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Hi Conrad and welcome back.
I tried the Android AIM app a few years ago.
Kind of 'Klunky' so I uninstalled.
It was pretty basic. No Bells & Whistles as I recall.
Thaks Jon.
Geez! Getting a little lonely out here!
There's more than one way to describe the "back door"
Hi Allen. This isn't exactly what I said yesterday that got wiped out, but...
"We don't Speak of Wednesday."
Hi gang.
I couldn't figure out why my excellent reply to Alan about the Orcroft approach and LD-AIM just disappeared!
Look up above:
"We don't Speak of Wednesday."
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=110956296
I'm not sure I can repeat the stream of consciousness I used for that.
Just wanted to let y'all know if you hadn't.
Hi Jack!
And Welcome Back.
Glad to see you're still a member of the Guild.
You've got a lot of posts to catch up as a few of our newest members are very active (which is fine).
So get to it!
Hi Tom.
Thanks for sharing.
I see JBL made the list. I can't say why I never grabbed that one back in the day. Maybe because it was one of the Dot Com high flyers (had 3, 2:1 splits: 97, 99 and 00) and I was scared off after that bubble burst. Over the last 5 years it has ranged between $10 - $25 at the extremes, but mostly between $15 - $24. Tight settings could have performed well on those swings,
I've owned a few of these, both STX, ASCA and ESRX but don't currently.
I've looked at a few more like MTW, ALK, URI, GME and MRO, but don't recall why I didn't commit.
Thanks again.
Hi Jon
HI Tom.
Hi Tom.
From the FWIW Dept.
I receive emails daily from a # of different investment newsletters.
This one came in this morning from Wyatt Research.
They seem to tout dividend payers a lot and since REITs have been mentioned out here most recently, I thought I'd share this one...
(not sure which 5 of the 8 he mentions 'stand out', but here's the whole article.)
The Best REITs to Own in 2015
by Marshall Hargrave
2014 was the best year for REITs (real estate investment trusts) since 2006. This was driven by ultra-low interest rates, with investors flocking to REITs for yield.
It was no surprise, really. REITs are a great way to collect income, given they pay out a majority of their earnings via dividends.
However, toward the end of last year, the Federal Reserve hinted that a rate hike was imminent. Again. Now, the big worry for 2015 is that if rates do rise this time, investors will start shunning REITs for fixed income investments.
Does that mean you should start selling all your REITs? Not necessarily.
One of the most respected names in the bond market, DoubleLine Capital founder Jeffrey Gundlach, made waves when he said that rates could actually go lower in 2015 than what we saw in 2014. Then, famed bond investor Bill Gross speculated earlier this week that the Fed might not raise rates in 2015.
Even still, if rates do rise, it could be a positive for REITs. Rising rates means that the economy is strengthening and there are more people with jobs, which means that rents will be on the rise - a positive for real estate investment trusts.
When you throw in the above average dividend yields, it's hard not to consider REITs as a solid investment for 2015.
But which ones? Here are five REITs that stand out to me:
Best REIT Investments for 2015 in Healthcare
Ventas (NYSE: VTR) is one of the largest players in this part of the industry, with a $22 billion market cap and offering a solid 3.9% dividend yield.
Its investments include various senior housing facilities, hospitals and medical office buildings. It should be a big beneficiary of the rising demand for healthcare and it has less reliance on the government than other healthcare REITs, with 80% of its revenues derived from private pay sources.
Another big winner of the increased demand for healthcare is Healthcare Trust of America (NYSE: HTA). It's a play on office space, focusing on medical office buildings and commercial offices. It was one of the best performing REITs of 2014, with shares up 44% over the last year. Its dividend yield is 2.1%, but it has only been public for a couple years now.
For investors looking for a bit more yield, there's also American Realty Capital Healthcare Trust (NYSE: HCT) and Medical Properties Trust (NYSE: MPW), both yielding over 5.5%.
Best REIT Investments for 2015 in Residential
The largest player in the space is Equity Residential (NYSE: EQR), with a near $27 billion market cap. Its dividend yield is 2.7%.
But Essex Property Trust (NYSE: ESS) could be the best play in the residential REIT space. Its dividend yield is 2.5%, but shares were up 46.5% over the last year. And it has a lower debt-to-equity ratio than Equity Residential.
Essex owns a variety of multi-family properties in the Northwest U.S. and California. These are great markets to be in, where supply is constrained. Its planned acquisition of BRE Properties will also expand its presence in the apartment rental space out west.
Best REIT Investments for 2015 in Retail
The retail space is packed with big name REITs, which includes Simon Property Group (NYSE: SPG) and General Growth Properties (NYSE: GGP), with markets caps of $58 billion and $25 billion, respectively.
However, Realty Income (NYES: O) is the name to watch here. This REIT owns more than 4,000 properties across most of the U.S., with its tenants spread across nearly 50 industries and including more than 200 companies. Its focus is on retail stores that provide non-discretionary goods.
What's more is Realty Income offers a monthly dividend, hence its nickname, "The Monthly Dividend Company." But it gets even better: this REIT yields 4.4% and has increased its dividend for 19 straight years now.
Best REIT Investments for 2015 in ETFs
For investors looking to take a different approach, there are always REIT ETFs.
Two of the major ETFs are the Vanguard REIT ETF (NYSEArca: VNQ) and SPDR Dow Jones REIT ETF (NYSEArca: RWR). Both have Simon Property Group, Public Storage (NYSE: PSA) and Equity Residential as their top three holdings - those three companies making up between 15% and 20% of each ETF's total assets.
Simon Property Group develops regional malls and outlet centers across the U.S. With a $59 billion market cap, it offers a 2.75% dividend yield.
Public Storage is a $38 billion market cap REIT in the self-service storage space. Its dividend yield is 2.9%. The key for Public Storage is that it is the market leader in a fragmented industry.
Equity Residential is the national apartment REIT. Its dividend yield is 2.7% and has a $27 billion market cap. Unlike Essex, Equity Residential focuses on the East Coast.
2015 could be another great year for REITs. And the major REITs mentioned above are all poised to continue to benefit from major trends such as housing rentals, shopping and health care.
Hi Alton.
Congrats on the Sells and good luck geting your oil buys.
So if you hold multiple oil issues, do you AIM them in a basket or individually?
My GTC Buy Limit on AXAS executed yesterday afternoon @ $2.75.
My next Buy point is $2.30.
Hopefully we can squeeze a few more $ out of these guys and buy at the bottom!
Hi Alton.
Right, Go figure.
My oil stock is AXAS.
I've been trying to add 20% to my Actual Share holding for a few days now.
My Buy Limit is out there at @2.75. It touched it yesterday and this morning, but my order must be down the queue somewhat.
Hi Tom.
Hi Allen.
When the Newport program was written, the decision was made to use % of PC instead of Lichello's original algorithm. Not sure specifically why that was. Easier to program? I don't know what the on line AIM Calculator uses.
Note that Lichello used the price x # Shares to get to Stock Value (SV) on the checkup day to do the Buy Sell calculation directing a market order for 'X' $$$.
He did not predict the price at which the next Buy or Sell would occur. Big difference!
FWIW, I worked out how to use Lichello's math to predict next Buy or Sell price and amount when I developed the LD-AIM worksheet.
It includes accomodation for minimum $ trades as well.
The 'Calcs Example' tab in the LD-AIM worksheet walks through the logic of this approach.
Happy New Year everyone!
Here's hoping that in 2015, you always Buy from the Scared and Sell to the Greedy!
A Belated Thanks Ken, and I hope yours was a good one as well.
I've been falling behind out here of late.
Trying to catch up......
Thanks Alton.
I appreciate your comment.
My turning point to astuteness if that's a word was after the cot-com bust.
LD-AIM was my new direction.
Prior to that I had all my eggs in 4 Classic AIM programs which would have never recovered they dove so deep. Not to mention there was no cash at that pool's bottom either!
Have since diversified into as many as 22 and now have 17 LD-AIM programs, some of which are long in the tooth and need to be replaced.
Hi Alton.
Hi Bob.
Hiya Toof!
I realize your response to Allen was related to No-Down AIM, but with all due respect, I disagree with simply deciding how much you want to 'pretend is in stock'. That is quite arbitrary IMHO.
I designed the LD-AIM spreadsheet to calculate how much of your initial core position would be virtual and how much would be to actual.
And, that calculation's result uses your direction to determine the answer.
Just Sayin'.
Hiya Toof!
Hope you had a great turkey Day!
Hi jaiml.
Hi Allen.
I hope you and yours had a great Thanksgiving.
Hi Allen.
It is not an equal amount of virtual shares.
Actual = 200 and Virtual = 260.
Regardless, there isn't any particular reasoning to any of that.
It is the output (within 1 share) of the settings I entered in my LD-AIM worksheet.
I started with $10k in total and my entry price of $22.00.
I set it up for 6 Sells and 5 Buys along with the other settings previously mentioned.
So within $100 those were the outputs. I could just as well have set the initial $ at 10,000 without the 120, but I was trying to get to nice round #'s on the share purchase.
I would have set PC @ 10000 and bought 200 shares, not 201.
And I would have set Virtual at 255.
So that would cost $4,400, Virtual shares are free and cash left over is $5,600 (enough for 5 consecutive Buys).
There is no point in quibbling over a share here or there or $100 here or there.
The point is that like Classic AIM, LD-AIM takes the guesswork and emotion out of settng up and managing a program.
Thanks Allen.
My GTC Sell order on SNDK just tripped this morning @ $104.00.
This was a 25% LIFO Gain on most of the shares purchased just last month @ $83.00.
SNDK, like MU, is one of my oldest programs. It is also my largest from a Stock Value standpoint and has been for a number of years.
If one would have put $10k into SNDK over the last 10 years, how much of the Million $ 'Lichello Dream' would have been realized?
Can anyone put that thought to a test?
In November, 2004, start with $10,000 in cash.
Buy 200 Actual shares @ $22.00 ($4,400).
Add 260 Virtual shares @ $22.00. ($0.00)
So Intitial PC would then be @ 10120 (460*22=10120).
Remaining Cash Reserve = $5,600.
Settings:
0% Sell Safe, 9.09% Minimum Sell or $1,000.
0% Buy Safe, 11.11% Minimum Buy or $1,000.
Execute on daily close basis, not weekly or monthly.
How would that turn out?
Have a Safe and Joyful Thanksgiving everyone!
Hi Allen
Regarding the Selling prices for CREE; I set the prices when I enter the GTC Sell Orders.
At these kinds of prices (in the mid-20's or higher) I don't quibble past a 25 cent level. So if My next AIM Sell price is 31.47, I go to the 50 cent.
I pretty much round up to whatever increment I'm feeling that day.
Coincindentally, I just happened to have the 13th consecutive Sell today on MU (Micron), selling 23% of my Actual shares (9% of the program).
This sale had a LIFO gain of 169% on shares purchased way back in 2007 and prior. MU is the oldest active LD-AIM program I have.
These are the 13 prices...
Of course nickels matter when your trading at lower share prices.
7.55
8.70
9.75
11.60
13.35
15.25
17.50
20.15
23.15
26.50
30.50
35.00
Santa Claus Rally?
Did it begin today?
GIEW (my LD-AIM portfolio) was up almost 2% shortly after the open.
It's settled down a bit, but still pretty strong.
Hi Alton.
Hi Alton.
If quality energy stocks continue to drop and get to fire sale prices I'll be jumping into those as well!
Just heard on the radio this morning that Saudi Arabia just marked down their price on exported oil to fire sale prices so as to run the little guys here in the US out of business.
Complicating the issue is that the Mid-East emirates and kingdoms need that revenue to keep their largesse going to the public. Otherwise their rule is at risk.
OPEC is in trouble.
That's what happens when the free markets aren't allowed to seek their natural level.
BTW: I've been adding to both my SLV and AXAS positions.
Hiya Toof
Thanks I think.
Hi Allen.
You're welcome Tom.
One of the things I've always loved about this board is the honest and gracious repartee we always have.
This got me thinking about how long I have been a participant so I went back to our old board at Silicon Investor, logged in and checked my profile.
It's been 16 years!
Our son, who just got married last weekend, was just 9 years old at the time.
I actually had hair on my head back then!
My original introductory post:
http://www.siliconinvestor.com/readmsg.aspx?msgid=5237880