Mortage REIT's would be worth a look, the 10 year is looking bad, rates are not going up fast anytime soon. By the way Healthcare reits MPW and Ventas
I'm 50 % cash, I bought healthcare Reits, some beatin to #$%$ E&P plays with Divdends and a little unknow toy company "JAKK" and a few retailers to hedge my oil positions, GNRC they make back up generators and JOY.
You really should look at options on big up lift days, not to whis it on anyone, but if Ebola gets into Nigeria in the next months that may impact oil prices.
This is true AP, but be warned, the sector is in the shorts cross hairs, and they are going to keep bangin away....old Salty Dog Fredriksen...didn't name his spin off SeaDrill Partners fur nuthin..LOL
Give us a gift, someone got punched out. I remember when Aubrey McClendon got margined out of his stock at Chesapeake Energy. The last days had that feel, but I also know we have been under pressure for weeks.
Do we have a bottom to trade into THE BIG STEAM !
But one must notice our recent, keep your fingers crossed, bottom was within pennies of the Feb 2013 low.
I was sweating it..... !!!! ...I'm knocking back a little Dalwhinnie 15 year and puting my boxers on sanitize wash cycle... LOL
All oil is settled in US Dollars. Then Pgh I would assume has to convert to the Canadian Dollars, therein lies the issue, they have foreign exchange exposure when converting.
Picked off a few @ 3.75...wow !.. my reits are like a rock in the storm..Lnco i'm taking it on the chin.. like I said the money will flow back to yield. Many must have been arbitraged on yield plays in the oil sector and had to puke it up when the market turned.
Sometimes the war is won through attrition, Katzs I'm 60% cash, with an 8% energy weight. With my portfolio now yielding 10.4%...the 10 year is #$%$..yield still matters going forward. IMHO