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Anonymous 2

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  • Checking Up On The Dogs Of The Dow [View article]
    Most know that the DOD does not pay out a dividend.
    Based on the total return of equal investments (in an IRA)
    using DOD, SDY, SPY, DIA, DVY and a select few
    other dividend paying ETFs, how does DOD compare
    on a risk adjusted (Volatility of price) total return for the
    1, 3, 5 years and from the inception of DOD (07?) assuming reinvestment of dividends for those who pay out.
    Dec 12, 2013. 11:10 AM | Likes Like |Link to Comment
  • Dividend Stocks With Better Revenue Growth, Lower Beta And At Least 10% Price Gain Targets [View article]
    Although the portfolio of DOD is based on the 10 highest dividend payers in the DJIA, it does not pay out a dividend.

    How would the total return and other risk adjusted performance data of DOD compare with similar data using dividend reinvestment for all other Dividend paying stocks - specifically including those you used in this very informative article.I very much appreciated the various spreadsheet formatted presentations.They helped tell the story.
    Dec 7, 2013. 10:52 AM | Likes Like |Link to Comment
  • RAIT's Composition Sounds A Little Like Beethoven's 5th [View article]
    What is the symbol for the new RAS cvt notes?
    Dec 5, 2013. 06:32 PM | Likes Like |Link to Comment
  • RAIT Financial Trust Prices Public Offering of Convertible Senior Notes Due 2033 [View article]
    Is the an announced symbol for this offering?
    Dec 5, 2013. 12:54 PM | Likes Like |Link to Comment
  • RAIT gains after convertible note offering [View news story]
    Is there any reason to not include the new symbol of this new offering?
    Dec 5, 2013. 09:49 AM | Likes Like |Link to Comment
  • Right Now Is The Wrong Time To Be Buying BDCs [View article]
    Factoids:many thanks for your thoughtful response. My implied hypothesis assumed that your spreadsheet included your own considered opinion as to what makes up a reasonable estimate of dividend payout as well as a target price which takes into consideration your own conclusion/observation of the current valuation as being "over" or "under" valued. With this as an assumption, I figured the projected next 12 months of dividend payout would be just one factor to be added to the current price, perhaps with your own estimated current price at YOUR estimated whatever % premium or % discount the stock was selling at.
    I do realize this would be subjective but leaving the "target prices" as they are listed - and undefined as to the specific infomation they seem to imply - does not provide (me) with much additional value as do the other statistics in the spreadsheet.
    Thanks again .
    Dec 1, 2013. 08:59 PM | Likes Like |Link to Comment
  • Retiree: What Role Should High Yield Play In A Distribution Stage Portfolio? [View article]
    I liked your analysis. As an additional filter, I suggest you use Yahoo Finance to view the 5 and 6 year charts (To include the bear market period) using the compare mode to compare DOD with any one of the stocks mentioned in the above comments with DOD and the following four ETFs: SDY, DVY, SPY, SCHD. Do this for each of the stocks you are considering.The COMPARE mode only enables comparisons to 5 or 6 others. So use the ones suggested as an example of well known and recognized indices and dividend paying ETFs
    DOD is an ETN and thus may not be a good comparison. I included it since it is focused on the 10 HIGHEST yielding stocks in the DJIA.
    Do this to include the two previous bear market years as well as each of the past 4, 3, 2 years and 12 months.
    As many/most of your readers know, DOD does not pay out a dividend but its portfolio is managed and adjusted to reflect the "total return" performance of the 10 highest yielding stocks of the 30 stocks in the DJIA. Note: SCHD is structured to be somewhat similar to DOD But uses the criteria used by SP500 to create a group of stocks which have a 25 consecutive year record of increasing dividend payouts and is similar to DOD in that it selects the highest yielding of these 50 to 75 consecutive increasing dividend payers.
    Dec 1, 2013. 11:28 AM | Likes Like |Link to Comment
  • Right Now Is The Wrong Time To Be Buying BDCs [View article]
    Great Article.
    I like your spreadsheet format
    I copy and pasted it to my excel.
    It might be of some interest to your readers to add a column between the Target and the DIV and named it the % CHG to measure the % difference between the Most recent stock price and the estimated Target Stock price to which one could add the projected 12 month Dividend yield based on the most recent stock price to determine the projected "Total Return".
    Your thoughts?
    Nov 30, 2013. 03:29 PM | Likes Like |Link to Comment
  • Baker Street Capital's Big Bet: The Next Catalyst To Drive USA Truck Shares Higher [View article]
    Does anyone have any response to the tendency of stocks to eventually fill their gaps - like it eventually most always happens?
    The HUGE gap at the end of September - from around 6.5 to 9 - a 40% gap - on about 500,000 shares - ?? and then no price change on virtually no volume - for almost 3 weeks - ?? It will be interesting ...
    Nov 20, 2013. 10:17 AM | Likes Like |Link to Comment
  • Are Business Development Companies Obscuring The Cost Of Your Fund? [View article]
    Re FGB - Nine of the top 10 holdings of FGB and BIZD are the same -
    But other than that, it appears from a quick read of the Yahoo Finance quote page that FGB is managed to obtain a total return whereas the BIZD is managed to replicate an index which is weighted in an effort to reflect the weightings of the 26 individual BDCs. Also, of course, FGB is open to include non BDCs in their effort to achieve optimal "total return" . What are some other attributes of both to distinguish the comparative pros and conse between thee two opportunities - for example a closed end structure vs an ETF structure?
    Nov 18, 2013. 07:10 PM | Likes Like |Link to Comment
  • Timing Is Everything, And The Time For Coronado Biosciences Is Now [View article]
    are you still long cndo
    Oct 14, 2013. 09:45 AM | Likes Like |Link to Comment
  • Treasury Short End Spikes But Updated Forecast Is Little Changed In Long Run [View article]
    Do you have any graphs or charts which show the trend over next ten years of the current 3.25% bank rate on which Interest only rates apply a margin to derive the effective rates mortgage holders
    pay as interest on their ten year fixed Interest only rate 30 year mortgages which are amortized after the tenth year?
    Oct 12, 2013. 11:30 AM | Likes Like |Link to Comment
  • Market Valuation Overview: Still Very Expensive [View article]
    Based on your two recent articles (Indexes since their 2000 Highs- and Market Overview) for past 13 years, what would be a reasonably
    satisfactory goal/expectation for a Compound Annual ROR for an investor's security (equity and Fixed income mix) and Residential Real Estate.
    To be specific, based on these past returns including at least two macro bull markets and two rather nasty macro bear markets what would be a reasonable goal or expected CAROR for an investor's $1,000 over a period of 10 to 15 years?
    Oct 10, 2013. 12:08 PM | Likes Like |Link to Comment
  • What's Driving The Dow Lower? [View article]
    It is interesting to note that Compared with DOD, DIA has underperformed DOD for all periods of time since inception except these past few weeks. I used Yahoo Finance Compare charts.
    Nothing like investing in the DOD profile companies.
    Aug 23, 2013. 01:22 PM | Likes Like |Link to Comment
  • What's Driving The Dow Lower? [View article]
    It was interesting to note that the DOD outperformed not only the DIA but also the SPY and the QQQ for all periods of time since its inception except for these past few weeks.
    Not bad for a buy, accumulate, dollar cost average plan or whatever - but HOLD - do not sell…
    Aug 22, 2013. 11:26 PM | Likes Like |Link to Comment