Valuemongeragain’s Activity

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]

Thu Jan 21

NL

Boards Post

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

Re: Bizarre Difference

"I just find it hard to believe that there isn't a better investment going forward"

Being rated a 1 doesn't mean there isn't better investments than Ford, but that Schwab's algorithm puts Ford in the top 1 [more]

Tue Jan 19

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 9:21 PM

Re: Bizarre Difference

Just to add more questions about the logic of the Schwab's equity valuations.

Schwab rates AHT as a "C" overall and also rates AHT as a "C" for momentum. AHT is down 55% over the last 12 months and down 28% [more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 9:06 PM

Re: Bizarre Difference

Schwab's rating are based on four factors and I think are algorithmic and not based on human thinking. There are advantages and disadvantages to algorithmic evaluations.

Schwab's four areas to evaluate are:

- Valuation (F)
- [more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 1:51 PM

Re: AHT preferred at a discount

"reason I can't discern"

The only thing I have seen negative is the new external management and its termination agreement.

AHT's borrowing costs seem a little high at an average of 4.75% and much of it floating. [more]

Mon Jan 11

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 9:23 PM

Re: The coming decrease in interest rates

JimL

"A positive constant does not."

"To offset a future negative shock from China"

Maybe?

Today oil (WTI) went down $5 or 10-15% if (and that is a big if) prices stay at that level for some [more]

Recommendation

Valuemongeragain recommended bear9's post on the Real Estate Inv. Trusts: REITs board. 8:27 PM

Re: APTS

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]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 4:01 PM

Re: The coming decrease in interest rates

Apologies that last post got "away from met".

Anyway the Saudi may/could keep oil low for some time.

One of the most interesting thing my friend mentioned to me was that Putin was a geo-political grandmaster (and needed [more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 3:41 PM

Re: The coming decrease in interest rates

They have fallen and they can't get up!!!

We used to welcome lower oil prices in this country as a boost to our economy, that is until we started producing more of what we used and now the boost is less robust.

No reason to think [more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 11:34 AM

Re: The coming decrease in interest rates

"Krugman says maybe not, and gives some numbers to suggest China's share of total world demand may not be big enough for a decline to swing the world economy"

I wonder how much a drop in energy imports, due to cheap energy, would [more]

Wed Jan 6

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 1:01 AM

Re: REIT common ideas wanted!

"I present two extreme cases for illustration:"

I have heard it another way:

Do you want to eat well or sleep well?

If you want to sleep well your investments are kept quite conservative, but the problem is that [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]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 10:40 PM

Re: Dividends on non-REITS

"The dividend doldrums are expected to continue .......... expects the growth in dividends to fall to the mid-single digits in 2016, down from 10 percent last year and a high of 18 percent in 2012."

10 to 18 percent dividend growth [more]

Sun Jan 3

NL

Boards Post

Valuemongeragain posted to the Real Estate Inv. Trusts: REITs board. 3:03 PM

Oops or Why I Don't Believe Seeking Alpha 100%

From CFMuta's original post which he took directly from a Seeking Alpha poster.

"Pinedale Corridor will make monthly principal payments of about $4M."

From a businesswire press release from the company.

[more]

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 12:37 PM

Re: CORR announces share buyback

As a former banker, banks often lower interest rates on problem loans and 4.5% would be pretty good, but I have had really good loans stolen away at lower interest rates than that.

From the little that I read, I would say their was some [more]

Sat Jan 2

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 10:58 AM

Re: CORR announces share buyback

"Compare the interest rate to the dividend yield of ~20%:"

If the dividend at its present level holds up?

Sounds like the credit facility probably matured or possibly the bank just got nervous and tried to call [more]

Fri Jan 1

NL

Boards Post

Valuemongeragain replied to the Real Estate Inv. Trusts: REITs board. 11:52 PM

Re: 2015 Returns-No Place to Hide

"KMI lost some receivables when Alpha Natural Resources reorganized"

I am a little surprised that KMI had ANR receivables as ANR is a coal company.

I don't own ANR, but I did buy some ANR puts which has made up for 50-60% [more]

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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 340
Recs Received 1305
People who have rec'd these posts 169
Recs to Posts Ratio (last 30 days) N/A
Threads Started 49
Threads Started Percentage 14.41 %
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 87.65 %
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