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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.


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.)


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.



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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