Sorry but what's your point? buy the best ADR's and get a better return?
In the last paragraph, how did you pick the stocks in paratheses? In NA BCE TU and ECA? were these the best ADR's in what year?
With all due respect there's something unnerving about talking like you're always the smartest guy in the room.
A little humility from you might help make you a better read. It's one thing to have an opinion..quite another to have this AGENDA of what's wrong with the world. Your "Johnny-one -note- itis" can get pretty tiring to listen to.
Tell us what you like!
Cheers Carol
ps. Hey send me a little blue box -I won't say no!
why not just go with individual REITS vs these impossible to gauge ETF's? If you need to diversify between US and non US based Reits, it makes more sense. Healthcare Reits have been stellar for example.
Also because the taper tantrum happened in May, it's hard to tell where seasonality weakness might have exacerbated the situation. I guess you'd have to go back a few years to see how REITS behaved in May sans Fed action,
By the way, I think REITS will do just fine. A strong dollar is good for real estate values. and rents have been going skyward. Plus the yield of individual reits can be quite juicy. I own a few and have done quite well with them. REIT ETF's are for people who don't want to research, and do a lot of digging to find la creme de la creme. That's cool. They just shouldn't expect the same kind of returns not doing the heavy lifting.
Latest Comments
Best & Worst Weekly ADR Report - June 1, 2015
Sorry but what's your point? buy the best ADR's and get a better return? In the last paragraph, how did you pick the stocks in paratheses? In NA BCE TU and ECA? were these the best ADR's in what year?
Fuld Again - Financial Review
oops I thought Clark wrote this..he didn't it was Fixed Income Daily! anyway, Sinclair Noe rocks and my comments are for his ears..cheers
Fuld Again - Financial Review
well you covered it all..brilliant review..love your acerbic wit. stellar stuff.
Shake Shake Shake: The Shack Shack Metaphor
price per franchise: RRGB 2.2 million per store. JACK 1.2 million Burger King 535k per store...Habit 8 million SHAK 40 million -insane.
Shake Shake Shake: The Shack Shack Metaphor
that sounds right..
Shake Shake Shake: The Shack Shack Metaphor
woot!
When Chasing The Tape—Please Mind The Lemmings
Mea Culpa. It was not my intention to offend. Cheers, Carol
Shake Shake Shake: The Shack Shack Metaphor
Hey comments are welcome!
When Chasing The Tape—Please Mind The Lemmings
Hi David
With all due respect there's something unnerving about talking like you're always the smartest guy in the room.
A little humility from you might help make you a better read. It's one thing to have an opinion..quite another to have this AGENDA of what's wrong with the world. Your "Johnny-one -note- itis" can get pretty tiring to listen to.
Tell us what you like!
Cheers Carol
ps. Hey send me a little blue box -I won't say no!
LONG TIF
Can REITs Sustain Their Gains?
why not just go with individual REITS vs these impossible to gauge ETF's? If you need to diversify between US and non US based Reits, it makes more sense. Healthcare Reits have been stellar for example.
Also because the taper tantrum happened in May, it's hard to tell where seasonality weakness might have exacerbated the situation. I guess you'd have to go back a few years to see how REITS behaved in May sans Fed action,
By the way, I think REITS will do just fine. A strong dollar is good for real estate values. and rents have been going skyward. Plus the yield of individual reits can be quite juicy. I own a few and have done quite well with them. REIT ETF's are for people who don't want to research, and do a lot of digging to find la creme de la creme. That's cool. They just shouldn't expect the same kind of returns not doing the heavy lifting.
Cheers Carol