Comments on Jake Johnson's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/jake-johnson/articles http://seekingalpha.com/article/58105-progress-energy-consistently-growing?source=feed#comment-146063 146063 Sun, 06 Apr 2008 16:37:15 -0400 http://seekingalpha.com/article/58537-simon-property-group-my-kind-of-dividend-growth?source=feed#comment-107314 107314 Sat, 29 Dec 2007 12:49:43 -0500 http://seekingalpha.com/article/58537-simon-property-group-my-kind-of-dividend-growth?source=feed#comment-107313 107313 Sat, 29 Dec 2007 12:47:12 -0500 http://seekingalpha.com/article/58537-simon-property-group-my-kind-of-dividend-growth?source=feed#comment-107304 107304 Sat, 29 Dec 2007 10:54:09 -0500 http://seekingalpha.com/article/58537-simon-property-group-my-kind-of-dividend-growth?source=feed#comment-107281 107281 Fri, 28 Dec 2007 21:07:15 -0500
You can find safer dividend plays in telecoms, tobacco, and big pharma. Also, I haven't look at SPG yet so I've missed the short angle for it but there could be much more to fall. The one area you might want to consider looking into is how their leases are structured.

Are they flat rent with inflation kickers or do they get rent + a % of their tenant's sales over a certain level? If it's the latter, you need to factor in how some of the retailers who've struggled recently may impact SPG's earnings.

SPG is down but could probably still be a good pure short or a good hedge against long retail positions.]]> http://seekingalpha.com/article/58537-simon-property-group-my-kind-of-dividend-growth?source=feed#comment-107276 107276 Fri, 28 Dec 2007 19:23:24 -0500 A little off topic from dividend per se, but perhaps a good value play in a few months.]]> http://seekingalpha.com/article/58537-simon-property-group-my-kind-of-dividend-growth?source=feed#comment-107275 107275 Fri, 28 Dec 2007 19:08:46 -0500 http://seekingalpha.com/article/58537-simon-property-group-my-kind-of-dividend-growth?source=feed#comment-107271 107271 Fri, 28 Dec 2007 18:27:36 -0500 http://seekingalpha.com/article/58537-simon-property-group-my-kind-of-dividend-growth?source=feed#comment-107268 107268 Fri, 28 Dec 2007 17:48:38 -0500 http://seekingalpha.com/article/58537-simon-property-group-my-kind-of-dividend-growth?source=feed#comment-107267 107267 Fri, 28 Dec 2007 17:23:30 -0500
Eric
researchinvesting.blog...]]> http://seekingalpha.com/article/58537-simon-property-group-my-kind-of-dividend-growth?source=feed#comment-107255 107255 Fri, 28 Dec 2007 16:06:55 -0500 http://seekingalpha.com/article/58105-progress-energy-consistently-growing?source=feed#comment-106408 106408 Fri, 21 Dec 2007 13:11:13 -0500
If you had invested in PGN 7 years ago on this date, then you would be a very happy camper. The stock price has grown 48% from $32.98 to $48.75 at the close today. The dividend has increased 18% as well from $2.06 to $2.44. The yield on cost on those original shares would net you 7.4% today.]]> http://seekingalpha.com/article/58105-progress-energy-consistently-growing?source=feed#comment-106401 106401 Fri, 21 Dec 2007 12:15:07 -0500 http://seekingalpha.com/article/57081-procter-gamble-the-year-2000-s-bargain-through-chaos?source=feed#comment-105033 105033 Wed, 12 Dec 2007 13:17:09 -0500