Prophet43M’s Activity

Tue May 26

NL

Boards Post

Prophet43M replied to the The Grand Adventure board. 8:23 PM

Re: Sorry for the lack of updates

Adam:

No apologies needed. I've been amazed at the energy you have invested here. I'm an interested, but also patient reader.

Wed May 20

NL

Boards Post

Prophet43M replied to the Real Estate Inv. Trusts: REITs board. 10:48 PM

Re: MNR

Martin:

I don't know much about MNR but I have owned the preferreds from time to time.

Without doing any research other than simply looking at the dividend history since 2005 (dead flat at $0.15/Q), I have to ask why would I want to [more]

Thu May 14

NL

Boards Post

Prophet43M replied to the The Grand Adventure board. 10:34 PM

Re: Thur Update: CALM remains unstoppable

MIC raised its distribution by 5%, so we added more of that as well.

I first noticed MIC here at TGA. I completed due diligence and opened a 300 share position. I'm sitting on just over 5% of capital appreciation plus one distribution [more]

Sun May 3

NL

Boards Post

Prophet43M replied to the The Grand Adventure board. 10:31 AM

Re: US Silica Earnings: Ignore the earnings miss

Adam:

I took a 30 minute look at EMES. Here are my initial observations:

It appears EMES does have some logistics capabilities, probably on par with HCLP but its hard to compare as EMES doesn't seem to discuss their logistics [more]

Sat May 2

NL

Boards Post

Prophet43M replied to the The Grand Adventure board. 5:46 PM

Re: US Silica Earnings: Ignore the earnings miss

Opps! Accidently clicked submit before I got to my questions.

Have you evaluated HCLP?

If so, what makes you like EMES more than HCLP?

NL

Boards Post

Prophet43M replied to the The Grand Adventure board. 5:22 PM

Re: US Silica Earnings: Ignore the earnings miss

Adam:

Thanks for all your great work here. TGA has been a great list of stocks to evaluate for my real money portfolio which has been focused on high (not highest) dividend growth stocks for years. I don't have an exact count but I think I [more]

Sun Apr 26

NL

Boards Post

Prophet43M replied to the Real Estate Inv. Trusts: REITs board. 11:48 AM

Re: VTR VENTAS guides higher

Regarding whether to sell or hold CCP, I am evaluating that very question myself. The spinoff slide pack was quite good. That said, I found the April 24 earning conference call exchange between an analyst and management very [more]

Sun Apr 12

NL

Boards Post

Prophet43M replied to the The Grand Adventure board. 4:30 PM

Re: Sold My TGP Shares End of Day Friday

Just checking.......

You do know that SWJ is NOT a common stock.

Instead SWJ is a Stanley Black & Decker, 5.750% Junior Subordinated Debentures due 7/25/2052

Fri Apr 10

NL

Boards Post

Prophet43M posted to the Real Estate Inv. Trusts: REITs board. 10:13 AM

BMR

BioMed Realty looks interesting with a nearly 5% yield. BMR is in the same biosciences office/lab space niche as ARE

Other than a analyst downgrade this week I cannot find any bad news.

Historically BMR has shown good distribution [more]

Sat Apr 4

NL

Boards Post

Prophet43M posted to the Tax Strategies board. 8:35 PM

Wash Sales

I have a couple of oil stocks that have been caught up in the industry down draft. I'm optimistic about both stocks but would like to harvest the tax losses. I'm well aware of the 30-day rule but believe there may also be some rules around hedging. [more]

Wed Mar 25

NL

Boards Post

Prophet43M replied to the The Grand Adventure board. 7:18 PM

Re: SXCP

Reason for today's 10% drop.......US Steel is temporarily idling it's Granite City flat rolled steel plant.

SunCoke's press release:

[more]

NL

Boards Post

Prophet43M posted to the The Grand Adventure board. 1:16 PM

SXCP

SunCoke Partners is getting pummeled again today. As long as their major US customers survive (Arcelor Mittal, AK Steel, and US Steel) the steel downturn, SunCoke should be a good investment.

The steel downturn is partially driven by the [more]

Fri Mar 20

NL

Boards Post

Prophet43M replied to the Value Hounds board. 1:17 PM

Re: Bond market ailing

I have no particular insight into RDS' plans for the dividend, but I tend to believe they are no less well positioned than XOM or CVX to support their dividend. RDS went on a bit of an asset selling spree in late 2013 and throughout 2014, raising [more]

Fri Mar 6

NL

Boards Post

Prophet43M replied to the Real Estate Inv. Trusts: REITs board. 4:06 PM

Re: VNQ down over 3% this morning

"Seems like reasoning on stilts to me, all starting with one month's employment rates, a single point of data that may be revised."

I agree with your comments. However, there have been several consecutive months of very [more]

Mon Mar 2

NL

Boards Post

Prophet43M posted to the The Grand Adventure board. 11:46 PM

Shareholder Yield (%)

Adam:

Please tell me what the Shareholder Yield (%) metric means and how it is calculated.

Thanks,

Jay

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 267
Recs Received 866
People who have rec'd these posts 202
Recs to Posts Ratio (last 30 days) N/A
Threads Started 58
Threads Started Percentage 21.72 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post A II: Stocks That Interest You post. (4/7/2007)
Percentage of Posts Rec'd 61.42 %
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