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  1. #1641
    Quote Originally Posted by Bluedog View Post
    I don't invest in Real Estate directly, but hold REITs and it has been the worst-performing fund that I hold over the last year...It runs the gamut but I think it's more commercial.

    Not all REITs are equal. I mentioned one earlier in this thread, Duke Realty*, that primarily owns warehousing that the have under long term lease to Amazon and other e-commerce companies. They diversified a bit, 8-9 years back, in to small medical which has done less well during the pandemic. Is your fund tied to some cap weighted index? Indexes by and large are beneficial to the massive majority of investors. There are situations where they can be outperformed for not insignificant amounts of time with thoughtful stock picking.


    *No relation to the university

  2. #1642
    Quote Originally Posted by camion View Post
    I came across this ad while perusing Texas weather stories. Options, safe? I have considered options to be heading in the not safe direction.

    See How Some Retirees Use Options Trading As A Safe Way To Earn Income
    TradeWins
    I trade short term covered calls in my IRAs as a way to pick up extra income. I do it only in accounts where adding back the position if I choose to do so has no tax implications. You have to be careful with highly volatile stocks as you can miss out on significant moves, so you have to focus on strike prices as well as known news events such as earnings releases. You can always be surprised by the sudden announcement such as a takeover, etc. But the likelihood of something like that is relatively small when using this strategy with megacap companies.

  3. #1643
    Quote Originally Posted by bundabergdevil View Post
    Was 'Texas' required at your school? It was required early and often at ours.

    It came as some surprise to me that most people at Duke had never even heard of Stephen F Austin.
    Quote Originally Posted by Skydog View Post
    Can confirm, having grown up in Texas. I don’t know no stinkin world history but I can tell you all about about Sam Houston.
    Quote Originally Posted by bundabergdevil View Post
    I know plenty about world history. There's Texas, then there's the rest of the world!
    Quote Originally Posted by YmoBeThere View Post
    Not all REITs are equal. I mentioned one earlier in this thread, Duke Realty*, that primarily owns warehousing that the have under long term lease to Amazon and other e-commerce companies. They diversified a bit, 8-9 years back, in to small medical which has done less well during the pandemic. Is your fund tied to some cap weighted index? Indexes by and large are beneficial to the massive majority of investors. There are situations where they can be outperformed for not insignificant amounts of time with thoughtful stock picking.


    *No relation to the university
    Yes, that is true. I hold VNQ and SCHH (Vanguard and Schwab REIT Indexes, respectively, which unlike Total Stock Market Index Funds across brokerages, actually are quite a bit different. I've heard the TIAA RE fund is also an interesting diversifier). But I'm a fund guy vs. individual stock picker.


    Quote Originally Posted by bundabergdevil View Post
    Was 'Texas' required at your school? It was required early and often at ours.

    It came as some surprise to me that most people at Duke had never even heard of Stephen F Austin.
    Quote Originally Posted by Skydog View Post
    Can confirm, having grown up in Texas. I don’t know no stinkin world history but I can tell you all about about Sam Houston.
    Quote Originally Posted by bundabergdevil View Post
    I know plenty about world history. There's Texas, then there's the rest of the world!
    Texas wanting to be "on its own" has actually been a key challenge in the recent electricity crisis as ERCOT was specifically formed so that Texas didn't have to deal with the Feds, but because of the separation and the fact they JUST oversee (most of) Texas, they can't really draw upon other regions/grids/resources to help out. If Texas was part of a larger grid operator, they'd probably be better off right now...

  4. #1644
    Join Date
    Jan 2010
    Location
    Outside Philly
    Quote Originally Posted by Bluedog View Post
    Yes, that is true. I hold VNQ and SCHH (Vanguard and Schwab REIT Indexes, respectively, which unlike Total Stock Market Index Funds across brokerages, actually are quite a bit different. I've heard the TIAA RE fund is also an interesting diversifier). But I'm a fund guy vs. individual stock picker.








    Texas wanting to be "on its own" has actually been a key challenge in the recent electricity crisis as ERCOT was specifically formed so that Texas didn't have to deal with the Feds, but because of the separation and the fact they JUST oversee (most of) Texas, they can't really draw upon other regions/grids/resources to help out. If Texas was part of a larger grid operator, they'd probably be better off right now...
    Yep. Iím interested to see how they respond to all this on the grid a d generation weatherization front.

  5. #1645
    Join Date
    Nov 2007
    Location
    Vermont
    local college (a good one) offers a free Financial Literacy course to teachers so they can fit it into their school curriculum:https://www.wcax.com/2021/02/18/cham...-for-teachers/

  6. #1646
    Join Date
    Dec 2009
    Location
    North of Durham

    Duke Personal Finance Class

    I just got an e-mail from Duke about various lectures and such that they are offering and saw this linked. Not cheap ($2,000 for the class), but nice to see that Duke is trying to provide the service of a financial literacy class for high school students that we have been discussing.

    https://learnmore.duke.edu/precollege/personal-finance

  7. #1647
    Quote Originally Posted by CrazyNotCrazie View Post
    I just got an e-mail from Duke about various lectures and such that they are offering and saw this linked. Not cheap ($2,000 for the class), but nice to see that Duke is trying to provide the service of a financial literacy class for high school students that we have been discussing.
    Paying $2,000 for an online class in personal finance?

    Is this a screening test to ensure that only those with a dire need of lessons in personal finance are enrolled?

  8. #1648
    Join Date
    Jan 2010
    Location
    Outside Philly
    Quote Originally Posted by CrazyNotCrazie View Post
    I just got an e-mail from Duke about various lectures and such that they are offering and saw this linked. Not cheap ($2,000 for the class), but nice to see that Duke is trying to provide the service of a financial literacy class for high school students that we have been discussing.

    https://learnmore.duke.edu/precollege/personal-finance
    Quote Originally Posted by cspan37421 View Post
    Paying $2,000 for an online class in personal finance?

    Is this a screening test to ensure that only those with a dire need of lessons in personal finance are enrolled?
    It does sound like a lot. TBH, this looks more like a resume padding pre-college course for high schoolers. It's taught by a Duke professor, it's billed as a HS-version of a popular undergraduate course and you have to be accepted after submitting an application.

    This is all virtual but 20+ years ago between my junior and senior year of high school, I did this "live in" experience at Brown University. Spent 6 weeks there taking exactly 1 course. And if it's that type of deal, it explains the fee...

  9. #1649
    Join Date
    Dec 2009
    Location
    North of Durham
    Quote Originally Posted by bundabergdevil View Post
    It does sound like a lot. TBH, this looks more like a resume padding pre-college course for high schoolers. It's taught by a Duke professor, it's billed as a HS-version of a popular undergraduate course and you have to be accepted after submitting an application.

    This is all virtual but 20+ years ago between my junior and senior year of high school, I did this "live in" experience at Brown University. Spent 6 weeks there taking exactly 1 course. And if it's that type of deal, it explains the fee...
    Almost 30 years ago I did a similar summer program at Cornell. I took two easy classes and spent the rest of my day playing basketball - I was in really good shape that summer. Everyone else in the program was there because they thought it would help them get into Cornell. By my second day I realized that if I didn't like Ithaca in the summer, I definitely wouldn't like it in the winter and I didn't apply.

    The highlight of the summer was that my roommate was from St. Croix and kept talking about a really tall guy he knew who was a great basketball player. I kept thinking "basketball players don't come from St. Croix." When Duke played Wake Forest I noticed a guy from St. Croix on their roster and the rest was history...

  10. #1650
    Quote Originally Posted by CrazyNotCrazie View Post
    Almost 30 years ago I did a similar summer program at Cornell. I took two easy classes and spent the rest of my day playing basketball - I was in really good shape that summer. Everyone else in the program was there because they thought it would help them get into Cornell. By my second day I realized that if I didn't like Ithaca in the summer, I definitely wouldn't like it in the winter and I didn't apply.

    The highlight of the summer was that my roommate was from St. Croix and kept talking about a really tall guy he knew who was a great basketball player. I kept thinking "basketball players don't come from St. Croix." When Duke played Wake Forest I noticed a guy from St. Croix on their roster and the rest was history...
    Who doesnít like Ithaca? Itís Gorges.

  11. #1651
    Join Date
    Sep 2007
    Location
    Undisclosed
    Quote Originally Posted by cato View Post
    Who doesnít like Ithaca?
    Poseidon held a deep grudge against a guy from there once. Itís a long story.

  12. #1652
    Someone is playing games (GME) again.

  13. #1653
    Join Date
    Feb 2007
    Location
    Hot'Lanta... home of the Falcons!
    I was recently given access to shares of Coinbase prior to the upcoming IPO. It was ridiculously expensive, but I sorta suspect it may have been a good investment. I am not allowed to sell for six months so if it goes crazy after the IPO, it will be a while before I can cash in.

    https://www.nerdwallet.com/article/i...coinbase-stock
    I don't know what you are doing right now, but if you aren't listening to the DBR Podcast, you're doing it wrong.

  14. #1654
    Join Date
    Dec 2009
    Location
    North of Durham
    Quote Originally Posted by JasonEvans View Post
    I was recently given access to shares of Coinbase prior to the upcoming IPO. It was ridiculously expensive, but I sorta suspect it may have been a good investment. I am not allowed to sell for six months so if it goes crazy after the IPO, it will be a while before I can cash in.

    https://www.nerdwallet.com/article/i...coinbase-stock
    Was that your combat pay for moderating the Presidential Election thread? If so, well deserved...

  15. #1655
    Join Date
    Jan 2010
    Location
    Outside Philly
    Quote Originally Posted by CrazyNotCrazie View Post
    Was that your combat pay for moderating the Presidential Election thread? If so, well deserved...
    Thought he got some shares in the very best in Atlantic City casino real estate.

  16. #1656
    Join Date
    Dec 2009
    Location
    North of Durham
    Quote Originally Posted by bundabergdevil View Post
    Thought he got some shares in the very best in Atlantic City casino real estate.
    We could have all pitched in and let Jason be the person to press the button to implode Trump Plaza. Though in looking for info on that, I see that the demolition occurred last week but Carl Icahn, who was the latest owner of the casino, cancelled the auction to press the button (money was going to be donated to charity - bids were up to $175k and Icahn said he would donate the money himself, though it is unclear if he will actually follow through on that, which seems about right for a former Trump property).

  17. #1657
    Join Date
    Jan 2010
    Location
    Outside Philly
    Quote Originally Posted by CrazyNotCrazie View Post
    We could have all pitched in and let Jason be the person to press the button to implode Trump Plaza. Though in looking for info on that, I see that the demolition occurred last week but Carl Icahn, who was the latest owner of the casino, cancelled the auction to press the button (money was going to be donated to charity - bids were up to $175k and Icahn said he would donate the money himself, though it is unclear if he will actually follow through on that, which seems about right for a former Trump property).
    Thatís pretty funny. Trumpís properties obviously have value but Iím pretty interested to see how the business and brand continue to shake out. Itís tough to get a read on whether his presidency added or diminished value based on the various reporting, legal entity maneuvering and private nature of the enterprise. Itís certainly focused a lot more investigative attention on the business finances, thatís for sure.

  18. #1658
    Quote Originally Posted by bundabergdevil View Post
    That’s pretty funny. Trump’s properties obviously have value but I’m pretty interested to see how the business and brand continue to shake out. It’s tough to get a read on whether his presidency added or diminished value based on the various reporting, legal entity maneuvering and private nature of the enterprise. It’s certainly focused a lot more investigative attention on the business finances, that’s for sure.
    Challenge is where his properties are located. Trump-labeled properties in NYC and Chicago are avoided heavily by a sizable contingent. You can get really good deals on condos/hotel rooms in Trump Tower in Chicago, for example. It's clear that are priced lower than similar properties and listings refer to it by the address instead of the name of the tower (not that they're fooling anybody). Now, if someone could buy the whole building and re-brand it, the values of the condos/hotel would immediately escalate. So, the totality of the building value might still be fine, but the business ops sides has taken a huge hit.

    That might not be the case at Mar-A-Lago given the demographics/political leanings there, although I've read articles that post-presidency, interest/money flowing has plummeted substantially even there.

  19. #1659
    Join Date
    Nov 2007
    Location
    Vermont
    Those geniuses at AT&T, who paid $48 billion for DirecTV just a few years ago, have spun it off with an implied value of $16 billion. Nice job! CEO of AT&T is John Stankey, aptly named perhaps, he led the acquisition before he became CEO, well done John.

  20. #1660
    Join Date
    Feb 2018
    Location
    Durham, NC
    Quote Originally Posted by budwom View Post
    Those geniuses at AT&T, who paid $48 billion for DirecTV just a few years ago, have spun it off with an implied value of $16 billion. Nice job! CEO of AT&T is John Stankey, aptly named perhaps, he led the acquisition before he became CEO, well done John.
    Spinning it off doesn't really tell you how many of the initial assets (including IP) were retained by the parent. I'm no expert in corporate finance, but even I know that implied valuation is missing a lot of the story. I can imagine a number of ways this could happen to the benefit of AT&T shareholders.

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