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  • Southern Company Is The Most Attractive High-Yield American Utilities Stock [View article]
    "ED" 58% payout ratio, 39 years of consecutive dividend increases, 4.49% div.,
    13.0 PE Ratio. all utilities are interest rate sensitive so when rates rise they loose their smile some. but this one is the king. NY City exclusive gas and electric.And you know the city slickers don't sit in the dark and build fires to heat those 15 million dollar condos.
    Their durability will likely outlive all of us writing these notes. I still prefer AT&T with a 5.4 dividend. and at least a chance at a little growth and only 29 years of consecutively increasing and paying the dividend.
    Sep 27 12:54 PM | 2 Likes Like |Link to Comment
  • Investors pounce on 3 mortgage REITs going ex-dividend today - Annaly (NLY +1%), Capstead (CMO +1.9%), and AG Mortgage (MITT +2.8%) are all sharply higher, nearly making up in less than a session all of the value erased from their stock prices due to the dividend payment.  [View news story]

    I noticed, as of late, a goodly number of controversial articles, relating to nly and issues the don't smell very good. We all know when we play high stakes (12-16% return) poker, we might do well to re-read the CEO's last line of his first quarter' s comments where he reminds use that There's no free lunch...and not sure how much or when that lunch will be paid for...but eventually will be paid for.

    I like AGNC least for now. I wonder a bit about NLY lately...and with much more smoke...I'll take my kindling to another fire.
    Jun 28 11:47 PM | Likes Like |Link to Comment