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Philipsonh

Philipsonh
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  • Diversify Into Singapore Dollars And Get 4% Yields With High Quality Baa3 Rated Bonds [View article]
    I do not believe that The U>S. has a tax treaty with Singapore, so if you are going to invest there, make certain you are aware of that situation.
    Dividends/interest/ etc are going to be double taxed.
    May 18 01:51 PM | Likes Like |Link to Comment
  • Why Would I Not Sell Dividend Stocks Even After A 1000% Gain? [View article]
    I commented up above but probably not clearly enough.Other comments seem to relate only to single company stocks, whereas I buy MLP's. Closed -end funds, open ended Mutual funds, foreign
    securities/funds, Reits. BDC's, ETF's, and so forth. There is a World of decent paying products beyond just large cap company stocks, except as they are incorporated in various funds I have purchased.
    May 18 01:47 PM | Likes Like |Link to Comment
  • Why Would I Not Sell Dividend Stocks Even After A 1000% Gain? [View article]
    Alayyy
    even with a primary goal of income, one can keep a portfolio diversified by looking at varying yields with a goal of coming up with an average yield that meets your needs. If your goal is an average yield of over 10%, you limit yourself and would most likely end up with an unbalanced portfolio. But if you drop your goal down to 6-7 percent there are numerous companies/entities in a variety of industries and locations that fill the bill. Basically, the lower average yield one wishes to have as a goal, the wider the number of products available. i have a 7% goal, do not purchase anything under 5% ( almost nothing ), and hit the nail on the head almost exactly, with a very diversified group of products. ok.
    May 18 01:41 PM | Likes Like |Link to Comment
  • My Perfect Dividend Portfolio [View article]
    There is really no reason to be rude. If you notice an error in an article, just point it out in your comment or suggest how the author can improve her knowledge.
    May 16 04:46 PM | Likes Like |Link to Comment
  • Withholding Tax Rates by Country for Foreign Stock Dividends [View article]
    The United States has no tax treaty with Singapore at this time. Therefore a U.S. citizen cannot deduct the withholding taxes on dividends from their U.S. income taxes.
    The U.S. does have a tax treaty with Switzerland; therefore, a U.S.
    citizen can deduct the taxes withheld from their dividend sby the Swiss Govt from their U.S. income taxes.
    This information can be located by keying U>S> tax treaties into a search engine. and by verifying each Country and what type of income that is covered .
    May 13 09:06 PM | Likes Like |Link to Comment
  • Riocan REIT: A Strong Canadian REIT To Diversify Your Dividend Portfolio [View article]
    Middlefield has two closed end funds : one is a basket of Canadian Reits and one a Global Reit product. IDR.UN and RCO.UN.
    May 11 11:27 AM | Likes Like |Link to Comment
  • Is Poseidon Concepts A Falling Knife Worth Trying To Catch? [View article]
    Aegetwil

    Hold them until you see if they remain in business. I have not even looked. or use the loss on your taxes, since the shares cannot be traded. Not many options on this one.
    May 9 05:10 PM | Likes Like |Link to Comment
  • Grab 60% Over The Next 9 Years On This Preferred [View article]
    I believe that the preferred shares can be called in on 5/15/15 or anytime thereafter until the maturity date, so that is the third option.
    I own the common shares.
    May 8 02:49 PM | 1 Like Like |Link to Comment
  • 9 New Preferred Stocks Provide Increased Principal Protection [View article]
    Bruce
    Would you be more specific on how to access these forums.
    Once into the website, are the names you noted aliases ?
    I gave it a try but was unable to access the discussions anove
    Thanks
    May 2 03:30 PM | Likes Like |Link to Comment
  • Teekay New Preferred Stock: A 7.25% Yielder Hitting The Market [View article]
    I also purchased shares on the NYSE under symbol TOO-A.just after 9:00 AM. Bought using the broker assist as firm will not be set up to trade online until Fri., so they advised, but they always offer the online trading commission in these circumstances., which is fair. I have not looked to see if the price dropped back but expect it will be near 27
    in the near future. Every decent preferred is heading that way. I am a long term buy and hold investor so I intend to hang on to my shares.
    Thanks to all.
    May 2 02:35 PM | Likes Like |Link to Comment
  • Buy Newcastle Investment For A Potential 30% Upside [View article]
    I used my gain to offset previous losses so for me it was effectively not a taxable event. Just cannot even consider getting involved with a company's sec filings, their IRs filings, the brokers interpretation, my CPA's time and expense to decipher the event, etc. Not worth it to me.
    I can just come back after the separation and see if it is worth my while to rebuy NCT or start purchasing NRZ after the dust has settled and I have a clean cut cost basis.While I am not a client of Rayond james, I noted today ( second hand ) that they are calling the special taxable dividend a NON- taxable event, to their clients. If NCT files the spin off as taxable and the broker states it is not taxable, that puts their clients in a year end bind of having to prove
    it to the IRS. that is not my cup of tea. There are plenty of companys to buy without these complexities.
    May 1 02:58 PM | Likes Like |Link to Comment
  • Teekay New Preferred Stock: A 7.25% Yielder Hitting The Market [View article]
    I think that you would need to be a favored client of the brokers distributing the TOO-A shares ( one of the 8 ) to get preferred ( no pun ) treatment. As of a few moments ago, there was no temp or perm symbol being traded that I could locate on any of 4 different sites. Maybe tomorrow will bring better luck.
    May 1 02:48 PM | Likes Like |Link to Comment
  • Teekay New Preferred Stock: A 7.25% Yielder Hitting The Market [View article]
    To the author
    Note that two comments indicated they have purchased shares prior to a temp listing on the OTC or a permanent listing on the NYSE. Just wondering what your feelings are about that situation since you indicated a desire to purchase TOO-A pfd.
    Apr 30 04:16 PM | Likes Like |Link to Comment
  • Teekay New Preferred Stock: A 7.25% Yielder Hitting The Market [View article]
    Caperdory
    I doubt it has any symbol. These comments that state they have made purchases, if true, imply that their brokers have gone to the
    market makers, or are the market makers, and are using a temporary
    symbol specific to the broker , which will be converted to a permanent symbol when trading begins. There is no trading on the NYSE or the otc market yet. Frankly, it's just another unjust maneuver that that the SEC should look into as it is unfair, but good luck with doing that. See what Davethewave said above,
    "it is trading on the desks". There is NO market trading yet, temporary or otherwise. Just the broker buying from a market maker on behalf of investors that they favor. Not all brokers have
    access of that nature.
    Apr 30 04:14 PM | Likes Like |Link to Comment
  • Buy Newcastle Investment For A Potential 30% Upside [View article]
    Author did not discuss the tax treatment of the spin off ( special dividend event ), the adjusted cost basis of NCT after the spin-off, or the cost basis of the new NZR. These were important areas for me as a shareholder of NCT. I sold all shares today and may or may not purchase after May 15, depending on expected post spin off dividend rates and future outlook.. I had no intention of getting involved in a complicated tax situation with my broker and the IRS. i took my ( large gain) and will come back after separation is posted. While this is an excellent article regarding the value and expected future values of the two companies, to me, leaving out the tax implications for current NCT shareholder is a disservice them. i know other investors are far better versed than I am in the taxation area, but I have no desire to own anything I do not understand. Therefore i have taken a 17 day hiatus.
    Apr 29 12:36 PM | 1 Like Like |Link to Comment
COMMENTS STATS
545 Comments
373 Likes