Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (64774)	9/6/2020 11:44:17 AM
From: E_K_S	Read Replies (1) of 78995

I would expect the new 5 min Abbot Covad test would help w/ people traveling in/out if the US and/or into certain cities. What are you seeing in rents & housing in NH? Are more people moving out of the City? Are housing prices moving higher? I noticed Lumber up big last 6 months (over 100%) for various reasons. Also copper prices moving higher (could hurt EV sales). I wonder how much of these price hikes stick and is a foreshadow of inflation to come? I have some TIPs held at Vanguard and those now yield a 'negative' real rate. Almost need to own something else that reflects 'true' prices. I decided to accumulate shares in the Vanguard REIT ETF VNQ as my long term hedge. My thought is to own up to a 8% portfolio position rather than investing in an income property. VNQ pays at/near 3% and should provide an ok hedge against higher building & real estate costs. I heard that the average home is now $8K - $10K higher due to the higher lumber prices. Also not sure if higher rents can be charged to cover these higher material costs. I bought some T (7.1% yield) and KMI (7.7% yield) for their nice dividend yield on Thursday. Still sitting w/ 15% cash in the local Credit Union that now yields 0.0875%. The plan is to eventually move some of these funds into VNQ over the next several months. I had these monies targeted for a real estate project (18-24 months out). I am also looking at some preferreds that can be called in 2022 where I might park some of these funds that yield close to 7%. FWIW, here in Silicon Valley utilities (gas/electric & water) all seem to be going higher and now we have rolling black outs from too much electricity usage at peak demand on our hot days. So, those working at home between 3 PM and 9 PM may have no electricity/broadband for an hour. In PA I can have a NG fuel cell installed at my home by People's Energy but in CA new legislation does not allow Natural Gas lines to new residential construction only electric & solar. I am looking to install a NG fuel cell here in San Jose if I can at a cost of $25K-$35K which is small compared to the avg home price of $1.5 million. I s/d be able to sell the extra electricity back to the grid and net a small gain as the efficiency of these next generation fuel cells are pretty good just under 60%. EKS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next