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Akaralph

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  • Is Dividend Growth Inertia Dead At Medley Capital? [View article]
    Agree on APO and OAK, but CG does not look good at all.
    May 8 07:51 PM | 0 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Foreign Utilities [View article]
    Thanks, not the best possible outlook for either. Of the two it will be interesting to see how EONGY progresses over the next few quarters with their LNG business sector.
    May 8 12:01 PM | 0 Likes Like |Link to Comment
  • 4 Mid-Cap Dividend Stocks Yielding Over 6% [View article]
    NII was $.40.
    May 8 10:55 AM | 0 Likes Like |Link to Comment
  • 4 Mid-Cap Dividend Stocks Yielding Over 6% [View article]
    CG has paid a total of $1.12 over the past three quarters. Not close to a 10% yield.
    May 8 09:16 AM | 1 Like Like |Link to Comment
  • American Capital Agency: Not A Terrible Q1, But The Dividend Is Still Not Sustainable [View article]
    Just remember you are dealing with an mREIT here. The mREIT sector had its clocks cleaned during the last bear market in 2008-2009.
    May 7 02:16 PM | 1 Like Like |Link to Comment
  • American Capital Agency: Not A Terrible Q1, But The Dividend Is Still Not Sustainable [View article]
    I am thinking it gets cut in the 4th Q 2013. Probably to the $1.00 level.

    Then possibly further in 2014.
    May 7 02:14 PM | 2 Likes Like |Link to Comment
  • Is Dividend Growth Inertia Dead At Medley Capital? [View article]
    Aw c'mon - we have to stay busy. Ha.

    I recently covered a few of these but haven't had the time myself to really dig into them.
    May 7 02:07 PM | 0 Likes Like |Link to Comment
  • Is Dividend Growth Inertia Dead At Medley Capital? [View article]
    Factoids -

    Was wondering - have you ever taken a look at the private equity companies? KKR, OAK and APO seem to be impressive.
    May 7 01:44 PM | 0 Likes Like |Link to Comment
  • Is Dividend Growth Inertia Dead At Medley Capital? [View article]
    PSEC slightly increased the monthly dividend for the coming three months. Their argument seems to be that in the past nine months their NII has more than covered dividends.
    May 7 01:41 PM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust - Shares Recovering After Differential Disaster Last Quarter [View article]
    Not going to be too bad for CHKR holders. The distribution to be announced around 5/8 will be about $.69.
    May 7 12:26 PM | 0 Likes Like |Link to Comment
  • Is Dividend Growth Inertia Dead At Medley Capital? [View article]
    Do you still favor PSEC after yesterday's earnings?
    May 7 12:13 PM | 1 Like Like |Link to Comment
  • Is Dividend Growth Inertia Dead At Medley Capital? [View article]
    You have done another great job!

    I was in MCC around $12.50 but sold this morning at the open. Don't want to get greedy.
    May 7 11:46 AM | 1 Like Like |Link to Comment
  • Protected Principal Retirement Strategy: Foreign Utilities [View article]
    Thanks, but EONGY was upgraded by HSBC on 4/1/13.

    Could you present the data where they have missed earnings targets? Something I have been unable to find/verify and would be interested in seeing it.

    If you note, I do not recommend purchase of any stocks. These are three I am looking at in a more serious vein.
    May 6 03:15 PM | 0 Likes Like |Link to Comment
  • The ABCs Of An mREIT And Its 15% Dividend Yield [View article]
    I would check your charts again. Many went under quite quickly in 2008-2009. This might help:

    http://bit.ly/15kvlml
    May 6 11:14 AM | 0 Likes Like |Link to Comment
  • The ABCs Of An mREIT And Its 15% Dividend Yield [View article]
    Harold

    Since you are a mathematician you will probably understand the following dividend history for AGNC:

    June 2009 - $1.50
    Sept. 2009 - Dec. 2011 - $1.40
    Mar. 2012 - Mar. 2013 - $1.25

    Do you see a trend here?

    AGNC will probably by law have to pay out $1.25 for another quarter or so, but you can COUNT on a pretty severe cut down the road.

    mREITs are the riskiest of just about all speculations. Check what happened to them as a class in 2008-2009.
    May 6 09:14 AM | 0 Likes Like |Link to Comment
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