Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
Brad, another great article. Just 6 months ago Realty Income could have been purchased at $37.50. This stock has been run up just like everything else. O at $50 sports a paltry 4.34 yield with a 3.67% div growth rate. I agree with Tim's article, there are way better alternatives with today's money. O is a great stock.
A better REIT to buy "today" is DLR at $62.5. 5.00% div to start with and a 7%+ annual growth rate. This stock is really beaten down with a 52 day low of $59.
I like O at $43 and is my next entry point. At this price is 200 day MA and 5.00 div threshold to stop the real bleeding. Patience and O will deliver this entry point very soon.
What Makes General Electric Different Now [View article]
Tim, very nice piece on GE.
When it comes to BAC make sure you stick to your words/quote: "I don't marry big banks or tech stocks," as you published in Take The Drama Out Of Selling Dividend Stocks.
You forgot the "X" factor, if the doomsday preppers (TV show) are right = the end of the world as we know it: The gold will become the greatest of all assets (if you can blow your way thru the electronic vault at the bank - no electricity). The Coke "shares" can be turned in for Coke "cans" which will make for great targets to practice shooting at.
P.s. I'm sticking with my Coke shares, win win either way!
I'm not sure advising readers to buy at CVX all time high is relevant $120. CVX loves to dip from its highs, especially during the summer months June/July (check out CVX historical prices). Patient investors can buy this stock when it yields 3.80%+.
Investors need to remain patient. CVX raised their divy 11% this week, that what CVX does every year. So relax, be patient, and buy when CVX has its next big dip. Your portfolio yield will be glad you did! Long CVX!
Take The Drama Out Of Selling Dividend Stocks [View article]
Tim, enjoyed your article.
"I don't marry big banks or tech stocks." This quote is music to my ears and will carry your portfolio to the promised land in a few decades. Nicely done!
Apple's Repatriation Exposure And Dividend Consequences [View article]
Josh, great article, finally a writer that looks at APPL past and understands that this company is not a shareholder friendly company. Innovation and investor demand ran up the share price. Now the company is a Goliath. They have paid "3" dividend payments in 18 years. They actually cut the dividend to zero 18 years ago.
Without that cutting edge product on the horizon, investors are clamoring for the cash. As you write, Apple's history of opening the pocket book to investors says otherwise. Until they show a history of increases, large stock buybacks and a healthy willingness to up their payout ratio, this investor will look to other tech stalwarts that do!
My two cents - MSFT is a good choice for long term investors as they have raised dividends 7 straight years & have paid divys ever since 2003. I'm more of an INTC fan, 9 years of increases and dividends paid since 1992!
AAPL has paid 3 dividend payments in 18 years. Many writers and investors take for granted that just having a dividend equates to it growing and buybacks continued. AAPL has shown zero history of support of either. AAPL beats to a different drummer and is a reason for their success. If AAPL erodes to $350 (3% yield) or less, the dividend increase may pale to investor expectations leading to further erosion and Seeking APPLE articles.
Credit Suisse Likes Utility Stocks: Fundamental Look At Top 6 Picks [View article]
Chuck, great well timed article. Many writers have been focusing on the top sectors - health care, financial, & consumer staples/discretionary. Utilities have snuck up the list pretty quick. I agree its a great place to park $$$ as a defensive move, but at these prices, many of your stocks above show that with patience better entry points will come. I guess a lot of investors think there is more bullish upside for utilities despite 52 week, all time highs, or both being met for many of your picks.
Our First Quarter Retirement Income Portfolio Review [View article]
Bob, you are quickly building one of the largest followings on SA! Congratulations on writing that is appealing to those of all levels.
Your articles are always the most commented on. You should break out and start your own website/blog - charge admission too. Now all you need to do is come up with a snazzy url - www........
Apple: Time To Unleash A Massive Buyback Program [View article]
Stone Fox, Enjoyed the article.
Apple has paid only 3 dividends in 18 years. Although a very short period of time, the $10.60 divy will end up putting the breaks on the slide. I predict $350, which yields 3.00% -- this is where the DG crowd starts clamoring into the stock in hoards. 2.5% yield just wasn't worth the $424 price tag associated with it, especially when the company hasn't shown whether they will be the next dividend contender or not.
Revisiting HFC: Wrong So Far, But... [View article]
Pman701 Don't do it! Don't you dare sell HFC. Despite being down 20%, you are still getting very healthy dividends + special divs amounting to around 5%+ yield. Sure, you shouldn't have bought at 52 week highs. All stocks will have issues at one time or another and drop 20% or more from their highs. Imagine if you'd bought JNJ in 2011 and sold it when it had a 20% price hit (due to lawsuits) in 2012. JNJ was only yielding 3% for 2011 investors too. Today, (9 months later), JNJ is back at its highs and stronger than ever!
HFC, a very strong stock, will recover as investors flock to this stock for its strong growing yields, especially at today's prices.
Long HFC - at these prices! and looking to buy more if HFC can crack $45 price.
How To Invest $3 Per Day For Retirement [View article]
Mike, you present a great example that our youth are psychologically up against.
Try asking her if she'd like to earn an easy 1 day 30% return for every $100 she has saved. Kids always like instant gratification.
Invest $100 into an IRA (not Roth), assuming she is in the 25% FED tax bracket & 5% for State = $30 back in Fed/State taxes she paid from her paycheck. 30% return in one day - electronic file.
This is how I coaxed myself into investing, while in college. Unfortunately, I was only in the 15% Fed bracket back then so my return was only 20% and we had to snail mail the returns too :(
How To Invest $3 Per Day For Retirement [View article]
Rookie, I agree with you on DIY DG INVESTORS stock choices.
PG and JNJ would have made far better choices. These stalwarts have weathered many decades of turmoil and are in sectors with barriers to entry (competition) and consumers are very loyal to their products.
How To Invest $3 Per Day For Retirement [View article]
Robert, your comment is absolutely dead on. Consideration has to be made that some people may not be able to trade in their 70's, 80's or even 90's. Living off the income streams (dividends) allows for less maintenance and growth for inflation. It is also a lot better than handing over your portfolio to a family member or professional when you can no longer mentally handle your investments - insert your own horror story here.
Cole Credit Property Trust: The Best Advice I Can Offer Is To Ignore The REIT-Land Bully [View article]
Brad, your article gives readers much to ponder - nicely done.
When you first wrote about ARCP last year, they were a quite and shy step child to ARCT. Great yield, low volume, and the price stagnant. Investors last year were taking on a potential high risk, but with a very nice reward in the 9%+ yield. No more, ARCT is now gone. ARCP, if anything with this "bullying" tactic has made a name for itself and investors are taking notice by driving up the share price. With a price above 15 - I remain long, cautious, thinking of a stop loss around 14, and let this bull run a bit longer!
Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
Just 6 months ago Realty Income could have been purchased at $37.50. This stock has been run up just like everything else.
O at $50 sports a paltry 4.34 yield with a 3.67% div growth rate. I agree with Tim's article, there are way better alternatives with today's money. O is a great stock.
A better REIT to buy "today" is DLR at $62.5. 5.00% div to start with and a 7%+ annual growth rate. This stock is really beaten down with a 52 day low of $59.
I like O at $43 and is my next entry point. At this price is 200 day MA and 5.00 div threshold to stop the real bleeding. Patience and O will deliver this entry point very soon.
What Makes General Electric Different Now [View article]
When it comes to BAC make sure you stick to your words/quote: "I don't marry big banks or tech stocks," as you published in Take The Drama Out Of Selling Dividend Stocks.
Gold Vs. Coca-Cola [View article]
You forgot the "X" factor, if the doomsday preppers (TV show) are right = the end of the world as we know it: The gold will become the greatest of all assets (if you can blow your way thru the electronic vault at the bank - no electricity). The Coke "shares" can be turned in for Coke "cans" which will make for great targets to practice shooting at.
P.s. I'm sticking with my Coke shares, win win either way!
Chevron Delivers [View article]
I'm not sure advising readers to buy at CVX all time high is relevant $120. CVX loves to dip from its highs, especially during the summer months June/July (check out CVX historical prices). Patient investors can buy this stock when it yields 3.80%+.
Investors need to remain patient. CVX raised their divy 11% this week, that what CVX does every year. So relax, be patient, and buy when CVX has its next big dip. Your portfolio yield will be glad you did! Long CVX!
Take The Drama Out Of Selling Dividend Stocks [View article]
"I don't marry big banks or tech stocks." This quote is music to my ears and will carry your portfolio to the promised land in a few decades. Nicely done!
Apple's Repatriation Exposure And Dividend Consequences [View article]
Without that cutting edge product on the horizon, investors are clamoring for the cash. As you write, Apple's history of opening the pocket book to investors says otherwise. Until they show a history of increases, large stock buybacks and a healthy willingness to up their payout ratio, this investor will look to other tech stalwarts that do!
2 Undervalued Mega Cap Cash Cows [View article]
My two cents - MSFT is a good choice for long term investors as they have raised dividends 7 straight years & have paid divys ever since 2003. I'm more of an INTC fan, 9 years of increases and dividends paid since 1992!
AAPL has paid 3 dividend payments in 18 years. Many writers and investors take for granted that just having a dividend equates to it growing and buybacks continued. AAPL has shown zero history of support of either. AAPL beats to a different drummer and is a reason for their success. If AAPL erodes to $350 (3% yield) or less, the dividend increase may pale to investor expectations leading to further erosion and Seeking APPLE articles.
Credit Suisse Likes Utility Stocks: Fundamental Look At Top 6 Picks [View article]
Many writers have been focusing on the top sectors - health care, financial, & consumer staples/discretionary. Utilities have snuck up the list pretty quick. I agree its a great place to park $$$ as a defensive move, but at these prices, many of your stocks above show that with patience better entry points will come. I guess a lot of investors think there is more bullish upside for utilities despite 52 week, all time highs, or both being met for many of your picks.
Our First Quarter Retirement Income Portfolio Review [View article]
Your articles are always the most commented on. You should break out and start your own website/blog - charge admission too. Now all you need to do is come up with a snazzy url - www........
Apple: Time To Unleash A Massive Buyback Program [View article]
Enjoyed the article.
Apple has paid only 3 dividends in 18 years. Although a very short period of time, the $10.60 divy will end up putting the breaks on the slide. I predict $350, which yields 3.00% -- this is where the DG crowd starts clamoring into the stock in hoards. 2.5% yield just wasn't worth the $424 price tag associated with it, especially when the company hasn't shown whether they will be the next dividend contender or not.
Revisiting HFC: Wrong So Far, But... [View article]
Don't do it! Don't you dare sell HFC. Despite being down 20%, you are still getting very healthy dividends + special divs amounting to around 5%+ yield. Sure, you shouldn't have bought at 52 week highs. All stocks will have issues at one time or another and drop 20% or more from their highs. Imagine if you'd bought JNJ in 2011 and sold it when it had a 20% price hit (due to lawsuits) in 2012. JNJ was only yielding 3% for 2011 investors too. Today, (9 months later), JNJ is back at its highs and stronger than ever!
HFC, a very strong stock, will recover as investors flock to this stock for its strong growing yields, especially at today's prices.
Long HFC - at these prices! and looking to buy more if HFC can crack $45 price.
How To Invest $3 Per Day For Retirement [View article]
Try asking her if she'd like to earn an easy 1 day 30% return for every $100 she has saved. Kids always like instant gratification.
Invest $100 into an IRA (not Roth), assuming she is in the 25% FED tax bracket & 5% for State = $30 back in Fed/State taxes she paid from her paycheck. 30% return in one day - electronic file.
This is how I coaxed myself into investing, while in college. Unfortunately, I was only in the 15% Fed bracket back then so my return was only 20% and we had to snail mail the returns too :(
How To Invest $3 Per Day For Retirement [View article]
PG and JNJ would have made far better choices. These stalwarts have weathered many decades of turmoil and are in sectors with barriers to entry (competition) and consumers are very loyal to their products.
How To Invest $3 Per Day For Retirement [View article]
Consideration has to be made that some people may not be able to trade in their 70's, 80's or even 90's. Living off the income streams (dividends) allows for less maintenance and growth for inflation. It is also a lot better than handing over your portfolio to a family member or professional when you can no longer mentally handle your investments - insert your own horror story here.
Cole Credit Property Trust: The Best Advice I Can Offer Is To Ignore The REIT-Land Bully [View article]
When you first wrote about ARCP last year, they were a quite and shy step child to ARCT. Great yield, low volume, and the price stagnant. Investors last year were taking on a potential high risk, but with a very nice reward in the 9%+ yield. No more, ARCT is now gone. ARCP, if anything with this "bullying" tactic has made a name for itself and investors are taking notice by driving up the share price. With a price above 15 - I remain long, cautious, thinking of a stop loss around 14, and let this bull run a bit longer!