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rickevan

rickevan
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  • General Electric Options Strategy Could Earn As Much 14.79% [View article]
    Good article. I am long GE and would not sell the call 6 months out for a 3% or so premium since my income tax would be higher than the call premium ! However, I like your put strategy.
    Oct 8, 2012. 11:43 AM | Likes Like |Link to Comment
  • Linn Energy: The Opportunity To Get In At $36.70 Or Earn An Extra 6.3% In 7 Months [View article]
    Good article. Long LINE and short puts as well.
    Oct 8, 2012. 07:00 AM | Likes Like |Link to Comment
  • 5 High Yielding Oil And Gas Stocks [View article]
    Good morning Matthew. Another good article, however, just a couple of comments. In the beginning of the article you excluded XOM due to yield than you suggested an allocation at the end of your article. I would own it if in the accumulation phase and may have a different view in an income phase. Just curious, do you know the value of the same 10K invested in XOM after the 20 years ? Finally, why not go with RDS-B since the UK shares eliminates the tax withholding ? Thanks.
    Oct 7, 2012. 07:33 AM | 2 Likes Like |Link to Comment
  • Altria Group Equals Solid Dividends [View article]
    Another good article. I am long both MO and PM in a substantial way.
    Oct 7, 2012. 06:38 AM | 1 Like Like |Link to Comment
  • Caterpillar Is A Dividend Growth Stock To Buy At This Time [View article]
    Good article. I am long CAT via Jan puts I sold at an 80 strike. I want to own some stock, however, the premiums are great just selling out of the money puts !
    Oct 7, 2012. 06:34 AM | 1 Like Like |Link to Comment
  • Getting The Dividend Bus Rolling [View article]
    Thanks for commenting. I specifically chose Vanguard for the reasons you mentioned. I do stand pat with my point about a dividend growth ETF initially. Someone starting off with minimum funds to invest should take the diversified route. I think that after building assets and experience should be a pre-requisite to going entirely with individual stocks. As a compromise, I allowed my 17 year old to take some cash out of his ETF's and invest in one stock for now. He chose PM. We do agree on one thing, start early and often !
    Oct 6, 2012. 08:59 AM | Likes Like |Link to Comment
  • Buy Enterprise Products Today For The 33rd Consecutive Dividend Increase [View article]
    If you recall that was my holding that I sold calls against for a lousy buck and lost the upside over 80 ! Thanks for the response.
    Oct 4, 2012. 07:14 PM | 1 Like Like |Link to Comment
  • Getting The Dividend Bus Rolling [View article]
    Very good article. I would, however, suggest a Vanguard fund or dividend growth ETF for the new investor for diversification purposes.
    Oct 4, 2012. 07:08 PM | Likes Like |Link to Comment
  • Dividend Yield's Importance As A Valuation Metric [View article]
    Good article. I disagree a little with your statement about a payout ratio in excess of 100%. Very capital intensive companies may have low net income, due to large depreciation charges which reduces net income, however, cash income is there and available for dividends. This is why payout vs net income looks unsafe.
    Oct 4, 2012. 06:58 PM | 1 Like Like |Link to Comment
  • Buy Enterprise Products Today For The 33rd Consecutive Dividend Increase [View article]
    Hi Todd. Another great MLP article. Long EPD and others, EXCEPT MMP ! Take care.
    Oct 4, 2012. 06:44 PM | 1 Like Like |Link to Comment
  • For Dividends, It Might Be Time To Explore Business Development Companies [View article]
    I agree. A collateralized loan with warrants or some other form of equity kicker is more conservative than Mreits in general. If incremental cash is not available than some portion of Mreits could be invested in the BDC's. To me, the portfolio is being diversified a little further, which is good. I do think, just like the Mreits, that the management is the key to success, more so than with your average consumer staple company. My only concern with the BDC is that a company that must pay 8% - 10% to borrow money in this rate environment is not a good sign.
    Oct 3, 2012. 12:55 PM | 2 Likes Like |Link to Comment
  • The Good, The Bad And The Ugly: Johnson & Johnson [View article]
    I think the recall issues are hopefully behind the Company at this point. The Company earns enough to meet their capital requirements as well as to continue paying and, hopefully increasing the dividend. We must, as shareholders, give the new management the opportunity to succeed which includes polishing the Company's tarnished image.
    Oct 3, 2012. 12:48 PM | Likes Like |Link to Comment
  • For Dividends, It Might Be Time To Explore Business Development Companies [View article]
    Excellent 1st article on this subject. I am aware of the BDC area for investment, however, I never pursued it to investment. A solid author and investor such as yourself may motivate me to finally allocate a % of my ROTH account to this area. May I suggest that when you become comfortable enough to invest in this group that you consider all 3 of your choices. When I went into MLP's I went the multiple Company route and it worked out well. Thanks.
    Oct 3, 2012. 12:08 PM | 3 Likes Like |Link to Comment
  • Revisiting Lockheed's Dividend Growth [View article]
    Good article on a good company. Do you know the impact to LMT if the Jan defense cuts are implemented as currently in place ?
    Sep 29, 2012. 07:31 AM | Likes Like |Link to Comment
  • Abbott Laboratories: A Second Stream Of Income In Addition To The Dividend [View article]
    In general, I find the call premiums to low, on a low beta stock, to justify writing the call. I would not buy ABT today at 70 in order to write a 75 call against the position nor would I sell the same call against an ABT position owned for a few years with a size able gain since the tax due, if called, would far exceed the premium received. If bullish, sell the put.
    Sep 26, 2012. 03:53 PM | Likes Like |Link to Comment
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