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  • 3 Low-Risk, High Dividend Stocks To Buy Now [View article]
    I have CIK since Dec 2011, it has a stable price with a modest price gain, no big surprise. It has consistently paid 7%-8% div. A comfortable free range cow that produces milk.

    ARR is a different story, it turned out to be a highly volatile stock, with a repeated reduced div and downward prices. The high div % is all eaten away by the price drop. This is not a carefree free range stock, this one is a diva or a Fiat that needs constant attention with a lean that feels like it is falling off a cliff. There is no shortage of praises for ARR on SA, which unfortunately were all wrong.
    Mar 26 08:12 PM | Likes Like |Link to Comment
  • Undervalued, 13.2% Dividend Payer Armour Residential REIT May Be Due For A Rebound [View article]
    Companies cut div when they have no choice, they know the consequence, in this case, stock price drops. When they repeatedly cut div. and price drops again, again because they have no choice. Sometimes people say it is good when a company cuts div, that shows the management is being responsible, and from now on it will be good. I don't agree, when the cut is done repeatedly, the company is sliding down the hill.
    Mar 21 03:02 AM | Likes Like |Link to Comment
  • Undervalued, 13.2% Dividend Payer Armour Residential REIT May Be Due For A Rebound [View article]
    If someone inside is holding $11.2mm of stock, that does not mean he paid what we paid, and there must be many other insider compensations, so the math is very different.

    It may mean the company is not going under, but then again, Enron insiders held a lot of the stocks too, as well as Pan Am insiders did. It used to give me some comfort, if he has it, that means it is okay; NO, I don't care if he loses his shirts and pants or $50 million, I only worry about my tiny pot, that is all I care.
    Mar 19 10:34 PM | Likes Like |Link to Comment
  • Undervalued, 13.2% Dividend Payer Armour Residential REIT May Be Due For A Rebound [View article]
    $280K is not a significant CEO insider position by any measure, that is like $280 for a retail investor.
    Mar 17 03:14 PM | Likes Like |Link to Comment
  • Undervalued, 13.2% Dividend Payer Armour Residential REIT May Be Due For A Rebound [View article]
    If ARR holds at current price for 3 months, with 11,700 shares, I'll get $819 a month of div. in 3 months, that will cover my losses, this happened a few times ever since ARR started to cut div. I hold for long term, don't mind the dips, but what worrisome is ARR's consistent div cut, whch will only translate continue price drops. If ARR cuts to 6 cents 3 months later, price will drop to $5 range, that is when the pain sets in. I have a feeling ARR will drop div again 3 months later.

    There are many better choices, RSO, NYMT, TWO, etc...I have them, I will get my div for 2-3 months to cover losses, then move to others.
    Mar 17 01:04 PM | Likes Like |Link to Comment
  • Avoid Armour Residential [View article]
    52 weeks low is $5.70, so it was and can get that low. Your cost is important, I have 11,700 shares, bought at varies point, ave cost is above $7. Despite the $6,000 div received, I have a $3K+ net loss. that can be covered by 3-4 months of div, only if the current price holds. I try to hold maximum $100K in each position, so I still have $20K max in ARR to play, it drops to $5.50-$5.70, but I may not have the nerve to add more if it gets that low.

    I don't trade, but I noticed ARR is a good trading stock, buy low sell high, it has good movements to make money.
    Mar 15 06:57 PM | Likes Like |Link to Comment
  • Avoid Armour Residential [View article]
    I will be watching ARR to sell my 11,700 shares. Received $6,500 div, but lost $8,900 on price. The high div % is an illusion. There are many other more reliable mREITs with high div %.
    Mar 14 12:10 PM | 3 Likes Like |Link to Comment
  • J.C. Penney: Is The End Near? [View article]
    Dreamworld, thanks for your insider info/review, there is no need to talk big strategies when there is no execution or management. To a businessman, it is scary to read your report, worst nightmare for any business, JCP is doomed. You helped me to decide not to invest in JCP.
    Mar 14 03:33 AM | 1 Like Like |Link to Comment
  • Which Financial Dividends Are Best This Week? [View article]
    What is the difference between KFN and KKR?
    KFN=KKR Financial Holdings LLC
    KKR=KKR & Co. L.P. Kohlberg Kravis Roberts, this is the famous one, is there any relationship between these 2? Is KKR parent of KFN? what differences?
    Mar 11 11:29 AM | Likes Like |Link to Comment
  • Monthly Pay Dividend Dogs: February Stocks Vs. Funds And Trusts [View article]
    I did not quite understand authur's reply, but I put it in the "deep thinking" box, one day I'll get it.

    My advise to newer members of boards or committees is to sit through the meetings pretend you understand everything, nobody knows you are an idiot who does not belong there until you open your mouth. After few months, you'll get it, after a few years, you'll be a senior wise man. Eventually one looks like a silver fox whose silence is a sign of depth and power.
    Mar 7 07:42 PM | Likes Like |Link to Comment
  • This mREIT Is Best Positioned Despite EPS Miss [View article]
    First stock I ever bought was Pan Am, I was going to keep that forever. 2nd one was a very risky one, I was using this newest Apple II computer they made, so I bought 100 shares of Apple @20, but I was sure I will lose that. They used to mail out stock certificates.

    You guys made me look at what I have, I found out I bought many stocks in 2008, needless to say they all are up substantially, few as much as 1,000%-1,400%. Dow was lowest in 2009, strangely I did not buy any stock in 2009, my guess I ran out of guts by then, as the world was falling apart. Hind sight is always 20-20, if it happens again, I am not sure I'd dare to buy as many as I did in 2008. Talk about gambling.
    Mar 6 04:39 AM | Likes Like |Link to Comment
  • Monthly Pay Dividend Dogs: February Stocks Vs. Funds And Trusts [View article]
    Absolutely, that is why I quietly read SA, occasionally make a few comments. One thing I know after 30 years of investing is that nothing is certain, everything is unpredictable; the more I know, the less I know.
    Mar 5 01:11 PM | Likes Like |Link to Comment
  • Monthly Pay Dividend Dogs: February Stocks Vs. Funds And Trusts [View article]
    Actually I did not know and learned it here, it makes sense, thanks, but not sure what or if it means anything, if a tree falls in the forest and nobody heard it or know it.....or professionals would know this for sure, yet it has no effect that is related to me or I know of. This may go into tree falling in a forest category.
    Mar 4 05:30 PM | Likes Like |Link to Comment
  • The Sequester - Why No Wall Street Panic? [View article]
    You don't spend money you do not have. There is nothing conservative or libral about it. Not everything is about politics.
    Mar 3 10:17 PM | 3 Likes Like |Link to Comment
  • The Sequester - Why No Wall Street Panic? [View article]
    Do you know it is NOT cut from current spending? it is cut from projected increase spending. Not a penny is cut from what gov is spending or what it was spending, it is a trivia cut from "INCREASES".

    It is like a family living on credit card debt, house under water, agreed to buy one less purse.

    Let's cut 20% from ALL SPENDING.
    Mar 3 09:31 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
133 Comments
134 Likes