SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (77789)8/3/2025 2:40:50 PM
From: Madharry  Read Replies (2) of 78472
 
I am curious have you done any tracking over the years as to how your reversion to the mean plays have done overall? do you have a specific strategy for adding?

i have initiated a new speculative position. Nierenberg the successful ceo of ritm has taken over management of a commercial real estate reit , change the name , and symbol to RPT, and is looking to make deals- do commercial real estate financing of one type or another in the coming years hoping to achieve 15% returns on invested capital. The company says that the nav of the stock which trades at $2.60 is around $5.50. I bought some stock and also preferred which now yields around 10% but which will switch to a floating rate in 2030. that floating yield based on todays rate would be around 6.7%. I am hopeful that Nierenberg will repeat his success here since he can afford to be opportunistic. One of the hotel companies I own reported that one of their hotel loans went into default, not because they werent making interest and principal payments but because the lender refused to extend the loan at maturity. I imagine there are a lot of situations like this across the country.

Bought this in non taxable accounts so that 10% looks pretty good to me

The revisions on the job report are like a two edged sword. I expect the fed to cut rates by 50 basis points at their next meeting. Clearly the initial job report numbers can no long be relied upon. The question that is harder to address is to what extent overseas investors will leave the US as the US dollar depreciates.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News