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SELLING VALIDUS VR. BUY KCAPL AND RA

September 18, 2017

Tuesday:  Update:  RA went ex-dividend today.  STRONG BUY at current prices.

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Update:  Good Price on KCAPL today.  BUY

SELL VR.  We have done well with this trade BUT it is not doing as well as expected…another hurricane is expected to hit PR.  Bad news for VR.  Take your profits right now…this was fast and easy money.

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We have several holdings that are going ex-dividend next week:  September 28 to be exact.

This is an opportunity for readers, and new readers, to get into existing Core Portfolio positions. 

Some investors will buy BEFORE the ex dates because they want to earn the dividends with the understanding that the prices will probably jump right back up.  BUT….We prefer to buy at the lower ex-dividend prices.  Next week we will suggest which ones to buy:

BXMT, CLNS, CLDT, CGBD

We are also evaluating two “new” baby bond issues which may start trading this week.  It is always best to buy new issues as you get in at the best price:  most of the time they trade up and stay there.

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We hear that the NFL ratings are down to 2009 levels because of the infusion of politics (and the fears that the public have over the ‘concussion’ threat to the players).  The NFL does not care because evidently they are being paid double their historical rates by the cable companies and ESPN.  And the cale companies are losing subscribers by the millions to NetFlix and their competitors.  Wow it will be fun to watch how this plays out.  Is football dead?

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VR TRADE UPDATE. FACEBOOK. NEW BOOK

September 14, 2017

OK Game of Thrones viewers, here comes Game of Thorns.  You have to give them credit for the intriguing book title.

We are only up to page 62 but this is an interesting recap of the prezzie election and a good recap of all the Clinton corruption including the Foundation. 

What a fun read.  If you are not sick of reading and hearing about the Hillary and Trump story, get this book.

It is not getting any press probably because the author is not well known.

(Now Amazon is running underwear ads in book reviews:  OMG will it never end.)

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We are happy with the quick profits in VR the ‘trade’ that we bought last week.  Regular readers know that we almost never trade stocks but this was an opportunity that presented itself.  VR is going ex-dividend today and the price should drop (now down 13 cents), albeit temporarily.  We still plan on selling this thing:  we think it will head higher a few dollars at which time we get out.

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The corruption is all over the place.  Online advertisers (P&G for one) are realizing that they are getting ripped off in fake and inflated online ad placement.  

But time and again Facebook has undermined its credibility by making claims that are easily proven to be false, and then defended these claims with statements that are absurd.

This week it was reported that Facebook was claiming to reach 41 million Americans between the ages of 18-24. If Facebook reached every American between 18 and 24 they’d still be 10 million short. There are only 31 million of them.

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HUGE GAIN IN VR

September 11, 2017

Today the U.S. commemorates 9-11.

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We REALLY, REALLY, REALLY wish Hillary would GO AWAY.  FOREVER.
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On Friday we suggested you buy VR.  This stock is now up $4.45 per share.  WOW.  This is a trade and we will be selling within the next few weeks.  (It is too late to buy now.)

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We have been suggesting you get into LADR, or add to your position.  Here is an article published today on SeekingAlpha.com giving LDR a Strong Buy.  They are also announcing the sale of bonds so if you are not interested in the stock, you will be able to buy the bonds in the near future.

LADR

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The so called experts have been forecasting doom and gloom in the bond market.  Not happening.  Read the full article in the link below.

As a reminder, this is why we have remained rampant bond bulls since 2013 despite the continuing calls for the end of the “bond bull market.”  The 3-D’s (Demographics, Deflation & Debt) ensure that rates will remain low, and go lower, in the years to come. Think Japan.

FULL ARTICLE

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BUYING VR RIGHT NOW

September 8, 2017

BUY VR (Validus) right now for trade:  potential $8 per share quick profit…VR has tanked and appears to have hit bottom.  Today the stock is up.  We will probably sell around $52.

This is a TRADE and we would expect the insurers to rebound rather quickly, probably within a few weeks.

On September 6, we said LADR would be a buy at $13.00.  On Friday it hit $12.99 and would have been a good buy at that price.

NOTE: The Portfolio is now 7% in cash which is way way too low.  We would never recommend this cash level in this inflated market.  But we cant resist buying.  So we are looking for potential sells especially as we go into the Fall months, which can be volatile.

 

 

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WATCHING VR. NEW YORK TIMES: FAKE NEWS: BEST SELLER BOOK LIST

September 7, 2017

(Update Friday:  LADR is a BUY at $13.02)

We are watching Validus VR for a potential buy.  The Company is in the insurance business and the stock has been crashing due to the hurricanes.  BUT we will be buying when it hits bottom and starts to trend upward….which could be weeks in the future.  The technical indicators are looking terrible but eventually we should be able to buy VR at a bargain basement price.  Here is copy from their site:

We are among the world’s largest and most successful reinsurers specializing in the assumption of volatility risk, with the financial strength and resources to satisfy the most demanding global clients but also nimble enough to provide innovative and client-focused solutions in a complex and evolving marketplace.

We operate from six offices internationally and we are able to provide a broad suite of reinsurance products and services, backed by highly-rated capital and specialized local knowledge, in virtually every corner of the world.

We utilize our superior analytical tools and resources to offer our clients unique insight into their risk portfolios. In addition, we provide exceptional service and commitment to our clients and their communities.

As the world changes, we are poised to always be one step ahead

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The Making of the President.  Roger Stone.  The author is another of those politicos with a “history” and we did not really expect this book to be worth reading.  Especially since Stone is a long time friend of Trump and it would be overly biased.  But that is probably why the book is SO interesting.  He knows everything there is to know about Trump.  Get this book for a good read. 

 

Speaking of books:  The NYT has been rigging their best-seller list and it is finally becoming news.  Read the full article at the link below.

Regnery, pointing to Nielsen BookScan’s figures, based on actual sales through major retailers, contends the Times is rigging its list, ranking D’Souza’s “The Big Lie: Exposing the Nazi Roots of the American Left” below books with half as many sales

Increasingly, it appears that the Times has gathered book sale data in a manner which prioritizes liberal-themed books over conservative books and authors. The net result has been a bestseller list that has increasingly become less relevant to the Regnery audience, and less reflective of which books are actually selling best in the country, regardless of one’s political persuasion.

http://www.wnd.com/2017/09/no-1-conservative-publisher-cuts-ties-to-n-y-times-fake-best-seller-list/

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LADR BUY AFTER EX-DIVIDEND

September 6, 2017

Watching Validus VR for potential buy.  They are a re-insurer and the stock is collapsing due to the hurricane, and potential hurricane in Florida.  Maybe we will buy.

Ladder LADR a holding the Core Portfolio is going ex-dividend in a few days.  It has already dropped about $1 below where we bought.  A good buy price would be $13.00…but wait until it goes ex-dividend on Sept 8.  You can buy more and if you do not currently own you this would be an opportunity to get in.  (9% yield)

NOTICE: Before buying any bond or stock, check out Core Portfolio to see CURRENT positions.

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Rogue Spooks.  We finished this new book over Labor Day:  it is hard to put it down.  The first third of the book talks about the alleged Russian meddling in the election.  But the last two-thirds about the evolution of the FBI and CIA under Obama is by far the most fascinating.

The author has quite the storied history and you have to take everything he says with a grain of salt.  But we suggest you get this book.  (Since our taxes include over $500 a year to the local library, we borrow all books from them.  LOL  Libraries are obviously very expensive to run.)

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Positive comments on another of our Core Portfolio bond holdings.  This bond has now appreciated and is not recommended at current prices.

As a market leader, Ventas remains perfectly positioned to continue to benefit from the rising need for healthcare facilities. Ventas is not a huge bargain anymore, but considering its solid fundamentals, it remains a great pick for more conservative REIT investors. We would not expect a 25% annual return, given the increased valuation and lower capacity for FFO multiple expansion. That said, we remain very bullish on the name and expect it to continue to perform exceptionally well.

https://seekingalpha.com/article/4102281-ventas-brainer-conservative-dividend-investors-yield-4_7-percent?app=1&uprof=46&isDirectRoadblock=false

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Oh man this is scary stuff:

And support for socialism is particularly high among our young people. A Gallup poll conducted in 2016 found that an astounding 55 percent of Americans under the age of 30 “have a positive view of socialism”. Also, a Harvard University study that was reported on by the Washington Post discovered that 51 percent of U.S. adults under the age of 30 “do not support capitalism”.

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DOUBLE OUR MPW POSITION

September 1, 2017

labor day

We added Medical Property Trust to the Core Portfolio in April.  MPW pays a very nice 7.3%.

We own a small amount and it is time to add.  We will double the position.  If you are new reader this would be a good time to buy.

BUY MPW

NOTICE: Before buying any bond or stock, check out Core Portfolio to see CURRENT positions.

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