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Nicholas Vardy

 
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  • Income Investing: Back In 2014? [View article]
    Again, as I noted in my very first comment, dividend investing - whether in growth companies or not- is only a small subset of income investing- which is a much broader category. Specifically, mortgage REITs, municipal bonds, emerging markets sovereign debt, U.S preferred stocks, and emerging market dividend stocks all lost money last year. Master Limited Partnerships were the only income generating asset class that generated anything near what U.S. equities did. (up 26.46%). All others income asset classes returned far less. So, yes, diversified income investors- not those who happened to be fully invested U.S. dividend stocks during the best year for U.S stocks since 1997-did have a tough time last year. The worst, in fact, since 2008.
    Feb 18, 2014. 07:28 PM | Likes Like |Link to Comment
  • Income Investing: Back In 2014? [View article]
    "Income investing" is a broader concept than simply "U.S, stock dividend investing," which is just one strategy among many that includes high yield debt, municipal bonds, buy write income , sovereign debt etc.
    Feb 16, 2014. 11:20 AM | 2 Likes Like |Link to Comment
  • Income Investing: Back In 2014? [View article]
    Mea culpa. To be corrected.
    Feb 16, 2014. 11:15 AM | 1 Like Like |Link to Comment
  • China vs. India: The Hare vs. the Tortoise [View article]
    This is an important point, and, judging by the comments, one I should have made clearer.

    Stock market performance moves independently of actual or perceived economic growth. Russia- the weakest among the BRICs- has had by far the strongest stock market performance over the last decade.
    Aug 15, 2010. 07:52 AM | Likes Like |Link to Comment
  • China vs. India: The Hare vs. the Tortoise [View article]
    Mea culpa...

    Thanks
    Aug 15, 2010. 07:46 AM | Likes Like |Link to Comment
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