yodaorange’s Activity

Tue Jan 27

Recommendation

yodaorange recommended brucedoe's post on the Macro Economic Trends and Risks board. 10:26 PM

Re: Democracy in Action

Sat Jan 24

Recommendation

yodaorange recommended WendyBG's post on the Macro Economic Trends and Risks board. 10:33 AM

Re: The Obsession with Alaska

Thu Jan 22

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 2:01 PM

Swiss Franc, Obamacare, Education: Common Theme

The Swiss Franc Debacle, Obamacare and Secondary Education might not appear to have anything in common to most METARites. Maybe, Yoda’s mind is wired a little differently but these three items all seem similar to me. Each of us has a different [more]

Wed Jan 21

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 6:20 PM

America’s lifestyle expectations are far too hig

From Davos, reported by Bloomberg:


Billionaire Jeff Greene, who amassed a multibillion dollar fortune betting against subprime mortgage securities, says the U.S. faces a jobs crisis that will cause social unrest and radical
[more]

Mon Jan 19

Mon Jan 5

NL

Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 12:35 AM

Re: A cancer tale for Wendy

Mauser said: “it should be noted that Mayo Clinic does not accept Medicare as full payment, maybe one reason they can afford to offer personal service.”

Mauser, I understand that Mayo does not accept Medicare. The Yoda family member that [more]

Sun Jan 4

NL

Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 2:10 AM

Re: A cancer tale for Wendy

Wendy, our thoughts and prayers are with you on this journey. I have a few observations learned from friends that have gone through cancer treatments in the last few years. Possibly they are not applicable to your condition, but just in case here [more]

Sat Jan 3

Recommendation

yodaorange recommended Smufty2's post on the Macro Economic Trends and Risks board. 9:49 PM

A cancer tale for Wendy

Recommendation

yodaorange recommended brucedoe's post on the Real Estate Inv. Trusts: REITs board. 2:16 PM

Re: KMI (not a REIT)
NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 2:12 AM

Re: 2014 Scorecard and more

Klee said: "One minor nit. SBRA was spun off by Sun Healthcare Group and started trading independently in Nov 2010."

Klee, this is why I have NO hair. Issues like SBRA have me pulling my hair out. If you check Yahoo Finance, it [more]

Thu Jan 1

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 8:31 PM

Re: 2014 Scorecard and more

Thanks for the comments. I have added data for all Equity REITs and Mortgage REIT commons for three time periods:

12/31/13 through 12/31/14

12/31/12 through 12/31/14

10/11/7 through 12/31/14

The data from 2007 [more]

Wed Dec 31

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 6:51 PM

2014 Scorecard and more

REITs had an interesting 2014. Yes, they were strongly up, but there is more to the story. The market capitalization indices STRONGLY outperformed the median REIT common. This generally signifies that the larger market cap issues outperformed the [more]

Mon Dec 29

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 9:33 PM

ARCP takeover target?

The same group that led the ouster of the Portnoy's from Commonwealth has taken a large position in American Realty aka ARCP. Things have turned very ugly there with the recent resignations of the whole Nicholas Schorsch management team. The Corvex [more]

Wed Dec 17

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 7:49 PM

Russia: An Alternate View

Milligram and Flyerboys have written eloquently about the troubled path forward for Russia. I have an alternate view. I met with some Russian Executives this week. The meeting was purely coincidental with all of the turmoil that was going on. These [more]

Thu Dec 11

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 9:49 PM

Re: Interest rates

Tony said: “Any comments arrows or bricks, especially a comment from Ralph and Jim Luckett.”

Tony, I am not as qualified as Ralph or Jim, but I will speak up because they have not replied yet.

Forecasting interest rates is a [more]

Tue Nov 11

Recommendation

yodaorange recommended wittgenstein's post on the Real Estate Inv. Trusts: REITs board. 10:22 AM

What REITLAND doesn't need

Sun Nov 2

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 12:54 PM

Three Dogs - Part 2

Sat Nov 1

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 9:27 PM

Re: ROIC reports
NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 4:37 PM

Everybody wants to be a REIT

'Tax inversions" has been a hot topic this year as several US based companies have changed their headquarters to foreign locations. Congressional hearings, outrage on the editorial pages, disgust on Main Street, it makes for a good [more]

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 2408
Recs Received 32768
People who have rec'd these posts 1049
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1357
Threads Started Percentage 56.35 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post REITs Racing to Bankruptcy (8/31/2009)
Percentage of Posts Rec'd 95.27 %
Show yodaorange’s 10 Latest Posts