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

To: E_K_S who wrote (49033)	8/9/2012 10:18:12 AM
From: Paul Senior	Respond to of 78516

ATO. I'll follow you with a small sell. Thanks again guys (esp EKS and grommit) for past mentions of this one.

To: E_K_S who wrote (49033)	8/9/2012 10:23:01 AM
From: Ditchdigger	Read Replies (2) \| Respond to of 78516

Hi EKS, Did you notice this rail blip in a post on big dogs thread regarding EOG? "There are two important variables controlled by EOG that create positives. Like Hess Corporation ( HES), EOG is utilizing a crude by rail system. By railing oil to St. James, it is able to get LLS differentials. Currently, there is a $20 differential between Clearbrook and St. James. Since its Eagle Ford pipeline is completed, EOG was able to move more rail cars to the Bakken. EOG currently is transporting 50,000 Bo/d, and by year-end, this number will increase to 80,000. The second variable is its Wisconsin frac sand system. By producing its own frac sand, EOG is able to save a half-million dollars per well." Message 28323322 (pealed off 50% of my CJES here)

To: E_K_S who wrote (49033)

8/9/2012 10:47:36 AM

From: Grommit

2 Recommendations Read Replies (1) | Respond to of 78516

Utilities. I am keeping ATO along with GAS and my remaining NEE. Holding equal $$ of each now. Sold off all SRE and a portion of NEE in 2012. My very safe portfolio up 15% YTD.

	now	12/31/11
cash	1.9%	1.8%
pref stocks	57.7%	48.6%
utilities	5.5%	7.9%
reits	33.5%	37.5%
other stocks	1.4%	4.1%
	100.0%	100.0%

Pref shares too pricey now, so buying reits. Recently bought GOV, EXL, CCG, and CCG-A while under $25.80. And regretfully sold UNP last year, but not ready to buy it back with insiders selling and PE not great.

finance.yahoo.com

To: E_K_S who wrote (49033)	8/9/2012 11:10:21 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78516

GOV. One aspect of GOV that might affect the stock price is that CWH still holds 21% of GOV's shares. If CWH is in some difficulty (as reflected by the stock price now), and if CWH wants to, or has to, raise cash or otherwise dispose of its GOV shares, that could (or not) depress GOV's price. Enough to get you your buy price. Just making a comment. I've no idea of the likelihood of CWH's actions here or what CWH's difficulties might or might not be. finance.yahoo.com

To: E_K_S who wrote (49033)	8/9/2012 3:29:37 PM
From: Spekulatius	1 Recommendation Read Replies (6) \| Respond to of 78516

I don't understand, why GOV appears attractive to people in this thread. GOV is a spinoff from HSP (which many here owned), which was a mediocre Reit managed by RMR. GOV and CWH (HSP morphed into CWH, i think) which really means that an asset manager/gatherer (RMR) manages these Reit's not a dedicated management. think closed end fund. They get a fee based on the size of the assets , which means that they will do a secondary or merger whenever they can to expand their asset and fee base. You can see the pattern with CWH and GOV very clearly and this will always put a lid on the NAV and the stock price. GOV was created during the financial crises, because having the government having as a renter seemed Golden and let them spinoff assets and gather more via subsequent secondaries to finance more purchases. Just read the last quarterly earnings transcript and Michael Bilermanns questions, pretty hilarious don't you think: seekingalpha.com Given RMR's incentives, i would not want to own anything they manage unless it is dirt cheap (Think HSP at 3$/share with a 9$ book value in 2008/2009).