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  • Forget talk of a dividend bubble; it's a "golden age" for dividends, ClearBridge's Hersh Cohen believes. Dividend stocks got extended in this year's run-up, not overpriced, he says. Besides, while price is important, "investors lose sight that their income can double in nine years" with dividend payers. Hersh can still find nicely priced examples, particularly in energy, such as Chevron (CVX), Shell (RDS.A) and Total (TOT).  [View news story]
    Dividend bubble is not applicable to those dividend-paying stocks with strong balance sheet unless the book is cooked.
    Jun 16, 2013. 03:09 AM | Likes Like |Link to Comment
  • "I would not overestimate retail investors' knowledge of how this business works," says Scott Ulm, co-CEO of Armour Residential (ARR -1.3%). Income fans love mREITs (MORT -1.3%) but can suffer quick losses as rates rise. "We believe mREITs are not appropriate for most individual investors," says Edward Jones' Kate Warne, warning brokers to steer clients away from the sector. Ulm remains hopeful: "As bonds become cheaper, reinvestment becomes more profitable." Beneath a big rally for the averages, the sector is hit again today: American Capital (AGNC -2.6%), (MTGE -1.2%), Annaly (NLY -1.9%), Two Harbors (TWO -0.9%), Hatteras (HTS -1.9%), CYS (CYS -2.8%), Anworth (ANH -0.9%).  [View news story]
    Please help me to short down this ETF faster. Thanks everybody.
    Jun 7, 2013. 09:30 PM | Likes Like |Link to Comment
  • "I would not overestimate retail investors' knowledge of how this business works," says Scott Ulm, co-CEO of Armour Residential (ARR -1.3%). Income fans love mREITs (MORT -1.3%) but can suffer quick losses as rates rise. "We believe mREITs are not appropriate for most individual investors," says Edward Jones' Kate Warne, warning brokers to steer clients away from the sector. Ulm remains hopeful: "As bonds become cheaper, reinvestment becomes more profitable." Beneath a big rally for the averages, the sector is hit again today: American Capital (AGNC -2.6%), (MTGE -1.2%), Annaly (NLY -1.9%), Two Harbors (TWO -0.9%), Hatteras (HTS -1.9%), CYS (CYS -2.8%), Anworth (ANH -0.9%).  [View news story]
    I own REM and will accumulate more if this stock is going further down.
    Jun 7, 2013. 09:28 PM | Likes Like |Link to Comment
  • Similar to a pattern seen a few times over the past few weeks, underneath a solid rally in the averages are big declines in a number of income favorites. The culprit again is falling Treasury prices, the long bond off more than a full point and yielding 3.32%. Some popular equity REITs: Equity Residential (EQR -1.3%), AvalonBay (AVB -1.4%), HCP (HCP -1.6%), Realty Income (O -2.6%), Senior Housing (SNH -2.9%), Omega Healthcare (OHI -1.3%), Government Properties (GOV -2%). Also: Continued rout in mREITs.  [View news story]
    To simply sum up as buy good quality income stocks on dip.
    Jun 7, 2013. 09:20 PM | Likes Like |Link to Comment
  • Irrespective of today's strong jobs numbers, Doug Kass is sticking to his bearish thesis that market is headed much lower from here. The problem, Kass says, is that "central bank liquidity blurs the line of demarcation between economic reality and stock market euphoria." The narrative now is whether the Fed is simply "pushing on a string," and Kass thinks many market participants are coming to this 'aha' moment." (Video).  [View news story]
    Let's us watch on whether President Obama can convince President Xi to appreciate the Yuan at faster rate.
    Jun 7, 2013. 07:47 PM | Likes Like |Link to Comment
  • Dividend Stocks: Lose-Lose-Lose Proposition In Intermediate Term  [View article]
    Good quality high yield dividend stocks will be an added value if this volatile environment persists. I'm long in SAN. I feel that it is a great stock comparable to WFC and at reasonable value now.
    Jun 7, 2013. 07:17 PM | Likes Like |Link to Comment
  • Look for any piece of news that smacks of an improving economy to send stocks falling next week, warns CNBC's Jim Cramer. Why? Big money investors will interpret any positive economic signs as a signal that the Fed is about to pull back economic stimulus rather than risk runaway inflation. Still, he says, there may be opportunities in the pullback, particularly in the bank, tech and industrial spaces. Just says away from anything with a higher yield, like utilities and MLP's.  [View news story]
    I'm still accumulating cash bulls & cows around this world, into my stocks portfolio.
    May 31, 2013. 08:56 PM | Likes Like |Link to Comment
  • Look for any piece of news that smacks of an improving economy to send stocks falling next week, warns CNBC's Jim Cramer. Why? Big money investors will interpret any positive economic signs as a signal that the Fed is about to pull back economic stimulus rather than risk runaway inflation. Still, he says, there may be opportunities in the pullback, particularly in the bank, tech and industrial spaces. Just says away from anything with a higher yield, like utilities and MLP's.  [View news story]
    I believe in accumulating more good quality higher yield dividend stocks if the markets are going down further.
    May 31, 2013. 08:53 PM | 1 Like Like |Link to Comment
  • Citigroup (C) reaches a settlement in an FHFA lawsuit which accused it of misleading Fannie Mae and Freddie Mac into buying $3.5B of mortgage-backed securities, according to a court filing which did not disclose the terms of the deal. It's the second settlement so far out of 18 securities fraud cases the FHFA filed against banks in 2011 over $200B-plus in MBS sold to Fannie and Freddie.  [View news story]
    No wonder the share price of Fannie Mae and Freddie Mac is flying high up.
    May 28, 2013. 07:42 PM | Likes Like |Link to Comment
  • If long-term Treasury yields keep rising, dividend-seeking investors in utilities (XLU -1.4%) will wonder how the lights went out for the sector, 24/7's Jon Ogg writes. The risk isn't only that investors may go elsewhere for yield; utilities have high operating costs and they borrow heavily to pay for infrastructure investments. Today's analyst downgrades only magnify what investors have to fear.  [View news story]
    Those high operating costs will likely pass to the consumers just like any new upcoming taxes.
    May 28, 2013. 07:39 PM | Likes Like |Link to Comment
  • Growing thoughts of a tapering and then ending of QE∞ triggers panicky selling in the mREIT sector (MORT -2.3%) as Treasury yields hit their highest level in more than a year (the 10-year at 2.12%), and mortgage prices slide as well (MBB -0.4%). Leading the way is a 5.3% decline in American Capital Agency. Annaly (NLY -2.7%), Two Harbors (TWO -3%), Anworth (ANH -2.2%), Western Asset (WMC -4.7%), Apollo Residential (AMTG -3.7%), Javelin (JMI -4.3%), Invesco (IVR -1.8%), MFA Financial (MFA -1.5%).  [View news story]
    Some funds are now busily buying up Fannie Mae and Freddie Mac.
    May 28, 2013. 07:25 PM | Likes Like |Link to Comment
  • My Second-Best Diversified Portfolio For Dividend Investors  [View article]
    What happened to your bank stocks, pal?
    May 25, 2013. 09:54 AM | Likes Like |Link to Comment
  • Use Caution With Double Digit Yield ETFs  [View article]
    I will be more comfortable to accumulate more if the share price can go down further more in the next few weeks or months.
    May 24, 2013. 09:55 PM | 1 Like Like |Link to Comment
  • Use Caution With Double Digit Yield ETFs  [View article]
    The added value of this ETF is it does not invest only in a single stock and won't file Chapter 11 and goes belly up in the business easily.
    May 24, 2013. 09:52 PM | Likes Like |Link to Comment
  • Use Caution With Double Digit Yield ETFs  [View article]
    Just added a new position a few days ago around the peak. I will hold it and average down, accumulate more if this stock corrects further in the coming months.
    May 24, 2013. 09:43 PM | Likes Like |Link to Comment
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