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Philipsonh

Philipsonh
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  • Consider Pinnacle Foods For Its 2.92% Yield [View article]
    I don't understand writing an article about Pinnacle Foods and not mentioning the recent merger/buy-out activities between Pinnacle, Tyson and Hillshire with Pinnacle supposedly getting a $163M default payment. the industry is in great flux.
    Aug 28 10:50 PM | 1 Like Like |Link to Comment
  • Pure Multi-Family REIT And Agellan Commercial REIT: 8% Yields With Plenty Of Upside [View article]
    APTS is a Reit which holds at least 80% of their portfolio in multi-family residences.
    Aug 26 03:43 PM | Likes Like |Link to Comment
  • Diversify Your Income Portfolio With Allianz [View article]
    current yield is 3.163%, not 4% plus, according to OTCbb listing data.
    Aug 23 12:49 PM | 1 Like Like |Link to Comment
  • StoneMor Partners: My Reason For Selling This 10% Payout MLP [View article]
    After commenting, I did make a purchase of STON. Took my own advice and went long, for the long term. ( Disclaimer ).
    Aug 22 06:53 PM | Likes Like |Link to Comment
  • Student Transportation: Riskier Than You Think? [View article]
    Just another in a long line of negative articles, much as with STON, yet buses keep rolling, people keep dying, and the companies keep moving forward.
    Aug 22 02:02 PM | Likes Like |Link to Comment
  • StoneMor Partners: My Reason For Selling This 10% Payout MLP [View article]
    I do not own shares in STON, but noticed it included in the UBS Etracs MLP Non-Energy index. I did own a small amount of shares two years ago, and notice that the articles written about STON are exactly the same now as they were then, to summarize, SELL, because the accounting is faulty, or worse, criminal. Probably two years from now I will be able to read articles with the same tone, but STON keeps getting bigger, and is promising increasingly larger net pay-outs. The problem with owning STON is that there is such an overall negative slant on STON that it can make any investor without in-depth accounting acumen nervous. ( I am not discussing this specific article, but the overall perception ). I am sure many investors own STON via various funds and funds that are based on indexes, but may not even realize it.
    Aug 14 12:07 PM | Likes Like |Link to Comment
  • A New 2x Leveraged ETN Tracks Non-Energy MLPs And Yields 14% [View article]
    I wish that they would change the index to "private equity" and drop the FUN component, as it is entirely different than the other first 9.
    Aug 14 10:52 AM | Likes Like |Link to Comment
  • Preferred Stocks Are Not For Everyone [View article]
    The biggest problem I have having owning preferred shares is that I am being "forced"" to sell because the appreciation is exceeding two years of dividend payouts and often exceeding $26 on a $25 par security. If I am earning 6.5% to maturity, in 3 years, and I now have a 13% appreciation in price, I have two years of the dividends 'in the bank", so I sell, especially when the current yield to call ( maturity ) is going to lower my yield, should I hold until the maturity date. i would like to just buy and hold, and that is my goal, but the market is forcing my hand, so to speak. There are some companies that have a rider which allows them to extend the maturity date, and those I keep, hoping that will be the case.
    Aug 12 11:37 AM | 1 Like Like |Link to Comment
  • Pure Multi-Family REIT And Agellan Commercial REIT: 8% Yields With Plenty Of Upside [View article]
    I will wait and see how the pay-outs are applied to my account, and hope you are correct. I see a lot more Canadian firms are holding U.S. assets ( as a portion or all of their portfolios ) and I just let the broker and accountant sort it out at tax time. But it is a fact that any Canadian taxes withheld from me are not withheld, a second time, from my U>S> taxes.Ii appreciate your guidance.
    Aug 5 02:03 PM | Likes Like |Link to Comment
  • Pure Multi-Family REIT And Agellan Commercial REIT: 8% Yields With Plenty Of Upside [View article]
    The Canadian tax withheld is of no significance, as it can be deducted from American citizen's u>S> income tax ; what is significant is the foreign currency exchange rate. as it affects the dividend amount. You just need to review the dividend paid and what the amount posted to your account is, to see the effect
    Aug 2 02:29 PM | Likes Like |Link to Comment
  • A New 2x Leveraged ETN Tracks Non-Energy MLPs And Yields 14% [View article]
    Again, just informational, but if you will key in Apollo Global Management plus Jupiter Resources you will note that Apollo is involved in Oil Exploration. This comment and my preceeding one are just two examples of the fact that LMLP
    is definitely involved with the energy sector, just not a pure play energy MLP. Sorry that my first comment used an incorrect symbol. The real benefit of these asset managers is that they can earn extraordinary profits if they hit it right on their investments.
    Jul 29 09:54 PM | Likes Like |Link to Comment
  • A New 2x Leveraged ETN Tracks Non-Energy MLPs And Yields 14% [View article]
    Just informational, but stating the index is EX-ENERGY , and that LMPM is ex-energy, is misleading ( not by the author ). A simple review of the Carlyle Group website will show they are definitely involved in the energy sector Worldwide. One can state these MLP's are less involved with energy than the pure energy MLP's, but they definitely do not exclude energy and energy infrastructure completely.
    Jul 29 09:42 PM | Likes Like |Link to Comment
  • This High Dividend Stock Just Declared 5th Straight Hike, Yields Almost 8%; Goes Ex-Dividend This Week [View article]
    yes, but you have to wait until they are available, which is usually in March from my experience.
    Jul 27 12:23 PM | Likes Like |Link to Comment
  • A New 2x Leveraged ETN Tracks Non-Energy MLPs And Yields 14% [View article]
    I would expect a wide variation in the monthly payouts since the portfolio holdings themselves pay out differing amounts on various time schedules, and the amount they pay out depends on their profits. That is my take based on having looked at a few of the individual portfolio companies in the past. This ETN covers a wide group of sectors via their holdings.
    Jul 23 04:16 PM | Likes Like |Link to Comment
  • Seadrill: High Dividend And High Debt [View article]
    I am long SDRL and the articles and comments about this company are probably equal to all the other companies I own combined. I have never figured out why ( not that I really care ). Since I buy and hold for long term income I have no intention of
    disposing of my shares. Additionally, various ETF's and CEF's I own which trade in the energy industry also hold shares in SDRL, so how many people can be wrong ?
    About 50% based on the articles written.
    Jul 21 02:24 PM | Likes Like |Link to Comment
COMMENTS STATS
652 Comments
451 Likes