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The 10 Most Recent Messages By yodaorange

Take me back to where I was.
  • Date: 2/11/16 9:36 PM
  • Number: 79560
  • Recommendations: 15
Today I was looking at REIT commons and it was an ugly picture. Waves and waves of red, negative returns. Then in the middle of the ocean, a brief glimpse of green showed up. I noticed that Realty Income aka “O” was melting UP!!! It ended up 5.9% on
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  • Date: 2/11/16 7:11 PM
  • Number: 239
  • Recommendations: 2
Arindam said: “Nonetheless, I was shocked to see that my YTD Net Short Stock Interest was a whopping -$279 dollars. That's a huge cost in barely 40 days for loans on $20k worth of shares.”

Arindam, I normally do not mention specific
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  • Date: 2/10/16 9:15 AM
  • Number: 79541
  • Recommendations: 35
I suggest anyone interested in HCP listen or read their Q415 conference call which was held yesterday. It was a long call.

There is only one issue that HCP is dealing with: HCR Manor Care.
HCR runs skilled nursing facilities that
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  • Date: 2/9/16 11:09 AM
  • Number: 79537
  • Recommendations: 5
They lowered their FFO guidance for 2016. Market is not happy with that.
  • Date: 2/8/16 5:53 PM
  • Number: 79529
  • Recommendations: 18
CM asked: "Besides market volatility and going down in general, are there any other specific reasons you think REIT's are at risk?"

CM, it is kind of a long story. I wrote up a post last week but deleted it because I thought it
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  • Date: 2/8/16 11:19 AM
  • Number: 79525
  • Recommendations: 15
Another day, another accounting scandal, this time at Brixmor (BRX).

From Reuters:

Brixmor's top executives exit after accounting review, shares plunge

Shopping center owner and operator Brixmor Property Group Inc said

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  • Date: 2/8/16 1:05 AM
  • Number: 79521
  • Recommendations: 16
Gracepeace said: "Would anyone like to talk me out of doing that?"

Gracepeach, I will not try to talk you out of buying preferreds, but offer a few comments:

1) Broadly speaking, I expect both commons and preferreds to
(Continued...)
  • Date: 2/5/16 1:29 PM
  • Number: 79513
  • Recommendations: 6
Hedge Fund Manager Kyle Bass has started a war against UDF claiming it is a Ponzi scheme. He is getting a lot of publicity to highlight his efforts. So far it seems to be working to drive down UDF's stock price. I do not follow UDF, so am not
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  • Date: 1/30/16 7:40 PM
  • Number: 79494
  • Recommendations: 27
I would strongly advise against taking a position in APLE at this time and probably forever.

1) APLE is in the NAREIT lodging/hospitality subsector. This is the worst performing subsector year to date with a median loss of 11.5%. IF and it
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  • Date: 1/26/16 11:55 PM
  • Number: 488716
  • Recommendations: 38
I have previously posted about Atlantic City’s precarious financial situation. It is in the top 5 most likely to imminently go bankrupt amongst US cities. It is currently fighting it out for the top position with the Chicago School system. Every
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Take me back to where I was.
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