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Red the Bear

Red the Bear
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  • Is American Capital Mortgage's 16% Yield A Substitute For Agency mREITs? [View article]
    I bought 1,000 shares of American Cap in 2010 at $25 and have been very pleased with it's performance but as with any REIT you are juggling nitro and constant attention is a must. Basic rule for me is never let REITs exceed 10% of your total value of your portfolio.
    Apr 30 05:09 PM | 4 Likes Like |Link to Comment
  • My Investment Advice: Do Nothing! [View article]
    This has been one of the better post on 'Alpha" that I have read. It has been very entertaining and informative to read the different yet similar philosophies of dividend investing.

    To tas02 (post 7/17 09:57) I like your logic! But I agree, buy companies that sell the products that the buying market buys. These may or may not be the ones advertising would want you to believe are, but who's sales numbers show they are and profit numbers show they're making money doing it.

    To jeanwight(post 7/17/11:19) I like your thinking but you have gone beyond the extent that most, I believe, of us are in a position to go. I agree that the best person to watch my money is me, anyone else will by nature place his/her own interest first. This is why I dislike funds. Fund managers make their money on "churn of funds" not making money for me. I know this will bring rain from some but is true from my experience with them, 'nuff said.

    As to JNJ in the "bad" list. No way, it is a turtle 'slow but steady' but is this a race?

    As to the doomsday watchers, My advice is you can't eat gold. Liqueur, beer and wine have always been trading "monies" Food and water will help get you through it, and guns will help keep it all from the 'bad guys'. Medicine to batch up the 'discussions' and kill the 'bugs'.

    That was off the subject, I apologize to all, but I hate doomsayers of any kin, the market, war or natural disaster.

    We live in the now, it is what and all we have. You must do with what you have now regardless of what has happened in the past, whether you are 20 or 50 or 70. You look at the past and present, analyze what you believe you see and know, make a plan and act on it. If it doesn't work out like you thought, you use the experience to help you plan better and go on. This has been my philosophy in life, through illness, war, divorce, and falling markets, out of work, broke or flush. In real simple terms, let's make lemonade and sell it.

    The soapbox is all yours.

    Jul 17 05:38 PM | 3 Likes Like |Link to Comment
  • A Closer Look At American Capital Agency's Cash Flows As Of Q2 2012 [View article]
    As I have said time and time again, Reits are by their very nature
    volatile entities subject to many uncontrollable influences, and therefore MUST be watched with due diligence and caution.
    Your very fine analysis added a new perspective to my Reit education that I appreciate greatly in that I am long in certain Reits including AGNC for their ability to return high returns for a moderate investment, I use these returns to further and add to my positions in the rest of my rather conservative portfolio, and do not let my REITS exceed 15% of the portfolio worth.
    I have been in AGNC for a few years and
    added to my position at various times as my portfolio has grown so that at this moment my average share price is at 27.97. I have received 20+k in dividends and a Capital Gain of 15+k. It has been good to me BUT I am not married to it. As I have said...."Nitro in a blown glass bottle".
    Sep 11 03:31 PM | 2 Likes Like |Link to Comment
  • Is American Capital Mortgage's 16% Yield A Substitute For Agency mREITs? [View article]
    In comment to the remarks by Mizshepherdist and Mostserni, I, too, have grown tired of trying to educate the unbelievers that dividends are a valid way to go. But considering the herd instinct of investors and the overwhelming volume of talking heads and Bloggers who are selling beach front property in New Mexico with capital gains and buy low sell high secret information, its no wonder. We live in a world of instant gratification and Lord give me patience NOW! I am perfectly happy that for the most part they stay away from my nice solid plod along dividend stocks, I'll wave to them from my boat.
    May 4 01:46 PM | 2 Likes Like |Link to Comment
  • Verizon Vs. Wal-Mart: Dividend Yield Vs. Dividend Growth [View article]
    Well it's as you say time is the key factor in the choosing. For younger investors with a longer time frame to look forward in, the growth factor/total return in fifteen or twenty years wins hands down;
    however if you are a retiree looking to invest for some extra income, the higher yield is the way to go.
    Like they have always said, time is the most valuable thing in the world, no amount of money can buy you a single second, and we give it to childern. Noow if we could just give them the knowledge to use it!
    Oct 17 04:10 PM | 1 Like Like |Link to Comment
  • Pepsi Or Coke For The Long Term? [View article]
    Golly...Gee.. $2k difference in 20 years, how about I take both for $95k?
    Winners are winners, just 'cause they're in the same sector isn't just cause to just pick one. As well stated above, PM & Mo, T & VZ, HD & LOW, why should I settle for just one?
    Sep 23 02:16 PM | 1 Like Like |Link to Comment
  • Will You Buy The Pricey Philip Morris? [View article]

    Debt is written red ink for a reason.

    Aug 26 01:20 AM | 1 Like Like |Link to Comment
  • 4 Profitable Large Cap Dividend Stocks Gaining Analyst Favor [View article]
    The market is skittish and herd reacting to the hoopla the news media is making of the resent restrictions being placed on cigarettes in some countries. Cigarettes are not going away, people all over the world will continue to smoke, and drink, plus Altria is into a lot more than cigarettes and wine. Read up on it, study the numbers, decide for yourself. IMHO, Sit tight if you own some, buy the dip if you can. It pays and pays.
    Aug 23 06:28 PM | 1 Like Like |Link to Comment
  • Southern Company: Profitability Analysis [View article]
    Alas, if only I did. I am 71 now, and retired, and am only working at increasing what little I have and paying the monthly costs of keeping what we have. I got into this in 2008 after watching nearly half of what was in my 401k disappear in the "recession". I, like many of my fellow employees was in a company offered plan and had paid little attention to what was happening even if I had, figured out later that there would have been little I could do about it. I woke up to see 40 years of savings, close to 450k, turn into 280k and was circling the drain.
    A friend of mine who was in a investing club suggested I pull what I had and open my own self directed 401, join the club and start learning about stocks, bonds, and investing. As he said, the best person to watch my money was me. The club had a limit of investing, a $100 a month, so no one could be hurt but because it was real money, everyone paid attention and had their say. The club also directed me to a licensed investment councilor who would "hold my hand" and keep me out of the ditches at the club price, $0.00! Anne, held my hand, gave me sites to go to on the internet to study and learn from, explained terms and taught me the language, showed me where and what to look at and for and gently tried to guide me around the potholes of my misguided logic, but never told me what to do. The best thing she taught me was caution and move slowly. She let me make my own choices, mistakes and good moves, but always in little bites. Now the bites are getting bigger and about once a month we sit down for a couple of hours and review and discuss, the investments, the market, and what we might do next. My 280k has grown to over 350k while paying me $1600 a month, the government withdrawal requirement, and giving me some reinvestment funds to work with to keep me interested. I still buy in 100
    share purchases, adding to stocks I already own and sometimes something new that I think looks promising, some pay off and some just sit there, and a few bite me back.
    I am and will be a devote believer in dividends with grown investing with a long range time element. I know that I have a great deal to learn about investing and am therefore a reader of "Seeking Alpha" and the articles written by contributors and other fellow followers. I sit at the feet of the masters and learn.
    Aug 20 01:13 PM | 1 Like Like |Link to Comment
  • Southern Company: Profitability Analysis [View article]
    Mr. Hobbs, while I do not have the long term experience of Tortoise #1, I believe I can add a modest pair of examples to the discussion for long term, though no where as long as Tortoise, dividend and profits.
    I have two different stocks of 100 shares each which I believe fully demonstrate the power of long term investment strategies The first one bought in Feb. 2008 at 43.6 is now at 82.8 while paying over 1200 in dividends.
    The second, also bought in Feb of 2008 at 61.8 has split 2/1 and is now back up to 56.9 while still paying over 1900 in dividends. Now to many people that might be small potatoes and not a particularly spectacular gain but by transpositioning the time frame of Tortoise I believe that these humble examples can be extended to verify the power of growth and dividend returns.
    FYI the ROI of my current total portfolio is 19.2% from 2008, but I am still sitting at the feet of the masters learning all I can.
    Aug 18 11:45 PM | 1 Like Like |Link to Comment
  • 2012 Investment Choices To Cope With The 'Great Contraction' [View article]
    I have rarely seen such a well delivered and insightful first article written that has brought forth such a wealth of deliberate, thoughtful, and thought provoking commentary as you have provided. My sincere congratlations to you and your many commentators. I am eagerly awaiting your next article.

    I do have a few comment and views to throw into the mix:

    Having worked in and around the oil business some I agree that the Oil Companies per say are not the best bet in this market, much too susceptible to the vagaries of speculation and world politics, and while the drilling and retreval of oil, and gas, from wells has changed greatly that oil and gas must still be shipped to refineries and distributors which me
    and pipe lines and gas lines, which you apparently overlooked, which I do find reasonable investments.
    Jan 23 08:26 AM | 1 Like Like |Link to Comment
  • Genuine Parts Is Quite The Genuine Dividend Idea [View article]
    His crystal ball is no better than yours. He is just saying that if things go as planned they could pay the dividend as shown. You want a sure bet, try death and taxes.
    Sep 21 06:21 PM | Likes Like |Link to Comment
  • Expect Modest Dividend Growth At Pitney Bowes [View article]
    Because of the very generious dividend for the price this looks like a good possibility for a short term, 6 months-a year or so, small amount of money investment. I know that's not the norm for DGI but I have found these are a good way to pick up some extra money that normally you would leave in a CD or (OMG) money market until you have enough to buy another hundred shares of something bettera true buy and hold. I would not go overboard in the total amount of investment and I would watch it just in case something go sour but it sure beats 0.001% interest. (IMHO)
    Sep 21 04:01 PM | Likes Like |Link to Comment
  • There Is No Dividend Bubble [View article]
    Yep, there's a lot to be said for smoke and mirrors, 'till somebody lifts the curtain.
    Too many talking heads and snake oil salesmen are amongst the thundering horde. Keep your power dry and think with your head and stay the hell out of the way of the milling herd.
    Aug 27 03:40 PM | Likes Like |Link to Comment
  • Will You Buy The Pricey Philip Morris? [View article]
    PM has been run up far too high. Run the Graham number and the ncavps. No thanks I'll wait on this.
    Aug 23 07:06 PM | Likes Like |Link to Comment