yodaorange’s Activity

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
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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]

Thu Oct 23

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 5:55 PM

Re: Thanks RevYoda! (Not OT)

JZ, thanks for the kind words. You are correct that seeing a Yoda post on the Berkshire Board is unusual. I think it is a first. I was checking a REIT board post and happened to see that an IBM post was "Post of the Day." It was after they [more]

Wed Oct 22

NL

Boards Post

yodaorange replied to the Berkshire Hathaway board. 10:33 PM

Re: IBM: Is Buffett Wrong?

Jim said: So, though it's true that you can't increase net profits forever without a growing top line, it is also true that you can increase them by a very large amount and for a very long time by switching to a more profitable selection of [more]

Tue Oct 21

NL

Boards Post

yodaorange replied to the Berkshire Hathaway board. 8:00 PM

Re: IBM: Is Buffett Wrong?

The discussion so far has missed a critical point IMO. It is NOT a financial metric or tied to a specific business. For the IBM bulls, there is one simple question:

Does IBM have inspired and motivated employees to lead it back to growing [more]

Mon Oct 20

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 7:59 PM

Sinner missed the sermon on selling. . .

. . .REIT preferreds. Old time REITsters probably are tired of hearing Yoda’s sermons on the illiquidity of buying/selling REIT preferreds. The most recent sermon was last Tuesday: “Sell Today or Hold Forever.” [1] The sermon discussed a case study [more]

Tue Oct 14

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 11:57 PM

REIT Preferreds: Sell today or hold forever

REIT commons and REIT preferreds have held up remarkably well in the recent downturn. For example since the close on August 29, here are the median category returns (excluding dividends.)

SP 500 aka SPY -6.48%

REIT preferreds [more]

Mon Oct 13

Recommendation

yodaorange recommended BruceCM's post on the Real Estate Inv. Trusts: REITs board. 4:56 PM

Free e-book on Income Investing

Sun Oct 12

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 9:01 PM

A Three-Dog Afternoon

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 8:57 PM

Re: Ventas

Wed Oct 1

NL

Boards Post

yodaorange posted to the Macro Economic Trends and Risks board. 8:43 PM

Pensions/Calpers suffer major defeat

The bankruptcy Judge for Stockton, California, Christopher Klein, issued a major ruling today. Judge Klein is the Chief Bankruptcy Judge for the Eastern District of California. So he is not some, low level elected judge for example.

The [more]

Sun Sep 28

Recommendation

yodaorange recommended Reitnut's post on the Real Estate Inv. Trusts: REITs board. 9:12 PM

Re: REIT swoon . . .thank the ETF's

Tue Sep 16

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 9:53 PM

REIT swoon . . .thank the ETF's

REITsters are well aware that last week was an Alka-Seltzer moment. It prompted lots of questions along the lines of: is this the start of a May 2013 type downturn, that hurt both REIT commons and REIT preferreds?

Here are the facts, based [more]

Mon Aug 4

NL

Boards Post

yodaorange replied to the Real Estate Inv. Trusts: REITs board. 1:08 AM

Re: $40,000 commission on a trade

Valuemongeragain said: “it sounds like high frequency trading (HFT) to me.”

Hi Value, I am highly confident that this was NOT a high frequency trade. I do not post much about HFT on the REIT board, but I have posted many times about it on [more]

Tue Jul 29

NL

Boards Post

yodaorange posted to the Real Estate Inv. Trusts: REITs board. 10:08 PM

$40,000 commission on a trade

I attempt to track every trade every day on all REIT preferreds. One of the items I look at are the "block" trades of >= 25,000 shares.

In the "old" days when most trading was physically done on the New York Stock [more]

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Feste Award Winner! Old School Fool
Board Posts 2398
Recs Received 32464
People who have rec'd these posts 1043
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1352
Threads Started Percentage 56.38 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post REITs Racing to Bankruptcy (8/31/2009)
Percentage of Posts Rec'd 95.25 %
Show yodaorange’s 10 Latest Posts