Seeking Alpha

jdhd

jdhd
Send Message
View as an RSS Feed
View jdhd's Comments BY TICKER:
Latest  |  Highest rated
  • Is This Security A Safe Haven? Absolutely Not [View article]
    RS....it hurt...it hurt a lot..haha :)
    It seems your honey verses vinegar approach in your replies has worn off on me as well.
    Lost in it was my compliment for a great objective article.

    All the best,
    jdhd
    Apr 29 07:41 PM | 2 Likes Like |Link to Comment
  • Is This Security A Safe Haven? Absolutely Not [View article]
    Pendragon....thanks for your reply and I can be called on a mixing of metaphors. To me mREITS are neither SWANS nor SAFE HAVENS but staying with what RS wrote I should have utilized SAFE HAVEN to keep my comment in the context of the article.
    Not to be further misunderstood let me say I have held NLY in the past and it was very good for collecting dividends and giving off a nice profit when I eventually sold it.
    Currently, I own AGNC and MTGE and they recently paid me some nice dividends. Still, I hold them in a much lower percent within my portfolio then I did in the past and would never consider them core of even full positions.
    For myself, double-digit dividend percents are like expresso and I view them as "so-far-so-good" stocks. They provide income although they are not DGI stocks.
    Bottom line ~ I stand corrected on my nomenclature and hope this additional comment is more cognizant of what I attempted to state in my previous one.

    So stay safe and sleep well,
    jdhd :)
    Apr 29 07:22 PM | Likes Like |Link to Comment
  • Is This Security A Safe Haven? Absolutely Not [View article]
    RS,

    Thanks for pointing out the fact that NLY is not a SWAN (Sleep Well At Night) stock. If anything mREITS are like an extra shot of expresso at Starbucks. You need to be alert and stay alert. if you hold them.
    You were like the legendary Paul Harvey in what he would always say, "...and NOW for the rest of the story."
    This article was objective and showed the other side of the coin.
    Paraphrasing the beginning of the article you have to pick your battles and this article was one many of us are glad you picked.

    All the best,
    jdhd
    Apr 29 06:13 PM | 2 Likes Like |Link to Comment
  • How Long-Term Investors Can Prepare For A Looming Correction [View article]
    Thanks Rich,

    There was a lot to glean from the 2600 words on your strategy. Personally, I didn't find it punishing in the least and actually see the merits of the 8% sell part of the strategy.
    Also have some empathy for your MT adventure. A similar situation happened to me with CLF but looking at my exit point to where it is now a double down move would have hurt much more.
    The good thing about a bad decision for me is it makes one ask what was overlooked on this stock and where am I blinded with any of my other holdings.
    There are plenty of other positive comments I could make but I might end up going a couple of thousand words myself.
    Suffice it to say it is appreciated. Thank-you for sharing all your comments.

    All the best,
    jdhd
    Apr 28 11:39 PM | Likes Like |Link to Comment
  • Apple Just Invested In Shareholders [View article]
    Charles,

    I wish to say thank-you for your article and the view you present along with the ways to invest either directly or indirectly with AAPL.

    Perspective comes from a lot of different starting points. Mine is one where I bought AAPL initially at 90.00 and sold it at 120.00. Later, I jumped in again stating around 220.00 and buying more as it rose.
    It went parabolic and I sold half my position for a nice profit.

    Now AAPL is just one of my stocks and based on YOC I'm getting a dividend over 4% and 3% on current market price.
    I'm more an income investor and AAPL doesn't have the dividend growth history to be classified as even a Dividend Contender but that takes time.
    My view is if you take 400.00 and divide it by the 10 to 1 split you have a 40.00 stock. Simple math but it was the one thing a lot of investors wanted that didn't happen. Still, 2 out of 3 isn't bad. and those were the right 2 out of 3.

    I told a friend of mine that if you didn't know the name of a company whose stock was at $40.00 and they increased the dividend from .26 to .30 quarterly or 1.22 from 1.06 annually it would definitely generate some interest.
    Additionally, that same company was planning to buy back 12 to 13% of its outstanding shares it might peak your interest further.
    On top of that the company currently had zero debt, an excellent credit standing, and about a 38 billion market cap.
    Its dividend is a little over 3% and they grew its dividend 15% this year. You might hate at it as a trader but as a investor it would intrigue you.

    So my perspective is the dividend increase is healthy and the company has the means to continue to raise the dividend at that rate. The buyback helps establish a floor in the price while pinching the curiosity of institutional investors looking for future value.
    The thing is cars models come out every year where the change may be the grill or the body style. True Innovation takes longer and can't be marked on a quarter or a calendar. My view is that the rainy day billions in AAPL's coffers are being pulled out to give them the time to innovate.
    Some folks thought AAPL would buy this company or that company or even some country...whatever. Who thought that they would spend billions just get all of us off their backs so they might go about their business? Jussayin...haha!

    All the best,
    jdhd
    Apr 25 12:26 AM | 1 Like Like |Link to Comment
  • Survey Says... These Are Dividend Growth Investors' Most Widely Held Stocks [View article]
    Thanks Dave.....I was going to say that is was because of a childhood crush of Martha Stewart....but that is just mean!

    All the best,
    jdhd
    Apr 24 05:00 PM | Likes Like |Link to Comment
  • Condition Of The Market - April 2013 [View instapost]
    ....Go directly to jail but with Chowder you get to pass GO and collect 200 dollars..jussayin!
    Apr 24 04:36 PM | 2 Likes Like |Link to Comment
  • Survey Says... These Are Dividend Growth Investors' Most Widely Held Stocks [View article]
    Much appreciated, Dave.
    As you say, it is unscientific, but it does gather the leanings of folks looking for dividend growth.
    One off the wall question....I was curious on your holding of M?
    Is it because you believe in the crash and burn of JCP?
    Is it that you wanted a high end retailer where the customers are also higher income?
    Finally, am I being to nosey?

    Good call on your completion date also.

    jdhd
    Apr 24 04:29 PM | Likes Like |Link to Comment
  • Condition Of The Market - April 2013 [View instapost]
    Chowder,

    Thanks for giving me a new toy to play with!!!
    My hand is raised.
    Can I put it down now because I'm getting a little sore holding it up and typing one-handed?
    Seriously, this is a great means of helping to determine entry and exit.
    It use to drive me crazy when I'd trim out of a stock that I was sure was rolling over.
    Worse was missing an entry point and then watching a stock shoot through the clouds.
    Hopefully, now the doc will cut my meds down.

    All the best,
    jdhd
    Apr 24 12:19 AM | 3 Likes Like |Link to Comment
  • Apple: Massive Buyback Powers Shares After Hours [View article]
    Gosh, it sure seems weird.
    So if you didn't know the name of the stock whose market price was say $40.00 and they increased the dividend from .26 to .30 quarterly or $1.20 from $1.06 annually the perception would be...NICE.
    You say that this stock also increased it's buyback of shares then a lot of us would say, "I need to check this stock out!"
    Apr 23 07:42 PM | 3 Likes Like |Link to Comment
  • 7 Oil Stocks With Yields Up To 9% [View article]
    ...LINE's baby brother..ha!
    Apr 20 01:32 AM | Likes Like |Link to Comment
  • Annaly: More Clues That Could Lead To A Dividend Hike [View article]
    RS....Thanks for the reply and I went back to see your comment. "Unbelievable" does sum it up. I agree with the past red herring and I believe you nail it by saying based on past performance this is more of the same. Much appreciated.

    jdhd
    Apr 19 04:04 PM | Likes Like |Link to Comment
  • Annaly: More Clues That Could Lead To A Dividend Hike [View article]
    RS....I copied this from Market Currents and thought Washington was done a few years ago messing with the mREITS. They looked around for awhile and then went away. What is this??...round 2....appreciate any thoughts.

    "Mortgage REITs (MORT) catch the eye of D.C., with the Financial Stability Oversight Council reportedly set to cite the industry as a potential source of market vulnerability. The companies have seen assets quadruple to over $400B since 2009, but Annaly (NLY) CEO Wellington Denahan notes their capital bases have risen as well, and a Two Harbors (TWO) presentation (page 6) shows mREITs are relatively small players in the MBS market. Maybe the Fed and the GSEs just don't like the competition. Annaly and American Capital (AGNC) are the 2 biggest mREITs, with Two Harbors a distant 3rd."
    Apr 19 01:40 AM | Likes Like |Link to Comment
  • Dividend Growth Stocks Are Success Outliers [View article]
    Chowder....My dad would have a little of that himself brought on by attending several social events at his favorite neighborhood bar. When my Mom would ask him why he was watching the summer reruns again he would simply say, "Alberta, When I go to the bar it kills off the weak brain cells. Musta been a massacre and the reruns lost."

    jdhd
    Apr 16 09:31 PM | 3 Likes Like |Link to Comment
  • Dividend Growth Stocks Are Success Outliers [View article]
    Steve,

    I personally like LO over PM. Take a look at the numbers. They are pretty good. I know people talk about the menthol issue but PM also has to worry about smoke issues too.

    Smoke 'em if ya gotten,
    jdhd
    Apr 15 10:48 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
513 Comments
724 Likes