yodaorange’s Activity

Yesterday

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 9:54 PM

Re: Preferred Financial Physics

Jim said: I think a lot of what's driving your physics is not analogous to zero coupon bond physics but rather the interaction of higher coupon and call risk

Jim, I agree there is some interaction with call risk, but I do not [more]

Sun Jul 24

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 9:52 PM

Preferred Financial Physics

With the recent issue of PSA-pD @ 4.95% coupon yield, I thought it was time to review a bit of Financial Physics. Yoda failed this class last time around and sure hopes to pass this time. Like the laws of real physics, there are laws of financial [more]

Fri Jul 22

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 10:13 PM

How Singapore is tops in math

I suspect that most METARites would agree about the importance of education. A more highly educated population is an important component of improved productivity. And we all know that improved productivity is the key to an increasing standard of [more]

Thu Jul 21

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 9:50 AM

Re: PSA-D

You can buy all of the PSA-pd that you want at 24.95 to 24.96. Started trading today on the NYSE with its final ticker. PSAPRD or PSA-pD or PSA pD depending on which brokerage you use.

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 2:23 AM

Ugly year for CALPERS

The California Public Employees’ Retirement System aka CALPERS released their investment returns for the year ending June 30th, 2016. The overall return was +0.61% versus an assumed return of 7.5%. The returns for both the last 10 and 15 years are [more]

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 1:03 AM

Re: REIT Preferreds: To Infinity and Beyond!

Jim asked: "Why does anyone hold DFT C in preference to the new PSA D?"

Jim, my guess is that many investors buying these issues do not understand yield to first call. They are desperately seeking yield and only see the current [more]

Wed Jul 20

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 9:09 PM

REIT Preferreds: To Infinity and Beyond!

I have been out of touch for a while, but notice several posts about the current state of REIT preferred yields. There are two main themes for what has “worked” in 2016. One mathematical fact underlies both of these themes. It is: yields are headed [more]

Fri Jul 15

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 2:36 AM

A non-traded REIT preferred?

Investment News has a writeup on Preferred Apartment Communities (APTS), which trades on the NYSE. I was not aware they have a non-traded REIT preferred they offer. My first impression is negative, in part because the preferred shares pay a 7% sales [more]

Wed Jul 13

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 10:37 PM

Houdini reincarnated in Chicago

There is some real magic going on in Chicago these days. For many years the magicians were able to make debts, particularly pension debts disappear. Nowhere to be seen.

Houdini must have recently appeared by séance or some other method. [more]

NL

Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 1:00 PM

Re: Insanity = Loaning Puerto Rico more money

"Jeff (In Amsterdam)"

Jeff, I am jealous! We love the Rik Museum in Amsterdam. Just have to get past the legal brothels and legal pot places to get there. . .

Yoda

Recommendation

yodaorange recommended JLC's post on the Macro Economic Trends and Risks board. 11:10 AM

Re: Opioid deaths: Looking for a solution

Tue Jul 12

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 10:53 PM

Insanity = Loaning Puerto Rico more money

From a Bloomberg story:


Puerto Rico just defaulted on about $1 billion due to bondholders, has declared its debts too crushing to pay and is about to undergo an unprecedented financial takeover by the U.S. government. So what’s next
[more]

NL

Boards Post

yodaorange replied to the Macro Economic Trends and Risks board. 5:35 PM

Re: Opioid deaths: Looking for a solution

There are a few other points that I do not understand about pain management in general. Maybe, JLC and/or Smufty can elaborate:

1) Chronic pain, like we have heard about in this thread, cannot be a new phenomenon. It must have been around [more]

Mon Jul 11

Recommendation

yodaorange recommended brucedoe's post on the Macro Economic Trends and Risks board. 10:32 PM

Re: Well now, This is Awkward!!
NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 7:08 PM

REITNUT's charities

I have had several requests for any charities that REITNUT supports. His family said these are his two favorites. Not surprisingly, they both involve dogs!


Archie's Fund

[more]

Recommendation

yodaorange recommended bhpo's post on the Real Estate Inv. Trusts: REITs board. 11:09 AM

REITNUT visit

Sun Jul 10

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 2:42 PM

Opioid deaths: Looking for a solution

You have probably seen lists along the lines of “Top 10 Causes of Preventable Deaths.” [1] The lists typically show heart disease, cancer, COPD, accidents, stroke etc. One area of accidental deaths has risen dramatically in the last 10 years: opioid [more]

Recommendation

yodaorange recommended TMFTomGardner's post on the Real Estate Inv. Trusts: REITs board. 12:07 PM

Re: REITNUT

Wed Jul 6

Recommendation

yodaorange recommended bhpo's post on the Real Estate Inv. Trusts: REITs board. 7:12 PM

Today's visit with Ralph(REITNUT)
Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 74909
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to yodaorange’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 2648
Recs Received 37309
People who have rec'd these posts 1148
Recs to Posts Ratio (last 30 days) 46.00
Threads Started 1461
Threads Started Percentage 55.17 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post REITs Racing to Bankruptcy (8/31/2009)
Percentage of Posts Rec'd 95.51 %
Show yodaorange’s 10 Latest Posts