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Philipsonh

Philipsonh
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  • The 3 Paradoxes Of Income Investing [View article]
    reply to Buyandhold 2012
    Because if you owned them prior to the 'crash" you would have lost 50% of their value, in your scenario. The only way this is beneficial is if you were in cash or other assets with funds available to buy at the lows.
    Apr 1, 2015. 07:47 PM | Likes Like |Link to Comment
  • The ARCP Train Is Back On Schedule [View article]
    My feeling is that they cannot re-institute a dividend until all other internal matters are stabilized and they know for sure what their profit structure is. Outside matters do not affect this decision, that is, any ongoing official inquiries. They have to know what the correct data is in order to base their dividend on same. Otherwise, it would have to be adjusted up, down, or eliminated again. Investors simply have to be patient. In the meantime, their gross income is excellent ( wrong terminology for a Reit ). I own the preferred shares since the dividend is intact.
    Apr 1, 2015. 07:40 PM | 1 Like Like |Link to Comment
  • ARCP: Don't Overlook The Risks Because The Books Are 'Fixed' [View article]
    I own and am adding preferred shares, which do pay a dividend. I thought that the Mar 30 news was positive.
    Mar 31, 2015. 05:56 PM | Likes Like |Link to Comment
  • Bill Gross Has Started To Sell His Pimco Closed-End Funds [View article]
    Based on the data I have seen, that is, the # of shares of PCI outstanding, the # of shares that MR Gross owns, and the average daily volume, I do not feel that any potential sales he makes will have a major long-term effect on the fund's price. In any event, he himself would have no desire to move the share price down, which would affect the shares he would still own, were he to start selling. i expect that should he sell shares they would be in bite size increments so as not to upset the market for the fund. He may not be happy with Pimco, but there is no reason for him to lose money by forcing the price down. just my thoughts.
    Mar 31, 2015. 05:54 PM | Likes Like |Link to Comment
  • World Point Terminals cut by Credit Suisse on lower distribution outlook [View news story]
    From my perspective, Apex Oil, as a private company, has no obligation to announce future events. Therefore, WPT is simply being conservative in their own public statements. They are not discussing distribution cuts, only slower distribution increases, as their current outlook. I don't see anything bad about this situation and
    certainly do not agree with the analyst's ratings. If an investor is satisfied with the current distribution and the stability and safety of the LP, then I believe this is a decent opportunity. Lastly. Apex Oil has an excellent website with their activities outlined.
    Mar 31, 2015. 05:09 PM | Likes Like |Link to Comment
  • Terra Nitrogen: A Fertilizer Company To Help Your Money Grow [View article]
    I have nothing against TNH, but a company with ONE plant is not one that I would invest in, no matter what it manufactures.
    My opinion.
    Mar 29, 2015. 05:35 PM | 1 Like Like |Link to Comment
  • The 3 Paradoxes Of Income Investing [View article]
    I use a different method as in income oriented investor. When an investment appreciates an amount that equals two years of dividends, or more, I sell and take the gain , but at the same time, or sometime during the same year, I sell whatever I can to take a capital loss. By offsetting the gains and losses, I try to come as close to zero as possible for income tax purposes. ( I always find alternate products to purchase to replace what I have sold, often better products, since there are always new products coming to market or I may find a product I was previously unaware of. ) In any event, that is my little system. Note I do not sell preferreds that have no maturity date, only those that are within 2-3 years of being called.
    Mar 29, 2015. 01:29 PM | 3 Likes Like |Link to Comment
  • ARCP: Don't Overlook The Risks Because The Books Are 'Fixed' [View article]
    How about having some patience and see what they report on Monday.
    Guessing is not investing. My opinion. Long a small number of shares of ARCPP, preferred, and looking to add.
    Mar 29, 2015. 11:56 AM | 1 Like Like |Link to Comment
  • There Are Few Bargains In Tax-Free Income... Here's 3 [View article]
    A little off point, but I have been purchasing floating rate CEF's which will do better when the Fed eventually begins to raise rates. ( Of course, they are not tax exempt ).
    Mar 26, 2015. 11:21 PM | Likes Like |Link to Comment
  • Kinder Morgan: How To Get A 10% Yield [View article]
    It appears to me the end result is that the investor has ZERO shares at the end of this "exercise", which to me isn't an optimal outcome. The assumptions made in the article make little sense , because no one knows what the share price will be in the future. You may be selling the shares annually at a loss. Frankly, with all due respect, I do not understand this article.
    Mar 25, 2015. 07:00 PM | 4 Likes Like |Link to Comment
  • Gates' Cascade Is A Big Believer In Luxury Hotels [View article]
    To correct, LSO is not a valid symbol. Perhaps the author means LHO, Lasalle Hotel Properties.
    Mar 25, 2015. 03:52 PM | Likes Like |Link to Comment
  • Fed's Evans: Hold off on rate hikes until 2016 [View news story]
    Only ONE person should speak for the Fed, as they are causing massive confusion, as we all know.
    Mar 25, 2015. 11:49 AM | Likes Like |Link to Comment
  • The Dream Team REITs: March Madness Continues [View article]
    These 3 together pay out around 2.25% or so, which is not an income investors dream team. While all 3 are excellent companies, and have had a great deal of success for many years, I would love to own them if they paid out 5% or more. That is the bottom line. Not interested when I can earn 2-3 times as much from other Reits or other products.
    Mar 24, 2015. 03:36 PM | 2 Likes Like |Link to Comment
  • 6%+ Yields From 3 Restaurant Royalties Served With A Side Of Growth [View article]
    The largest problem is the foreign currency exchange rate, which currently is 20%+ against U.S. shareholders, lowering the payout by that amount.
    Mar 23, 2015. 12:49 PM | Likes Like |Link to Comment
  • Patterson Companies: Becoming A Dividend Growth Stock [View article]
    Neither do most other health care insurance plans, as well as not covering vision related maladies. You cannot have everything, unless someone can pay for it.
    Mar 22, 2015. 03:07 PM | Likes Like |Link to Comment
COMMENTS STATS
1,202 Comments
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