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Daniel oaklandpark

Daniel oaklandpark
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  • Inside My Portfolio: What I Hold And Why [View article]
    I love your work on here, I'm finally learning about how mREITS work. Are you so heavily invested in REITs because you understand them so well, or is it because they pay such great dividends? And what is your overall yield on the above portfolio based on your purchase prices if you don't mind me asking? THanks again for your great write ups.
    Jul 30, 2015. 09:45 PM | 1 Like Like |Link to Comment
  • CEFL Now Yielding 23% - What's Wrong With The Closed-End Funds? [View article]
    I don't fully understand everything in this article where could I go to learn more about how this type of thing works.
    Jul 29, 2015. 08:58 PM | Likes Like |Link to Comment
  • Diversified Royalty Adds A Third Pillar To Its Streaming Model [View article]
    Thanks for your work on this company, very interesting.
    Jul 28, 2015. 09:56 AM | Likes Like |Link to Comment
  • TerraForm Power - A Great Mix Of Growth And Yield [View article]
    More details needed about project financing like whether its able to payoff specific projects before the PPA's expire so that when contracts are renegotiated the risk of lower energy prices is mitigated.
    Jul 27, 2015. 09:35 AM | Likes Like |Link to Comment
  • 10 Clean Energy Stocks For 2015: Riding The Storm [View article]
    Tom what are your thoughts on SUNE?
    Jul 24, 2015. 08:47 AM | Likes Like |Link to Comment
  • 50/50 Portfolio (BDCs And mREITs) High Yield 10%, H1 2015 Update [View article]
    Yes, thanks for that clarification I really appreciate it.
    Jul 23, 2015. 08:44 AM | Likes Like |Link to Comment
  • 50/50 Portfolio (BDCs And mREITs) High Yield 10%, H1 2015 Update [View article]
    Thanks for the response I appreciate it. I thought BCDs use K1 forms and issue the dividends as business income. So your saying they instead issue DIV1099s? Sorry I'm asking about holding BCDs in our regular accounts and in the IRA since I have both.
    Jul 22, 2015. 12:19 PM | Likes Like |Link to Comment
  • 50/50 Portfolio (BDCs And mREITs) High Yield 10%, H1 2015 Update [View article]
    I love your article and your analysis and the what your doing. I'm doing something similar to you. I have a question.
    1. How does all the BCD income effect your taxes in the IRA account. I thought you can only get 1000 of BCD, other business income, in an IRA before having to pay taxes on it?
    Jul 22, 2015. 09:19 AM | Likes Like |Link to Comment
  • Fannie Mae: The Government's Most Recent Motion To Dismiss And Fairholme's Motion To Stay [View article]
    Great article. So what happens more specifically to the people who purchased after 2012? If the government must compensate the people before 2012 would the government issue them checks, and cancel out the stock?
    Jul 22, 2015. 09:01 AM | Likes Like |Link to Comment
  • Annaly Capital Management And Inflated MBS Market [View article]
    So if were looking for growth in book value from an mREIT we are most likely going to be disappointed due to the compensation structures being linked to total assets under management. If were looking for steady dividend then we are most likely going to be satisfied. Now the tricky aspect is when were looking for total return, growth in BV and dividend.
    Jul 21, 2015. 12:00 PM | Likes Like |Link to Comment
  • Annaly Capital Management And Inflated MBS Market [View article]
    I'm appreciating your work on how to value these companies, I guess when your done with your analysis you should do a youtube series on how to value mREIT or what to look for and what is just BS and why. anyway good stuff and keep it up.
    Jul 20, 2015. 06:26 PM | 2 Likes Like |Link to Comment
  • Farmland Partners expands in Michigan [View news story]
    long term as they raise rents the farmers will not renew the leases and the company will stall. People can only afford modest prices for food. I know when I grocery shop I don't buy much produce or fruit that's out of season because its too expensive. Will consumers pay 3.00 for a small box of blueberries??
    Jul 17, 2015. 11:10 AM | Likes Like |Link to Comment
  • Farmland Partners: Can Growth Outrun The REIT Pullback? [View article]
    Also a factor that people are ignoring is that farming is a very difficult business and it requires that the soil and the water resources are properly used. If the soil is degraded by farmers who don't care because they are just renting that's a big issue.
    Jul 15, 2015. 11:56 AM | 2 Likes Like |Link to Comment
  • Hybrid Dividend Income Portfolio: Hidden Gems And Rising Income [View article]
    I like your theme and your portfolio a lot. I'm starting to do the same thing. However I've made a few different choices. I think the portfolio needs at least 1 or 2 clean energy yieldcos. The yieldcos have great yield and growth. Also I think you should include a resource royalty company in the portfolio. If it were my portfolio I would add HASI, and Altius. Best of luck and let me know what you think
    Jul 14, 2015. 08:46 PM | Likes Like |Link to Comment
  • Exclusive Interview With Seabridge Gold's CEO [View article]
    Ken, thanks for the response and my view is similar to yours in term of investing. In fact I huge fan of yours and that is why I like asking you questions here and on your site. I'm currently buying commodities because I concur with your thesis on this subject. I was just simply asking if you like SA, have you at least thought about PVG. PVG has had a huge sell in the last week.
    Jul 11, 2015. 11:57 AM | Likes Like |Link to Comment