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rnsmth

rnsmth
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AAPL, ABT, AGNC, AMRE, APU, ARCP, AVB, BAX, BMO, BOH, BX, CAT, CBRL, CLX, COP, CPL, CSCO, CTL, CVX, D, DD, DLR, DRI, DUK, ED, FTR, GE, GG, GIS, GOOD, GOV, HAS, HCP, HE, IBM, INTC, JNJ, KMB, KMI, KMP, KO, KRFT, LAG, LLY, MCD, MKTX, MO, MSFT, NLY, NTIOF, O, OHI, PAYX, PEP, PG, REG, RY, SDRL, SDY, SE, SEP, SNH, SO, SPY, STAG, T, TGT, TUP, UN, UTX, VIG, VOD, VZ, WAG, WEC, WFC, WFM, WM, WMT, WU
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  • Add Income To Your Portfolio With Waste Management [View article]
    Sold it, replaced with dividend. Growere
    Jun 14 11:16 AM | Likes Like |Link to Comment
  • Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
    I agree also. I did not overpay for my O position. It is up double digits.

    I also agree that one has to pay up for quality, so whether one overpaid or not depends on the valuation one assigns to a company's shares.

    FYI, Morningstar has a fair value of $43 for O.

    I paid well under $40 for my position.
    Jun 13 08:43 AM | Likes Like |Link to Comment
  • Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
    I own BMO and, at a 4.9% yield, I consider it high-yielder
    Jun 13 07:35 AM | Likes Like |Link to Comment
  • Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
    Not at all, Gratian.

    thanks for the note
    Jun 12 09:05 PM | Likes Like |Link to Comment
  • Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
    There is at least a third kind, those who select individual REITs for their dividend and their dividend growth, and who would replace them if the growth of the dividend fell too low for too long.


    One example is O, that had a 19% dividend increase this year. That buys it some time to get back to 4-5% annual dividend, for a Chowder index of > 8 - the standard set for utilities, REITS and MLPs
    Jun 12 08:40 PM | Likes Like |Link to Comment
  • Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
    <<cyclicals, financials, industrials, and techs>>

    There be income stocks in those groups, as you acknowledged. I own some of them. It is good to be diversified.
    Jun 12 06:01 PM | Likes Like |Link to Comment
  • Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
    I mostly watch my dividends roll in, and see more shares upon reinvestment.

    This part of the portfolio I am playing that way. I am just into my second year with dividend growth investing and I am more than willing to go through a serious pullback without selling any shares in that portfolio just because the share price is going down.

    I am also more than willing to sell positions in that portfolio for other reasons - and I have sold some over the past year - LLY, MCHP, WM, COP are some that come to mind right away.
    Jun 12 04:03 PM | Likes Like |Link to Comment
  • Dividend Growth Winners And Losers When Rates Rise [View article]
    25% of our DGR portfolio is in utilities and REITs. I do not plan to buy more (other than through dividend reinvestment) or to sell any at this time. Have several infusions of cash between now and Q1 2014 as we retire and consolidate finances in our IRAs (from 401k and 457 plans). Doing some planning, but will not feel pressured to get it all invested right away.
    Jun 12 12:04 PM | Likes Like |Link to Comment
  • Dividend Growth Winners And Losers When Rates Rise [View article]
    Good article. Thanks
    Jun 12 08:40 AM | 1 Like Like |Link to Comment
  • Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
    My yield on cost is 5.6%, and I am reinvesting the dividends each month regardless of share price at that time
    Jun 11 10:42 PM | Likes Like |Link to Comment
  • The Dividend Cut And Run - Or Should You Stay? [View article]
    You wrote:

    <<In the last correction (The Great Recession) 37% of dividend champions froze, reduced or eliminated their dividend payments. >>

    But what RAS wrote in his article was:

    <<A total of 99 companies out of 139, or 71.223021%, increased or maintained their dividends from 2008 to 2010. They did not give me a cost-of-living-adjustment (COLA) or an increase for inflation, but at least they did not decrease their dividends.>>

    Doesn't maintained mean the same thing as froze? They did not increase it, they did not decrease it - they maintained (or froze it).

    Isn't that right?
    Jun 11 05:36 PM | 1 Like Like |Link to Comment
  • The Dividend Cut And Run - Or Should You Stay? [View article]
    No credit is given to RAS in this article. You stated in this article:

    "As I stated in this article, in the last correction (The Great Recession) 37% of dividend champions froze, reduced or eliminated their dividend payments."

    The word "article" is a link to an article you wrote.

    I understand you get paid by the hit, but that is anything near like giving credit where credit is due.
    Jun 11 05:30 PM | 6 Likes Like |Link to Comment
  • This Big Bad Hedge Fund Can't Blow This Data Fortress REIT Down [View article]
    Given this short exchange, which is consistent with my view:

    Stewart:
    Is the dividend sustainable?
    Foust:
    Very sustainable and growing.

    I will continue to hold and reinvest.

    Best wishes with your new selection!
    Jun 11 04:18 PM | 4 Likes Like |Link to Comment
  • The Dividend Cut And Run - Or Should You Stay? [View article]
    So, first you got the length of dividend increases incorrect (were you talking about Champions and got the length of time incorrect, or were you talking about companies that increased the dividend between 10 and 24 years and got the name of the group incorrect)?

    Then you cited research by RAS in your article, but did not acknowledge the source until a comment asked how you got the 37% increase number.

    I think your article should be corrected on the first point, and RAS should be acknowledged as the source of the 37% figure and a link to his research included in the text of your article.
    Jun 11 02:54 PM | 3 Likes Like |Link to Comment
  • The Dividend Cut And Run - Or Should You Stay? [View article]
    << in the last correction (The Great Recession) 37% of dividend champions froze, reduced or eliminated their dividend payments. Dividend champions are companies that have increased their dividends every year for 10-25 years running.>>

    I believe the Champions are companies that have raised their dividends every year for 25 or more years.

    http://bit.ly/rABTPA
    Jun 11 02:37 PM | 2 Likes Like |Link to Comment
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