Barron’s Comments On My Mortgage REIT Article

Writing for Barron’s this week, John Kimelman had some comments on my recommendation of mortgage REITs. (see “The Value in Non-Tech Nasdaq, Mortgage REITs” Subscription may be required.)

Here is an excerpt:
Regardless of market conditions, Wall Street has proven itself […] Continue Reading…

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After the Rise in Treasury Yields, REITs are Still a Buy

After a solid start to the year—and a torrid 2014—REITs have really stumbled of late. With bond yields rebounding off of their lows and with Fed Chair Janet Yellen slowly moving in the direction of raising short-term rates, investors […] Continue Reading…

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Mortgage REITs Still Trading Below Book Value…And Still a Bargain

As a value investor, I’m a little frustrated these days. There is virtually nothing cheap anywhere in the public markets. Stocks are expensive, trading at cyclically-adjusted price earnings ratios higher than those before the 1929 and 2008 crashes. And […] Continue Reading…

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S&P 500 Sector ETFs: A Look Under the Hood, Part 4

For Part 1, see S&P 500 Sector ETFs: A Look Under the Hood, Part 1
For Part 2, see S&P 500 Sector ETFs: A Look Under the Hood, Part 2
For Part 3, see S&P 500 Sector ETFs: A Look Under the Hood, Part 3
Materials Select […] Continue Reading…

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S&P 500 Sector ETFs: A Look Under the Hood, Part 3

For Part 1, see S&P 500 Sector ETFs: A Look Under the Hood, Part 1
For Part 2, see S&P 500 Sector ETFs: A Look Under the Hood, Part 2
Financial Select Sector SPDR (XLF)
The worst-performing sector ETF of the past 10 years and […] Continue Reading…

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.