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ronfs

ronfs
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  • Buying Asia At A Discount And An 11% Yield [View article]
    Could you please explain the return of capital component of IAE's distribution? Return of capital can be good if the stock price continues to rise. Many funds use this categorization to distribute to shareholders tax efficiently. However, IAE's price has been falling. Does this not distort the actual yield, stated as 11% (which should be far lower), that you are receiving?

    Would really appreciate a clarification on this issue.
    Sep 7, 2013. 03:18 PM | 1 Like Like |Link to Comment
  • In Search Of Canadian Dividends [View article]
    Cranky, What is your opinion on some of the closed end funds out there? PDV comes to mind. Great yield with sound underlying companies in the mix. I know these have end dates and this one I believe is in 2018 but until we get close to that, they are cash cows. The monthly distributions are great!
    Mar 8, 2013. 04:41 AM | Likes Like |Link to Comment
  • American Capital Agency Corp. (AGNC) declares $1.25/share quarterly dividend, in line with previous. Forward yield 15.52%. For shareholders of record Mar. 20. Payable Apr. 26. Ex-div date Mar. 18. (PR[View news story]
    jeks, It means that you must purchase the stock before March 18 to be eligible for this dividend payment.
    Mar 8, 2013. 04:03 AM | Likes Like |Link to Comment
  • Buy Atlantic Power For A 10% Yield, Paid Monthly [View article]
    Chester and Rip, The tax treaty between the US and Canada allows one to hold Canadian Stocks and not withhold taxes if it is in a retirement account (IRA). Canada does not recognize a Roth IRA as a retirement account and does withhold taxes. These cannot be recovered. If AT is held in a non-retirement account, tax is withheld and one can recover as Rip suggests.
    Feb 4, 2013. 10:38 AM | Likes Like |Link to Comment
  • Annaly: The New CFPB Rules Could Help This Sector [View article]
    A speedy recovery, Alan. Thank you so much for your insightful articles.
    Jan 16, 2013. 07:40 AM | Likes Like |Link to Comment
  • DryShips - A Good Example Of How The Dry Bulk Industry Is Suffering [View article]
    Thanks, SE.

    Didn't understand how you arrived at your average fleet age of 6.5 years when each ship class is older than that. Either way, it looks like DRYS average fleet age is less than the industry, which should translate to a lower than industry average cap ex to replace ships and help net earnings looking forward.
    Nov 15, 2012. 04:18 PM | Likes Like |Link to Comment
  • 4 Greek Stocks To Consider For Big Profits [View article]
    I heard that CCH is moving it's operation to Switzerland because the incessant labour strikes in Greece creates a bottleneck where CCH cannot effectively ship to all it's markets. This has been a drag on their profits. How much impact would such a move have on CCH's income over the next couple of years?
    Oct 18, 2012. 12:31 AM | Likes Like |Link to Comment
  • mREITS: Irrefutable Math Portends Interest Rate Problems [View article]
    Tim, thank you for your in depth insights on MBS yields and mREITs. I'm relatively new to mREIT investing and have relied on the wonderful dividends they generate for my retirement. However, as you pointed out, one can get lulled into a false sense of security and have all those wonderful payouts wiped away by falling security prices. Where do you suggest is the best place for novice investors to find/track weekly or monthly yield spreads so to provide a red flag when we see the spread narrowing?
    Sep 10, 2012. 03:38 AM | Likes Like |Link to Comment
  • Plump 14.40% Dividend Yielding Stock For Retirees [View article]
    Todd, Thank you for opining on AGNC and comparing it to its peers to keep it in perspective. Your research and insightful examples have given me a much better understanding of the business and economic conditions that can impact mREITs. I now have ammunition to build a defensive plan should market conditions become unfavorable for these stocks. Whether you are an advisor or not, I always welcome more information and other viewpoints to make wiser decisions. It's what one does with that information that defines success.
    Jul 17, 2012. 10:00 PM | 1 Like Like |Link to Comment
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