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Henry Nyce  

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  • Dividend Growth Stocks Currently Offered At Reasonable And/Or Sale Prices
    Tue, Mar. 24 BEP, BNS, DOW 1 Comment

    Summary

    • Several Dividend Growth stocks are available now at reasonable prices.
    • Watching a list of good issues often times will offer a good opportunity to buy.
    • Every stock on this list except GAIN has been increasing dividends recently.
    • Gain offers 9% as a monthly dividend.
  • Iron Mountain: A REIT Offering A 5% Dividend With Future Growth
    Thu, Feb. 26 IRM 8 Comments

    Summary

    • Iron Mountain has recently converted to a REIT that offers a 5% dividend.
    • IRM has a strong business, which is growing at a 4-5% rate.
    • Watch out for stock offerings that present buying opportunities at lower prices.
  • PetMed Express: Don't Let The 4.3% Dividend Cause You To Buy
       • Thu, Feb. 19 PETS 13 Comments

    Summary

    • This article examines 1-800-PetMeds and its potential for sales and dividend growth.
    • PETS offers a 4.3% dividend yield at its current price.
    • The company shows no sales growth over the past 4 years.
    • Static growth of the top line and diminishing returns of the bottom line indicate the need for change in strategy.
    • Avoid this stock until one sees changes in strategy and increasing sales.
  • Dow Chemical Company Is Rewarding Its Stockholders
    Fri, Feb. 6 DOW 16 Comments

    Summary

    • DOW is in the process of consolidating operations and buying new growing businesses.
    • This process is working and the company is rewarding its stockholders with growing dividends.
    • Looking forward, there appears to be further growth in profits and dividends ahead with further rewards for stockholders.
  • A Review Of Prior Recommendations: How To Respond To The Changes In Commodity Prices And Their Impact On These Issues
    Wed, Feb. 4 AMZA, BNS, CODI 3 Comments

    Summary

    • A review of stocks recommended earlier on SeekingAlpha: They are GE, CODI, AMZA and BNS.
    • These stocks have floundered recently with the drop in oil and gas prices.
    • What should one do with these issues: hold, buy more and/or sell?
  • Rethinking KKR & Co. - Exposure To The Oil Patch Lowers Short-Term Profits
    Fri, Jan. 23 KKR 17 Comments

    Summary

    • KKR owns or has interests in 13 oil- and gas-related companies.
    • Many of these companies are small producers using fracking to release the oil and gas.
    • High cost of fracking coupled with the low price of oil makes these companies unprofitable.
    • KKR will likely have to lower the asset values of these investments.
    • KKR's profits will likely be adversely affected by the low price of oil.
  • 7 Per Cent Dividend Return On This Preferred Issue: ML Depositor PPLUS Trust 6.30% R.R. Donnelley Certificates RRD-1
    Tue, Jan. 6 RRD 16 Comments

    Summary

    • PYS is a preferred trust certificate of RR Donnelley & Sons Co.
    • PYS offers a 7% dividend at current prices.
    • PYS is a debenture of RRD that must pay the dividend as long as it is a viable company.
    • RRD is making the adjustments to its business model to keep it viable well into the future.
  • Conclusion To 1-Year Test: $10K CD Wins Vs. $10K Portfolio
    Dec. 18, 2014 CTCM, VOC, AT 61 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
    Nov. 25, 2014 KKR 38 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
    Nov. 19, 2014 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%
    Nov. 14, 2014 ARCP, FLY, LGCY 28 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
    Nov. 12, 2014 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
    Nov. 5, 2014 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
    Oct. 14, 2014 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
    Sep. 26, 2014 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
    Sep. 10, 2014 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
    Sep. 5, 2014 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
    Aug. 24, 2014 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
    Jul. 31, 2014 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
    Jul. 28, 2014 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
    Jul. 25, 2014 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
    Jul. 24, 2014 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
    Jul. 14, 2014 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
    Jun. 27, 2014 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
    Jun. 19, 2014 STON 115 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
    Jun. 12, 2014 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
    May. 24, 2014 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
    May. 8, 2014 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?
    Apr. 22, 2014 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
    Apr. 19, 2014 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%
    Apr. 9, 2014 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?
    Mar. 26, 2014 UTG 69 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.