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jbbson

jbbson
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  • Until There's A Dividend, This REIT Remains A Pig In A Poke [View article]
    When it fell under 8 I added. When it went above 10 I trimmed. My original position remains. I'm glad I followed the authors advice to get in. I'm also glad I exercised my own trading strategy with the stock.
    Mar 31, 2015. 10:09 AM | Likes Like |Link to Comment
  • Philip Morris: A Reasonable Valuation In An Expensive Market [View article]
    Oh the sanctimonious! When they flap their lips they say something about themselves. Sorry recusant. Blow hard blow fast my friend and put your money in your mattress.
    Mar 30, 2015. 11:40 AM | 10 Likes Like |Link to Comment
  • Retirement Strategy: The Reward Of More Income Is Worth The Risk With Starwood Property Trust [View article]
    AMTG is closer to 12% but STWD is a great company too. Have them both. Both are top ranked.
    Mar 21, 2015. 04:50 PM | 1 Like Like |Link to Comment
  • If You Like Sustainable Rising Dividends You Will Love Apollo Residential Mortgage [View article]
    Last time I looked Thompson Reuters gave the stock a 10. Only 200 or so companies share this elite ranking and WMC has been one of them. I have about 21% of my portfolio in mREITS and glad of it. Right now my ROC is 5.4% and my dived cash flow is about 12%. The large dividends overwhelm volatility and if you compound some dividends you will get spectacular income growth and even some capital appreciation. I believe the buy and hold investor does well here for those reasons. Long AMTG, WMC, AGNC, STWD.
    Mar 21, 2015. 09:37 AM | 1 Like Like |Link to Comment
  • Apollo Residential Mortgage declares $0.48 dividend [View news story]
    My mREIT portfolio is ahead 3.45% total return over past 34 months. My realized dividends have exceeded the unrealized losses. Compounding 40% has greatly increased share count and income goes up with each share purchased. My cash flow from dividends is around 12%. I'm long AMTG, WMC, AGNC & STWD. I sold ARR, a small holding, because the company was not at the level of the rest of the portfolio. My theory: the large dividends, especially if partially compounded, will over the long haul overcome the volatility and provide a worthy overall return. I expect to double my money over 6 yrs or so and create a meaningful cash flow. The key is holding long term and compounding at these fantastic rates.
    Mar 20, 2015. 09:32 AM | Likes Like |Link to Comment
  • The Most Unlikely Stock To Build A Retirement Portfolio Upon At Any Age [View article]
    I've got a full position of 5.5% average price 24.5. That has proven to be too high. I too had hoped to see it trade in the 30s. My dividend is nice and I too expect continued growth but total return is just under 6%. To be fair, it has been much higher. I believe the trading level of this stock is going up. It keeps growing earnings so stock price and/or dividend have to increase. My GE washer/dryer is very nice. Which they hadn't sold that division.
    Mar 19, 2015. 10:15 AM | Likes Like |Link to Comment
  • AT&T: Time To Be Greedy? [View article]
    Dectra, you are misinformed. The Airways belong to the public, not the government. I thing that misconception sheds some light on the foundation of many of your comments.
    Mar 17, 2015. 09:35 AM | 3 Likes Like |Link to Comment
  • AT&T: Time To Be Greedy? [View article]
    Hi oil rich. It's clear some folks commenting here are also if the bent government knows best! Apparently they only read the sales brochure and never look at results. Al gore blubbering about criminalizing speech against his global warming scam is a frightening glimpse at what net neutering is going to do.
    Mar 17, 2015. 09:31 AM | Likes Like |Link to Comment
  • AT&T: Time To Be Greedy? [View article]
    Sorry tridacna, the mortgage problem was a direct result of government policy allowing, no demanding, sub prime loans. Government policy actually forced sub prime loans and the result was the financial collapse. Hopefully these facts haven't disturbed you. Enjoy.
    Mar 17, 2015. 09:26 AM | Likes Like |Link to Comment
  • AT&T: Time To Be Greedy? [View article]
    Six, if net neutering has nothing to do with government control why are the doing it in the first place? This is nothing but control. Control over new taxes, regulatory control on distribution and regulatory control over content.
    Mar 17, 2015. 09:23 AM | Likes Like |Link to Comment
  • AT&T: Time To Be Greedy? [View article]
    Paul, I agree. I also wonder why so many are so eager to give up their freedoms to an overbearing government. One reason that comes to mind is the propaganda content delivered by T and others. After so much television and "news" minds seem to be shaped to a certain point of view. They are on board with bug, overbearing government. I threw cable and my land line out years ago. Hopefully my grandchild will be spared the propaganda conditioning of the media and go to a charter school where she will learn to think, not what to think. What hides behind this red herring of bandwidth "neutrality" are the rules to govern content. When the Internet becomes what tv is now it to will be shut off.

    Long T
    Mar 17, 2015. 09:12 AM | Likes Like |Link to Comment
  • AT&T: Time To Be Greedy? [View article]
    Dallas_SA. First you talk about a huge government intervention taking regulatory control over transmission and content then you talk of capitalism? Has logic escaped you? The first by its very nature excludes the second.
    Mar 17, 2015. 09:01 AM | Likes Like |Link to Comment
  • AT&T: Time To Be Greedy? [View article]
    Sorry dectra, talking points are not allowed. 15 yds for unnecessary propaganda.
    Mar 17, 2015. 08:58 AM | Likes Like |Link to Comment
  • American Capital Agency Corporation Is A Strong Buy, The Discount To Book Value Is Compelling [View article]
    I like AGNC but it has a net spread of only 1,26. Another mREIT holding of mine, AMTG, has a more comfortable spread of 2.26. The rates have been trading sideways in a fairly tight range all year. Spreads have widened in anticipation of a short term hike.
    Mar 16, 2015. 01:21 PM | Likes Like |Link to Comment
  • Annaly Capital Management: Ignore Book Value Discount For Now [View article]
    I own Nly-PD. Mr Market gave that to me for 22. I sold my common last summer. It was trading close to 12. Buy these things low or don't buy them. What's low? That's the truck.
    Mar 14, 2015. 10:04 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
781 Comments
1,221 Likes