Valuemongeragain’s Activity

Wed Mar 23

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 1:38 PM

Re: LXP and EQC convertible preferreds

Jim,

As an owner of LXP common, some of your post on the Fitch's credit rating of LXP and some of its tenants didn't jive with my memory or notes.

Jim wrote, "LXP's largest tenant, Baker Hughes, Inc., represented 6.0% of [more]

Fri Mar 18

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 2:17 PM

Re: LXP and EQC convertible preferreds

"LXP is a office-industrial REIT with a lot of single-tenant buildings and no respect from the market. It carries over and 8% yield on the common, which once upon a time before 2008 sold in the mid 20s but now is at $8.7 a share. Still, Moody's [more]

Wed Mar 16

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 3:11 PM

Re: TANO

Jim,

"Leaping for yield has not gone well for me."

Nor for me!

For a few years I was convinced that higher yield = lower returns.

Before my broker kept good basis records I started a spreadsheet to track [more]

Recommendation

Valuemongeragain recommended tjberko's post on the Real Estate Inv. Trusts: REITs board. 1:34 PM

Re: TANO

Mon Mar 14

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 5:48 PM

Re: TANO

Was looking at the percentage gainers and losers for the day and Travel Centers of America was down 18.88% for the day.

It reported bad 4th quarter results AND discontinued their dividend on the common.

Another example of the [more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 5:04 PM

Re: TANO

"The company's revenue can be seriously impacted by Oil price swings, not because of the price at the pump but the price they take at the pipeline, etc, bit complicated to explain in few sentences."

In general it is pretty simple, [more]

Recommendation

Valuemongeragain recommended coolprash's post on the Real Estate Inv. Trusts: REITs board. 4:25 PM

Re: TANO

Thu Mar 10

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 12:01 PM

Re: NPRUF

Good point Jim on energy effects on Canada, I would add that other commodities have an outside effect on the Canadian economy as well.

I would think that the USD/CDN is definitely one concern, but I would think that occupancy and rental [more]

Sun Mar 6

NL

Boards Post

Valuemongeragain posted to the Real Estate Inv. Trusts: REITs board. 9:44 PM

NATGAS FUNDAMENTALS

I posted this last night and the Fool took it down for profanity because I used a term recently used by Sen. Lindsey Graham used to describe his own party to describe energy stocks late last week.

Since it had a few reco’s in the few hours [more]

Sat Feb 27

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 3:46 PM

Re: Refresh my memory

Tax time huh?

Nondividend distribution is the old return of capital and normally not taxable, but it does serve as a reduction in your basis AND once the basis is all gone then it would be treated as long term capital [more]

Fri Feb 26

NL

Boards Post

Valuemongeragain posted to the Real Estate Inv. Trusts: REITs board. 12:04 PM

AHT Releases Positive 4th Qtr Results

Below is a link to a pdf file on the results.

http://www.ahtreit.com/resourcefiles/pdf/aht-q4-15-results.p...


Its REVPAR (revenue per available room) [more]

Tue Feb 23

Tue Feb 16

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 9:34 PM

Re: CTRE - CareTrust REIT

I found one thing that would concern me with CTRE.

It recently bought 14 SNF facilities from Liberty Nursing Centers in Ohio.

The operator of all 14 facilities is Pristine.

From Pristine's website they appear to be heavily [more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 8:58 PM

Re: HCP down 14% today

Good info Yoda!!!

I have a little experience with this and have in addition done a little research.

From Yoda's post.

"HCR is in TROUBLE. Medicare and Medicare Advantage have been forcing down the length of stay in [more]

Thu Feb 11

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 11:22 PM

Re: Curious Case of Triple Nets

"famed hedge fund manager Bill Ackman"

Sometimes I think that Ackman and Einhorn must be a couple of idiots.

My mom wanted me to take her to see "The Big Short".

That movie motivated me to re-read [more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 1:40 PM

Re: Sucking Sound of Reducing Liquidity???

I wondered the same thing, but a couple of thoughts.

1) More panicking buyers than the Chinese sellers.

2) The Chinese do hold more currency reserves than just treasuries.


I have found it odd that while Euro banks are [more]

NL

Boards Post

Valuemongeragain posted to the Real Estate Inv. Trusts: REITs board. 10:30 AM

Sucking Sound of Reducing Liquidity???

Over the last several months we have had falling equity prices.

Probably a host of reasons for this - falling energy prices, falling earnings from U.S. multinationals due to a stronger dollar, concerns over slow economic growth in the U.S. [more]

Wed Feb 3

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 12:25 PM

Re: Hannon Armstrong Sustainable Infrastructure

"Any thoughts? TIA!"

While I have reservations about the viability of many/most forms of renewable energy, my biggest concern with HASI would be its mortgage REIT like operating model.

You mentioned that HASI provided [more]

Fri Jan 8

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 11:08 PM

Re: The coming decrease in interest rates

"All these war should be costing Putin money and he could go on only so long."

Putin has Russian conscripts that are paid very little doing the fighting, using Russian manufactured weaponry, made from metals mined in Russia and to [more]

Tue Jan 5

NL

Boards Post

Valuemongeragain posted to the Real Estate Inv. Trusts: REITs board. 10:45 PM

OT - Natural Gas (Natgas) Fundamentals

I posted some natgas fundamental a few weeks back that a few of you seemed to enjoy so I will update with a lot of data that came out Thursday.


A few weeks back I posted some info on natgas supply, consumption and storage that some [more]

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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 354
Recs Received 1393
People who have rec'd these posts 176
Recs to Posts Ratio (last 30 days) N/A
Threads Started 52
Threads Started Percentage 14.69 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: OT: A Muni Charting-Lesson (3/4/2011)
Percentage of Posts Rec'd 88.14 %
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