PsychoRob

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Sun Apr 20th 16:33 PM | Rating: 0 0
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Genesis Lease: Picking Among the Rubble

A recent (April 17) report on GLS from Wachovia Securities contains the following surprising sentence:

"We are aware that the financial sector is littered with companies that pledge a commitment to its dividend, only to sharply change course shortly thereafter. We believe that is less likely to occur at Genesis given its high-quality income-generating assets."

*Cough!*

I almost spit my coke onto my computer monitor when I read that one!

Wachovia's slashed dividend aside, the report indicates a belief that GLS's dividend is secure.

I'm a sad owner of WB, and I'm thinking of buying some GLS.
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Wed Mar 5th 20:19 PM | Rating: 0 0
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Thornburg's a Huge Bargain After Monday's Crash

Jack Yetiv

You're a calm, cool guy ... but my balls aren't nearly as big as yours!

I bought TMA as my first REIT for around $24. I sold it in August for $14, thinking "I won't do THAT again!" Well, I DID do it again in January, and I was tickled to death that I actually bought it at the bottom (I bought around $7.65). When word came last week of the $300 million in margin calls and the stock tanked back down to $9, I bought some more. As you all know, the stock enjoyed trading at that price for a whopping two business days before being whacked to $4, at which point I sold.

Missing from these discussions is any discussion of ethics. As I've watched TMA tank, I've read quite a few articles here and there noting how wonderful TMA is and how CEO Goldstone could really teach Bernanke a thing or two. I don't know ... I read the press release last week as "we've had to come up with $300 million to cover margin calls, and if we receive more margin calls (*Wink! Wink!*) then it is POSSIBLE that we may have to sell an asset here or there to cover." In other words, it did not sound all that dire to me. Had Goldstone been more truthful last week as to the actual situation, I may not have been tempted to toss more money into the fire before Monday's explosion.
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