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Strategies & Market Trends : Humble1 and Swing Trading Friends

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To: John Pitera who wrote (24957)	12/16/2016 10:39:09 AM
From: robert b furman	Read Replies (3) of 41020

Hi John, I think the REIT's are a good play. They all have large debt in general - which makes them have a knee jerk reaction when bond yields move higher. They then seem to settle down after providing a good opportunity to sell puts on them. Some are smaller andd more conservtaive with a dividend payout that is easily achieved. I have positions in: WSR sold the March 12.50 puts. @ .71 net purchase price of 11.79 monthly div = .095x12 = 1.14/11.79 =9.67% yield CLDT february 17.50 puts @ .74 net purchase of 16.76 monthly div = .11 x 12 = 1.32/ 16.76 - 7.88% OHI June 16 30 puts @ 3.22 net purchase 26.78 Qtrly dividend = .61 x 4 = 2.44/ 26.78 = 9.1% The big famous dividend Aristocrat that I sold a fat call on is HCP. They made a bad blunder and bought into some highend Skilled Nursing Facilities that are being beat up wit smaller medicare payments. They are in the process of spinning off the health facilities much like VTR did and will more than likely be forced to cut the dividend. Huge retirement ownership of this stock when and if the dividend is cut - there will be mass selling. At that point I will re enter the stock as there medical building and commercial office space is first class and solid. First round of buying will be after new dividend is stated and the yield on purchase price exceeds 6 %. double down at 7.0 % and 7.5%. Quietly waiting up on that dead branch awaiting the slaughter - LOL I think OPEC will hold there agreement sloppily - their ace card is demand growth. Once they have the excess inventory sold off - they'll bend arms and jaw bone. We in the USA should enjoy lower prices with a new infrastructure tax that goes into a permanent fund with the returns from the fund adding to the existing funding that exists today. The more oil we consume the bigger the trust fund grows. Supplement the trust with a big tarriff on non North American oil/ gas/liquids (mexico Canada and the USA) Bob

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