VeroMike

VeroMike
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  • Five Risks Of MLP Investing  [View article]
    If you are retired and cannot live on < 1% CD payments the main choices left are MLP's and REIT's.
    Feb 14, 2016. 09:08 AM | Likes Like |Link to Comment
  • Monmouth Is Better Than 'Good', I Can Have My Cake And Eat It Too  [View article]
    Thanks Brad. Bought after DD when you first published article. Up 6.91% in two weeks.
    Nov 30, 2015. 11:22 AM | Likes Like |Link to Comment
  • Retirement Strategy: Going For The Money Right Now  [View article]
    Purchased October 2013, single largest position in my retirement account.The gift that keeps on giving.
    Nice Renaissance recently, please keep plugging.
    Nov 30, 2015. 11:19 AM | 5 Likes Like |Link to Comment
  • Monmouth Is Better Than 'Good', I Can Have My Cake And Eat It Too  [View article]
    Monmouth's 6.7% Dividend Increase: Is It Time To Buy This FedEx Landlord?
    Article last month, Dividend increased to .64
    Does this change your Hold of buying opinion?
    Nov 17, 2015. 07:40 AM | 3 Likes Like |Link to Comment
  • Which BDCs Are Outperforming The S&P 500?  [View article]
    I have MAIN, TCPC & FSC. Would you sell FSC or hold since it has a low price to NAV?
    Thanks for your usual informative articles.
    Nov 17, 2015. 07:29 AM | 3 Likes Like |Link to Comment
  • Is Lexington Realty's 7.5% Yield Too Good To Be True?  [View article]
    I owned at $10.37 in Dec 2013, sold last month at $10.02
    Six dividends of $66 to $68
    I will buy again when I see bottom; currently down 3 cents at $9.03
    As usual a very good article by Brad.
    May 12, 2015. 12:42 PM | 1 Like Like |Link to Comment
  • Seadrill - Complete Fleet Status As Of April 2015 And Commentary  [View article]
    This is one of the best factual written articles on SDRL in a long time.
    I initially purchased in 2011 and traded through 2013 with a 23 % gain.
    Most of the money went into BBEP and MAIN which have also lost more than 50%.
    I am watching SDRL closely to buy back in, this is a $30 stock probably in 2 years.I hope BBEP and MAIN will also recover in this time period.
    Apr 8, 2015. 01:04 PM | 1 Like Like |Link to Comment
  • Prospect Capital: A Cheap Cigar Butt?  [View article]
    I purchased in 2012 at 12, and kept adding to my position into late 2013 in the low 10's. I finally realized after 2 years and what seemed like great dividends I was in the hole $110 after investing almost $20000 for two years.
    Sold the position. The stock is still deteriorating. Stay away.
    Mar 29, 2015. 09:34 AM | 1 Like Like |Link to Comment
  • Breitburn Energy Partners: The 50% Distribution Cut Is Not As Bad As It Seems  [View article]
    Ideally we would keep pumping and increase our production so Saudi Arabia and OPEC could swim in there oil; and we could be independent and not import any oil.
    Support T. Boone Pickens and his plan that if congress passed the bill he is supporting we would become independent in a few years.
    I am long BBEP for about five years, bought more at $6.92.
    Jan 4, 2015. 02:36 PM | 5 Likes Like |Link to Comment
  • Breitburn, LRR Energy, New Source Energy cut to Hold from Buy at Stifel  [View news story]
    With the hedges in place this is BS.
    They probably are buying as much as they can
    before changing there minds and there recommendation.
    I have owned this stock and traded it for almost 5 years.
    Hard to lose money with the distribution.
    I bought more last week at $6.92
    Currently my biggest position.
    Dec 23, 2014. 04:59 PM | 4 Likes Like |Link to Comment
  • 3 Reasons To Buy Himax After Another Plunge  [View article]
    In June was in the high $5 range. Sold some at $9.65 and the rest today at $7.94
    Will start buying in the low $6.00 range.
    Oct 22, 2014. 01:59 PM | 4 Likes Like |Link to Comment
  • Main Street Capital: BDC Dividend Coverage Part 17  [View article]
    I am still holding MAIN, TCPC, & HTGC.

    I have a 4-8% loss on cost, however two years of dividends still leaves me with approx 6% dividend coverage.

    I expect these stocks will return to more normal pricing, even with high Price/NAV of these stocks.
    Oct 21, 2014. 08:21 AM | Likes Like |Link to Comment
  • Oversold, 13.4% Dividend Breitburn Energy Is A Bargain On This Dip  [View article]
    I own BBEP since 2012 at 18.02; sold some around 20 a couple of months ago.
    Bought on 10/7 at 18.27 and again at 13.88 today. (Thought $18 was the bottom!!)
    This is in an IRA and it is currently my largest position, 10% of total holdings.
    With dividends and price fluctuations I had a 22% gain on previous buys and sells.
    There prices are hedged at $94 for oil and similarly for NG.
    I expect recovery to $20.00 by years end because this is grossly oversold..
    Oct 14, 2014. 02:25 PM | 3 Likes Like |Link to Comment
  • BDC Earnings Preview For Q3 2014: Part 1  [View article]
    Thanks Buzz for the article.
    I am still holding MAIN, FSC and TCPC for the dividends in my IRA.
    About 5% total in each.
    They have each lost at least 10% in the last few months.
    Looking at charts I believe they have bottomed out.
    Oct 5, 2014. 11:18 AM | 3 Likes Like |Link to Comment
  • If Annaly Is For Suckers, I Plead Guilty  [View article]
    I purchased this stock in 2011 at $18.00 and $17.73
    It has slid down to $10.00 and has is now back up to $11.82
    With that slide when I finally sold my shares I broke even because of the dividends.
    So I wonder why you are happy with your position and paying a CEO $30 million?
    I also had a similar experience with AGNC.
    Sep 7, 2014. 08:18 AM | 1 Like Like |Link to Comment
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