Anysimplefool

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Anysimplefool replied to the Real Estate Inv. Trusts: REITs board. 11:47 AM

Re: Is It Different This Time?

Ralph is gently making the point that the aging baby boomers are a very potent demographic trend. As long as boomers see equities as a way to fund their retirements, the market will have a long term floor. Will interest rates rise? Yes, it is only a [more]

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Anysimplefool replied to the Berkshire Hathaway board. 8:49 PM

Re: Meeting Credentials Question

It took mine at least two weeks total.

Simple

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Anysimplefool replied to the Real Estate Inv. Trusts: REITs board. 12:37 PM

Re: PICK ONE -Information Sharing

Were I buying now, it would be to add more RDS.B. Yield of 5%. The only only oil major in my portfolio. Expect they will be exporting a lot of U.S. LNG in the coming years. Holding some cash but very close to 100% invested.

Simple

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Anysimplefool replied to the Berkshire Hathaway board. 11:58 AM

Re: Annual report/proxy/AM tickets

Thanks for the quick reply.

Simple

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Anysimplefool replied to the Berkshire Hathaway board. 11:28 AM

Re: Annual report/proxy/AM tickets

I've been a shareholder for over 20 years and finally decided to go to the shareholder meeting this year. I got my proxy via email from TDAmeritrade. There was a link to get the tickets to the meeting. The link allowed me to print a copy of the [more]

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Anysimplefool posted to the Real Estate Inv. Trusts: REITs board. 10:08 PM

Shilling on deflation

A frequent topic of discussion on this board has been deflation vs. inflation. Here is the view of Gary Shilling:

"In recent years, monetary and fiscal stimulus across the world have led to the assumption that serious inflation, if not [more]

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Anysimplefool replied to the Real Estate Inv. Trusts: REITs board. 12:31 PM

Re: Sell BXP? What do you think?

"...at this price I don't see a compelling reason to buy, and that means I should probably sell."

I happen to agree with this statement. Can't offer anything on this particular REIT, but thanks for posting your thoughts regarding [more]

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Anysimplefool replied to the Real Estate Inv. Trusts: REITs board. 5:23 PM

Re: More on Sprott

Last time I looked, a large part of their farming operation was on land owned by Canadian First Nations. Perhaps that has changed? Farming operations without owning the land doesn't make for much of an inflation hedge.

Simple

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Anysimplefool replied to the Tax Strategies board. 8:43 PM

Re: Bad Day at Black Rock

Group hug!! I know Phil is the kind of guy who would appreciate it. LOL

Simple

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Anysimplefool replied to the Real Estate Inv. Trusts: REITs board. 12:58 AM

Re: CWH Earnings and much more..

Personally, the big jump today helped me to convince my son to sell his common. I've been trying to get him to sell for the last couple of years. If the Corvex deal doesn't happen, for any reason, the price of the common will plunge. Good luck to all [more]

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Anysimplefool replied to the Real Estate Inv. Trusts: REITs board. 2:38 PM

Re: CWH Earnings and much more..

It is obvious what these guys think of management:

UPDATE: Corvex, Related Offer $25/Share for Commonwealth REIT
2:17p ET February 26, 2013 (Benzinga) NEW YORK, February 26, 2013—Corvex Management, LP and Related Fund Management, LLC, [more]

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Anysimplefool posted to the Real Estate Inv. Trusts: REITs board. 8:38 PM

Annaly (NLY) opinions

Despite my personal move into STWD, and out of NLY, it is still hard to ignore the NLY articles. These two remind me of "dueling fools":

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