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Akaralph  

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  • 10%+ Dividend Payer Annaly Capital Is Still A Safe Place To Put Your Money [View article]
    It is unfortunate that the mREIT crowd refuse to believe this.

    Look at the declines in mREIT stock prices, BV and dividends since 12/12, and we are not yet back into a 2008 scenario.

    These folks are going to lose a lot of money over the next few years.

    Note: Before anyone asks why I haven't warned of this before, they can check my comments on the mREIT sector since late Nov. 2012 when I began to suggest getting out of the mREITs.
    May 12, 2014. 12:00 PM | 2 Likes Like |Link to Comment
  • 10%+ Dividend Payer Annaly Capital Is Still A Safe Place To Put Your Money [View article]
    With eight dividend cuts since 6/11, NLY certainly does resemble a bank. Last time I checked, my bank has followed a similar pattern of interest rate reductions.

    I like the author's rationalization about NLY's earnings "they came reasonably close to covering the dividend". Truth is earnings of $.23 are no where close to covering the $.30 dividend and one can look for a further dividend cut in the near future.

    But, on the positive side, I guess our stocks only have to come close to dividend coverage in the future.
    May 12, 2014. 09:14 AM | 3 Likes Like |Link to Comment
  • Big Oil Under Serious Threat [View article]
    Funny article.
    May 9, 2014. 07:02 PM | 8 Likes Like |Link to Comment
  • SandRidge Energy: You Ain't Seen Nothing Yet [View article]
    Absolutely not. I do own a bit of PER though.
    May 9, 2014. 12:08 PM | 1 Like Like |Link to Comment
  • Cohen & Steers Infrastructure Is Worth A Look [View article]
    UTF along with JRI are two solid plays on infrastructure.
    May 9, 2014. 11:29 AM | 2 Likes Like |Link to Comment
  • SandRidge Energy: You Ain't Seen Nothing Yet [View article]
    "The stock is a buy here"

    When will you be investing your own money in SD?
    May 9, 2014. 08:40 AM | 5 Likes Like |Link to Comment
  • Southern Company: 3 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    Hope you don't, especially when the sales do not come close to approaching one percent of those outstanding.
    May 8, 2014. 02:51 PM | 1 Like Like |Link to Comment
  • Southern Company: 3 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    The author's articles are based upon insider buys and sells - absolutely not the best (by far) indicator upon which to base one's purchase or sale of a stock.

    Would certainly recommend readers to do their own research - specifically look at earnings, dividend CAGR's, and other financial fundamentals before making any such decision.
    May 8, 2014. 02:28 PM | 2 Likes Like |Link to Comment
  • Avoid Annaly Capital [View article]
    Hadn't thought about the company trading for a dime a share, just a .10 quarterly dividend.
    May 8, 2014. 01:07 PM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust: Hidden Value In SandRidge's Scraps [View article]
    Knowing how the dividend payout dates work is pretty much basic investing common sense.

    Hard to understand how SA approves articles containing such mistakes.
    May 8, 2014. 12:55 PM | 3 Likes Like |Link to Comment
  • Avoid Annaly Capital [View article]
    This seems to be the fall back for the mREIT crowd. "Even with an (another) dividend cut the yield is still great".

    Guess they will still be saying this when NLY's dividend gets to a dime.
    May 8, 2014. 12:52 PM | Likes Like |Link to Comment
  • Avoid Annaly Capital [View article]
    Even simpler - avoid the entire mREIT sector.
    May 8, 2014. 08:22 AM | 7 Likes Like |Link to Comment
  • SandRidge Permian Trust: Hidden Value In SandRidge's Scraps [View article]
    No, you can buy a stock at 3:59 PM on the day before the ex-div date and still get the div.

    http://bit.ly/1j42kMi

    The settlement day is three days after purchase - on the record date. Hence the name "record date".
    May 7, 2014. 03:31 PM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust: Hidden Value In SandRidge's Scraps [View article]
    The ex-div date is two business days prior to the date of record! That makes it May 13. In order to get the dividend you would have to own PER at the close of business on May 12.
    May 7, 2014. 11:25 AM | 2 Likes Like |Link to Comment
  • SandRidge Permian Trust: Hidden Value In SandRidge's Scraps [View article]
    The EX-Div date for PER is 5/13, not 5/15. You are talking about the record date which is incorrect. You should know this if you are writing about a trust.

    "PER is a much better alternative for a long position than SD's other trusts, SDT and SDR." I like this point as PER is truly the "cream of the SD crap".

    By the way I own PER so am not bashing the trust.
    May 7, 2014. 11:01 AM | 1 Like Like |Link to Comment
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