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Richard Shaw

 
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  • Best Risk Adjusted Total Return Dividend Stocks [View article]
    The top 200 can from David Fish's CCC list. The total return and volatility came from Morningstar. David makes a best effort at filtering out irregular dividends, and Morningstar and any other service would include all distributions in total return.
    Jan 9 09:30 AM | 1 Like Like |Link to Comment
  • Best Risk Adjusted Total Return Dividend Stocks [View article]
    It just the way the numbers work out. The drill was purely quantitative.
    Jan 9 09:26 AM | Likes Like |Link to Comment
  • Best Risk Adjusted Total Return Dividend Stocks [View article]
    I'll redo it sometime with just a 3 yr period (not 2009 effect)
    Jan 8 09:16 PM | 1 Like Like |Link to Comment
  • Best Risk Adjusted Total Return Dividend Stocks [View article]
    I can do that easily and will, if you will define what qualifies as a top non-dividend payer (top total return? top mkt cap? top what?)
    Jan 8 09:14 PM | 2 Likes Like |Link to Comment
  • A Double Whammy For REITs And MLPs In 2013 - More In 2014? [View article]
    That is why apartment REITs did best, and why I specifically mentioned them and that effect as a counter force in that subsector.
    Jan 8 05:51 PM | Likes Like |Link to Comment
  • A Double Whammy For REITs And MLPs In 2013 - More In 2014? [View article]
    I agree that their is more to consider than those two factors -- they are simply a macro overlay on sector and issue specifics. I also agree as you say that over 20 years, both categories will do well. This article, of course, is only about 2014. The problem we all have is dealing with some of the challenging times along the way to 20 years. In 2007, you could have said and most likely would have been correct that over 20 years stocks would reward handsomely, but in 2008 and 2009, it was difficult to "feel" that way -- also not everybody has 20 years of remaining life, and many people must withdraw assets on a regular basis to support their lives (or to support the distribution requirements of their foundation or entity pension plan); and in those cases big down periods are harmful to survival prospects --- dollar cost averaging IN is advantageous long-term, but dollar proceeds average OUT is harmful.
    Jan 8 04:44 PM | 4 Likes Like |Link to Comment
  • Sector Allocation Comparison Of 7 Popular Dividend ETFs -- Why We Like 3 The Best [View article]
    The missing stock is EMR 1.27%.
    A correction has been requested
    Jan 8 01:35 PM | Likes Like |Link to Comment
  • A Double Whammy For REITs And MLPs In 2013 - More In 2014? [View article]
    Probably in some cases and not others. Now more than earlier, issue selection is critical, as the categories are having trouble.

    Articles by Brad Thomas may be helpful to you with regard to REITs. Looking at the holdings of leading MLP oriented funds may help there. Energy Income Partners is an investment first whose commentaries on MLPs we find particularly persuasive. They manage some fund for First Trust.

    Our monthly "Rational Risk Equity Income Investor" letter also identifies some REITs and MLPs that pass our quantitative criteria, and further identifies if they are favored by independent analysts.
    Jan 8 12:42 PM | 2 Likes Like |Link to Comment
  • Sector Allocation Comparison Of 7 Popular Dividend ETFs -- Why We Like 3 The Best [View article]
    I agree that overweight and underweight might be better terms. AVOID and FAVOR came from the analyst reports. I would avoid adding to certain sectors and would favor adding to certain sectors. It is about "tilting" a portfolio in this or that direction, not going all or nothing on sectors. Note that the ETFs we favor, have exposure to the "avoid" sectors, but we were looking for less of the "avoid" categories and more of the "favor" categories.
    Jan 8 12:37 PM | 1 Like Like |Link to Comment
  • Sector Allocation Comparison Of 7 Popular Dividend ETFs -- Why We Like 3 The Best [View article]
    I named the funds for the indexes they follow, not the investment firms the manage them. The label is correct.
    Jan 8 11:24 AM | 1 Like Like |Link to Comment
  • Sector Allocation Comparison Of 7 Popular Dividend ETFs -- Why We Like 3 The Best [View article]
    Sorry about that. Will check the list sometime today and request a correction. Thanks for the catch.
    Jan 8 10:03 AM | Likes Like |Link to Comment
  • What's Working And What's Not - December 2013 [View article]
    the link in the last sentence of this post goes to my statements about forward view of sectors.
    Dec 30 04:54 PM | Likes Like |Link to Comment
  • Historical Odds Of A Correction And Where To Hide [View article]
    Wrong symbol -- PNX is for The Phoenix Companies, a life insurance company, not Pioneer Natural Resources. which is PXD
    Dec 15 03:13 PM | Likes Like |Link to Comment
  • Stocks Thrice Blessed For Technical Strength [View article]
    SeekingTruth. -- very kind of you
    Dec 10 10:39 PM | 1 Like Like |Link to Comment
  • Dividend Stocks With Better Revenue Growth, Lower Beta And At Least 10% Price Gain Targets [View article]
    Thank you, I do understand that net earnings are not particularly useful data points for MLPs, but this was not an attempt to analyze MLPs. Since valuation is not the focus of the article, we simply presented the same set of data for each company, and did not focus on best valuation metrics for each industry. No suggestion here to use P/E for MLPs. I suppose we could have left the PE and PEG fields blank, but that would have its problems too. Definitely, if we were reporting on MLPs or REITs specifically, we would use the valuation metrics most suitable to those industries.
    Dec 8 08:21 PM | Likes Like |Link to Comment
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