Go ahead. It will be wasted space, however. I made my nut a long time ago. Never owned a MH however. Had a trailer to take my rocket to tail of the dragon, however.
Winters is correct and has been correct on his accounting and numbers. You can attack him on his fees for his clients but that is merely deflection and does not change the integrity of his statements regarding ko's management. If you understand accounting then it is easy to understand.
What difference does it make? Ltcg are taxed about the same as qualified divs. It is currently a nonissue or am i missing something?
I was in some of Kinder's rollups before they went c corp. RK has really used debt well so far but after he bought what I had I was too skeptical to go into kinder. I was in the drillers when they paid huge divies and got nicked on the way out as others saw dayrates drop faster than i. Hcp's assets are probably the best you can get in a reit if you are just looking at the underlying assets and what you are paying. Ohi bought some nice assets lately from aviv but they paid mucho dinero imho. If the gov't has to cut back on payments hcp should do much better than an ohi imho.
I view kmi like sdrl. It is nice until it isn't anymore. I was in esv sdrl rig and ne. Dumped epd too. I have a rule ... If you can't sleep well at night you should sell it. Too much debt makes me restless so i hit the sell button on everything that was overly leveraged. Until i see a chk sell of all its assets or declare bankruptcy i am not sure when the price of oil will back up. Reckless money makes investment decisions difficult.
Added today on the blip drop in the morning. BRK has been beating numbers but at 147 it is pretty fairly valued if you think market is at peak earnings and productivity won't pick up much in the coming years. Most companies have cut to the bone the last few years and the latest productivity numbers confirm it. Feels like late stage of bull market too with so many ipos and stocks moving 10% up or down. Time will tell. With rates so low who knows but can't really believe rates will go up with BRK plunking down so much on high cap-ex businesses the last few years. Second arnstr's 50th anniversary hoopla comment. This company like AAPL has a persistent bid. When it doesn't anymore ... it will be time to back up the truck and buy. GLTA. Anyone Omaha bound? Bucket list needs working on.
Nut job movement has never been to c.r. Their main source of income is tourists from u.s. Who have SO for their electricity company.
Real company with real assets and yet people put their money in pie in the sky companies. Thank heavens most people are not rational. The selloff in utilities and reits has been something to take advantage of. I don't see any reason why i will be selling this anytime in the near future so gltya.
He is the Hugo Chavez of America. Hugo was voted in ... You know that, right? Now Venezuelians can't get toilet paper or Clorox at the store but they have free healthcare and other stuff the government can't give them.
It is all BS. Just buy good companies at reasonable prices and forget about all the noise. If a stock gets run up too much take some off.
What was surprising was that Buffett called himself lazy. I wish I had the mental capacity of that man and I am only a little over half his age. Sigh. Imagine if he wasn't lazy.
I saw that. More shares = larger market cap. Also rates. If a company adds to market cap and there are cap weighted funds then they have to sell off the smaller caps to buy the larger caps. Can't see any value in selling HCP to buy HCN based on book values of the underlying assets. OHI is another one that may have an intrinsic value below its current price.
Glad I closed my puts today. Looks like after hours forcing some assignments. My guess it turns lower next week again. Nice call at close 100.01 bid.