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Bikerguy

Bikerguy
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  • Investors Looking For Income And Growth Should Look To BHP Billiton Ltd. [View article]
    According to Yahoo Finance during the month of November 2009 BBL traded as follows: High $62.49 Low $61.04 BHP High $75.60 Low $74.02.
    Please provide your source for $21.90 in 2009.
    Bikerguy
    May 19, 2015. 05:30 PM | Likes Like |Link to Comment
  • 4 High-Yield Preferred Stocks With Reasonable Risk Levels [View article]
    I prefer and hold BAC/PRE. It is a variable rate preferred keyed to LIBOR with a 4% floor. It trades at under $22 callable at $25 and yields 4.78%. While it yields less than BAC/PRL it provides upside when rates rise. If LIBOR rises to the point where BAC calls the issue there is a capital gain. IF LIBOR once again exceeds 3.25% the dividend increases. I bought it for rate increase protection and income.
    May 19, 2015. 03:20 PM | Likes Like |Link to Comment
  • The Near Retirement ETF Portfolio [View article]
    I can understand the idea of using a few ETFs rather than stock picking perhaps heresy here on SA). However, I think one can do better than your selections. For instance SCHD has a current yield of 2.69% compared to VIG at 2.08%. Also, with long rates so low and the threat of increasing rates why lock in low rates for years to come with BLV except to boost current yield at long term cost?

    Disclosure generally long individual stocks with small positions in SCHD, SCHF, SCHV and SCHG.
    May 19, 2015. 08:55 AM | 1 Like Like |Link to Comment
  • Is There A Dividend Bubble: Kinder Morgan Edition [View article]
    RAS while Madoff fooled SOME of the people for quite a while, he did not fool ALL of the people. I know of at least one well respected financial institution that told investors to stay away from Madoff that it was too good to be true.
    May 19, 2015. 08:18 AM | Likes Like |Link to Comment
  • Investors Looking For Income And Growth Should Look To BHP Billiton Ltd. [View article]
    Morningstar, a bit more independent than Goldman, rates it a Buy and in March S&P upgraded it from Sell to Hold.
    ci1 do you use Goldman as your arbiter of what and when to buy and or sell?
    May 19, 2015. 08:16 AM | Likes Like |Link to Comment
  • Investors Looking For Income And Growth Should Look To BHP Billiton Ltd. [View article]
    According to Yahoo Finance BHP's low in 2009 was $33.09 on 3/2/09, well above $24. Where did you see that it traded at $24 in 2009?
    May 19, 2015. 08:12 AM | Likes Like |Link to Comment
  • The Average American Retirement Portfolio [View article]
    There is another problem with the chart and the $100K in retirement accounts. It is from 2010 when we were still close to the market lows. Why not use some more current data? Also, as dbchambers notes there are substantial regional cost differences. We moved from northern NJ to upstate SC and our cost of living plummeted while our life style increased.

    Bikerguy
    May 19, 2015. 07:58 AM | 3 Likes Like |Link to Comment
  • My 4% Dividend Yield Portfolio: Adding National Health Investors Inc. [View article]
    Ron like you I hold NHI. I bought it in two tranches, in April 2012 with an initial yield of 5.8% and recently with a 5% yield. I bought it mainly for the yield and growth. I also hold HCP from about the same timeframe. NHI has graduated from a half position to full position in my retirement portfolio.

    Bikerguy
    May 18, 2015. 07:47 PM | Likes Like |Link to Comment
  • Making Dividend Champions Buyable Despite Inflated Valuations [View article]
    Fast track I like your approach and have periodically done similar transactions. While my portfolio is large as we are in retirement. I do invest excess cash flow. I use two brokerage houses, one gives me 100 free trades per month so if I am buying a handful of shares I use this account. I have done it to round up shares in stock splits and spin offs as well as simply because I liked the company and the share price and had some cash available.

    Lastly, I do not think that your article was a waste of time, I agree with Rosenose.

    Long KO and PG.

    Bikerguy
    May 18, 2015. 03:10 PM | Likes Like |Link to Comment
  • Does Textainer Group Holdings Have A Moat? [View article]
    Reubens to me TGH and TAL are like KO and PEP and I am long both since 2012.
    Bikerguy
    May 15, 2015. 08:45 PM | 1 Like Like |Link to Comment
  • Why Income Investors Should Buy These 4 Dividend Stocks Instead Of Dividend ETFs [View article]
    Bob there are costs associated with buying individual stocks as well, especially if one is in the accumulation phase. I can purchase SCHD at Schwab for no commission whether I buy one share or a million and the annual cost is 0.07%. It currently yields 2.69%. Full disclosure: I own SCHD and many DGI.

    Bikerguy
    May 14, 2015. 06:04 PM | 1 Like Like |Link to Comment
  • Is There A Dividend Bubble: Kinder Morgan Edition [View article]
    Uncle Pie I guess we will have to agree to disagree. You could have immediately rolled over your proceeds into another MLP such as Oneok and received 7%. Also, for 15 years you received TAX DEFERRED income not tax exempt. Deferred meant that there could be a day of reckoning and there was. On my 1500 units of KMP and 877 units of EPB my combined federal and state tax rate was 23%

    Bikerguy
    May 14, 2015. 04:05 PM | 1 Like Like |Link to Comment
  • Is There A Dividend Bubble: Kinder Morgan Edition [View article]
    Ian you are also forgetting/ignoring that their pipeline fees are generally long term rates set by FERC with CPI and other adjustments. If interest rates, probably the CPI will increase faster than it has been and the revenue will increase as well.

    Bikerguy
    May 14, 2015. 03:55 PM | 1 Like Like |Link to Comment
  • Is There A Dividend Bubble: Kinder Morgan Edition [View article]
    Ian you can only use that comparison if you factor in KMP distributions vs. S&P dividends and the taxes on the sale of the S&P. You cannot (well you can but you should not) compare pre and post tax. Secondly, even if you are correct, the same can be said for investing in half by market value of the S&P since it is an average.

    Bikerguy
    May 14, 2015. 03:52 PM | Likes Like |Link to Comment
  • Is There A Dividend Bubble: Kinder Morgan Edition [View article]
    Uncle Pie as usual you are overstating the case against KMI and KMP. I owned 1500 units of KMP for 10 years and 800 shares of EPB for 3 years and I WAS NOT in the top tax bracket. Actually, I was in AMT by a very small amount. Perhaps it is time for you to stop fighting the last war that, in your opinion, you lost.

    B
    May 14, 2015. 03:44 PM | 2 Likes Like |Link to Comment
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