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rickevan

rickevan
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  • Diversify Your Income Portfolio With Allianz [View article]
    Excellent article. It was thorough and well written. Can you tell me 2 U.S. Companies that would be their closest competitor ?
    Aug 22 04:33 PM | Likes Like |Link to Comment
  • Visa: High Dividend Growth Stock To Consider [View article]
    Good article. If you feel that 200 is the amount you would paybwhy not sell a Jan 200 put. It may not go down to that level and you would not get the shares, however, you would get 4/share for a Jan 200 which you keep regardless.
    Aug 21 06:33 PM | Likes Like |Link to Comment
  • GE's Continued Divestitures Provide Investor Upside [View article]
    I would hope they get more than 2B for a business with a 5.25 net income multiple. That's 19% profit per year ! They should consider spinning it into a separate company than IPO than the shares to the shareholders.
    Aug 21 06:47 AM | Likes Like |Link to Comment
  • Selecting The Best REIT For A Long-Term Income Portfolio [View article]
    Very good article. I own all 6 in my Roth. While the blended yield of owning all 6 may be higher or lower than selecting the "best reit" the property diversification makes it worth it. I own many more reits in my total allocation, including foreign reits, and I basically set it and let the dividends reinvest.
    Aug 21 06:38 AM | 1 Like Like |Link to Comment
  • AT&T Or Kinder Morgan For Your Retirement Portfolio? [View article]
    Good point. That is the spread for whether the deal closes, or not.
    Aug 21 06:14 AM | Likes Like |Link to Comment
  • Should You Buy American Realty Capital Properties Instead Of Realty Income? [View article]
    Due to the large FFO trading multiple O should buy out ARCP. Even sharing the accretion with the ARCP shareholders still yields an accretive deal. Long both.
    Aug 20 06:56 AM | 3 Likes Like |Link to Comment
  • Kinder Morgan: What Now? [View article]
    Your comments are spot on. In addition, an alternative to the tax exposure was available, KMR. Also, since it was trading at a discount to KMP the yield was higher. I understand the above commenter's angst over a large, and unplanned tax bill with the unforseen ramifications. Also, I could see how a40% ordinary income tax is incurred if you have no basis, however, some carryforward of prior unused losses will be available if you sell KPM. Finally, the estimator was for 2013 results, I would have guessed the cash received was taxable is it the exchange taxable ? I own KMR and will exchange all my shares for KMI and continue to defer the Capital Gains tax.
    Aug 20 06:24 AM | Likes Like |Link to Comment
  • Retirement Strategy: How Dividend Income Grows To Staggering Levels By Reinvesting And Compounding [View article]
    Thanks for the reply. The main point of my short comment was to begin as soon as possible to get the maximum compounding results as inferred from reading the article. I have two children, both younger than you, who were exposed to saving and investing at an early age. My older son is 19 and has funded a Roth IRA from the past two summers work. Starting at 16 vs starting at 21 matters in the long term. While I appreciate that you are a graduate with debt, as long as your working you should fund a Roth IRA, at a minimum as you get going in your career. I am assuming that you have student loans, not credit card debt. You can't fund for the past so take advantage, to the extent you can, while you are young.
    Aug 17 09:08 AM | 13 Likes Like |Link to Comment
  • Retirement Strategy: How Dividend Income Grows To Staggering Levels By Reinvesting And Compounding [View article]
    Excellent article. Also, for the younger readers, is to start ASAP !
    Aug 17 07:50 AM | 6 Likes Like |Link to Comment
  • The Case For High Yield In A Dividend Portfolio [View article]
    Good article. Since your article included both VZ and T as examples I wanted to share that the other day I sold puts on both, out of the money, and the premiums received exceed the dividend yield I would receive if I owned the stock. I give up potential gains, however, I have no $$ invested either.
    Aug 15 06:40 AM | Likes Like |Link to Comment
  • Use AT&T To Build Income [View article]
    Good article Casey, however, on an annual basis you can earn more by selling out of the money puts. Since the upside to T and VZ is rather limited, in my opinion, you're not sacrificing much by selling puts rather than going long the stock, except the tax treatment of the put premiums vs the dividends.
    Aug 14 06:52 AM | Likes Like |Link to Comment
  • An Investment-Grade 8.2% Yielding Asset At A 30% Discount [View article]
    Good article. I like your logo. Do you own an inverted Curtis Jenny ?
    Aug 14 06:27 AM | Likes Like |Link to Comment
  • Linn Energy And The Value Of 'Under Promise, Over Deliver' [View article]
    Good article Casey. Personally, I hope management does not increase the distribution too soon. They should aim for a minimum cushion of at least 10% before giving another increase. The current yield is substantial enough for now and would prefer to see strong numbers which should drive the share/unit price into the mid 30's within 6 months. Long LNCO.
    Aug 12 11:26 AM | 11 Likes Like |Link to Comment
  • AstraZeneca: Pfizer Wants It, So Should You [View article]
    Why sell a call with a $5 upside and buy a put with $15 downside ? The risk is more to the downside. At a minimum, I would use the entire call premium to buy the put which exposes me to alot less downside. Just a thought.
    Aug 1 07:35 AM | Likes Like |Link to Comment
  • American Realty Capital Properties: 8% Yield Play Gains Traction [View article]
    Bret, another good article. I hope you're right about the stock price in the next six months. I am insanely long in stock and $10 strike calls !
    Jul 29 05:28 PM | Likes Like |Link to Comment
COMMENTS STATS
879 Comments
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