BruceCM’s Activity

Tue Aug 25

NL

Boards Post

BruceCM replied to the Retirement Investing board. 10:30 AM

Re: 401(k)/After Tax Account/IRA

Hi Grindstone

I think yours is very good logic. Without a match I don't think I'd contribute to a 401(k), due to the typically higher costs and limited investment choices. The two advantages to a qualified retirement plan is protection from [more]

Sun Aug 23

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 1:30 PM

Re: You MUST use limit orders!!!!!

Yoda
I've never tried it so not sure, but I've heard that most brokerages will not allow an account holder to place deep discount good-til-canceled limit orders on thinly traded stocks, such as REIT preferreds. This makes sense, as otherwise a [more]

Fri Aug 21

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 6:14 PM

Re: NHI

For a small equity HC REIT, I think NHI has performed consistently and well over the past 5 years, since it and other REITs fell on hard times 2006-2010. Revenues and Cash Flow from Operations (CFO) have risen consistently. CFO/diluted share has [more]

Mon Aug 17

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 5:26 PM

Re: New preferred DLR-I

Hmmmm

I kind of have this feeling that the 7% DLR-E preferred is going to be redeemed right on schedule on Sept 15, 2016, assuming interest rates stay close to where they are now.

BruceM

NL

Boards Post

BruceCM replied to the Retirement Investing board. 5:07 PM

Re: Opinions Wanted...

Hi Troy

I'll second op464op's suggestion: make an appointment with a local CFP or CPA/PFS who belong to the Garrett Network. They are trained to financially look at you as a whole person, much as a physician is trained to look at you [more]

Thu Aug 6

NL

Boards Post

BruceCM replied to the Dividend Growth Investing board. 5:11 PM

Re: KMI: Stupid Cheap?

That's why the company was able to deliver solid second-quarter earnings as it produced more than $1 billion in distributable cash flow enabling it to raise its dividend again.

From KMI's 2Q15 Statement of Cash Flows:($MM)
[more]

Sat Jul 25

NL

Boards Post

BruceCM replied to the Retirement Investing board. 11:46 AM

Re: Roth IRA

Can I still contribute this income amount to my Roth IRA?

Yes, but you have to do some adjusting.

The 1099MISC simply tells the IRS the gross amount you were paid as a contractor. You must then take this and as previously [more]

Tue Jul 21

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 11:52 AM

Re: anyone looking at SHO?

Hospitality/Lodging REITs tend to be cyclical. They do well when the economy is expanding and not so well when it is contracting or goes into recession...for obvious reasons.

By my quick count, of the 10 Hospitality REITs from the NAREIT [more]

Fri Jul 17

NL

Boards Post

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

Re: CCG Preferred about to get Waldenized?

Thanks for the update on these bottom-feeders.

A couple of questions....

I thought that getting 'Waldenized' had to do with the common stock being taken private as some form of REOC while the preferreds were left listed on pink [more]

Thu Jul 16

NL

Boards Post

BruceCM replied to the Retirement Investing board. 4:36 PM

Re: Umbrella Insurance

MissEdithKeeler

As an adjuster, a couple of curio questions for you if you don't mind :-)

Where there is a multiple car pile-up on an icy freeway, how is fault determined when a series of cars are involved? My understanding is its [more]

Wed Jul 15

NL

Boards Post

BruceCM replied to the Retirement Investing board. 6:39 PM

Re: Umbrella Insurance

Could not agree more!

In retirement we like to spend our time talking about investing in this or that with X returns, etc, etc. But if this investing is going on in a taxable account, it could potentially all be [more]

NL

Boards Post

BruceCM replied to the Retirement Investing board. 1:17 PM

Re: preferred stocks.

bek055

I have held preferred stock since the late 90s, and currently hold 17 different preferreds.

In my opinion, Preferred stock should be held only for income. They carry unique risks associated with long term fixed rates that may [more]

Mon Jul 13

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 10:35 PM

Re: Brad Thomas - 4 REITS

Klee12 and MonsterFluff

Thanks for your feedback.

Klee...I see what you are saying about the merging of the unlisted REITs and other RE business forms into WPC. What you describe, I believe, is the transfer of partial assets of [more]

Sun Jul 12

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 2:05 PM

Re: Brad Thomas - 4 REITS

"WPC is not a newbie to the investment world and they have a respectable track record"

They do?

As I mentioned above, for the past 10 years, WPC has reported $1.212B in Net OpCF (cash available after paying all costs of [more]

Fri Jul 10

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 6:28 PM

Re: Brad Thomas - 4 REITS

There is something strange going on with WPC accounting I can't quite figure out...

For the past 10 years, with the exception of 2006 (58%) and 2014 (92%), all years Statements of Cash Flows has shown WPC paying out more in dividends than [more]

Tue Jun 2

NL

Boards Post

BruceCM replied to the Retirement Investing board. 1:04 PM

Re: MLP

The only way holding an MLP (or MLPs) in a tax deferred account could create a problem is if the partnership(s) generate more than $1,000 in Unrelated Business Taxable Income (UBTI), which is unlikely with most MLPs, most or all of whose [more]

NL

Boards Post

BruceCM replied to the Dividend Growth Investing board. 12:43 PM

Re: Odd payout format

Split dividends and special dividends can definitely confuse dividend reporting sites. Back in 06/07, HCN had a similar split dividend that for the longest time was reported by several sites as being a dividend cut. That's why it is important to [more]

Sat May 16

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 4:40 PM

Re: HCP

" most seekingalpha articles are rubbish"

Some are, some aren't.

A recent article on MLP accounting, basis and tax. One of the best articles I've read on the subject.

[more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1909
Recs Received 5828
People who have rec'd these posts 668
Recs to Posts Ratio (last 30 days) N/A
Threads Started 120
Threads Started Percentage 6.29 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: Bond Funds (6/11/2001)
Percentage of Posts Rec'd 70.30 %
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