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Kennybear

Kennybear
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  • Like High Dividends? BDCs Are Worth A Look [View article]
    Ran across this column. We own 3 of those on the list. KCAP, TCAP and MCC. I bought these after doing my own market research and considering our circumstances, adversity to risk and a desire for growth + dividends.

    Our 'anchor' stocks are CLX, EPD, GE, LLY, PFE, PSX, SCG, and SO.

    Our 'risk/reward stocks are: AGNC, DX, F, KCAP, NCT, NRF, NYMT, MCC and TCAP.

    Been very happy with the results of the past few years.
    Mar 27, 2013. 03:19 PM | 1 Like Like |Link to Comment
  • Conoco And Phillips 66: Should I Stay Or Should I Go? [View article]
    After the spin off I sold COP, bought PSX and added some money to it. Very happy with that decision.
    Oct 3, 2012. 12:49 PM | 1 Like Like |Link to Comment
  • Mortgage REITs: Fashionably Late To The Party [View article]
    Bought AGNC some time ago and have added to it 3 times since. Bought MTGE when it first came out.
    Passed on NLY and CIM. Glad I did.
    I am, perhaps, a little heavy in mREIT's and REIT's but for the past few years I am way, way ahead of the game!!
    And: The more people realize the investment and return are out there, the greater the demand will be for the stock and the faster the prices will increase.
    Aug 27, 2012. 03:56 PM | 1 Like Like |Link to Comment
  • 4 Top Dividend Paying Large Cap Stocks [View article]
    I also sold COP and bought more PSX. Put some additional cash with it too. Sold it and profited very nicely and bought it back when it went down in price.
    Jan 23, 2013. 09:26 AM | Likes Like |Link to Comment
  • mREITs I Am Buying With The Proceeds Of My mREIT ETF Sale [View article]
    We are a little more widely distributed among this sector. AGNC, DX, FSC, MTGE, NRF, TCAP. It composes 36.04% of our investments. I feel the reward/risk is worth it, at this time. That may change if interest rates rise or fall. I have added to: AGNC, DX, NRF AND TACAP recently. Very happy with all of them. Small loss on FSC but it's less than 1 months dividend so I'm not worried.
    Sep 7, 2012. 12:05 PM | Likes Like |Link to Comment
  • mREITs I Am Buying With The Proceeds Of My mREIT ETF Sale [View article]
    We are spread a little wider in this sector. AGNC, DX, FSC, MTGE, NRF, TCAP. This is 36.04% of our accounts. As long as interest rates remain stable, and low, the risk is worth the reward. Utilities comprises 24.30% of our investments. The rest is spread all over the place!!
    Sep 7, 2012. 11:58 AM | Likes Like |Link to Comment
  • More on Kodiak Oil & Gas (KOG): Q4 revenue grew four-fold Y/Y but still missed Street estimates, as higher interest and acquisition expenses took their toll on bottom line margins. Shares -4.7% AH.  [View news story]
    I think I'll add another 1000 shares before the price goes up. But I will wait for the results of the first hour of trading tomorrow (2-29).
    Feb 29, 2012. 12:34 AM | Likes Like |Link to Comment
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