Cohen & Steers: King Of REITs Moving In The Right Direction But It Will Take Patience For The Big Payoff

Cohen & Steers: King of REITs

Investors continue to show interest in a fast growing asset class called Retail Liquid Alternatives. I wrote an article published on May 15th, 2014 on Seekingalpha.com where I highlight the favorable strategic position of a niche mutual fund provider called Cohen & Steers (NYSE:CNS).

Cohen & Steers isn’t exactly your household name, such as Blackrock (NYSE:BLK), Templeton, PIMCO, Invesco, and others that seem to be recognized by the common investor, either because of familiarity due to the inclusion of a fund in a 401K, or visibility from TV or magazine advertisements. These mutual fund families offer excellent funds, but not all of their funds are best in class, and when it comes to alternatives, many don’t even offer them.

Day-to-Day Influences That May Be Affecting Your Investment Decisions!

“Success in investing doesn’t correlate with I.Q. once you’re above the level 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing.”

– Warren Buffet

When we make decisions a lot of factors come into play. Some of those we may not even be aware of. Some of them are biological, psychological, and even neurological. To make the best investment decisions we can, it is important to be aware as possible of both these external and internal influences. While there are many, let us start here with just a few of our day-to-day influences — that you may not even know are actually having an impact at all.

Digital Realty Keeps Cruising

DLR Keeps Cruising

On March 15th, I published an article about Digital Realty (NYSE:DLR) on Seeking Alpha (Read Article) that highlighted how its international interconnected network of data centers will help distance it from the competition. At the time the stock was at $51.51 and has since climbed to $64.77 as of July 30th. Throw in a $0.83 dividend and returns haven’t been too shabby.

At the time I suggested the stock could potentially reach $80 within a year. Do I still feel that way?

Alibaba IPO Opens With a Bang, Despite Investor Warnings

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With an opening price of $92.70 on Friday at 11:53 a.m., Alibaba (BABA) became the largest initial public offering (IPO) in U.S. history. The Chinese e-commerce giant was initially priced at $68 per share but quickly jumped 42% in value once the New York Stock Exchange gave it the green light for trading.

Originally founded in 1999 by Jack Ma in Hangzhou, China, Alibaba focuses primarily on business-to-business e-commerce sales. Entrepreneurs and small business owners from across the world can use the website to locate product manufacturers and factories located in China. This is in stark contrast to traditional e-commerce websites which operate in a business-to-consumer fashion. Alipay, the company’s online payment escrow service, accounts for nearly half of China’s online payment transaction.

Forget The Trains And Planes, Buy This Industrial REIT For A 20% Treat

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Despite a 2.9% decline in GDP for the US economy in the 1Q of 2014, consensus estimates are for the US economy to expand by roughly 3% in 2014 with acceleration of growth beginning with 2Q GDP and continuing throughout the year. While the 1Q GDP number was adversely impacted by horrible weather conditions, mother nature was not the only cause of GDP contraction. Regardless, it seems to be a common view that GDP contraction was not indicative of a recession and that the 1Q reading was a mere blip in a growing economy.

Consumer Sentiment May be the Crytal Ball for Predicting S&P Returns

I keep hearing about the danger of Think Positiveinvesting in the US stock market after recently hitting an all-time high. Since that all-time high, the US market, as measured by the S&P 500, has flattened out and decline slightly. Its quite possible there could be a pullback in the coming weeks or months, but it doesn’t look like it will be much of a correction.

Investors waiting to get in to the market may as well start wading in slowly. Can the market decline further? Sure, but I’ve never been very good at timing the market and if you haven’t retired already with millions of dollars in your investment account, there is a good chance you haven’t been successful at timing the market either.

Coresite Realty: It’s Not Cheap, But I May Still Give Some Of My Data Dollars To This REIT

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Have you ever wondered where all of the data we hoard is stored so that we have easy access to it whenever we need it? The answer for most of us is in our mobile phones. After all, if you have ever lost or misplace your phone, didn’t you feel lost? Naked? Helpless? Our phones are starting to store quite a large amount of data, such as the new iPhone 6 with up to 64GB of storage.

But what about data used by the companies that we deal with on a day to day basis? When you call AT&T (NYSE:T) to upgrade your data plan so you can actually use the iPhone 6, the representative asks you a series of personal questions to verify your identity. This data has to be stored somewhere. Just like your historical statements when you go online to look up a three month old statement to try to find some of the phone numbers you lost when you misplaced your phone. All of this data has to be stored somewhere, and more and more companies are finding these storage needs to be extremely challenging.