MonsterFluff’s Activity

Yesterday

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MonsterFluff posted to the Value Hounds board. 11:18 PM

WP Carey

Still looking for low-ish risk yield. It's not easy in the current market. There comes a time in the life of a portfolio when it needs to start paying its way and buying the cat food.

I keep reading that a portfolio traditionally should be [more]

Fri Apr 17

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MonsterFluff replied to the Value Hounds board. 5:52 PM

Re: Cat-a-palooza

i missed it :( It's kittykat-palooza everyday here

Tue Apr 14

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MonsterFluff replied to the Value Hounds board. 9:17 AM

Re: POD for MonsterFluff

thanks rp

I do feel a name change coming on :)

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MonsterFluff replied to the Value Hounds board. 9:15 AM

Re: An Oil/Gas three year time capsule

the sand sculptures are insane--sad they go out with the tide. How many hours are invested in these?

as far as wasting sand in fracking rather than turning it into fine art--as long as there is production with few wells shut down, sand will [more]

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MonsterFluff replied to the Value Hounds board. 9:01 AM

Re: Dead Stock Charts?

Thanks, MF-- What I feared….

The lack of good charts or Genzyme?

Mon Apr 13

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MonsterFluff replied to the Value Hounds board. 1:20 PM

Re: An Oil/Gas three year time capsule

I kie some of the sand companies. Sand injected in larger quantities is one of the preferred ways to boost production now in fracked wells. US SIlica and Fairmount are good

Like Carbo but services are going to lag the recovery so no hurry. [more]

Sat Apr 11

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MonsterFluff posted to the Value Hounds board. 6:09 PM

kimco

Kimco is one of the nation's largest owners and of neighborhood and community shopping centers for more than 50 years. It has 754 shopping center properties with 109.5 million square feet of lease space and 533 other property interests through [more]

Fri Apr 10

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MonsterFluff replied to the Value Hounds board. 1:59 PM

Re: Dead Stock Charts?

[more]

Thu Mar 19

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MonsterFluff posted to the Value Hounds board. 2:42 PM

Bond market ailing

we were discussing the relative attractiveness of bonds and REIT preferred shares a few threads back. It's a good discussion and I highly recommend it

Bonds seemed to be regarded as less risky than a perpetual preferred given that there is a [more]

Wed Mar 18

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 4:03 PM

Sun Mar 15

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MonsterFluff replied to the Value Hounds board. 7:04 PM

Re: Preferred shares and bonds

Thanks Rich et al

good discussion
as an asset class then, preferred shares are more toxic than bonds in potentially rising interest rate environment. At this point we could expect a flurry of releases of new series trying to take [more]

Sat Mar 14

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MonsterFluff replied to the Value Hounds board. 6:48 PM

Re: Preferred shares and bonds

ps I do like real estate as an investment and am looking at properties every day all the way from NC to HI

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MonsterFluff replied to the Value Hounds board. 6:47 PM

Re: Preferred shares and bonds

Three years is a pretty short duration and if you are looking into medium duration of 8 years and maybe a bit longer temporary fluctuations would make almost zero difference. If you're planning to rotate the shares more rapidly and looking for [more]

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MonsterFluff replied to the Value Hounds board. 11:39 AM

Re: Preferred shares and bonds

by the reasoning in this thread, no one would be buying bonds now?

it's interesting because over the past 3 years when I was looking for yield and specifically looking for bonds for an income portfolio, the brokerage bond guy was always [more]

Fri Mar 13

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MonsterFluff posted to the Value Hounds board. 7:11 PM

Preferred shares and bonds

Both asset classes don't do well in rising interest rate environments. As was pointed out to me at the REIT board they move in tandem. When rates are predicted to rise or are in fact going up, the underlying asset goes down and the yields go up [more]

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MonsterFluff replied to the Value Hounds board. 6:54 PM

Re: Value =

this is a good way to get at value

Can you run through the numbers for something as an example? it would be a great teaching moment with a real life case.

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Boards Post

MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 6:51 PM

Re: On Que: PSA-pO Called

thanks for the information

I would add that I think we can expect the company to redeem shares in favorable environments as they have throughout their history. As you point out in your previous threads, it's a good idea to know the [more]

Thu Mar 12

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Boards Post

MonsterFluff replied to the Value Hounds board. 6:19 PM

Re: Ignite doesn't

hey co

it's an interesting story and as always a lesson in caution betting on turnarounds.

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MonsterFluff replied to the Value Hounds board. 11:13 AM

Re: Public Storage PSA equity and preferred

if anyone is interested it's a good discussion linked in the above post

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MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 1:00 AM

Re: Public Storage PSA

As the OP, one should never say always. But PSA is unique among reits and has the most preferred series I have seen and has a regular history of redeeming them more often than not. All I have to go on is their history. I understand that rising [more]

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