. But, it must be discouraging to be wrong 75% of the time. I'll stick with being long with it for now. The odds favor this for another 15 points at least. If Carl Ican is right, well, $85 more looks real good for this investor.
    Jan 28, 2015. 03:37 PM | Likes Like |Link to Comment
  • Annaly Capital Management: Assessing Movements Through The LIBOR Rate Curve [View article]
    Thank you for this article. My patience with NLY is just about at an end, and you have confirmed my fears about this type of REIT.
    Jan 21, 2015. 10:23 PM | 1 Like Like |Link to Comment
  • Buy This 8%-Plus Yielding High-Dividend Stock For Dividend Security Going Ex-Dividend Soon [View article]
    K1's and no options puts this one out of contention. K1's are an additional complexity for your taxes, and selling calls can easily add 20% or more income from a stock.
    Jan 11, 2015. 07:11 PM | 1 Like Like |Link to Comment
COMMENTS STATS
59 Comments
86 Likes