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Zvi Bar

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  • After Coca-Cola's Strong Earnings, A Dividend Increase In The Next 2 Weeks Appears Likely [View article]
    I think 50 for the 50th year sounds nice too.
    Feb 8 10:36 AM | Likes Like |Link to Comment
  • American Capital Agency's Dividend Slip May Spook Investors But Appeared Inevitable [View article]
    The next ex-div date is March 5th, or just under a month away.
    Feb 7 07:53 PM | Likes Like |Link to Comment
  • 8 High-Income, Oil and Gas Royalty Trusts: Performance and Yield Review [View article]
    By using money do you mean using money to invest or do you mean taking money out for use?

    Distribution rules depend on multiple factors.
    Feb 7 07:50 PM | Likes Like |Link to Comment
  • American Capital Agency's Dividend Slip May Spook Investors But Appeared Inevitable [View article]
    Yes, Carlos, long-term holders of AGNC were well rewarded for their loyalty. If you bought at the start of 2009, you would have not only received a 19% annual payout based on year end prices, but also comparable average rates of equity appreciation. 3-year total return averages are 38.21%
    Feb 7 11:23 AM | Likes Like |Link to Comment
  • American Capital Agency's Dividend Slip May Spook Investors But Appeared Inevitable [View article]
    According to Morningstar:
    the 2009 year end yield for AGNC was 19.4%
    the 2010 year end yield for AGNC was 19.49%
    the 2011 year end yield for AGNC was 19.94%

    Yes, the yield has fluctuated and mREITs did have a volatile second half to 2011, but AGNC had essentially maintained a 19+% yield for several years....until now.
    Feb 7 10:33 AM | Likes Like |Link to Comment
  • Uranium Miners Continue To Surge Higher In 2012 [View article]
    If there is a particular inaccuracy you feel exists, please let me know and I will address it. I see you are unhappy with my merely noting the potential that Chinese and Indian demand could grow. Is there a specific number of possible reasons that you might prefer?

    I expected a comment on thorium too, which has been a long-time theoretical uranium demand killer.
    Feb 5 01:06 PM | Likes Like |Link to Comment
  • A Primer on Agency REITs and 6 That Currently Yield Over 12% [View article]
    Mortgage REITs do not generally produce a K-1 or have UBTI that would trigger the concerning tax issue to which you refer. That is mostly a concern for MLPs these days. I do believe that REITs are smart to hold in IRAs, as are most high yield investments (and especially those that are taxed as income)

    Further, NLY's dividends are highly related to their underlying business. UBTI should be related to a special transaction that is not within the normal course of business. If an oil distributor sells some expensive heavy machinery it is no longer using and then distributes the proceeds, for example, that might be UBTI because they are not in the business of selling heavy machinery.
    Feb 2 09:24 AM | Likes Like |Link to Comment
  • 2012 Dogs Lagged The Market In January [View article]
    Jake, the dogs are a fixed group, set at the start of each year. Chevron was a 2011 dog, but it is not a 2012 Dog due to its strong performance in 2011 (up 16.6%) and moderate dividend (compared to the group).
    Feb 2 08:55 AM | Likes Like |Link to Comment
  • Another Secondary Offering: mREIT CYS Investments' Smart Move [View article]
    Yes, I calculated it to slightly over $13.12, above my expectation of around $13. Good for CYS and its shareholders. A mere ten cents per share becomes substantial when you are talking about several million shares.
    Feb 1 08:45 PM | Likes Like |Link to Comment
  • Recent Performance Review For 6 High Yield Cigarette Producers [View article]
    I did not mean to imply that the successor will do a poor job, but that the market may discount his potential, moving the equity down upon Szymanczyk's departure (whether or not justified).
    Jan 30 03:20 PM | Likes Like |Link to Comment
  • Recent Performance Review For 7 Canadian Oil & Gas Equities Trading In The U.S. [View article]
    In a retail brokerage account, you should find that 15% of the dividend will be withheld, for Canadian dividends, and that your tax statement should list the total foreign withholding tax.

    You get credit for the withheld taxes (or already paid taxes) when you do your taxes.
    Jan 30 02:15 PM | Likes Like |Link to Comment
  • Recent Performance Review For 6 High Yield Cigarette Producers [View article]
    One other thing to note regarding MO is that its CEO, Michael Szymanczyk, is retiring in May. He ran the US division for 12 years before the split, and has run Altria for the last 4 years. Those are some big shoes to fill, and his absence could hit the equity
    Jan 27 04:21 PM | Likes Like |Link to Comment
  • Chimera's Recent Uptrend Could Peak With Its Dividend Payout [View article]
    I agree that this exogenous announcement is a short-term positive for mREITs, but do recall that the Fed made a very similar announcement this summer. Though they did shoot up immediately following those comments, most non-agency and hybrid mREITs then declined between August and December. I hope what I just wrote isn't construed as looking a gift-horse in the mouth.
    Jan 27 11:11 AM | Likes Like |Link to Comment
  • Chimera's Recent Uptrend Could Peak With Its Dividend Payout [View article]
    Did you notice that CIM is up again today, though peers MFA and IVR are down. I wonder why.
    Jan 25 10:26 AM | Likes Like |Link to Comment
  • Chimera's Recent Uptrend Could Peak With Its Dividend Payout [View article]
    I did not mean to imply CIM was making a mistake in their dividend reinvestment and share purchase plan, or DRSPP, as defined in their annual report (page 67: http://bit.ly/wpwLs2). In fact, the DRSPP is not run by CIM or even FIDAC, but externally by The Bank of New York Mellon.

    What I pointed out was that the reinvested shares were calculated and distributed at an inopportune price for holders relative to shortly before and after the last pay date. I believe that is a fact.
    Jan 25 10:05 AM | Likes Like |Link to Comment
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