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Bikerguy

Bikerguy
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  • Taxation Fundamentals For The Kinder Morgan Reorganization [View article]
    WMPJ20 I agreed with you until you elt the need for a derogatory political comment. Based upon it I assume that you are a liberal.
    Apr 28, 2015. 08:35 AM | 1 Like Like |Link to Comment
  • I'm Not Feeling The Love With American Finance Trust [View article]
    jerryki perhaps I missed something in this article. But how does your bad mouthing MS relate to this article. Every large full service brokerage house has is and will be sued for these types of issues. Sometimes the allegations are true and sometimes not.

    BTW, I am not and never have been affiliated in any way with the major brokerage houses.

    Bikerguy
    Apr 27, 2015. 08:35 AM | Likes Like |Link to Comment
  • Mr. Market Has Ignored This Healthcare REIT, Maybe You Shouldn't [View article]
    Brad, as usual I enjoyed your article and in depth analysis. Just a question on NHI's public pay percentage. I seems that at 32% it is less than LTC and only slightly higher than HCP's and substantially lower than OHI's Per the graph in excess of 90%) so how much of a risk is this?

    Bikerguy in Greenville SC
    Long NHI since April 2012. Long HTA, HCP, STAG and BXMT thanks to Brad.
    Apr 27, 2015. 08:28 AM | Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    jrepasch I have held SCHD for more than one tax year in a taxable account and all of the dividends have been qualifying. Additionally, since its inception SCHD has not had ANY capital gain distributions.

    Bikerguy
    Apr 26, 2015. 08:29 AM | 4 Likes Like |Link to Comment
  • My Tactical Approach To Healthcare REIT Investing [View article]
    Brad-NHI is one of two REITs that I bought before finding your articles and becoming a regular reader. I have held it for three years and have enjoyed the ride and increasing distributions.

    Bikerguy in the Upstate
    Apr 24, 2015. 08:11 AM | Likes Like |Link to Comment
  • My Tactical Approach To Healthcare REIT Investing [View article]
    Brad I read your articles and they have helped me invest in REITs. However, I must take exception to your "giving VTR a mulligan." The number are the numbers and making allowances will not change them to something else. VTR did not raise its dividend so its dividend increase streak ended in 2009. Many companies continued to raise their dividends including some REIT (HCP for example). Once a fact is modified to fit the wanted outcome then it is easy to change other facts to meet a different outcome and the analysis becomes significantly devalued.

    Bikerguy
    Apr 21, 2015. 08:23 AM | 13 Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    DVK I have been in SCHD for about 2 years now as part of my DGI portfolio. For many of the same reasons that you articulated, especially regarding the ease of managing as we get older. One additional benefit is the ability to invest small amounts without an commission at Schwab. I look at it as a long term hold and, when I can't find an interesting individual stock, I add to SCHD for income and as a placeholder to maintain my equity/fixed income allocation.

    Bikerguy
    Apr 20, 2015. 03:07 PM | 3 Likes Like |Link to Comment
  • Enterprise Products Partners Or Kinder Morgan Inc.? [View article]
    Casey to me it is the KO/PEP issue. I am long both and have been for years . Since 2004 in KMP and KMI and 2009 with EPD. The K-1 issue doesn't bother me at all. Also long NS, PSXP, and OKS all in a taxable account.

    Bikerguy
    Apr 20, 2015. 08:38 AM | 2 Likes Like |Link to Comment
  • The Blackstone Group L.P.: Why This 8% Yielder Belongs In Your Income Portfolio [View article]
    Nicholas being able to prepare ones own tax return and figure out where all the K-1 items belong on it makes you a better investor is not even close to the same as understanding financial statements improves your investment outcome. Excluding taxes to be paid the K-1 and your tax return in general does not impact your ability to make intelligent investments. The financial statements included in the form 10-K or form 20-F provide insight into the recently completed year and prior years that can provide very useful investment information. As a retired CPA who audited financial statements for many publically traded enterprises I can read and understand the financial statements but I do not have a complete knowledge of the US tax code nor do I need it to be a successful investor. Can I put numbers in boxes on TurboTax or other tax software, certainly but that is not the same as understanding all of the nuances of the tax code.
    Bikerguy
    Apr 17, 2015. 08:34 AM | 2 Likes Like |Link to Comment
  • Textainer Group Holdings Limited: A 6% Yielding Income Play Similar To A REIT [View article]
    Paul not according to TAL's Form 10-K. According to its statement of cash flows TAL has paid $9,000 in taxes over the last three years. However, according to TGH's Form 20-F it paid taxes totaling $2,665,000 for the three years ended 12/31/13 (Form 20-F filers have more time to file than Form 10-K filers).
    Apr 16, 2015. 02:59 PM | Likes Like |Link to Comment
  • The Blackstone Group L.P.: Why This 8% Yielder Belongs In Your Income Portfolio [View article]
    Nicholas I think your comment is extremely condescending. I am a retired CPA and have investments in 5 partnerships and deal with the K-1s each year. However, it complicates ones tax filings and I have met many very successful investors who understand the effects of taxes on their investment returns but could not prepare their own tax returns. Being a successful investor requires a very different skill set from understanding the nuances of our crazy quilt tax code.

    Bikerguy
    Apr 15, 2015. 08:31 AM | 3 Likes Like |Link to Comment
  • Investors Looking For Income And Growth Should Look To BHP Billiton Ltd. [View article]
    ci1 While anything is possible. I don't consider a dividend cut by BBL as very likely. The following reflects the dividends paid by BBL beginning in 2003. I think this is the time of the merger but I am not certain. As you can see BBL has consistently RAISED its dividend even during the 2007-2009 tie frame.

    Mar 11, 2015 1.24 Dividend
    Sep 3, 2014 1.24 Dividend
    Mar 5, 2014 1.18 Dividend
    Sep 4, 2013 1.18 Dividend
    Mar 6, 2013 1.14 Dividend
    Sep 5, 2012 1.14 Dividend
    Feb 29, 2012 1.10 Dividend
    Sep 7, 2011 1.10 Dividend
    Mar 9, 2011 0.92 Dividend
    Sep 8, 2010 0.90 Dividend
    Mar 3, 2010 0.84 Dividend
    Sep 2, 2009 0.82 Dividend
    Feb 25, 2009 0.82 Dividend
    Sep 3, 2008 0.82 Dividend
    Feb 27, 2008 0.58 Dividend
    Sep 12, 2007 0.54 Dividend
    Feb 28, 2007 0.40 Dividend
    Sep 6, 2006 0.37 Dividend
    Mar 1, 2006 0.35 Dividend
    Sep 7, 2005 0.29 Dividend
    Mar 2, 2005 0.27 Dividend
    Sep 1, 2004 0.19 Dividend
    Apr 14, 2004 0.17 Dividend
    Nov 12, 2003 0.16 Dividend

    Bikerguy
    Apr 15, 2015. 08:25 AM | Likes Like |Link to Comment
  • Textainer Group Holdings Limited: A 6% Yielding Income Play Similar To A REIT [View article]
    Gregg I agree with you. We have held TGH since 2012 when we bought it for the yield. Since we are retired we like knowing that the dividends will come in each quarter. I look at TGH and TAL as finance companies where the 3 or 4 to 1 leverage is rather reasonable.

    Bikerguy
    Apr 14, 2015. 10:34 PM | 2 Likes Like |Link to Comment
  • This REIT Yielding 7.4% Should Benefit Investors When Rates Rise [View article]
    DD not sure what your point is. However, none of the entities you listed are REITs they are all mutual funds that invest in real estate enterprises.
    Apr 14, 2015. 08:14 AM | 6 Likes Like |Link to Comment
  • REITs: The 90% Rule Isn't That Big A Deal [View article]
    Bruce the income statement is NOT misleading! One needs to understand the GAAP requirements and that it does not purport to reflect cash activities. Each statement has relevance and missing components if looked it in a vacuum. The basic financial statements and the notes thereto are a complete package that need to be read fully to understand the company and its operations. Looking at only one statement is like only using your thumb and not understanding why you cannot pick up a piece of paper.

    Bikerguy
    Apr 13, 2015. 08:27 AM | 1 Like Like |Link to Comment
COMMENTS STATS
381 Comments
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