In light of the recent correction in REITs, I want to buy some, simply because I do not believe rates are going up. The natural buy here is TLT; but upside is limited due to the bull market in stocks. I am going to provide two groups of stocks, one that offers conservative returns and the other is straight up high beta cocaine gambling–high risk and reward.
List 1.
KIM
HCP
WPC
VTR
AEC
AVIV
NNN
O
REG
BPO
List 2.
JMI
IRC
SBRA
NCT
MTGE
RPT
UHT
AGNC
ETFs
PHK
PTY
JRS
These stocks are buyable now. If the losses should deepen from here, I will be an aggressive buyer.
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3. CIM, AGNC?
I like AGNC
Duh – apparently I can’t read a simple list
I added it after you mentioned it.
Much of AEC’s issues are coming from the secondary offering. I’ve been holding the name for about 2 years
PMT?
barely down 4% over the past week.
HXM!!!!
no way
I like HTA. Healthcare office space in old folk country. I feel that it will trade close to $11 first.
CG
If I had money, I would just give it to you to play with.
Godzila is going full Lee.
Make sure you read this on rates however http://brucekrasting.com/bond-vortex-in-the-works/
I think the top in Japan is in …..
Not possible. The western world needs. Someone must finance the hips and cruises of the decrepid.
FRO ‘ earnings ‘ release. Those folks at Frontline are a cheery bunch. LOL ! Nice sector.
Based on P/E multiples all of the REITS look expensive.
NLY? GOV?
NLY is my personal favorite, I add anytime it’s below 14. Long term buy and hold. Love that dividend.
Watch CPST!
you cray cray, Le Fly. $MITT and $PMT