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robb068

robb068
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  • The BDC Portion Of My Portfolio [View article]
    Great comparison Surf !
    Mar 18, 2014. 08:02 AM | 2 Likes Like |Link to Comment
  • What's Your (Dividend Growth) Number?: Part 2 [View article]
    Surfgeazer,

    Well I should just say thanks for your comments and strategy. Its very timely as my wife and I are looking for a second property in Old Orchard beach Maine. This is a great area for summer rentals mostly in the high season to Canadians who venture down for a little r&r.
    PS used to surf at Rincon in Santa Barbara every day. Like the photo in your profile,probably 18 ft wave right?

    Thanks
    Rob
    Jan 12, 2014. 01:42 PM | 1 Like Like |Link to Comment
  • What's Your (Dividend Growth) Number?: Part 2 [View article]
    Surfgeazer: Nice concept. What is your screening process for finding BDC's and CEF's that will work with your strategy? I know you sell puts agaist the position to increase the yield,but what is your selection process?
    ThanksRob
    Jan 10, 2014. 01:26 PM | 1 Like Like |Link to Comment
  • Searching For Value And Finding It In Today's Market - Sector By Sector [View article]
    Well thank you Chuck. Looking forward to the articles.This may prompt me to get a trial of Fast Graphs!
    Jun 14, 2013. 02:38 PM | 1 Like Like |Link to Comment
  • How Long-Term Investors Can Prepare For A Looming Correction [View article]
    "why repair the roof today, there’s no rain in sight. There's really no excuse."

    What a great line,it reminds me of, "Nobody cares more about your money than you!" Rich thank you for taking the time to share a detailed view of your investing strategy and your experience of prior market corrections. I found this quite useful and have saved your comments in a google doc area for future reference. I have also experienced huge losses at one time or another and its those experiences that drive one to appreciate a sound strategy to not repeat history. Mine were in the form of options against the s&p 100(OEX) as I was a sort of day trader. Those days are long gone thankfully,but I learned quite a bit about T&A as well as money preservation.
    Thanks again.
    Looking forward to future comments and articles from you.
    Rob
    Apr 29, 2013. 08:46 AM | 1 Like Like |Link to Comment
  • Templeton Emerging Markets Income Fund declares $0.20 dividend [View news story]
    Surf are you selling TEI ?
    Jun 16, 2014. 01:07 PM | Likes Like |Link to Comment
  • How To Define Risk In Dividend-Paying Stocks [View article]
    Rich,
    Always enjoy your comments."But this is why I monitor...there is 'noise' and there are serious problems; I react to problems; and move on to another company having well-defined and superior growth opportunities (hopefully before my investment declines further)."

    I employ this strategy as well. I also sold RCI although a few months ago since it declined beyond my 8-10% cost basis(and is not a core holding).

    Happy hunting for mispriced issues in September!

    Rob
    Aug 23, 2013. 06:53 AM | Likes Like |Link to Comment
  • Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
    Thanks Brad. I will also look forward to the interview . The DLR/Highfields situation is interesting and I would much rather be holding the stock but I am trying to follow my sell criteria since it has fallen through my zone for selling at the moment.
    May 24, 2013. 04:18 PM | Likes Like |Link to Comment
  • Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
    Well I personally have just exited DLR since we just fell 8% below my cost basis. I have been following the story and will continue to see where it goes from here.DLR was not a core position so I feel better about watching this from the sidelines.
    I want to see support and then of course a rising chart with volume back through 63 before I will re enter the position. I am also keeping an eye on AMT for an entry as well.
    May 24, 2013. 02:02 PM | Likes Like |Link to Comment
  • The Intelligent REIT Investor Was Not Swayed By Mr. Market This Time [View article]
    Rich,
    All I can say is congratulations! Now that is how to manage a portfolio.
    As a follow up I would love to see how the proceeds are put to work.
    I have been watching MPW as well as OHI and O.
    I am waiting for a retracement in price on AMT and recently purchased a small position in RNF.
    Apr 26, 2013. 07:24 AM | Likes Like |Link to Comment
  • 2012 Core Dividend Growth Portfolio Results: Rethinking Strategy For 2013 [View article]
    "However, I can recommend this guidance: The DGR and the EGR should be viewed in relation to the Payout Ratio (some prefer cash flow, but it is virtually impossible to forecast cash flow). If both the DGR and Payout Ratio are relatively high, the EGR must also be high to support a continuation of the DGR. "

    Rich,
    Many thanks for posting your guidance on how you look at EGR as it relates to DGR and payout ratio. I found this to be quite interesting and will use this in my selecting criteria.

    ps. I too use an 8% bailout rule,although sometimes I stretch that to 10% depending on the volatility!
    Thanks
    Rob
    Jan 29, 2013. 05:55 PM | Likes Like |Link to Comment
  • Dividend Growth - The Stock Selection [View instapost]
    Nice post Chowder. I use your criteria,then apply some TA criteria for a good entry to a position. Thanks
    Jan 21, 2013. 07:01 AM | Likes Like |Link to Comment
COMMENTS STATS
12 Comments
6 Likes