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Akaralph  

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  • Dividend Growth Investing: Retiring On Dividend Income (Part 2) [View article]
    While 4% is just great for those possessing a $1 million portfolio, what about the vast majority of retirees whose portfolio values do not come close to $1 million?

    I would venture to guess that 90% of retirees fall into the < $1 million category.

    These individuals have to increase their risk tolerance and seek overall portfolio yields in the 7 - 8% range. In my articles, I have focused on this group - I call them "Mid-Rangers". Their goals can be achieved without "chasing" high yield vehicles by investing in MLP's, a few BDC's, CEF's and international stocks.
    May 27, 2014. 09:20 AM | 2 Likes Like |Link to Comment
  • Annaly Capital Management: Do You Feel Lucky? [View article]
    Good place to be with those two.
    May 26, 2014. 06:06 PM | 1 Like Like |Link to Comment
  • Annaly Capital Management: Do You Feel Lucky? [View article]
    Might want to look at MCC and TCPC in the BDC realm.
    May 26, 2014. 02:02 PM | 2 Likes Like |Link to Comment
  • Model For Assessing Sustainability Of AGNC's 11% Dividend Yield - Q1 2014 Update [View article]
    Hard to say; they have cut it five times since 6/2009.
    May 26, 2014. 12:09 PM | 1 Like Like |Link to Comment
  • Annaly Capital Management: Do You Feel Lucky? [View article]
    Robert -

    Enjoyed your article. I think the interest in NLY, AGNC and the rest of the mREIT's is due to one overriding factor - articles on these stocks generate tons of page views!

    Aside from this, the mREIT sector on balance is a losing proposition - at least since late 2012.

    By the way, would be interested to know why you are staying with PSEC - it's NII has not covered the dividend for a number of quarters now.
    May 26, 2014. 10:35 AM | 1 Like Like |Link to Comment
  • Model For Assessing Sustainability Of AGNC's 11% Dividend Yield - Q1 2014 Update [View article]
    Looking at AGNC's 4/28 announcement it appears to be a lot of smoke and mirrors - many different types of losses etc.

    Bottom line appears to be taxable income of $.47 and declared dividend of $.65.

    Just a guess (since their announcement is quite confusing), but I would anticipate another dividend cut next quarter.
    May 26, 2014. 10:32 AM | Likes Like |Link to Comment
  • Retirement Strategy: Increasing Your Dividend Income Instantly With Annaly Capital [View article]
    Curious as to why you are holding IVR, KCAP, OAKS, and PSEC when none of their NII covers the dividend?
    May 24, 2014. 10:21 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: Increasing Your Dividend Income Instantly With Annaly Capital [View article]
    Also, do not overlook the most recent quarterly earnings of $.23, and the forecast for next quarter is not much better - so a cut to $.25 would not be unreasonable.
    May 23, 2014. 03:37 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Increasing Your Dividend Income Instantly With Annaly Capital [View article]
    Has been done to NLY in the past, and while the current short ratio (per Yahoo) is only just above 2% it has been much higher in the past.

    Noting that NLY has declined from around the $21 level, bottoming (?) just below $10, and that the div has been cut about ten times now - who wouldn't sacrifice the div for such a return?
    May 23, 2014. 03:33 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why Clean Energy Fuels' Pullback Is A Buying Opportunity [View article]
    Good analysis - when will you be buying CLNE?
    May 23, 2014. 08:56 AM | 2 Likes Like |Link to Comment
  • 11 Attractive Canadian Dividend Growth Stocks To Buy Now [View article]
    Great research Chuck. I try to spend time going over the Canadian stocks myself.

    Have you looked into the Dundee family of REITs - recently re-named Dream. I especially like DUNDF, which I own - invests primarily in German real estate.
    May 22, 2014. 11:52 AM | 4 Likes Like |Link to Comment
  • Seadrill Resolves Tax Dispute With Norwegian Authorities, Here's What We Know [View article]
    Let us know when you have the details.
    May 21, 2014. 11:59 AM | 1 Like Like |Link to Comment
  • If I Were Starting All Over Again [View article]
    Wait a minute, it sounds like he has a pretty young girlfriend.
    May 20, 2014. 05:47 PM | 4 Likes Like |Link to Comment
  • Dividend Growth Investing: Creating Your Own Dividend By Selling Shares (Part 1) [View article]
    Interested in reading that too.
    May 20, 2014. 10:19 AM | Likes Like |Link to Comment
  • Dividend Growth Investing: Creating Your Own Dividend By Selling Shares (Part 1) [View article]
    Need a little help understanding your reply?
    May 20, 2014. 08:54 AM | 2 Likes Like |Link to Comment
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