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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: hi folks:

i was always led to believe that reits are a group that falls into 'interest sensitive' assets
and they would get hammered in an increasing interest rate environment
hasn't happened and many are at all time highs
is this because the hope that inflation will raise rents/values to offset increased interest payments?
or because raising rates indicate an improving economy?
or because rates are increasing very slowly
or because we feel the rate increases are finished?
or what?

thx
Read Answer Asked by Robert on May 30, 2018
Q: I eventually will be bringing each of these stocks up to a full position. Can you suggest in what order I should do this as cash becomes available?
Read Answer Asked by David on May 30, 2018
Q: Along the same lines as my previous question about FNMA, does SLM (Sallie Mae) offer superior quality? Conceptually, I am optimistic for its prospects, given the state of the interest rate; however, it was "tarred with the same brush as Fannie Mae and Freddie Mac" at one time. Is it an Investment or, more properly, a speculation at this point?
Read Answer Asked by David on May 30, 2018
Q: Greetings,
I see you believe ISRG to be one of the best managed companies in the US. I take that as a strong recommendation! Are they managed similar to CSU ie they don’t issue stock and the executives are made to purchase company shares? They appear to have little competition so I conclude they must develop their own technology instead of buying other companies to acquire their technology. How would you asses their growth - is it driven primarily due to organic growth or acquisitions? They appear to have a large cash hoard - are they buying back shares, planning to introduce a dividend or keeping it in reserve for acquisitions? You note growth is likely to be muted for the next 2 to 3 years so, all things being equal, is it reasonable to expect the share price to languish for the next 24 months or so?
Thanks
Jim
Read Answer Asked by James on May 30, 2018
Q: I need to further reduce the number of stocks I have in my portfolio. Which one of the above would you suggest I keep. Thanks. Ernie
Read Answer Asked by Ernie on May 30, 2018
Q: Why would KML stock price be down today and why would it not reflect the intrinsic value of the purchase? They have just been offered $4.5 billion for its interest in the controversial pipeline which looks like a great deal for the company considering its market cap is only $1.6 billion (103.7 million shares at a price of $16.30 and no debt).

What am I missing?
Read Answer Asked by Keith on May 29, 2018
Q: I have sold some of my winners to rebalance and would like to sell the above to offset some of the gains. Would you replace the above with other stocks or just wait 30 days and repurchase these?
Read Answer Asked by stephen on May 29, 2018
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