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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (42694)	5/17/2011 3:30:13 PM
From: E_K_S	Read Replies (1) \| Respond to of 78554

Hi Grommit - I would love to get 8% on the DFTpA but at Par ($25/share) they yield 7.875%. I need to be able to buy around $24.50/share to capture that 8% yield. DuPont Fabros Technology, 7.875% Series A Cumul Redeem Perp Preferred Stock Ticker Symbol: DFT-A CUSIP: 26613Q205 Exchange: NYSE They also have a Preferred D which yields 7.7% at current prices. DuPont Fabros Technology, 7.625% Series B Cumul Redeem Perp Preferred Stock ------------------------------------------------------------------------- It's on my watch list for an add at $24.50/share or lower. For now, I am buying the MHRpD 8% which yields 8.16% at current prices. They also make their distributions monthly rather than quarterly. These preferrds are much better than my Credit Union yield of 1% or even my Vanguard GNMA yield of around 4%. The risk is a bit more as these preferreds have a B-/Ba3 rating (MHR is no rated) but Free Flow Cash appears to more than cover the interest obligations for both MHR & DFT. EKS

To: Grommit who wrote (42694)	6/1/2011 11:18:10 AM
From: E_K_S	Read Replies (1) \| Respond to of 78554

Re: CoreSite Realty Corporation (COR) NYSE stocks posting largest volume increases - May 31, 2011 Top 10 New York Stock Exchange-traded stocks posting largest volume increases CoreSite Realty Corp. : Approximately 2,151,400 shares changed hands, a 1,438.0 percent increase over its 65-day average volume. The shares rose $.75 or 4.4 percent to $17.70. ------------------------------------------------------------------------- Not sure what the reason was for the huge volume Tuesday ( maybe end of month buying), but it was 6.5X avg daily volume. No position at this time but watching the nice recent price action. EKS

To: Grommit who wrote (42694)	8/1/2011 9:58:28 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78554

OHI. This morning looks like you're right, grommit, to have been worried about medical / long term care reits like OHI. Stock down on no news that I see, other than the tax changes about to voted upon which will affect medicare/medicaid. I'll up my few shares a little more at current stock price. omegahealthcare.com

To: Grommit who wrote (42694)	9/30/2011 5:14:50 PM
From: E_K_S	Respond to of 78554

Hi Grommit - Medical Properties Trust Inc. (MPW) I am tempted to nibble at some MPW. It has recently sold off quite a bit and is now selling at $8.95/share and getting close to it's 52wk low ($8.76/share). MPW comes out with earnings next week. If they meet annual earnings expectations ($0.76/share) they will sell at 11.5 PE. I am not too sure what the future holds but during the 2009-2000 crash this one sold down as low as $4.00/share. I sold half of my shares earlier this year around $11.00/share. Their dividend is yielding 8.9% but I am not sure if this will be maintained or not. Are you still looking at the other (non medical) Reits and/or would consider upping MPW on current or lower prices? GOV is holding well on these sell offs and both COR and DLR have been in a good trading range. I would think that MPW would be seen as a necessity like food when times are tough' Perhaps I will use my standard rule of buying shares at a 10PE or less. That would translate into a price of $7.60/share. Any thoughts on this one? EKS