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Adam Aloisi  

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  • Retirees: How To Make The Most Out Of Your Next 15 Years
    Oct. 8, 2014 CSCO, PG 209 Comments

    Summary

    • Passive dividend harvesting represents a more concrete way to fund a retirement as compared to capital drawdown.
    • A comparison of two different 3% yielding stocks with differing dividend growth prospects.
    • The role of satellite strategies around a core dividend growth strategy.
    • The two keys for the retiree to make the most out of their retirement portfolio.
  • American Realty Capital Properties - 30% Total Return Potential Next Year
    Oct. 3, 2014 ARCP 99 Comments

    Summary

    • ARCP continues to be mis-priced by the market.
    • Red Lobster is being blown out of proportion.
    • Dividend analysis and speculation on next year's dividend growth.
  • Are You An Alfred E. Neuman Income Investor?
    Oct. 2, 2014 KO, MCD, PG 52 Comments

    Summary

    • The continued challenges for today's income investor.
    • Discussion of dividend growth and MPT capital drawdown.
    • Maintaining portfolio balance.
    • Development of income buckets.
  • How Higher-Yield Stocks Decrease Risk In Dividend Growth Portfolios
    Sep. 24, 2014 AGNC, ARCP, KO 88 Comments

    Summary

    • Inflation and insufficient income are two risks that dividend growth investors are subject to.
    • Why some dividend investors may benefit from higher-yield consideration.
    • A yield simulation involving 4 dividend stocks at disparate payout points.
    • Higher-yield may hedge the risks that a lower-yield DG portfolio may exhibit.
  • You Might Be A High Yield Sucker If...
    Sep. 21, 2014 ADX, NAV, NLY 83 Comments

    Summary

    • Most mREITs have an inconsistent dividend model that needs to be well understood by those who invest in them.
    • My opinion of what constitutes a "sucker" yield.
    • Examples of some other sucker yield investments and situations.
  • The Growing Problem For Income Investors
    Sep. 17, 2014 ARCP, CSX, FB 56 Comments

    Summary

    • Asset allocation is an important component of any investment plan.
    • How much complementary growth does an income investor need?
    • The not-so-necessarily mutually exclusive nature of income and growth.
    • Some growth and income stock ideas.
  • Youthful Indiscretion? Dividend Growth At An Early Age
    Sep. 8, 2014 ACN, ARCP, EEM 47 Comments

    Summary

    • Dividend growth is a compelling cash flow and inflation-fighting equity strategy.
    • Pros and cons to dividend growth.
    • Additional considerations as portfolio strategy is contemplated.
    • A suggested middle-of-the-road equity allocation, with stock ideas, for the younger investor.
  • Just How Much REIT/mREIT Yield-Risk Should You Be Taking?
    Sep. 5, 2014 AGNC, ARCP, FRT 51 Comments

    Summary

    • Given the variety of yield points, REIT/mREIT payouts represent somewhat of a microcosm of the income investing universe.
    • Are REITs, in general, a good buy or a "good-bye" today?
    • A semi-skin-in-the-game simulation of performance between high-yielding and low-yielding REITs.
    • Which group do you think will prevail?
  • Income Investors: It's Only A Matter Of Time
    Sep. 2, 2014 APU, ARCP, CSX 51 Comments

    Summary

    • The general considerations while building an income portfolio.
    • Why dividend growth might serve as the keystone of an income portfolio.
    • Income strategies with various capital levels.
    • How dividend growth can be maximized.
  • Realty Income: A Textbook Study Of Opportunity Cost And Patient Income Investing
    Aug. 28, 2014 O 113 Comments

    Summary

    • Is Realty Income a forever stock?
    • Realty Income's relationship to the bond market.
    • A look at opportunity cost.
    • Should you buy Realty Income today?
  • What, Exactly, Constitutes 'Yield Chasing'?
    Aug. 20, 2014 EAD, IYR 83 Comments

    Summary

    • "Yield chasing" has become part of today's investment vernacular.
    • A look at some recent yield chases.
    • A portfolio-level definition of yield chasing.
  • The Dividend-Growth-Devoid Income Portfolio
    Aug. 19, 2014 ACN, ARCP, CL 210 Comments

    Summary

    • Dividends do matter - but what's the best way to construct an income portfolio?
    • When dividend growth works (or won't work).
    • Is a high-yield portfolio wise?
    • Strategy and specific stocks to get to a 7% yield point.
  • Think Strategically About Income During Market Volatility
    Editors' Pick • Aug. 7, 2014 GE, ROST, T 45 Comments

    Summary

    • Recent volatility should be no surprise and it may continue to escalate as investors speculate on forward economic prospects.
    • Why the broad market does have something to do with the performance of stocks, to an extent.
    • How an income investor should manage their portfolio during volatility.
  • A Focused Play On MLP Distribution Growth: The C-Tracks Miller/Howard Index Linked ETN
    Aug. 6, 2014 MLPC 19 Comments

    Summary

    • Midstream energy spending is predicted to be robust over the next two decades.
    • A look at the differences between ETNs and ETFs/CEFs.
    • The composition of the Miller/Howard MLP Fundamental Index. [MHFI].
    • An analysis of MLPC, an ETN underwritten by Citigroup that seeks to track MHFI.
    • A comparison between the widely held Alerian MLP Index and MHFI.
  • A Diversification Dissertation For Income Investors
    Editors' Pick • Jul. 30, 2014 AGNC, MO, PSEC 171 Comments

    Summary

    • How income investors might view diversification a bit differently than growth investors.
    • What is the optimal amount of diversification for the income investor?
    • Why smaller portfolios reap the biggest marginal benefit from diversification.
  • Dividends Do Matter - Especially In Retirement
    Jul. 17, 2014 DVY, VIG, SDY 306 Comments

    Summary

    • Stock price growth and dividend growth, while related to earnings, are mutually exclusive investment events.
    • Just because a company pays a dividend does not mean it has less earnings power than a non-paying peer.
    • Dividend growth is a more concrete way to survive retirement than relying on the 4% rule.
    • There is forward value to focusing on the dividend producing capability of a company.
  • The Rambunctious Relationship Between REITs And Rates
    Jul. 16, 2014 ARCP, EPR, EXR 44 Comments

    Summary

    • REITs have collectively traded on an exact inverse basis compared to the 10-Year Treasury this year.
    • Why REITs, especially triple nets with long contract terms, are so sensitive.
    • Leasing & general real estate market discussion.
    • Why diversifying a portfolio of REITs may be prudent strategy in today's market.
  • Should You Be A Buyer Of REITs Or mREITs Today?
    Jul. 13, 2014 AGNC, ARCP, GGP 43 Comments

    Summary

    • REITs and mREITs have rallied this year on oversold conditions and a pullback in the 10-Year.
    • Examination of the various risks involved with REIT and mREIT investing.
    • Should you invest in a lower, more durable stream of income, or a higher, more erratic stream?
  • Just How Risky Is Dividend Growth Investing?
    Editors' Pick • Jul. 9, 2014 CL, CVX, DNKN 94 Comments

    Summary

    • Income investors have gravitated to dividend growth due to its many attractive characteristics.
    • Valuations and payout ratios have expanded over the past 5-10 years in many widely held DG companies.
    • What is the optimum payout ratio range for a dividend growth company?.
    • Starting yield point, dividend growth rate, and value awareness are key to a successful dividend growth strategy.
  • Just How Risky Is High-Yield Dividend Investing?
    Editors' Pick • Jul. 3, 2014 AAPL, AGNC, ARCP 266 Comments

    Summary

    • High yield does not necessarily indicate high risk.
    • The nuances of looking at high-yield equity.
    • A look at some higher-yielding securities/opportunities.
  • The Asia Pacific Fund: Value-Driven, High Dividends, And A 10% Discount
       • Jun. 17, 2014 APB 18 Comments

    Summary

    • The Asia-Pacific Fund possesses a unique equity blend of value and high income in primarily Chinese and S. Korean companies.
    • An absolute yield of 4.9% is further boosted by the fund's 10% discount.
    • There are a couple of cons to be considered.
    • Is the fund a buy?
  • American Realty Capital Properties: Digital Realty Deja Vu
    Editors' Pick • Jun. 13, 2014 ARCP 122 Comments

    Summary

    • ARCP's stock is dramatically underperforming most REITs this year.
    • The company's situation has become reminiscent of the debacle at Digital Realty last year.
    • The market is not enthused with ARCP's wheeler-dealer behavior.
    • Still a total return story - but now one with a crisis of confidence attached to it.
  • Income Challenge Series: General Electric Vs. Procter & Gamble
    Jun. 9, 2014 GE, PG 18 Comments

    Summary

    • Equity-Income investors have plenty of choices in today's market - they need to thoroughly vet options.
    • The point of the Income Challenge Series.
    • An analysis of GE and PG.
  • Are You Pressing Your Luck With mREITs?
    Jun. 3, 2014 AGNC, MFA, NLY 62 Comments

    Summary

    • Stocks have rallied and discounts have narrowed.
    • Past and future interest rate effects.
    • Stocks to consider.
  • American Realty Capital Vs. Realty Income: Will The Real REIT Please Stand Up!
    May. 31, 2014 ARCP, O 120 Comments

    Summary

    • While owning similar assets, O and ARCP are a current study in contrasts.
    • ARCP - The obnoxious "Wheeler-Dealer".
    • O - The quiet kid in the corner.
    • Why investors might consider one or both companies for their portfolios.
  • Retirees: Carefully Traversing The Income Balance Beam
    May. 22, 2014 AGNC, FSC, GHY 32 Comments

    Summary

    • Low yields from both stocks and bonds have created a challenging income investment environment.
    • Creating a personal portfolio balance won't eliminate risk, but should mitigate it.
    • Defining, finding and building your balanced portfolio.
  • Where Are Today's Doorbusting CEF Discounts?
    May. 14, 2014 AWP, DPG, ESD 24 Comments

    Summary

    • Many CEFs have seen discounts compress this year.
    • Discussion of the CEF discount/premium mechanism.
    • Rationale for the appearance and disappearance of discounts.
    • Some of today's doorbusters.
  • Is It Time To Batten Down Your REIT Hatches?
    May. 9, 2014 ARCP, EXR, HCP 96 Comments

    Summary

    • REIT investors should be cognizant of the prospect for higher interest rates.
    • Positing optimistic and pessimistic forward REIT scenarios.
    • Near-term strategy.
    • A look at ARCP's numbers and valuation spread versus Realty Income.
  • Do Dividends Lower Total Return?
    May. 1, 2014 AAPL, VIG 140 Comments

    Summary

    • Dividends theoretically hold back stock prices over time.
    • Dividends are a way to periodically lock in profits.
    • There's no reason to believe that a dividend, per se, holds back total return.
  • Retirees: Is Dividend Growth Alone Enough?
    Apr. 29, 2014 AWF, GE, GHY 103 Comments

    Summary

    • ZIRP and longer life expectancy are obstacles to retired investors having to stretch their cash stash.
    • Dividend growth is a great core strategy for retirees.
    • High-yield equity and bonds are worthwhile satellite strategies.
    • Diversified and layered assets generate the most secure of income streams.
  • Is There One REIT Every Investor Should Own?
    Apr. 25, 2014 ARCP, DLR, EPR 77 Comments

    Summary

    • REITs are up nicely this year on an interest rate pullback.
    • The optimal amount of REITs to own.
    • Thinking strategically about REITs to buy.
  • Waiting For The Correction That Might Never Occur
    Apr. 23, 2014 DIA, SPY, QQQ 79 Comments

    Summary

    • Popular consensus sees an upcoming correction in stocks.
    • There appears reason for the recent gravitation to stocks.
    • What would catalyze a correction?
    • Portfolio strategy and stocks to buy in uncertain times.