1) The monthly dividend eliminates some of the annoying "noise" you get with an 18% yield REIT like AGNC where people are playing around with the huge dividend.
2) ARR is largely into apartment buildings (not sure what %). Some would argue that demand is growing in the rental market as 1) homes foreclose and people move into apartments, 2) people can't qualify for home loans, 3) people don't want to buy if they think housing prices will drop lower, and 4) people who can't afford their house payments rent out their home and move into a cheaper apartment.
This second point makes me feel like my ARR holdings are a bit diversified to my AGNC and NLY holdings, maybe not by much.
Income Ideas: 16 Undervalued High Yield Stocks With Good Dividend Coverage Ratios [View article]
The yield is wrong on FLY too. It was over 6% when the div was 80 cents last year, but is under 5% with the div dropped to 64 cents.
Makes you wonder why a stock on a list of stocks with good coverage ratios would drop their dividend.
On the other hand, it appears that websites disagree whether or not it dropped to 64 cents - I don't see a company announcement saying that. But Yahoo agrees with this article saying 64 cents.
CVR Partners: 9.6% Dividend Yield With Potential to Grow [View article]
Looks like UAN (and most agricultural / corn - related stocks) took a dip after the ethanol subsidy repeal today. Could bounce back the other way if the President vetoes the Congress ruling.
30 'Overdue' Dividend Increases: Payouts in Peril? [View article]
David - another great and valuable article and I love your Dividend Smackdown articles - keep 'em comin'. Thanks for your idea on ARLP, I researched that one and really liked what I found.
4 Secrets to Finding the Best Dividend Stocks (And 7 to Consider) [View article]
D4L - I agree about Intel, it is a steal under $21.50.
I also want to thank you for your tip on Electro Rent (ELRC) in your June 3rd article. I have enjoyed the increase from $14.60 to $16.26 since then for an 11.4% gain (in a down market) to go with it's plump 5.5% yield.
5-Unheralded High Yield Dividend Stocks [View article]
I have been very happy with the relative strength held by my MLPs during the down market of the past seven weeks. One other to consider is Kinder Morgan (KMP) which dipped from a recent high of $77.80 to $71 after announcing a secondary this week - I consider this a good entry point.
CVR Partners: 9.6% Dividend Yield With Potential to Grow [View article]
My tax guy charges $22 per K-1, so that's a consideration - usually leads to me going heavy into an MLP or not at all. However, there are tax deferral advantages to MLPs too.
Read the Wells Fargo "Everything you ever wanted to know about MLPs..." article. It's only 156 pages long. It will answer your questions about MLP taxation and risks.
I've never owned shares in a $0.0 billion company before. Might be liquidity concerns, although it does seem worth a look otherwise. Good article, thanks.
8 Dividend Stocks Yielding Over 3%, With Tiny Payout Ratios [View article]
I had been following UNS for a while and was just about to buy it today when I saw that a huge fire in AZ was threatening to knock out the two main power lines that supply Tucson and was approaching one of the main power plants for UNS.
I still like the stock, but I'm going to hold off for a week or two to see how this turns out.
Analyzing MREITs (Part 2) [View article]
1) The monthly dividend eliminates some of the annoying "noise" you get with an 18% yield REIT like AGNC where people are playing around with the huge dividend.
2) ARR is largely into apartment buildings (not sure what %). Some would argue that demand is growing in the rental market as 1) homes foreclose and people move into apartments, 2) people can't qualify for home loans, 3) people don't want to buy if they think housing prices will drop lower, and 4) people who can't afford their house payments rent out their home and move into a cheaper apartment.
This second point makes me feel like my ARR holdings are a bit diversified to my AGNC and NLY holdings, maybe not by much.
Income Ideas: 16 Undervalued High Yield Stocks With Good Dividend Coverage Ratios [View article]
Makes you wonder why a stock on a list of stocks with good coverage ratios would drop their dividend.
On the other hand, it appears that websites disagree whether or not it dropped to 64 cents - I don't see a company announcement saying that. But Yahoo agrees with this article saying 64 cents.
CVR Partners: 9.6% Dividend Yield With Potential to Grow [View article]
30 'Overdue' Dividend Increases: Payouts in Peril? [View article]
4 Secrets to Finding the Best Dividend Stocks (And 7 to Consider) [View article]
I also want to thank you for your tip on Electro Rent (ELRC) in your June 3rd article. I have enjoyed the increase from $14.60 to $16.26 since then for an 11.4% gain (in a down market) to go with it's plump 5.5% yield.
5-Unheralded High Yield Dividend Stocks [View article]
Desperately Seeking Yield Through Equities: Part 2 - Agency REITs [View article]
1) What do you think about a hybrid REIT like Ellington Financial (EFC)?
2) Why do I never see a comment about the defensiveness of these REITs? They have been the stars of my portfolio over the past seven weeks.
CVR Partners: 9.6% Dividend Yield With Potential to Grow [View article]
Read the Wells Fargo "Everything you ever wanted to know about MLPs..." article. It's only 156 pages long. It will answer your questions about MLP taxation and risks.
5 Sin Stocks to Watch for Summer [View article]
6 High-Yield Dividend Stocks for a Portfolio Boost [View article]
6 Dividend Stocks Providing Increasing Returns [View article]
Atlantic Power: Biomass Exposure, 7.4% Yield and Dependable Monthly Income [View article]
'Dogs of the World' Should Fetch Some Investor Interest [View article]
8 Dividend Stocks Yielding Over 3%, With Tiny Payout Ratios [View article]
I still like the stock, but I'm going to hold off for a week or two to see how this turns out.