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Silver Wheaton Corp. Message Board

mardermj 105 posts  |  Last Activity: Feb 27, 2015 4:04 PM Member since: May 6, 2004
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  • Reply to

    Why all the Fuss Yesterday,

    by tea_party_man Dec 6, 2014 7:45 AM
    mardermj mardermj Dec 8, 2014 6:21 AM Flag

    They buy new assets equal to the secondary, which then throws off income, which you get 90% thereof. Secondaries don't pay bills, the assets bought with them do, and they are instantly accretive.

  • Reply to

    Why all the Fuss Yesterday,

    by tea_party_man Dec 6, 2014 7:45 AM
    mardermj mardermj Dec 7, 2014 5:52 AM Flag

    They already aren't keeping the five cent dividend. They have 13.5 pennies to distribute from income, and take 1.5 pennies from return of capital, as they've stated past couple quarters. A secondary may need offering, to raise cash, to invest and keep the dividend flowing at 15%. Secondaries in MREITS do not dilute, but, since most folks don't know that, the stock may take a hit when that announcement happens, probably end of December first quarter '15. Other than reentering the 30 year market, expanding leverage, there isn't any other way mathematically to do the job.

  • mardermj mardermj Dec 7, 2014 5:48 AM Flag

    One final note, Friday the 5th of December, all MREITS took big hits, and ARR was the least damaged of the group to include the one's you mentioned. Again, the decrease of divvy to a 4.5 penny a month scenario? It's already baked in, and other MREITS will be offering single digit returns when ARR is at 12% rate of return. "Nuf said.

  • mardermj mardermj Dec 7, 2014 5:44 AM Flag

    The big news was the quality of jobs has increased, probably for the first time in about seven years. Wages are still at a creep though, so those pundits I see on the yahoo financial funny papers touting a Fed change to the language in December expect the Grinch this XMAS--it's not going to happen. On the other hand, January is looking more and more like the month for language changes.

    Meantime Europe is getting on the currency devaluation QE bandwagon, as if a 15% decline in their currencies vis a vis the US isn't enough to kick start their economies. And gas and oil will continue to get cheaper weighing on the inflation picture, as if cancer of the currency were a good thing.

    The lesson learned here? You can't have half the world loosening, while the other half tightens, without huge imbalances. We're either all Austrian, or Keynsian, to have effect worldwide. You may not like the effect, but at least we all move in the same direction.

    It is what it is, however, and it still is no environment for silver and gold. Yet.

    In the meantime, after seven lean years in the retail arena, it's looking like a C+ B- year for the economy. That will get you a diploma, but not the big job offers you get if you're magna cum quickly.

  • mardermj mardermj Dec 5, 2014 10:14 AM Flag

    Sell-f fulfilling prophesy. ARR was early to the hedge market and pays the price of too cautious. Add in self-ful-fillment, and nickel dime investors, and you have the bargain of the century.

SLW
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