Thanks for sharing your financial expertise with us. Your tell it as you see it and the snarky sense of humor that you use in your analyses is great. I think I'll continue to avoid AGNC.
Thanks Google I was able to find the original AGNC article. I saw it on SA the other day but I didn't read it since I happen to have access to top quality advice on most mREITs (but ABR due to indirect conflict of interest).
@all Trade alert. Picked up another 111 shares of AMT at $246.21. This purchase represents nearly 3% of the total portfolio and will slide AMT slightly ahead of CCI as our largest position at slightly under 11%. Glad to have this opportunity to buy one of the best AFFO growth machines at bargain prices again. Also added $17,000 to our taxable account since we wanted to use that account for the shares of AMT. We expect to be holding onto AMT for a long time so it makes sense to put it there
I meant the articles you wanted me to demolish 😂. I found the SBAC one. That guy might become a really good analyst. He put in hard work. He just had a few tiny things to learn about equity REITs and needed accurate source data. The mistakes were critical to the thesis, but it wasn't gross incompetence like the AGNC article.
If anyone is finding this piece in the future, you should know that our website moved:
https://www.thereitforum.com/demolishing-an-awful-article-on-agnc/
Thanks for sharing your financial expertise with us. Your tell it as you see it and the snarky sense of humor that you use in your analyses is great. I think I'll continue to avoid AGNC.
Love the not so thinly veiled snark. I do believe that's one of your trademarks.
Great not rebuttal !
Thanks Google I was able to find the original AGNC article. I saw it on SA the other day but I didn't read it since I happen to have access to top quality advice on most mREITs (but ABR due to indirect conflict of interest).
Will you do the same type rebuttal for your picks of SUI, AMT and CCI when they were about 30-40% higher?
I might. Link the articles you want me to demolish and I'll take a look.
I have a printout of strong buys, but maybe this will suffice.
colorado.wealth.management.fund sent a message on #The REIT Forum:
@all Trade alert. Picked up another 111 shares of AMT at $246.21. This purchase represents nearly 3% of the total portfolio and will slide AMT slightly ahead of CCI as our largest position at slightly under 11%. Glad to have this opportunity to buy one of the best AFFO growth machines at bargain prices again. Also added $17,000 to our taxable account since we wanted to use that account for the shares of AMT. We expect to be holding onto AMT for a long time so it makes sense to put it there
I meant the articles you wanted me to demolish 😂. I found the SBAC one. That guy might become a really good analyst. He put in hard work. He just had a few tiny things to learn about equity REITs and needed accurate source data. The mistakes were critical to the thesis, but it wasn't gross incompetence like the AGNC article.
I'll look for the others.