Seeking Alpha

jbbson

jbbson
Send Message
View as an RSS Feed
View jbbson's Comments BY TICKER:
Latest  |  Highest rated
  • How The New Money Thinks About Southern Co. [View article]
    I liked the article but I didn't like the 6, at least over the long term: +5 yrs. I don't disagree with the valuation process. I do hope I will do better than -22% though.

    By starting my position in this part of the cycle I think I can get a reliable 5% payout, or very close, over the long haul. That's why I bought it back in January. Im reinvesting the dividends into higher paying areas but plan to add more SO in the future. I've been pleasantly surprised by some cap gains too. +11.78% so far.

    Good valuation process! I came to about the same conclusion but figured the long-run was my friend. Thanks for the article.
    Apr 15 12:06 PM | 1 Like Like |Link to Comment
  • Week Ahead: Ignore This Warning At Your Own Peril [View article]
    The New Yorker? LOL
    Apr 13 05:19 PM | Likes Like |Link to Comment
  • This Undervalued High-Dividend Stock Is Beating The Market And Has 6 Straight Dividend Hikes [View article]
    Im long OHI too. I have big plans to hold it and buy more. I'm compounding OHIs dividends, for now, into O and ARCP.

    30 is possible again but with growth and management, as presented in the article, its doubtful it will ever be worth 30 again.
    Good article, nice presentation.
    Apr 13 10:23 AM | 4 Likes Like |Link to Comment
  • You Must Know This About REITs [View article]
    They will go up and down but income should always be good. I try and buy when they are down. Currently Im investing a lot of dividends into O & ARCP.
    Apr 9 06:02 PM | 3 Likes Like |Link to Comment
  • FirstEnergy CEO: U.S. Electric Energy Policies Should Focus on Reliability, Affordability and Economic Expansion [View article]
    I'm a shareholder and I approve!
    Apr 8 06:42 PM | Likes Like |Link to Comment
  • Dividend Portfolio Approaching $20K Annual Income [View article]
    I see your point horowitzcpa. I think you may have advised to sell and move money to a more productive total return investment?

    I've been in the mREITS since mid 2012. My total investment has grown through 40% dividend reinvestment and a little new capital. The following figures represent my yield on original capital:

    My unrealized cap loss is about 23% of the overall original investment. My realized overall gain is 36%, both dividends and realized cap gains. That doesn't include the checks I'm getting this month that will be paid on an 11%+ annual rate. I haven't taken any of the capital loss and dont plan on it. I fully expect my unrealized losses to be restored. They are already back 30% or so from the lows.

    Even if you look on my withdrawls as representing 23% return of capital to absorb the unrealized loss I still have 13% overall gain.

    I dont feel sorry for surf or think he is trying to kid anyone.
    Apr 8 12:56 PM | 3 Likes Like |Link to Comment
  • Sense And Nonsense About Climate Change. What Do Investors Need To Know? [View article]
    Im not sure about those reading recommendations especially after the front end dismissal of all else: "Not the bogus, oil-funded obfuscation..."

    Im also hesitant wasting time on an author that has been given this resounding recommendation: " but whatever you think of her..."

    I just want to enjoy for a moment my threatened right to free speech that is under attack from those trying to impose global warming on all of us.

    Investors should know that profits reported by many companies involved in alternative energy schemes are not earned. They are taken from someone that actually made a profit from a business they built themselves and given to someone running a scheme based on grants and handouts and huge tax loopholes. Some of this vast amount of money, like the case with solyndria and obama, is returned to the enabling politicians in the form of huge campaign contributions.

    Don't rely on tax loopholes and other federally sponsored schemes with your investment dollars. Stick with proven businesses that are built and managed by people, not federal laws, loopholes, profiteers and agents. And please, be careful what you read and believe. Look at where the research dollars are coming from and from whom.

    Also, like the case with al gore and politicians. What do they get out of it? look at what target audience they are trying to exploit with their alarmism and appeal. Don't forget to look at how they lead their lives either. Most present a terrible contradiction as to what they believe and how they live, even if they recycle, install a couple solar panels and/or buy green detergent.
    Apr 7 01:30 PM | 2 Likes Like |Link to Comment
  • Sense And Nonsense About Climate Change. What Do Investors Need To Know? [View article]
    Here's an exciting list of at least 107 predictions from global warming "scientists". The comments are funny too. One person asked if there are any predictions made by the global warming "scientists" that have ever come true?

    This list is one more file of evidence that savvy investors need to stay away from "green" schemes. The profits arent real, they are taken from someone that actually made a profit.

    http://bit.ly/QGqmHf
    Apr 5 04:00 PM | Likes Like |Link to Comment
  • Dividend Portfolio Approaching $20K Annual Income [View article]
    Thats a good point Buck, and something that should be introduced into the overall strategy.
    Apr 5 12:31 PM | Likes Like |Link to Comment
  • Dividend Portfolio Approaching $20K Annual Income [View article]
    I should add, our discussion today led us to the conclusion what we are doing is the same as a covered call strategy WITHOUT the premium. We are simply calling ourselves. Either way the dividend was ours because we owned the shares.

    That realization has led us into an entirely new discussion!
    Apr 4 04:19 PM | 1 Like Like |Link to Comment
  • Dividend Portfolio Approaching $20K Annual Income [View article]
    Looks like option 4 for you Cash King!
    Apr 4 03:56 PM | Likes Like |Link to Comment
  • Dividend Portfolio Approaching $20K Annual Income [View article]
    Example:We purchased First Energy (FE) in Mid Jan. It pays $.36/qtr. We have 6 qtrs of dividends in unrealized cap gains and we have collected 1 dividend since purchase.

    We have 7 qtrs of dividend income earned in less than 3 months. If we sell it has no impact on income for 7 qtrs plus we have 7 qtrs to put the money back to work.

    If we sell we can:

    1) wait until FE goes down and reinvest for more shares
    2) find a better opportunity that has higher income
    3) put the money in a safe harbor for maybe 3%.

    Solution 1 keeps our risk the same and once we are reinvested our income will be double for the remainder of the 7 qtrs and more shares (higher income) on into the future.

    2: once the money is reinvested we will again have higher income for the remainder of the 7 qtrs, at least double, and on into the future, but probably an increased risk.

    3) Low risk would yield about 7% overall, 4.2% div rate + 3% safe rate) during the 7 qtrs.

    This is what we are debating over coffee. Of course we would like to see 8 qtrs because that is the rule under discussion.

    Our final option is of course do nothing: Sit on the unrealized gain and wait around for next qtrs payout at the rate of 4.2% annually. In the meantime we may lose our cap gain.

    We are in this situation with two of our stocks. We have several more with cap gains closing in on 6 qtrs. dividend income.
    Apr 4 12:29 PM | Likes Like |Link to Comment
  • Realty Income: One Heck Of An Ark That's Prepared For The Storms Ahead [View article]
    Thompson Reuters has them a hold to a buy. They are rated an average with an overall score of 4. This isnt bad.

    My guess on Schwab: last years overall return for O was about -11%. Their opinion might be related to that?

    Over the past 5 yrs O has return 103%
    Apr 4 10:27 AM | 1 Like Like |Link to Comment
  • Dividend Portfolio Approaching $20K Annual Income [View article]
    Lots to consider with the two year rule. Thanks for the thoughts!
    Apr 3 09:43 AM | Likes Like |Link to Comment
  • Dividend Portfolio Approaching $20K Annual Income [View article]
    My portfolio is 70/30 too, for the same reasons. Most of the 30% is in funds that pay monthly and are compounding through DRIP. Im compounding 90% of the dividends and spending 10%. That should hold for another year when retirement will be final. I would like to see some tangible evidence the portfolio will do what its intended before I give up a nice late career position. So far so good.

    I've been holding EXC for many years. My first purchase were made when the stock was higher. My later purchases were all below $10.

    It has, over the years, paid a reliable dividend and because, I believe anyway, of the nature of the options business normally sells at a discount to BV.
    Apr 2 02:50 PM | 1 Like Like |Link to Comment
COMMENTS STATS
642 Comments
892 Likes