Seeking Alpha


Send Message
View as an RSS Feed
View Philipsonh's Comments BY TICKER:
Latest  |  Highest rated
  • A Comparison Of Global Dividend Payouts [View article]
    Beautiful chart if you can read sideways -worse than the library shelves. Be better if it was vertical, no.
    Apr 15 06:52 PM | Likes Like |Link to Comment
  • Realty Income: One Heck Of An Ark That's Prepared For The Storms Ahead [View article]
    I am interested in why a neutral author would write 24 articles in the space of 3 years which include one Reit- symbol O - which averages out at 8 per year ? ( Data provided by this web site ).
    Apr 4 09:00 PM | 1 Like Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part VIII - A Year Later [View article]
    We corresponded about your portfolio plans last year wherein I suggested you look towards Preferred issues where available. Some of the companies you own have preferred issues on the market that are far safer and pay higher dividends than the common shares you have listed. In case of a market downturn your portfolio will drop 3-4 times as much as mine and mine has an approx 3% greater overall yield than yours. Obviously you received a multitude of suggestions and
    chose those that you felt were the most worthy according to your planned changes. In any event, good luck in your picks.
    Mar 22 12:51 AM | 4 Likes Like |Link to Comment
  • Drilling For Yield In The Golden Triangle [View article]
    My target price to purchase additional shares is 30.
    Mar 17 10:42 PM | Likes Like |Link to Comment
  • Seadrill Announces Stellar Results, Moves To Strengthen Balance Sheet [View article]
    I have a small position in SDRL, one of the few investments i own that is not considered " fixed income", and only in my portfolio because of the high dividend.
    I will purchase additional shares/average down if the share price approaches $30.
    Notwithstanding the usual negative articles and comments about this company on this and other sites ( not this article, of course ), most of what I have read that the company itself issues is positive. I consider SDRL a fine company and a good
    long term investment. I believe that most of the negative comments are from those betting the share price will fall and investing towards that end. From my perspective, the lower the share price, the better the buy, since the yield will be higher. If the dividend is decreased, it will still be a good yield product at 7% or higher.
    Mar 13 05:52 PM | Likes Like |Link to Comment
  • Seadrill's Path To Problems [View article]
    I am tired of reading negative articles about Seadrill when the company keeps issuing statements that indicate positive news, such as new contracts, orders for new rigs, partnerships in new enterprises, expansion into new areas, buying companies, selling off older assets to be replaced by newer ones, expanded credit lines, large stakes in other public companies, and so forth. * I own a small number of shares and expect to add shares as the price dictates and funds allow.
    Feb 19 11:44 AM | 1 Like Like |Link to Comment
  • A Survey Of Shipping Preferred Shares [View article]
    To add a bit of information, other shipping companies have issued preferred shares; ex: Teekay Offshore under TOO-A, International Shipholding under ISH-A and ISH-B . I own both company's preferreds. The article is a list of recent issuances which is helpful to those who do not keep track of such shares.
    Feb 16 03:57 PM | 1 Like Like |Link to Comment
  • Aflac, Inc. Preferred Stock Redefines Long-Term Income Investing [View article]
    Quantum Online is one website you can access to research preferred issues
    Feb 4 07:31 PM | 2 Likes Like |Link to Comment
  • Three Dividend Stocks Best For Consideration Now [View instapost]
    I expect the author is stating an investor is unable to understand what the fund's underlying portfolio consists of. If you access Morningstar or the Pimco website you will see the top holdings are not real estate products.
    Jan 13 01:48 PM | Likes Like |Link to Comment
  • Atlantic Power Preferred [View article]
    A portion of this article stares " lawsuits-=======a significant
    liability " - That, the author has stated succinctly and accurately.
    No position and taking no position.
    Dec 31 03:03 PM | 1 Like Like |Link to Comment
  • The New High-Yield, Monthly Dividend MLP Fund [View article]
    Check out articles on SA by Hinds Howard / CBRE/Clarion Securities who specializes in MLP's and related products. You can link to a list at which includes firms that offer open ended mutual funds which own MLP's as part of their portfolios.

    Dec 30 10:17 PM | 1 Like Like |Link to Comment
  • DUKH: A 6.3% Yield And 20%+ Upside From A Large Utility [View article]
    Uncle Pie

    Would you be so kind as to list the symbols related to the products you own. I am interested in whether they are the common shares or the preferred shares series where available.

    I was looking at the preferred discussed in this article and came across your opinion, which is always valued.

    Thank you

    Dec 30 05:23 PM | Likes Like |Link to Comment
  • DUKH: A 6.3% Yield And 20%+ Upside From A Large Utility [View article]
    O pref E is 2 years past its call date so insure its purchased below par value.
    Dec 27 01:25 PM | Likes Like |Link to Comment
  • Canadian REITs To Buy For 8%-Plus Yields [View article]
    U.S. investors can definitely purchase these Reits in the OTC market
    but must usually place limit orders since trading may be thin; otherwise, one must either use a broker assisted trade or have an account with a broker that trades in foreign securities. I am long five of the Reits noted as a client of TD Ameritrade and all purchases were made OTCbb in the U>S> using online trading. I also own other Canadian securities purchased in the same manner.
    Dec 24 11:14 PM | 1 Like Like |Link to Comment
  • Continued Pain Makes Dundee International More Compelling [View article]
    Simply review their website, which is separate from Dundee Reit and Dundee Industrial Reit. Each has its own website. note Dundee Reit has no interest in Dundee International Reit but still has an interest in Dundee Industrial Reit. The International Reit currently has holdings only in Germany and has been actively attempting to lower the percentage of holdings devoted to the German Post office. Make sure you are reading about the correct Reit since the names are easily mixed up. The international portfolio is growing at a rapid pace., notwithstanding the share price drop. **I own all 3 Reits, but not the DREAM manager.
    At some point the International Reit is expected to diversify out side Germany.
    Dec 12 12:01 PM | Likes Like |Link to Comment