I'm wondering if there are shadow casinos to be found elsewhere in China and if the CCP would quietly be willing to condone such activity? This would be my only concern with LVS.
I doubled down recently at $17.95 but it seems this knows no bottom? Oh well, just trying to informally rebalance the portfolio a bit. Also doubled down on SNR and MPW. I'm content with the dividends though quite disappointed with the valuation negative growth of SNH. Something's definitely wrong there.
I bought some at circa $20 years ago and recently doubled my position as an informal rebalancing of the portfolio as the price seemed quite low. I also doubled my MPW position. These REITs seemed to be somewhat oversold and interest rates should not be an important issue. I'm a bit surprised to see SNH go lower than my $17.95 per share purchase. I won't complain as dividend seems safe and the 8 percent dividend is a higher than my portfolio average! Seems low risk enough to me. Anyway, the valuation appears historically low. Buy low, right?
Sorta like buying s pig in a poke I suppose. Any percentage of RMR under fifty percent in the hands of share holders is pretty much worthless. So, just follow the money trail to find the dirty fingers! It is almost laughable except for fact I own a chunk of this. Of course, there is never any shame among greedy turds!
I'm already overweight here and recently tried some casual rebalancing with medical REITs which may be starting to bottom out. Still this is very tempting and should it ever get to $14, I think I'd be adding regardless my current position. Nothing like riding a winner for all its worth! GLTU no. 13.
If the dividend is safe and nearing nine percent, does this mean the price is right and it could be time to buy? Crooked? Who cares when one can get nine percent with low risk!
I think you did well! The REITs are all down for the moment and looking very cheap. SNR's senior health niche is bound to grow and could easily get bought for a premium by one of the majors down the road. Hopefully, the money raised will be put to good use. I think we've bought low but time will tell. In the meantime, the divvy is well over seven percent. Beats letting the cash just lay around doing nothing.
Don't you mean it's over but for the buying? If it goes below $17, I will probably load up some more. Heck, I might be tempted to borrow half mil at 4 percent just for the 8.5 percent! Buy low, sell high, friends!
Nearing a bottom here. Good buying opportunity I believe. Interest rates will rise very slowly over time and this will not have a serious impact upon most REITs. SNR is another which pays over 7 percent yield and I doubled my position today at $13.90.
Picked up some SNR today at 13.90. Not as large as MPW but growing and pays 1.04 annual divvy. Now own 4 medical REITs. They seem to be nearing a bottom and I hoped to rebalance the portfolio a bit.
What a coincidence. That was also my leverage down cost $13.93! It actually went to 13.75 before rebounding but I was at the gold course today (very nice weather today). I'm happy with this price and am just trying to rebalance the portfolio a bit. Too much energy/MLPs and financials.
Well, after thinking about this, I've decided to begin leveraging down. At 7 percent yield, catching this falling knife shouldn't be that problematic! Order placed!
At the present payout, the yield is getting close to 8 percent, is it not? The REITs are all down in anticipation of rate moves. Isn't this a good time to begin thinking about screening the REITs for the best buys? The ones with least/best debt positions? Could be close to a good buy opportunity. I'm considering some serious leveraging down here very soon.
Where's your rationale for making such a dumb statement? Usually, if it goes under $25, CLMT will ramp up big time!
It is obvious that not so hot is a sorry a speculator who doesn't have a clue. If BAC does make an expected $2 annual earnings, the divvi will triple and the valuation will soar into the twenties. I hope "hot" doesn't lose it all day trading but it doesn't look good for him/her.
CNBC reported recently that Citigroup has a $37 price target on NEWM. I didn't really catch what their justification was. Seems as though others (Zachs) have cut earnings estimates recently from $1.25 down to .85. That is quite a divergence! I've not added to NEWM or SNR but have been watching them. I did load up on NRZ early on and that has done quite nicely. I already hold a couple of medical REITs which are currently not performing too well either but may look to rebalance into this area at some point. I'm not very sanguine on the newspaper business these days although on-line news segment might eventually go somewhere.
I doubled down today at 18.95, even though this is one of my worse buys ever. I picked this over OHI about ten years ago. My mistake there. However, needed some diversity in the portfolio and the Eight percent yield looks safe. Might be a good entry point? The above valuation is actually a bit below my initial entry cost!.
Exactly! Interest rates will rise, however; this will be a very gradual incremental rise and I see no need to panic here. SNH does have debt but I doubt this will impact how they disperse their FFO. I doubled down today at 18.95. I believe the divvy is safe in almost any rate scenario. I'll take the 8 percent and add some portfolio diversity.