5 Dividend Picks For Retirees, Plus 1 To Avoid [View article]
People seem to like Yum due to the China exposure (supposedly a growth market). Dividend is modest at 1.9% when the company trades around 23x earnings. YUM is spending approx 34% of EBITDA on capex, whereas MCD is around 26%.
Why I Am Avoiding American Capital Agency [View article]
I am avoiding the agency mortgage REIT space. I sold my positions in NLY (http://seekingalpha.co...) and AGNC. I am waiting for better prices (below book) or more info on prepayments.
Thanks for all the comments. I appreciate the debate. A healthy and productive debate is what makes a market. I have owned NLY, AGNC, and MFA (non agency). I moved to the sidelines as to what I believe to be risks to the dividend and potential funding issues with a banking crisis. While I think NLY and MFA are the best of the lot, I rather move to the sidelines with my capital. Thanks again for the comments. If NLY falls below book value (~0.8x) I would look to buy back in.
A Primer On Agency REITs And 6 That Currently Yield Over 13% [View article]
7 Analyst 'Buys' With Ultra High Dividends [View article]
Bank Of America And Citigroup Face Challenges; Not The Time To Buy Big Banks [View article]
http://seekingalpha.co...
Was 2011 The End Of The Gold Rush? [View article]
2011 Performance Review For 7 High-Yield Mortgage REITs [View article]
Which mREITs Will Outperform In 2012? [View article]
Annaly Capital: Risks Do Exist For This REIT [View article]
Why Annaly Capital's Stock Will Continue To Fall [View article]
5 Dividend Picks For Retirees, Plus 1 To Avoid [View article]
The Dark Clouds Looming Over Annaly Capital Management [View article]
You seem to not like REITs generally.
9 High-Yield Mortgage REITs Now Trading Near Or Below Book Value [View article]
Why I Am Avoiding American Capital Agency [View article]
Avoiding Annaly Capital [View article]
5 Income Equities For Conservative Retirees [View article]