REITS

4
Thumbnail image for Stock Market Advantage Sell Signal
By April 29, 2013

The Tactical Timing System has generated a sell signal. To comply with the system the following positions will be sold today. The proceeds will be placed in money market assets while awaiting the introduction of Vanguard’s new international bond ETFs [link]. Position (Symbol) BT Group (BT) Exxon Mobil (XOM) Marathon ...

Keep Reading
Read the full article →
1
Thumbnail image for Warren Buffett’s Housing Hopes
By August 4, 2012

Hopes are high for a recovery in the housing market. Joe Light, reporter for the Wall Street Journal, surmises that Warren Buffett is betting on a resurgence in housing. Buffett recently made a bid on Residential Capital’s loan portfolio in a bankruptcy court auction. The things working in housing’s favor, ...

Keep Reading
Read the full article →
0
Marc Faber’s Ideal Asset Allocation
By March 6, 2012

Marc Faber, editor of the Gloom, Boom and Doom Report, was interviewed yesterday on CNBC (before today’s ugly market action).   When asked what an investor should do if the missed the huge rally of the last four months, Faber replied missing the rebound was a fatal error.  But he ...

Keep Reading
Read the full article →
0
Marc Faber: February is Traditionally a Weak Seasonal Month
By February 11, 2012

Marc Faber, editor of the Gloom, Boom and Doom Report, was interviewed on Fox Business yesterday. Faber said the market’s negative reaction to Greece was a symptom of a wider problem of over-indebted governments in the western world and Japan. He indicated the Greek crisis is just a small play, ...

Keep Reading
Read the full article →
0
Michael Pento Admits He Was Wrong Like Gross; Has Loads of Suggestions
By September 6, 2011

Michael Pento, Senior Economist, Euro Pacific Capital, had a mea culpa regarding Treasury bonds, but unlike Bill Gross, said he definitely wouldn’t buy them now. Pento considers U. S. government bonds, “the biggest bubble the planet earth has ever seen.” Pento said you have to bullish on gold given that ...

Keep Reading
Read the full article →
0
Investors are Reaching for Yield with REITS
By July 27, 2011

One of the worst asset classes as far as value is concerned appear to be Real Estate Investment Trusts (REITS).  Since the bottom in 2009 REITS have risen over 200%; doubling the performance of equities.  Over the past two years they have returned nearly 100%.   REITS are not far ...

Keep Reading
Read the full article →
0
Thumbnail image for Timber May Be the Best Investment
By June 21, 2011

Robert Smith, writing for Oregon Business, highlights the attributes of timber as an investment class.   Smith points out that worldwide demand, especially from Asian countries, is contributing to pricing power for wood products derived from timber.  Smith states, “Worldwide demand for softwood lumber rose 18% in 2010, continuing a trend that started in early ...

Keep Reading
Read the full article →
1
A Look at Weyerhaeuser
By May 11, 2011

CNBC took a somewhat misleading look at the past and future of Weyerhaeuser (WY), a holding in the SMA portfolio. The commentator, Brian Sullivan, claimed WY was one of the worst performing stocks in the S&P 500 over the past 52 weeks. This may appear to be true given a ...

Keep Reading
Read the full article →
1
By September 27, 2010

The Lonely Value Investor has posted an article at Seeking Alpha taking skeptical look at REIT valuations. Yields on many REITs are around 3% with nearly all earnings being paid out due to the requirement that companies with an REIT structure pay out 90% of taxable income to shareholders. This ...

Keep Reading
Read the full article →
0
By April 20, 2009

Ken Heebner, long-time successful money manager, and in the words of Larry Kudlow, “investing titan,” said he likes certain REITS, financials and stocks in the retail area. Heebner stated that the banks were earning huge profits re-financing mortgages. ***

Keep Reading
Read the full article →

← Previous Entries