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  • Realty Income Raises Dividends By A Record 19.20% [View article]
    As an owner of O, I have never purchased it with much reliance on capital me that is the icing on the cake.

    I hold O purely for its ever-increasing monthly dividend. I am confident that the dividend will remain: (a) monthly, and (b) growing (albeit a bit slower perhaps for the next few quarters).

    I do not understand why an investor looking for capital growth would invest in a company that advertises itself as being the "Monthly Dividend Company," and trades on its record of never having missed or lowered their monthly dividend.
    Feb 13, 2013. 05:59 PM | 1 Like Like |Link to Comment
  • Gloomy Results For Annaly, Chimera [View article]
    The ethereal management argument aside, NLY has been deleveraging to reduce risk (hence, the reduction in dividend and price). I have also noticed an increase in short positions on NLY which will eventually have to be closed.

    When NLY was making money on spreads of only 2-3%, the yield was still stellar...I have been long NLY for years.

    I love the dividends and the low beta. In return, I put up with a little volatility. But over the past 10 years, its been a pretty successful LT strategy to buy below 16 and hold.
    Jan 10, 2012. 01:07 PM | 1 Like Like |Link to Comment