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  • Initiating A Buy On Crown Castle [View article]
    I agree - thanks for the prompt reply -
    Nov 21, 2015. 03:29 PM | Likes Like |Link to Comment
  • Initiating A Buy On Crown Castle [View article]
    Dear Brad and others - I have one more question on the 50% occupant rate within their towers - does some of their tenants keep out competitor telecoms within their leases - maintaining exclusive or limited additional carriers? I can imagine VZ or T paying a slight rate premium to CCI to keep other carriers from certain areas.
    Nov 21, 2015. 10:35 AM | 1 Like Like |Link to Comment
  • Initiating A Buy On Crown Castle [View article]
    Brad - is it now too late to consider a purchase now with the current price?

    I am looking at some tax loss selling and being very close to retirement your always outstanding research is consistently on my daily reading list. (recently sold some WFM and being inclined to trim some COP / AMLP - but think probably shouldn't and simply paying the 15% cap gains tax incurred when my Covidian shares were purchased by Medtronic. I am thinking of initiating a position for either CCI or DLR - or merely splitting the baby! I already own HCN and WPC and before I came across this article I was considering VTR or VNQ. I don't want too much healthcare concentration within the portfolio (owning ABT, ABBV, NVS too!). I am sitting on some cash and anticipate a near future pull back when the Fed finally raises rates - I know market timing shouldn't be contemplated.)

    Your thoughts if DLR and CCI are still something to purchase before the end of the year. Many thanks - Thanksgiving is a great season and I am very thankful for your always outstanding articles too!
    Nov 21, 2015. 10:27 AM | 1 Like Like |Link to Comment
  • W. P. Carey Inc. Acquires $62.9 Million Stern Group Auto Dealership Portfolio [View article]
    long wpm!!
    Nov 11, 2015. 06:35 PM | Likes Like |Link to Comment
  • Whole Foods: The Worst Is Over [View article]
    I've been a huge fan of WFM and have been an owner for 5 plus years. I am halfway convinced that holding the stock will prove a mistake - then again like Starbucks a stumble here or there.
    Years ago during Desert Storm Bush 41 was having fits about scud missiles being fired into Israel - Margaret Thatcher was quoted to have said to the President - "Now's not the time to go wobbly George!" - so perhaps I ought not to go "wobbly" on this stock - the stores are clean - the staff highly helpful and the product is trustworthy - I shop there as often as I can - so perhaps I'll hang on to my 600 shares -
    I do enjoy everyone's comments - keep them coming. This was a good article and I think it has talked me off the ledge!
    Nov 9, 2015. 09:11 PM | 2 Likes Like |Link to Comment
  • Trick Or Treat, Own A Blue Chip REIT [View article]
    Thanks for another first rate article - long WPC and HCN.
    Oct 28, 2015. 10:01 PM | 1 Like Like |Link to Comment
  • The iShares Core Conservative Allocation ETF: AOK Is A-OK [View article]
    I purchased some AOM earlier this year and have AOK on the radar screen too - wonderful article - thanks for this material it was a great read!
    Oct 20, 2015. 11:01 PM | 1 Like Like |Link to Comment
  • Where In The World Is W.P. Carey Inc [View article]
    Thanks you for this update - a great read on a dismal day!
    Sep 29, 2015. 04:08 PM | 2 Likes Like |Link to Comment
  • PFF: A Quick Way To Get Your Preferred Stock Exposure [View article]
    Your thoughts are well placed - however being 35 year banker - soon to retire - the bank's initially got what they deserved until the government began to over litigate - the banks are being milked by either fighting in court and paying the the extraordinarily cost of litigation - or coming to terms with the Justice Department or a state's AG. Pick your poison - Mind you these settlement funds obtained by the DOJ do not flow into the general treasury - they remain in the control of the Justice Department - right along side other asset forfeiture awards via RICO like efforts. They then spend it as they see fit w/o much Congressional control. Too tempting not to gin up something again and again to garner headlines and add to the slush fund.
    When Augustus was addressing the Roman Senate early in his Imperial career - "Conscript fathers - please remember it is better to shear the sheep - not flay the sheep!" With the current administration's time in office winding down - they really don't care if the bank's are getting flayed or not. 
    Sep 7, 2015. 08:25 PM | 1 Like Like |Link to Comment
  • PFF: A Quick Way To Get Your Preferred Stock Exposure [View article]
    I own a modest position in both PFF and PFXF and I plan to continue holding on to these positions for a long while - I wish both ETF included more cummulative preferreds within each of their baskets on assets. The European based financial companies are a bit of a concern - those banks have much different sets of regulatory rules than US institutions. In the US the too big to fail banks seem to pay out more in Justice Department legal settlements than dividend payments - hope that the litigation machine is winding down in the future so that these preferred stocks will not have as much governmental competition for the bank's cash distribution in the coming years.
    Thanks for the article - a very nice article.
    Sep 2, 2015. 09:04 PM | 2 Likes Like |Link to Comment
  • Do REITs Have Moats? [View article]
    Great article - thanks for the good work!
    Sep 1, 2015. 09:57 PM | 2 Likes Like |Link to Comment
  • Durability Test: W.P. Carey [View article]
    Bought some WPC a week ago and I intend to purchase more in the near future. With respect to their overseas properties is there a concern about currency risk and also the repatriation of overseas balances grown from operating income?
    Aug 17, 2015. 09:18 AM | Likes Like |Link to Comment
  • Here Is Why I'm Buying American Capital Mortgage Investment And Selling iShares 20+ Treasury Bond Fund [View article]
    Thanks for this thoughtful article - I thoroughly enjoyed it and will keep an eye on this. Most of my large positions involve income EFTS, some which have a very nice increased due to the number of years I've owned it (example XLU = 315%) so I'll contemplate taking some of the "house" money to deploy on this strategy as well as some fresh cash. Again thanks for this article - I'm nearing retirement in 6 months and yes .... Winter is coming!
    Jun 13, 2015. 09:19 AM | Likes Like |Link to Comment
  • ConocoPhillips: A Fresh Perspective [View article]
    Thank you for this insightful and well detailed article - long COP and will continue keeping what I have for a long time too. Your article was deeply appreciated.
    May 26, 2015. 08:08 PM | Likes Like |Link to Comment
  • Abbott Laboratories: The Future Is As Bright As The Past [View article]
    thanks for this thoughtful and insightful article - glad to own a piece of this company too - and will add to the position in the future too!
    May 21, 2015. 09:42 PM | Likes Like |Link to Comment