Valuemongeragain’s Activity

Today

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Boards Post

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

Re: Quantitative Easing Had Effect

"In case you weren't paying attention, QE stopped and nothing happened, as before."

A few minutes ago on Bloomberg, they were discussing how big data was used in business. An example was Walmart preparing for storms/hurricanes. [more]

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 10:04 AM

Re: Interest rates

"I would guess that on this board there are many with homes paid off, or small mortgages, who could readily obtain $100,000% or more at 3.3% on a 15 year fixed rate mortgage, and invest it in reasonably solid REITs and REIT preferreds to get [more]

Fri Nov 21

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 1:10 PM

Re: O and dollar stores

Another concern in the "dollar" business are the new Walmart Neighborhood markets which are going to compete with the Dollar Stores. There are four being build, one already opened, within 25-30 miles of where I live.

Most have [more]

Tue Nov 18

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Boards Post

Valuemongeragain posted to the Real Estate Inv. Trusts: REITs board. 11:45 PM

Are REITs Getting Overvalued?

I have come to the conclusion that the yield on the NAREIT Index is as good a measure as I can come up with to measure the "cheapness" or "expensiveness" of the average REIT.

The below link shows the dividend yield on the [more]

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 1:03 PM

Re: AVB Avalon Bay

Since AVB is flat today, it looks like last night's after hours $7.74 rise was just the "noise" of someone paying too much and not a "signal" of anything significant.

If it had been a signal, and a signal seen elsewhere [more]

Mon Nov 10

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Boards Post

Valuemongeragain posted to the Real Estate Inv. Trusts: REITs board. 10:42 AM

Rayonier Earnings Release

Rayonier posted quarterly earnings this morning. 3nd Qtr EPS was reported as $.29 versus estimates of $.19. They also restated the last two quarters earnings, down.

The stock is down $4.14 as I write this or down 12.21 [more]

Wed Nov 5

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 8:52 PM

Re: Three Dogs - Part 2

"given that the vast majority of their value is based on the market values of their properties, net of debt and other obligations. This means that we can make “buy,” “hold” and “sell” decisions with greater confidence."

I have a [more]

Wed Oct 29

Tue Oct 28

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 5:00 PM

Re: REIT Preferred Stocks

CM001,

I suspect that the strong Euro might be a cause of some of their problems. I remember that it came out at about 1.15USD per Euro and after coming out sunk, shortly, to below $1 USD. It then rose to $1.35 +/- USD per Euro. [more]

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Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 3:43 PM

Re: Fannie and Freddie Preferreds

Fannie and Freddie preferreds were very bad back in 2008-2009. May not be bad again for a long time to come. I think that when buying preferreds one has to look at all of the obligations ahead of your dividends. Basically the widgets that Freddie and [more]

Mon Oct 27

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 12:17 PM

Re: OT. Future price of oil and gas

Klee,

I think that the late Peter Bernstein once said something about uncertainty being the largest single factor in investing. Those weren't his exact words, but his point is that uncertainty is a big part of investing.

I would [more]

Wed Oct 22

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 10:42 PM

Re: Intentions to call UBP-D

Just a comment on DividendYieldHunter's preferred list. Near the top of the list are a lot of energy companies.

I have done better with energy commons than any other type of investment (REIT commons would probably come in 2nd). Oil and gas [more]

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Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 10:07 PM

Re: jpc for income

"The best time to buy CEF's is on market turmoil"

I agree 100%, but isn't during times of market turmoil normally the best time to make most investments. There are exceptions like financial stocks in late 2007 and most of 2008. [more]

Thu Oct 16

Wed Oct 8

Recommendation

Valuemongeragain recommended klee12's post on the Real Estate Inv. Trusts: REITs board. 10:26 PM

Re: Buybacks

Tue Oct 7

NL

Boards Post

Valuemongeragain posted to the Real Estate Inv. Trusts: REITs board. 2:43 PM

Buybacks

Recently we had a series of posts talking about stock buybacks. Found an interesting article on the subject at the link below. According to the article, 95% of the S&P's earnings this year will be spent on dividends and buybacks. Since the late [more]

Thu Oct 2

Mon Sep 29

Fri Sep 26

Recommendation

Valuemongeragain recommended JoKingMe's post on the Real Estate Inv. Trusts: REITs board. 9:58 AM

Bill Gross leaving PIMCO
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Very First Post Re: OT: A Muni Charting-Lesson (3/4/2011)
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