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American Realty Capital Properties, Inc. Message Board

oilpooldeeps 4 posts  |  Last Activity: Dec 24, 2014 10:54 AM Member since: May 7, 2011
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  • Reply to

    Most predictable thing ever ...

    by oilpooldeeps Dec 23, 2014 7:12 PM
    oilpooldeeps oilpooldeeps Dec 24, 2014 10:54 AM Flag

    As far as Apple goes : Yes - remember that part when it bombed from $700 to $385?? Try hard now, see if you can recall that. Took a full year, a zillion dollar buyback and a dividend to bring it back. You figure no one lost big $$ when it crashed? You missed the entire point anyway - the issue was the predictability of the crash -. Apparently I have to point that out.

    It was totally irrelevant where GILD was priced relative to the rest of the market. - it was going to go down, and it was predictable. Apparently I have to point that out.

    Selling GILD at the right time for the right reasons (which i did) does not make me a basher - it just makes me a much more astute investor than you.

  • The only question was when would this happen. Express Scripts has little to do with this , focusing on them is missing the point . Its basically AbbVie negotiating exclusive pole position for a lesser drug (but one that still works) . Another word for it: competition.

    In Canada a couple years ago, Rogers had the only 3G network, and all the iphone and smartphone sales, and they enjoyed lofty quarters for a while. But Telus and Bell were building a joint 3G network. Same issue as here, it was when, not if. But Rogers stock stayed elevated. Only when the first results started to roll in after the Telus/Bell network was up , well , gee, guess what?? Rogers new smartphone and data plan subscrriptions plummeted . The stock went down. It never should have even been up. Only an idiot would have seen an actual meaningful competitive advantage there.

    Same with Apple - stocks bombs when - gee, guess what - people started buying tablets and touchscreen smartphones from other companies. Some of their junk is even better than Apple's. Moral of the story: don't price a stock for a sustainable monopoly position when they don't have one.

    Only a fool couldn't have seen that market share would be lost, and prices would go down for Gilead. I read a bunch of stupid assertions as to why somehow that wouldn't happen. But it did, and it was obvious from day one.

  • oilpooldeeps by oilpooldeeps Nov 12, 2014 7:44 PM Flag

    I don't care if it goes to 10.00 tomorrow. It was 1% of my portfolio and i can't be bothered with it. Too much of a mess, and I very much suspect the dividend is not properly funded at this point.

    I moved the funds to add to a clean energy etf that I own - but if I was going to take a different REIT I think I would take W P Carey. However - WPC yields about 5.7 % , and historically it averaged about 6.5% so when rates even begin to rise, it will probably revert closer to the mean and I guess I'll wait for that type of a scenario. . I'd like to get 6% for yield if nothing else

    But enough silliness with ARCP. shareholders are responsible when they chase high yield companies who have obvious operating or solvency or structural issues - but shareholders are not responsible for this kind of junk. I hope the FBI et al really deals some hard smacks to a few people here.

  • wait 3 years for the dividend to get me my $$$ back. Who could want more from an investment??? And no, I couldn't be bothered to average down. Its only about 1.5% of my portfolio so phukkit.

9.53Jan 23 4:00 PMEST

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