Seeking Alpha

djsulli

djsulli
Send Message
View as an RSS Feed
View djsulli's Comments BY TICKER:
Latest  |  Highest rated
  • FFO Growth And Strategic Transactions Make Ventas A Preferred Healthcare REIT [View article]
    firstinsnow

    Thanks for the comment. I am long in VTR but did not think to look at the preferred shares. Sure will look now.

    DJ
    Apr 27, 2015. 01:19 PM | Likes Like |Link to Comment
  • Chevron A Buy Ahead Of Earnings On Friday [View article]
    Ok, CVX is only 4% of my holdings but the energy sector is 15% so I will be on the fence as to whether to add to my portfolio after earnings report. Still not sure that the price of crude will continue it's climb [Ouija board  not operating properly] :). I do like that 3.9% dividend though!

    DJ
    Apr 27, 2015. 01:15 PM | 1 Like Like |Link to Comment
  • Mr. Market Has Ignored This Healthcare REIT, Maybe You Shouldn't [View article]
    Brad

    Nice article glad to see my DD confirmed by the master. I have been waiting for NHI for a while and will continue to wait for a pullback. I have a price target of $67. Might be to greedy, we will see.

    DJ
    Apr 27, 2015. 09:18 AM | Likes Like |Link to Comment
  • Feed Your Family With These 4 Monthly Paying REITs [View article]
    @buster0391

    Nice to see that your are so articulate with an impressive command of the English language. Oh yes, I have no intention of "puking", I will leave that pleasure to you. Enjoy your investing style. Bye!

    DJ
    Apr 26, 2015. 03:07 PM | 2 Likes Like |Link to Comment
  • Aiming My Sights On A Beaten-Down STAG Industrial [View article]
    green tube

    Eric hit the nail on the head as far a my classification of STAG as a "speculative" acquisition. STAG does not have a long history as a public company. I require (in my plan) a minimum of 5 years of dividend payments and a BBB+ rating, among other things, to be classified as a supporting, or core, acquisition. That said, it does not mean that i will not invest in STAG, I have. It just means that I will monitor it more closely and not add it to my projected long term holdings (such a O, OHI and VTR)

    As a side note I do expect STAG to move into a supporting position in my portfolio in 2016. That is one of the reasons that I bought STAG.

    DJ
    Apr 26, 2015. 02:13 PM | 1 Like Like |Link to Comment
  • Retired Dividend Investors Are Deluded By Yield On Cost [View article]
    George wrote:

    "So, for some of the old-timers, there is value here for them as well"

    Yes, from a old-timer who finds great value!

    DJ
    Apr 26, 2015. 10:41 AM | Likes Like |Link to Comment
  • Attractively Valued Ameriprise Financial: A Long-Term Total Return Opportunity Raises Dividend 16% [View article]
    AA

    I have made my comment on my experience with Ameriprise above. However, I cannot help but to respond to your comment, You stated:

    "the company's pervasive incompetence (or naked greed...I was never able to tell which it was)"

    Based upon my dealings with two different brokers I believe that it was, and is, "naked greed".

    DJ
    Apr 26, 2015. 10:35 AM | 2 Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For An Upside Breakout? [View article]
    Thanks again Jeff

    As usual I await and appreciate your weekly update. Great information!

    DJ
    Apr 26, 2015. 09:55 AM | 4 Likes Like |Link to Comment
  • HCP, Inc.: This Problem Just Got Bigger [View article]
    @Steve

    I also believe that the DOJ does not file a lawsuit for no reason but the past has shown that many times their case is at best weak. What they have done in many cases is go for a "settlement" which the target companies accept to avoid the cost of further litigation. Extortion anyone :). I believe this will be the eventual resolution of the DOJ case, but that is just a guess.

    HCP is one of my major holdings and though I will monitor closely, I most certainly will add on any major correction. My Buy target price is <$38.

    Long: HCP

    DJ
    Apr 26, 2015. 09:50 AM | 1 Like Like |Link to Comment
  • ConocoPhillips: Protecting The Dividend Without Cash Flow [View article]
    @rickvan

    I totally agree. While this was a good article I also take the position that the dividend is being paid out of current operating earnings. In the future the amount of Capex projects will be decreased allowing for better dividend coverage and cash flow neutrality.

    In the meantime I am quite happy to collect the dividends. I have great faith in COP's management to navigate the company.

    Long COP:

    DJ
    Apr 26, 2015. 09:32 AM | 9 Likes Like |Link to Comment
  • Aiming My Sights On A Beaten-Down STAG Industrial [View article]
    Eric

    Thanks for a great article defining STAG as it stands in today's environment. I bought STAG in Oct. 14 @$20.19 as a supporting/speculative stock in my portfolio. Looking forward to good things in the future and may add to my position at <$21.

    Good luck to all of us STAG owners.

    DJ
    Apr 25, 2015. 01:02 PM | Likes Like |Link to Comment
  • Feed Your Family With These 4 Monthly Paying REITs [View article]
    Brad

    I will also be looking forward to your article on Monday as I am looking to add another REIT and LTC is high on my watch list.

    DJ
    Apr 25, 2015. 12:07 PM | Likes Like |Link to Comment
  • Retired Dividend Investors Are Deluded By Yield On Cost [View article]
    George

    A well presented and, as seen by the comments, provocative article. I am one of those who does monitor YoC and find it a useful metric when evaluating my current holdings. It tells me where I am relative to my original investment. I list it side by side with today's yield. Therefore I have a quick picture and can evaluate if I desire to investigate making a change. If I do decide to evaluate a change a YoC comparison, along with the dividend stability of both the existing and new company, become a relevant factors. Since I am receiving the present income, and it is achieving my investment goals, I may not be interested in trading for a company with a higher yield, but also with increase risk to e the dividend. Sometimes greed is not a good thing :).

    Just me, others are more than entitled to their investing approach.

    Invest well and prosper.
    DJ
    Apr 25, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • Maintain My Bearish View On McDonald's After Results [View article]
    You present a very fair analysis of MCD at this point in time. I do own and am holding MCD for the long term. They are well aware of the issues so I am awaiting the May meeting for them to outline the new plan, which I believe will be effectively implemented. I will state that at this time I am not adding to my MCD position.

    DJ
    Apr 24, 2015. 01:48 PM | 1 Like Like |Link to Comment
  • Replace The 4% Retirement Rule With These 4% Dividend Stocks [View article]
    Thanks for the link MM

    DJ
    Apr 24, 2015. 01:06 PM | Likes Like |Link to Comment
COMMENTS STATS
1,378 Comments
2,498 Likes