gordon

Putting the REIT Maturity Crunch into Perspective

I ask again, with massive BKs in small biz, malls going 1/2 empty, drive around, see for yourself, are they going to pay the dividends out of this yield that you claim, or from RENTS? I say every REIT dividend is at risk for a 30-50% haircut. Commercial r.e. is only starting to implode, financing or not, retail, office, all are overbuilt and bankruptcies are soaring. No I'm not short. I got laid off from grocery, after almost a year, I know the grocery biz like the back of my hand. They are losing money. Adjacent stores are closing. I drove into Dan Diego where I had my office 9 yrs ago, EVERY strip mall is a ghost town, 30-50% vacant.

Putting the REIT Maturity Crunch into Perspective

Does this mean REIT dividends will be cut? I saw SSS cut by 30%, "starting" in July.

Obama's 'Bad Bank' Plan Is a Turning Point

They can value them based on falling home prices, re-default rates after workouts @ 60%!, falling employment, and the beginning of ALT-A RESETS and COMMERCIAL REAL ESTATE DEFAULTS, a bigger time-bomb than sub-prime was!
The banks DO NOT WANT price discovery. They know all these factors are stacked against them. They shouldn't have made or securitized these loans! They want to off-load them in the dark of night and nothing Obama has said yet convinces me he isn't bought and paid for as a puppet-enabler.
He said we needed 7,000 more troops in Afganistan, now its 30,000! He even has Martin Feldman guru saying DEFENSE SPENDING is the best bang for the buck!
And the American sheeple continue their pathetic apathy to these comments.

Obama's 'Bad Bank' Plan Is a Turning Point

will this be TRANSPARENT? Or is Obama, using the same line of ex-Goldman Saks-you cronies, move assets in the dark? I suspect so! Anyone notice GS stock is up about $30/share since Geitner came on board? Anyone here know that like Paulson, Geitner can sell his GS stock TAXFREE to enter the Cabinet/White House employment? How much GS stock does Geitner have?
Anyone know that 20% of the Federal Reserve family owners had money with Madoff? Or that the 5th largest shareholder in the Fed Resewrve is GOLDMAN SACHS?
Jim Cramer made the off-the-cuff comment the other night that he SAW THE CHECKS GOING TO EUROPEAN BANKS FROM AIG! (As secret payoff for CDSs, as AIG is just a "bad bank" being used to secretly payoff foreign holders!)
SO MUCH FOR TRANSPARENCY, folks!

Last Thursday Was the Bottom - It's Time to Get Back in

this bear market rally is Paulson's buddies at the primary dealers trading desks using TARP MONEY to window-dress end of month. Volume is not institutions, they buy the market for earnings. It's short covering, next week is jobs.

Dilution, Infusion and Collusion: Push Stocks Higher!

Hey V- sounds like a "Winner" ! I have a friend in Costa Rica, but property values went up there way too high, if I'm going to retire overseas, gotta have cheap housing and health care. Best of luck!
(Me hablo Espanol poquito pero bastante bien, so creo mucho de este situation tambien.)

Insider Trends in the Financial Sector

I looked at the first 3 banks, WFC & BAC were EXERCISED OPTIONS.
WB had 30K shares bought by a director in March, big deal, and you need to read the SEC Filings, for instance, the 2K shares just purchased was WB 8% PREFERED STOCK.>tinyurl.com/3vupgn
You talking about institutional buying.

Hitting the Reset Button On Home Mortgages

Did you know the gov't has hired it's OWN APPRAISERS? Get ready for the collusion, corruption, and sweetheart deals by politicians and their families or those elites well-connected to get their investment properties' loan amounts lowered! What date to value, when every week they are dropping? What recourse do people like me have with our lender? WE ARE FACING HARD TIMES TOO! Self-employed, 20% down, played by the rules, EVERYONE should have the right to protest to our lenders, right? Will these gov't appraisers work in secrecy, not divulging to neighbors of these properties how much the appraised vale was dropped? Think about the ramifications.

Dividend Aristocrats: Top Dividend Growers

Here's a 2-yr chart showing how much money you LOST while chasing "dividend aristocrats", finance.yahoo.com/q/bc...
All the financials should be MANDATED to cut or eliminate dividends using taxpayer Fed bailout money, don't be surprised to see those cuts.

BofA May Acquire Legal Headaches Together With Countrywide

On the money, Wakeup. The Feds will indemnify BAC. Period, end of story.

The Real Story on Countrywide, Cont.

We are in San Diego area and worked in real estate since 1980. I can tell you that housing prices will continue to decline for years, 5%+ after peaking on July 5, 2005. All this political hype and throwing billions in more debt before an election is an pathetic outrage. We are 57, I can tell you convincingly, our standard of living has PEAKED, topped. America's has. You have a military state spending over 40% of every tax dollar and all leading candidates want to increase it. We will become a military state whereby you must work for the gov't or defense or be wealthy living off (zero soon?) cap gains, much of it offshore.

Miracle: Bush To Part The Bankrupt Sea

I'm waiting to see if they allow refis/cash out loans, those rich non-primary residence loans who sucked all the cash out,to use the system and avoid all IRS income on that money! Meanwhile, here's info you can use, unlike this drivel.
www.financialsense.com...