Rebecca12

Rebecca12
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  • BUI: Has It Held Up In The Downturn?  [View article]
    Good article, interesting comparisons to ponder. Thanks
    Sep 21, 2015. 07:03 PM | Likes Like |Link to Comment
  • Reaves Utility Income Fund: It's Been A Tough Year  [View article]
    I agree, a very cursory analysis on this utility fund. However, I do enjoy Gregg's articles. He is a good writer and provides insight.

    Why not buy individual utilities that are geographically diversified.
    Sep 4, 2015. 09:34 AM | 1 Like Like |Link to Comment
  • Ventas completes spinoff of Care Capital  [View news story]
    I added to my VTR today. Is this a smart move? Dividend is over 4percent.
    appreciate some thoughts. I have 30 shares of CCP
    Aug 18, 2015. 12:08 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: Dividend Obsession Hurts The Company  [View article]
    l
    Jul 18, 2015. 10:59 PM | 2 Likes Like |Link to Comment
  • ConocoPhillips: Dividend Obsession Hurts The Company  [View article]
    stay the course
    Jul 18, 2015. 10:56 PM | 4 Likes Like |Link to Comment
  • Do Not Buy The Exxon Dip  [View article]
    Thanks again, for the reminder on the wash sale. It applies to stocks and mutual funds.
    Jul 9, 2015. 03:46 PM | 1 Like Like |Link to Comment
  • Do Not Buy The Exxon Dip  [View article]
    I thought the wash sale applied to mutual funds only...
    Insightful answer. Thank you

    Boon Pickens (on CNBC on 7-9-15) thinks oil will be $70 a barrel by year end. He also said Iran' oil will not be on the market for a year.
    Sold some CVX and COP but held XOM. So, now I just will wait closely and buy it back when if falls further and as you mentioned I will watch for the next dividend date. It is hard to get a stock that pays 4.5 percent.
    Jul 9, 2015. 03:29 PM | 1 Like Like |Link to Comment
  • Do Not Buy The Exxon Dip  [View article]
    WTI has further to fall. So, the question is if you have XOM do you sell now and take your losses and then buy it back? or do you hold on and watch it fall further? I think it's good to take a little off the table for now...keep some principle then slowly drip in small increments.
    Jul 8, 2015. 08:32 PM | 3 Likes Like |Link to Comment
  • Can You Guarantee An Income Stream For The People Left Behind?  [View article]
    This was a great article. I am a daughter that manages a portfolio full of dividend paying stocks and dividend growth stocks. I am self taught re: investing. It has taken me around 5 years of study and reading the Wall Street, Barrons, Kiplingers, Morningstar. I do enjoy it up to a point. My siblings have minimal interest and put there investments on autopilot. I think this is ok if you have no interest and it's best not to have to pay a financial advisor fee.
    Here's what I went through when one parent died and I had to take over the account. It is with a brokerage account.
    First, they recommended putting all monies in diversified mutual funds that would generate income and growth. So, they sent me the prospectus of each fund which I read. Most of the funds did not meet the benchmark of that particular fund. There were about 15 funds. Each fund has an expense ratio that I would pay plus the adivisor fee. I decided not to go this route mainly because the none of the funds met their benchmark. I could easily invested in an ETF matching the benchmark.
    The Second year they recommended putting monies in a group of ishares that would generate income and they would tweak it. No thanks because of fees and this is something I could buy on my own if I wanted to.
    Next(the third year when the advisor calls for annual meeting), they recommended immediate annuities for half the portfolio and the rest I would manage. I will be honest and say that I went out and bought the book "Annuities for Dummies". Annuities are too complicated. They are contracts with fees.
    Well, now I manage my own portfolio. Mostly dividend payers like T, PM, KO , various utilities, MLPs, Reits (O), and a few good mutual funds. It is not easy.
    There really is no one good way to invest, as I had three recommendations from my advisor as listed above.
    For my siblings, I recommend a diversified portfolio of index funds with low fees.
    Thank you so much for your interesting article.

    May 23, 2015. 10:38 AM | 3 Likes Like |Link to Comment
  • Rayonier's "confidence shaking" quarter  [View news story]
    I lost a lot of money on this stock.
    Nov 12, 2014. 06:33 PM | 1 Like Like |Link to Comment
  • Realty Income: Mindless Sell-Off Is Heaven's Gift To Bargain-Hunting Income Investors  [View article]
    Great article. Thanks!
    Sep 30, 2013. 08:37 PM | 2 Likes Like |Link to Comment
  • New Management Will Not Change Realty Income  [View article]
    Material weakness...did he mean increased interest rates?
    Sep 25, 2013. 03:15 PM | Likes Like |Link to Comment
  • Permian Basin Royalty Trust Looks Enticing With 9% Yield And Increased Production  [View article]
    How does this stock compare to MVO?
    Sep 22, 2013. 04:39 PM | Likes Like |Link to Comment
  • Is The Financial Crisis Over For Financial Stocks?  [View article]
    Thank you for you insight. I am trying to sell some of my stocks to hand over to fidelity to manage. So I would have more free time. I thought MNR would be one that I sell. I have over 1600 shares. Maybe just given them 1/2 or 800 shares. Thank you
    Sep 21, 2013. 02:42 PM | Likes Like |Link to Comment
  • Is The Financial Crisis Over For Financial Stocks?  [View article]
    I own MNR for the dividend but the share price is down and my cost basis is down. Should I sell this stock? It is hard for me to watch the principal go down. I'll take your advice. I am a beginner investor.
    Thank you
    Sep 20, 2013. 02:18 PM | Likes Like |Link to Comment
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