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Rudester

Rudester
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  • These 12 High Quality Dividend Stocks Match Retired Investor Needs [View article]
    Excellent list you have there.
    May 23, 2015. 10:29 AM | Likes Like |Link to Comment
  • McDonald's Stock: The Short Term Vs. The Long Term [View article]
    MCD needs to provide stockholders with a viable –& credible– plan on how they will restore growth and prosperity.
    May 20, 2015. 08:10 PM | Likes Like |Link to Comment
  • A400M problems have customers looking elsewhere [View news story]
    If God wanted us to fly, he would have given us wings.


    Long LMT and BA. :)
    May 20, 2015. 11:37 AM | Likes Like |Link to Comment
  • Why You Shouldn't Put Too Much Weight On Dividends [View article]
    "Yield accelerates taxes..."

    It also helps a retiree pay for living expenses, without worrying about having to sell assets at a particularly bad time in market valuation.
    May 20, 2015. 10:58 AM | 6 Likes Like |Link to Comment
  • An Analysis Of The Impact Of Treasury Yields On The Price Of REITs [View article]
    Very good article! Thanks for your effort in writing it. I wonder what the results would look like if you had included some mREITS in the mix.
    May 20, 2015. 10:42 AM | Likes Like |Link to Comment
  • What's An Investor To Do With McDonald's? [View article]
    Tried their new 1/3rd Angus burger today. The lettuce was fresh and crispy and the tomato slice was fresh as well. The patty however lacked that "angus" taste.
    May 15, 2015. 07:38 PM | 2 Likes Like |Link to Comment
  • Realty Income Corp.: Collecting Monthly Dividends [View article]
    If you are looking for a REIT that produces monthly income and is more attractively priced than O at this time, you may want to look at STAG.
    May 15, 2015. 07:35 PM | 7 Likes Like |Link to Comment
  • Should I Have Followed My Advisor's Advice ? A Look At 4 Year Performance [View article]
    Awesome report card Bob! Glad to see how your thoughts and sophistication have evolved over the past four years. It is also intriguing to see a number of parallel developments between our portfolios.

    Like you, I sold MAT, probably a few weeks before you did. I also suffered the consequences of the compelled sales of KMP for some cash and KMI. :(
    Although I didn't have a position in SDRL, I do have a position in ESV. They have cut the dividend some but I'm still holding it, along with other energy companies, in the hope that the Saudi's will stop flooding the world with cheap oil in the third or fourth quarter of this year.

    I also lightened up on MCD, demoting it from a full position to a secondary player, where it will stay until the new CEO shows me something meaningful. I redeployed some of the MCD money into CBRL, which briefly dropped into reasonable valuation earlier this year.

    I like to keep some funds aside for reasonable speculation. Currently, my speculative stake is invested in QCOM and GILD. Have great hopes for GILD this year.
    May 14, 2015. 10:23 PM | 1 Like Like |Link to Comment
  • Williams Goes The Kinder Morgan Route, Higher Dividends Ahead [View article]
    It doesn't, but Uncle Sam will love you next April.
    May 14, 2015. 04:10 PM | 4 Likes Like |Link to Comment
  • Johnson & Johnson: Dividend Growth Is Fantastic But Look Elsewhere For Capital Gains [View article]
    If EPS keeps going up, why would the stock price not increase to, at least, keep a reasonably constant P/E?
    May 14, 2015. 04:05 PM | 1 Like Like |Link to Comment
  • AOL chief to net $179M from Verizon deal [View news story]
    SA, this article would be more informative if the $179 million was broken down between his investments in AOL shares versus his contract –which usually have a clause about change of control.
    May 14, 2015. 10:45 AM | 2 Likes Like |Link to Comment
  • Did U.S. shale blink first? [View news story]
    Refineries are designed to crack a particular type of oil. There haven't been too many new refineries built in the USA because of EPA concerns. So, the majority of the refineries we have are, unfortunately, designed to crack Saudi oil. Even though the USA has been exporting oil, we still need to buy Saudi oil for our refineries.

    If our government was capable of strategic thinking, rather than one ups manship between the parties, we would enact some laws to truly make us energy independent by encouraging new refineries capable of cracking our light sweet crude.
    May 14, 2015. 10:40 AM | Likes Like |Link to Comment
  • Williams deal means higher taxes, lower income for some investors [View news story]
    Glad my only remaining MLP (after the compelled KMP->KMI) is EPD. An MLP with no general partner.
    May 14, 2015. 10:19 AM | 1 Like Like |Link to Comment
  • Williams deal means higher taxes, lower income for some investors [View news story]
    For those that went through their compelled surrender of KMP units for KMI, it's deja vu all over again.
    May 13, 2015. 07:57 PM | 7 Likes Like |Link to Comment
  • Publicly Traded Partnerships - U.S. Taxation For Limited Partners [View article]
    I think the "double reporting" comes into play when you sell units. The brokerage firm will include the sale of the units in the 1099 it sends you. Although the selling price is correct, the cost basis isn't as they do not have your annual K-1 statements to make the necessary adjustments.

    In my case, the compelled sale of KMP, for KMI stock and cash made last year's filing a "no fun" project.
    May 13, 2015. 09:31 AM | Likes Like |Link to Comment
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