Seeking Alpha

Henry Nyce

 
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  • Conclusion To 1-Year Test: $10K CD Wins Vs. $10K Portfolio
    Yesterday, 8:28 AM CTCM, VOC, AT 22 Comments

    Summary

    • My $10,000 Portfolio lost money over the period of year.
    • An oil stock and a foreign stock created capital losses that decimated the dividend returns.
    • Short-term, one is probably better off with a bank CD or a savings account.
    • Forward testing of an investment strategy is likely to offer different results than back testing; forward testing typically gives more reliable results.
  • Reasons To Buy Kohlberg Kravis Roberts & Co. L.P.:Distributions And Price Appreciation
    Tue, Nov. 25 KKR 32 Comments

    Summary

    • KKR suffered a slow 3rd quarter which kept the stock price down.
    • Revenues and profits for the year are improving over 2013.
    • Revenues and profits look to improve through 2015.
    • Improved profits should lead to good distributions and price appreciation.
  • Compass Diversified Holdings: Check Out This 8% Distribution
    Wed, Nov. 19 CODI 10 Comments

    Summary

    • Compass Diversified Holdings currently offers an 8% distribution.
    • Distributions look to be covered for upcoming year.
    • Compass Diversified Holdings manages the companies it owns well.
  • 3 Stocks To Buy Now With Dividends Exceeding 7%
    Fri, Nov. 14 ARCP, FLY, LGCY 20 Comments

    Summary

    • Buy ARCPP to collect a 7% dividend.
    • Buy FLY to collect a 7% dividend and possible future capital gains.
    • Buy LGCYO to collect a 9% dividend.
  • AMZA: Oil And Gas Pipeline ETF That Avoids The Dreaded K-1
    Wed, Nov. 12 AMZA 7 Comments

    Summary

    • AMZA is an ETF that invests in MLPs with a goal of returning 8% as a regular dividend.
    • Investment manager appears to have the background to accomplish this successfully.
    • This a method to participate in the growth and returns of MLPs without the hassle of the K-1.
    • This ETF allows IRAs to participate in MLPs without concern about exceeding the $1000 limitation on distributions.
  • Nosedive: Stocks I Recommended That Should Be Sold
    Wed, Nov. 5 CLV, CTCM 8 Comments

    Summary

    • CTCM is down because of a Russian bill limiting foreign ownership.
    • CLV is suffering from the combined decline coal and iron ore use simultaneously.
    • Sell both stocks at a loss near current levels.
  • A Review Of Holding Out For Better Prices On Some Dividend Growth Stocks Over The Next 2 Months
    Tue, Oct. 14 BIP, BNS, CSCO 4 Comments

    Summary

    • A review of the stocks able to be purchased at better prices during September and October mentioned in a former article.
    • A suggested discipline for buying dividend growth stocks at lower prices.
    • The discipline works better for some stocks than others.
    • The discipline works better at some times than others.
  • Orange: A French Telecom With A Worldwide Footprint
    Fri, Sep. 26 ORAN 19 Comments

    Summary

    • ORAN is expanding its business throughout Europe and Africa.
    • ORAN is on the leading edge of providing 4G wireless service in France.
    • ORAN has a business service segment that is on the leading edge of providing worldwide internet service.
    • ORAN provides both a reasonable dividend and growth prospects.
  • A Basic Lesson In Stock Picking With Examples
    Wed, Sep. 10 BP, CTL 20 Comments

    Summary

    • This article shows by example how the author drills down into stocks to attempt to find winners.
    • Suggestions include the use of a screener to narrow the universe of stocks.
    • After narrowing down to a few stocks, drill down deeper using recent reports from the company and from other sources.
    • Finally look at other stock rating agencies and the authors on SA to see if they confirm the findings.
    • The idea is to maximize the possibility of choosing a winning stock over a losing stock.
  • Holding Out For Better Prices On Some Dividend Growth Stocks Over The Next 2 Months
    Fri, Sep. 5 BIP, BNS, BP 23 Comments

    Summary

    • Outline of a plan to deploy cash to purchase stocks if the market has its normal Fall dip.
    • List of 20 dividend growth stocks in various industries with all but one offering dividends over 3%.
    • Create your own plan in the event of a market dip over the next 2 months.
    • Seeking Alpha is good place to help one research stocks and is used extensively here.
  • Preferred Issues, Puts And Silver As Defensive Positions Over The Next Several Months
    Sun, Aug. 24 CSCO, UN, WMT 113 Comments

    Summary

    • Market prices for stocks are at an all-time high and appear vulnerable near term.
    • Currently using high dividend preferred issues and puts to produce income in my retirement accounts.
    • Currently using the low price of silver as a hedge against catastrophe and/or rampant inflation.
  • Blackstone Group LP Is On A Roll, Growing Both Earnings And Distributions
    Thu, Jul. 31 BX 28 Comments

    Summary

    • Blackstone is a growing company with strong earnings and a low P/E of 9.5.
    • Blackstone's dividend yield for the year should exceed 5%.
    • Blackstone looks appealing from a dividend growth and momentum perspective.
  • Regency Energy Partners LP: A Dividend Growth Stock With Some Concerns
    Mon, Jul. 28 RGP 2 Comments

    Summary

    • RGP is a fast-growing partnership with a great deal of merger and acquisition activity.
    • Dividends and cash flow have been growing slowly over the past 5 years.
    • EPS is a concern with this partnership; despite all the growth, EPS has been declining or standing still.
  • Forward Testing Various Investment Alternatives Against A High-Risk, High-Dividend Portfolio
    Fri, Jul. 25 AT, FLY, GE 26 Comments

    Summary

    • The main thrust of this article is to forward test several methods to invest $10,000.00 over a 1 year period.
    • Thesis: Investing in the stock market when interest rates are low is better than keeping cash in a CD or bank.
    • Built into the test are 2 selected portfolios which should perform better when compared with various indexed ETFs .
    • The author maintains that his high-risk, high-dividend portfolio should outperform all the other alternatives.
  • Medical Properties Trust - A 6.4% Dividend With A Built-In CPI Kicker... Steady Income For The Retiree
    Thu, Jul. 24 MPW 58 Comments

    Summary

    • MPW is a triple net leasing medical REIT.
    • MPW specializes in acute care facilities which requires special expertise giving it a unique niche.
    • MPW offers a 6.4% yield at the current price with the built-in ability to keep pace with the CPI.
  • 6-Month Review: Comparison Of $10,000.00 CD To A $10,000.00 Dividend Portfolio
    Mon, Jul. 14 AP, AT, BOMK 53 Comments

    Summary

    • This is a 6-month review of the returns on a $10,000.00 dividend portfolio compared to a $10,000.00 CD.
    • The $10,000.00 dividend portfolio outperformed the CD by $1,200.00.
    • The current financial environment makes dividend stocks better financial instruments than bank CDs.
  • COPEL Or Companhia Paranaese De Energia: A Brazilian Utility Firing On All Cylinders
    Fri, Jun. 27 ELP 4 Comments

    Summary

    • ELP is a utility company that is doing well in a country in the midst of political and economic tumult.
    • This political turmoil has hindered the price appreciation of the stock.
    • Over 80% of the company's stock is owned by Brazilian political entities.
    • Purchasing this stock requires one to make a gutsy move contrary to many other investors.
  • StoneMor Partners: My Reason For Selling This 10% Payout MLP
    Thu, Jun. 19 STON 109 Comments

    Summary

    • StoneMor Partners L.P. is the only publicly-traded death-care MLP.
    • STON has been losing money over the past 5 years using GAAP accounting.
    • At some time in the near future, cash flow and unit payout must meet.
  • The Fed And Preferred Stocks: Perceptions Vs. Reality
    Thu, Jun. 12 BXP, CTL, DLR 51 Comments

    Summary

    • Fed is about to end QEIII and the consequences for investor perceptions.
    • Analyst and investor perceptions are creating opportunities to buy preferred stocks.
    • Preferred stocks can be a substitute for the bond portion of one's portfolio.
  • Saved By The Dividends... My Busted Attempt At Timing The Market
    Sat, May. 24 ABR, ARR, BEE 56 Comments

    Summary

    • Attempt to time the market was an error.
    • Dividend paying stocks can ease the pain of stock price variation.
    • Investor psychology can have a greater impact on prices than interest rates or the economy.
  • Quad/Graphics: Short-Term Winner With A 5.75% Dividend And Long-Term Questions
    Thu, May. 8 QUAD 14 Comments

    Summary

    • Quad/Graphics grows its commercial printing business by buying out competitors.
    • Quad offers a 5.75% dividend return.
    • Quad's business and dividend would be in danger during a recession.
  • Can You Profit From Cigarettes And Real Estate?
    Tue, Apr. 22 VGR 60 Comments

    Summary

    • VGR is offering over 7% annual dividend returns.
    • Financial metrics of the company show warning signs.
    • Can a company succeed in tobacco and real estate at the same time?
    • Concluded that VGR is not a SWAN (Sleep Well At Night) stock at the present time.
  • FLY Your Way To Dividends And Profits
    Sat, Apr. 19 FLY 49 Comments

    Summary

    • FLY offers a dividend yield of 6.9% at its current price.
    • High inside ownership and low P/E indicate possible capital gains.
    • Stock is selling at $3.50 below book value.
    • Cautions: high leverage and dependence on the airline industry.
  • 5 Strong Companies With Dividends Over 5%
    Wed, Apr. 9 CNSL, CTL, ESV 26 Comments

    Summary

    • Screens were run to find stocks with 5% dividends or better with a buy from S&P.
    • Six Stocks were chosen from these screens for further research.
    • Research suggested 5 of these companies may be suitable for dividends and growth.
  • My Utility Fund Vs. Reaves Utility Income Fund: Which Offered The Better Return Last Year?
    Wed, Mar. 26 UTG 68 Comments

    Summary

    • Review the returns on a $50,000.00 utility fund I suggested a year ago.
    • Comparison of returns between my utility fund and UTG, a utility closed equity fund.
    • Revamping of the Utility Fund for next year to offer a 4.8% yield from dividends.
  • CTC Media: Growing Fast And Paying 7%
    Fri, Mar. 14 CTCM 10 Comments

    Summary

    • Russia's political and military situation has caused downdraft in Russian equities.
    • CTC Media, a Russian media company is growing at a 5% or better rate with a low P/E.
    • CTC Media offers a 7% yield while also buying back shares.
    • CTC Media has also fallen with other Russian equities and offers unique opportunity for rewards.
  • Returns From The 6 - 7% Preferred Issues Recommended In October
    Wed, Feb. 26 BXP, EQC, DDR 9 Comments
  • 2 High Dividend Foreign Banks With The Footprint To Grow Profits And Dividends
    Wed, Feb. 19 BLX, BNS 20 Comments
  • A 4.7% Dividend And A P/E Of 11: What's Not To Like About Ennis Inc.?
    Tue, Feb. 11 EBF 14 Comments
  • A Proposal To Convert A $10,000 Bank CD To An 8% Dividend Portfolio
    Tue, Jan. 28 AP, AT, BOMK 64 Comments
  • PPL Corp: An Electric Utility Offering A 5% Dividend And A 7% Regulated CAGR
    Thu, Jan. 16 PPL 42 Comments
  • Cape Bancorp Looking For Price Appreciation
    Fri, Jan. 10 CBNJ 2 Comments