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Akaralph  

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  • BDC Pricing And The Russell Indices: Part 3 [View article]
    Quite thorough.

    Have you considered adding a column to your matrix that compares NII to the quarterly dividend for each of the past four quarters? Could just be a simple ratio of NII/DIV
    May 19, 2014. 08:38 AM | 3 Likes Like |Link to Comment
  • Where Are Today's Doorbusting CEF Discounts? [View article]
    Adam - A good way to look at premiums and discounts with CEF's is to compare the current discount to the 52 week average, high and low discount (which can be found on CEF Connect also).

    Purchasing a CEF at a discount greater than the 52 week low discount (if possible) gives an added edge.
    May 17, 2014. 07:44 AM | 3 Likes Like |Link to Comment
  • 10%+ Dividend Payer Annaly Capital Is Still A Safe Place To Put Your Money [View article]
    None of them!
    May 16, 2014. 03:53 PM | 1 Like Like |Link to Comment
  • 10%+ Dividend Payer Annaly Capital Is Still A Safe Place To Put Your Money [View article]
    I have looked at the mREIT industry for over 8 years. Unfortunately, I learned a hurtful lesson in 2008.

    MY eyes are wide open - believe me.

    You speak of a 16 year time frame. How many folks do you think have owned an mREIT for 16 years? My guess would be close to none.
    May 13, 2014. 08:27 AM | 1 Like Like |Link to Comment
  • 10%+ Dividend Payer Annaly Capital Is Still A Safe Place To Put Your Money [View article]
    The other thing I cannot figure out about this article is the use of the word "Still" in the title.

    How can NLY "Still" be a "Safe" place to put your money when the stock price has been in decline from just under $18 in late 2012 to the current level around the $11 mark? To say nothing of the dividend reductions.
    May 12, 2014. 12:09 PM | 4 Likes Like |Link to Comment
  • 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
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