jokingme's Comments jokingme's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/191203/comments Cash Upgrades from These 3 Dividend Stocks http://seekingalpha.com/article/166972-cash-upgrades-from-these-3-dividend-stocks?source=feed#comment-717447 717447 Dividend raised to $.5525/ qtr not $.515.

Current yield is 7.5%.]]>
Fri, 16 Oct 2009 09:23:44 -0400 Dividend raised to $.5525/ qtr not $.515.

Current yield is 7.5%.]]>
Stick with Covered Calls http://seekingalpha.com/article/113031-stick-with-covered-calls?source=feed#comment-346205 346205 Without recommending KO as an investment, which would you do?
Purchase KO at $45.90 (Friday 1/2/09 close).
Sell Jan $45 for $1.60 (in the money)
Sell Jan $47.50 for $.40
Sell Feb $45 for $2.65
Sell Feb $47.50 for $1.35
Sell May $50 for $1.65 plus $.38 dividend.
Sell Aug $50 for $2.65 plus $.76 dividend.
Sell Jan10 $55 for $2.10 plus $1.52 dividend.
Other, please specify.
Do you have specific 'return profile' rules? (i.e. at least 10% total return, 1% per month income, etc. that you're looking to achieve).
Thanks,John
All opinions welcome.]]>
Mon, 05 Jan 2009 08:48:12 -0500 Without recommending KO as an investment, which would you do?
Purchase KO at $45.90 (Friday 1/2/09 close).
Sell Jan $45 for $1.60 (in the money)
Sell Jan $47.50 for $.40
Sell Feb $45 for $2.65
Sell Feb $47.50 for $1.35
Sell May $50 for $1.65 plus $.38 dividend.
Sell Aug $50 for $2.65 plus $.76 dividend.
Sell Jan10 $55 for $2.10 plus $1.52 dividend.
Other, please specify.
Do you have specific 'return profile' rules? (i.e. at least 10% total return, 1% per month income, etc. that you're looking to achieve).
Thanks,John
All opinions welcome.]]>
Dividend Income in Market Downturns http://seekingalpha.com/article/109570-dividend-income-in-market-downturns?source=feed#comment-324179 324179
Major reasons:
1. My 8 largest holdings (nearly 50% of portfolio) increased their dividend by an average of more than 10%. All increased their dividend. I may not get 10% again, but I expect increases from all of them in 2009.
2. Shift from low/no dividend stocks to preferred shares (mostly REITs). In total these are equal to my largest single position and yield over 11%.
3. Use of covered calls to supplement dividends. Using this income to purchase more dividend paying/growing stocks and selling more CCs. Done with small position sizes only (.5 - 1%). Not for the faint of heart.
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As for O, in 2008 I bought O and sold for a profit, bought O-PD and sold for a profit, repurchased O and have Dec$25 covered calls sold against it. Made as much on O covered calls as I did on the O dividends in 2008. Looking forward to selling another juicy CC on 12/22. No, I won't be upset at all if O is called away for $25 as I'd likely just switch back to the preferreds again.
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Mon, 08 Dec 2008 17:43:50 -0500
Major reasons:
1. My 8 largest holdings (nearly 50% of portfolio) increased their dividend by an average of more than 10%. All increased their dividend. I may not get 10% again, but I expect increases from all of them in 2009.
2. Shift from low/no dividend stocks to preferred shares (mostly REITs). In total these are equal to my largest single position and yield over 11%.
3. Use of covered calls to supplement dividends. Using this income to purchase more dividend paying/growing stocks and selling more CCs. Done with small position sizes only (.5 - 1%). Not for the faint of heart.
---
As for O, in 2008 I bought O and sold for a profit, bought O-PD and sold for a profit, repurchased O and have Dec$25 covered calls sold against it. Made as much on O covered calls as I did on the O dividends in 2008. Looking forward to selling another juicy CC on 12/22. No, I won't be upset at all if O is called away for $25 as I'd likely just switch back to the preferreds again.
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Penn West Energy Trust: An Underappreciated Gem http://seekingalpha.com/article/76187-penn-west-energy-trust-an-underappreciated-gem?source=feed#comment-164707 164707 Thanks for this great write-up and discussion. I look forward to reading your next one almost as much as my monthly dividend check from PWE.
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Fri, 09 May 2008 08:37:27 -0400 Thanks for this great write-up and discussion. I look forward to reading your next one almost as much as my monthly dividend check from PWE.
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