martinmoth’s Activity

Mon Mar 2

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Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 3:13 PM

Re: Fixed Income Ideas

my last post should say "buy recommendations" not buy orders

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martinmoth posted to the Real Estate Inv. Trusts: REITs board. 3:12 PM

Fixed Income Ideas

There is a complicated midstream MLP with a bond of relatively high yield.
Martin Midstream LP symbol MMLP. This is not a blue chip MLP but a couple of brokerages currently have buy orders for it.
MMLP currently has a dividend of 10% and has [more]

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martinmoth replied to the Real Estate Inv. Trusts: REITs board. 2:58 PM

Re: Fixed income ideas? (OT)

tjberko

You stated in post 78035

"With regards to the VNR bonds, you should realized that they are issued by VNR Finance Corp, a subsidiary that likely carries more risk than the vanilla VNR, not that VNR isn't also quite [more]

Fri Feb 27

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Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 12:30 PM

Re: Fixed income ideas? (OT)

Norm

I sold my Vanguard Natural Resources preferred stock and bought the bond instead which was actually paying a higher interest rate. This is only a small position.

Martin

Fri Feb 6

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Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 3:17 PM

Re: O continues run

BG

I buy and try to hold my REITs for the long term but when yields get below 4% I may sell some. Also when yields are above 5% I am tempted to add to my positions as cash becomes available.
HCP today is 11% off its high and is yielding [more]

Fri Jan 30

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martinmoth posted to the Real Estate Inv. Trusts: REITs board. 1:56 PM

LXPPRC

The LXP convertible preferred stock-LXPPRC- is one of my core holdings for long term income. Compared to other triple net lease preferred stocks excluding ARCP it has a more attractive yield of 6.66% as of this morning. LXP itself is one of Brad [more]

Mon Jan 26

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martinmoth posted to the Real Estate Inv. Trusts: REITs board. 8:48 PM

Preferred Stocks Sales & Buys

Now what to do with my cash from my preferred stock sales.
Pickings are slim but they are out there as long as one does not get too greedy about anyone of them. I bought all four of the below entities with my proceeds today

EQCPRD a [more]

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martinmoth posted to the Real Estate Inv. Trusts: REITs board. 8:30 PM

Preferred Stock Sales & Buys 1

Jokingme you beat me to the punch.

Today I sold
FPOPRA
KRGPRA
DFTPRA

All can be called in 2015 and if current interest rates persist they are likely to be called. They were trading at 26 and above with yield to first [more]

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martinmoth replied to the Real Estate Inv. Trusts: REITs board. 8:21 PM

Re: O continues run

Take a look at AMJ
It is an index of MLPs currently paying a dividend of 5%
My understanding is that this is a very good vehicle for a diversified MLP investment with no worry about K-1 forms etc.

Martin

Sat Jan 3

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Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 4:28 PM

Re: MLP: LINE/LNCO

Katinga et al

Here is a suggestion I picked up from the Investor Village MLP Board.
If you have less risk tolerance than many sell LNCO and buy the bonds for LINE/LNCO. I did this in my IRA after the value of my LNCO holdings fell almost [more]

Fri Jan 2

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martinmoth posted to the Real Estate Inv. Trusts: REITs board. 3:29 PM

EWSS

I may have posted on this before.

This is an ishares ETF with an expense ratio of 0.6%. It is an index of small cap Singapore stocks. Looking over the holdings about 30% appear to be Singapore REITs. In 2013 it yielded over 4% and in 2014 it [more]

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martinmoth replied to the Real Estate Inv. Trusts: REITs board. 3:05 PM

Re: VNQ

The answer is yes and no.
On the yes side it is a low cost index fund which is easily traded. Over time by owning it you will have a better return than most of us who build our own REIT portfolios.

On the no side is the question of [more]

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martinmoth replied to the Real Estate Inv. Trusts: REITs board. 2:44 PM

Re: REITS 2014/2015

I have no special insight or knowledge and only a mediocre track record.

That being said, I do believe in reversion to the mean, where ever the mean is. US stocks and REITs are having a great run. No one knows when the party will be over. [more]

Wed Dec 31

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martinmoth replied to the Real Estate Inv. Trusts: REITs board. 6:23 PM

Re: REITS 2014/2015

One has to be cautious about following the herd.
Supposedly the stock market is a "leading" economic indicator. The good news may already be priced in.
VNQ is close to its high before the crash in 2008-2009. I am not a buyer at [more]

Tue Dec 30

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Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 6:18 PM

Re: Pure Industrial REIT

It is indeed "Pure industrial reit

Mon Dec 29

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martinmoth posted to the Real Estate Inv. Trusts: REITs board. 4:57 PM

Pure Industrial REIT

This is a Canadian Industrial REIT. It is written up by Scotia, CIBC, Canaccord, and RBC. It has either buy or hold ratings for what that is worth
I have had a modest position for a couple of years and have lost a little money on this one but it [more]

Sun Dec 28

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Boards Post

martinmoth replied to the Real Estate Inv. Trusts: REITs board. 7:59 PM

Re: KMI (not a REIT)

We have discussed KMI/KMR/KMP in the past on this board. Of course now only KMI exists. KMI is one of my largest holdings ie about 2% of my portfolio.
It appears to me to be one of the more attractive income plays out there especially now with [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 889
Recs Received 2847
People who have rec'd these posts 224
Recs to Posts Ratio (last 30 days) N/A
Threads Started 350
Threads Started Percentage 39.37 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: OT -Royalty Trusts (9/21/2004)
Percentage of Posts Rec'd 71.43 %
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