Recent Performance Review Of 5 High Yield Small-Cap MLPs [View article]
I get people complaining that I don't invest in companies that I write about, and I get people complaining that I am invested in companies that I write about. I suppose it is true that you cannot please everyone all the time.
Recent Performance Review For 6 Large-Cap, High-Yield Energy Utilities [View article]
I do not play soccer and I am not suggesting you purchase DUK. The above allows you to assess converging and/or diverging performance by certain sector equities as compared to peers. I hope you didn't spend too long reading this brief performance review.
A Closer Look At The New Cushing Royalty & Income Fund [View article]
Absolutely, but I am not an accountant or turbo-tax, so you should definitely consult them again with this knowledge, and call the IRS. They are often helpful, though probably rather busy right now.
A K-1 is a tax form that will be produced by owning certain business entities. These include partnerships and s-corps, both of which make distributions to owners.
Traditional equities produce dividends that are on a 1099, and which are mostly taxed at a dividend tax rate. Those dividends that do not qualify are taxed as income. Ownership distributions, like what you received on your k-1s, are also usually taxed as income. These CEFs generally produce a qualified 1099 dividend, but only because the distributions were already taxed.
You need to report K-1s and they are common enough that your computer tax program should handle them, but probably not through a free version (you need the middle or better, as listed for K-1s). A Schedule K-1 is a subform to a tax form 1041 (estates and trusts), 1065 (partnerships) or 1120S (S-corps) and possibly others. You can also take a look at those forms and their instructions.
If you were holding these in an IRA, I believe there can still be a tax if the UBTI, as listed on the K-1, is over $1000.
Chimera's Recent Uptrend Could Peak With Its Dividend Payout [View article]
Not after a dividend is paid, but after an ex-dividend. The dividend is usually paid long after that ex-div date and reduction.
It sounds to me like you need a cheaper broker, but your point is taken, and yes, scale is an issue, as are transaction costs.
But let us say you had 9,600 shares. That 12 percent difference would be $126.72, or over double your commission (which is about 5x what a discount brokerage would charge you). Imagine one who has 20,000 shares. The 12% difference would be $264 bucks. For 100K shares: that 12 percent drop would mean $1,320 less for the same amount of shares (3,728.8) as you would have received on the pay date.
Really, though, the purpose of the article was not to suggest that you not DRiP, but to highlight to those currently accumulating more directly that right now may not be the most opportune time to do so.
The tangible assets increase due to secondary offerings. Though the assets have increased, so too have the shares. As a result, asset and earnings growth should be analyzed on a per share basis. The MBSs' being prepaid off is a risk to agency paper and a benefit to non-agency paper at current discounts, but NLY holds none of that.
Ron Paul's Long-Term Holdings Outperform The Market And Most Pros [View article]
That is a constitutional argument, in so stating that people should have the freedom to do what they want to do. The market has a right to also boycott companies whose practices we find vulgar. The government should not dictate what companies do any more than they dictate what I choose to consume/purchase.
In any event, civil rights laws are really ugly. They essentially establish the extent to which one can legally discriminate against a race, gender, age, etc, and which justifications are good enough. It is a system full of loopholes to be exploited.
Mortgage REIT Regulatory Risks Continue To Surface [View article]
I don't have any short positions and these articles are not designed to promote my investments. I prefer to write on equities I have no position in, so no conflicts exist, but I have a particular appreciation for REITs as an asset class, and they are also not well understood by most. These articles exist to help educate people on what is going on and the key issues germane to their investing and taxation.
A Breakdown of Fixed vs. Floating Paper for 7 Agency mREITs [View article]
Leverage can be calculated in a few ways. I have previously stated leverage for several mREITs based upon debt to market capitalization, and those ratios can be found here: seekingalpha.com/artic...
Levels of leverage may have altered since that publication but they tend to not change too quickly. I hope this helps!
5 Retail REITs That Currently Yield Over 7% [View article]
I screened for retail REITs and it was categorized as such. Having said that, after I read your post and then re-reviewed their property lineup, it does seem more-so industrial, though with a consumer good making client lineup. Their customers (coke, fedex, anheuser-busch, etc) must grow and shrink with retail sales. These customers do seem large and stable though.
This is a nice differentiation to note, and I hope it helps further the discussion on REITs.
6 Oil and Gas Equities That Currently Yield Over 7% [View article]
Thank you for that information, personally and for those who read this after you.
I only know that it is conceivable to cause an issue, and felt it worthwhile to tell people to do some due diligence before investing. Distribution sources also differ from MLP to MLP.
These 10 Dow Components Currently Yield 3% or More [View article]
Fair question. I hope this explains it:
I included DD because they are currently paying 3% and this article is making a statement of fact. I could not exclude them any more than I could include another DJIA company that does not have a dividend above 3%. I am not making any representations or warranties about these companies, nor am I suggesting that anyone indiscriminately purchase any or all of them. I am just noting that there are 10 that pay 3% or higher, which I hoped would be a helpful fact. To be sure, though, they are right at 3% right now, so they would not have made it if their stock was just a little higher.
I did also mention that DD, MRK and PFE cut their dividends at some point. Upon rechecking it looks like DD didn't cut, but just maintained since 2008. Still, even without raising it in almost 3 years now, their dividend did grow 17% since 2001 (of course some companies raised it that much per year through the decade, on average).
Next time I'll just make it those over 3%, so any sitting on it won't get included.
Recent Performance Review Of 5 High Yield Small-Cap MLPs [View article]
Recent Performance Review For 6 Large-Cap, High-Yield Energy Utilities [View article]
A Closer Look At The New Cushing Royalty & Income Fund [View article]
A K-1 is a tax form that will be produced by owning certain business entities. These include partnerships and s-corps, both of which make distributions to owners.
Traditional equities produce dividends that are on a 1099, and which are mostly taxed at a dividend tax rate. Those dividends that do not qualify are taxed as income. Ownership distributions, like what you received on your k-1s, are also usually taxed as income. These CEFs generally produce a qualified 1099 dividend, but only because the distributions were already taxed.
You need to report K-1s and they are common enough that your computer tax program should handle them, but probably not through a free version (you need the middle or better, as listed for K-1s). A Schedule K-1 is a subform to a tax form 1041 (estates and trusts), 1065 (partnerships) or 1120S (S-corps) and possibly others. You can also take a look at those forms and their instructions.
If you were holding these in an IRA, I believe there can still be a tax if the UBTI, as listed on the K-1, is over $1000.
Recent Performance Review Of 7 Canadian Oil And Gas Equities [View article]
Chimera's Recent Uptrend Could Peak With Its Dividend Payout [View article]
It sounds to me like you need a cheaper broker, but your point is taken, and yes, scale is an issue, as are transaction costs.
But let us say you had 9,600 shares. That 12 percent difference would be $126.72, or over double your commission (which is about 5x what a discount brokerage would charge you). Imagine one who has 20,000 shares. The 12% difference would be $264 bucks. For 100K shares: that 12 percent drop would mean $1,320 less for the same amount of shares (3,728.8) as you would have received on the pay date.
Really, though, the purpose of the article was not to suggest that you not DRiP, but to highlight to those currently accumulating more directly that right now may not be the most opportune time to do so.
Gold Miners Are Heating Up And Could Start Outperforming Gold [View article]
Why Buy Annaly? [View article]
I am long NLY in my Roth.
Ron Paul's Long-Term Holdings Outperform The Market And Most Pros [View article]
In any event, civil rights laws are really ugly. They essentially establish the extent to which one can legally discriminate against a race, gender, age, etc, and which justifications are good enough. It is a system full of loopholes to be exploited.
Mortgage REIT Regulatory Risks Continue To Surface [View article]
A Breakdown of Fixed vs. Floating Paper for 7 Agency mREITs [View article]
Levels of leverage may have altered since that publication but they tend to not change too quickly. I hope this helps!
I hope that helps!
7 High Risk Shippers Trading Below Half Their Book Value [View article]
Housing Double-Dip Fears Further Non-Agency Paper Weakness [View article]
5 Retail REITs That Currently Yield Over 7% [View article]
Having said that, after I read your post and then re-reviewed their property lineup, it does seem more-so industrial, though with a consumer good making client lineup. Their customers (coke, fedex, anheuser-busch, etc) must grow and shrink with retail sales. These customers do seem large and stable though.
This is a nice differentiation to note, and I hope it helps further the discussion on REITs.
6 Oil and Gas Equities That Currently Yield Over 7% [View article]
I only know that it is conceivable to cause an issue, and felt it worthwhile to tell people to do some due diligence before investing. Distribution sources also differ from MLP to MLP.
These 10 Dow Components Currently Yield 3% or More [View article]
I included DD because they are currently paying 3% and this article is making a statement of fact. I could not exclude them any more than I could include another DJIA company that does not have a dividend above 3%. I am not making any representations or warranties about these companies, nor am I suggesting that anyone indiscriminately purchase any or all of them. I am just noting that there are 10 that pay 3% or higher, which I hoped would be a helpful fact. To be sure, though, they are right at 3% right now, so they would not have made it if their stock was just a little higher.
I did also mention that DD, MRK and PFE cut their dividends at some point. Upon rechecking it looks like DD didn't cut, but just maintained since 2008. Still, even without raising it in almost 3 years now, their dividend did grow 17% since 2001 (of course some companies raised it that much per year through the decade, on average).
Next time I'll just make it those over 3%, so any sitting on it won't get included.