Gratian

Gratian
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  • American Tax Exempt Investors' 8% Tax-Free Yield: 2013's Management, Strategic Partnerships  [View article]
    Hey Scooter,

    Do you own some (ATAX) and if so does it produce a K-1 or it just has muni type dividends?

    Thanks, gratian
    Dec 3, 2013. 04:21 PM | Likes Like |Link to Comment
  • Was I Wrong? Reassessing American Capital Agency's Situation  [View article]
    berbno1,

    Okay, understand now why he is interested.

    No insult intended, but I have a hard time listening to the young ones giving strategy advice when they don't have decades of experienced.

    Hard to believe, but a lot of folks in this market did not even experienced the last melt down :) It will be fun to see some of there reactions when the next melt down comes along.

    Anyway, have fun with your play money. As interest rates melt up the REIT sector along with other defensive areas will take a hit.

    The good news is that the REIT sector is much further along in the sector rotation process.

    Best wishes, gratian
    Dec 3, 2013. 05:53 AM | 1 Like Like |Link to Comment
  • Sorry Guys, Stocks Are Not Bonds  [View article]
    pen,

    Good for you! You found a way that works for you and that's all that counts.

    However, it is not the only way to generate income in this market.

    I also use DGI as one component of my overall portfolio, but I do not have the comfort level to invest all my eggs in common stocks,.

    Best wishes, gratian
    Dec 3, 2013. 05:44 AM | 1 Like Like |Link to Comment
  • Don't Fight The Tape: U.S. REITs In Decline  [View article]
    rich,

    I agree, I cut my losses with (DLR) when the sentiment changed, exit with a slight loss, but I do understand why some folks may have to stay in the position for the time being.

    As to whether this is a buying opportunity or not, time will tell, but I'll sit this one out for now.

    Best wishes, gratian
    Dec 2, 2013. 08:37 PM | 1 Like Like |Link to Comment
  • 2 Stocks For Double Digit Growth And Income  [View article]
    Greg,

    I do like both of these names, but the insider transactions are well....... pitiful. I just don't like it when the D&O's use the company as ATM machines.

    The CEO for (CAH) sure just got a nice pay day (Nov 11th).

    Best wishes, gratian
    Dec 2, 2013. 07:51 PM | 1 Like Like |Link to Comment
  • W.P. Carey Is A REIT On Fire, But Can The Shares Go Any Higher?  [View article]
    PSU,

    Thanks for the info, I went a head and eliminated my (WPC) position to capture my existing unrecognized gains, but may swing back in after the REIT sector rotation settles down a bit.

    Any day you can capture dividends over a period of time and exit with your money plus gains, is a good day.

    Best wishes, gratian
    Dec 2, 2013. 07:43 PM | Likes Like |Link to Comment
  • Two 7% Yielders To Pick Up Here  [View article]
    ray,

    That may be a good reason, I used the slight pull back to add to this existing position.

    The insider buying looks good and I believe any little pull is a good opportunity to buy.

    http://bit.ly/1eJfNJD

    Best wishes, gratian
    Dec 2, 2013. 07:36 PM | Likes Like |Link to Comment
  • Sorry Guys, Stocks Are Not Bonds  [View article]
    Pen,

    What the lady was saying was someone could have just bought iShares Core S&P 500 (IVV) and been up a bunch this year. Pull up a 5 year chart and it went from $68 and change to $181 and change today.

    So yes, folks could have just bought the indexes and done just as well as some of us individual pickers.

    Bogel Heads have a wealth of information on how a limited number of funds can do a fantastic job of beating most pickers.

    I use a combination of funds and individual picks which fits my approach, but I agree with jferreiro that index funds could also do the trick for a lot of folks.

    I don't believe that you think that you have the only investment method of providing income, right?

    Best wishes, gratian
    Dec 2, 2013. 07:28 PM | 2 Likes Like |Link to Comment
  • Don't Fight The Tape: U.S. REITs In Decline  [View article]
    rich,

    I agree with your comment, most d-g or long term investors would not be that nimble.

    The current REIT sector rotation is not helping (DLR) find a bottom.

    Best wishes, gratian
    Dec 2, 2013. 07:07 PM | 1 Like Like |Link to Comment
  • Was I Wrong? Reassessing American Capital Agency's Situation  [View article]
    berbno1,

    Not sure why your financial adviser is so worried or even why a financial adviser would be involved in a self directed account, but the following link shows the D&O's are still buying.

    http://bit.ly/16IaWSt

    Folks should be able to ride this sector rotation if you have REIT's has a reasonable allocation of a well diversified portfolio.

    Best wishes, gratian
    Dec 2, 2013. 06:12 PM | 1 Like Like |Link to Comment
  • Dividend/Distribution Chasers Delight - Cornerstone Progressive Return Fund  [View article]
    reaper,

    Sounds good, looks like you got it going your way.

    I sent my CPA a email last week on my annual estimated conversions to get his blessing. The last thing you want is to accidentally kick my effective tax rate up.

    Have a good weekend, gratian
    Nov 29, 2013. 02:34 PM | Likes Like |Link to Comment
  • Sorry Guys, Stocks Are Not Bonds  [View article]
    giorgio,

    One of the first deals I learned about the market was that nobody, including me and you, don't have a clue as to what the market will do on any given day, week, month or year.

    Now, set that aside, my game plan is to stay invested up to my targeted portfolio allocations.

    Lately, I have had two sector allocations that have seen some large depreciation, which would be the preferred's and of course REIT's.

    This week I increased my existing positions in (PSAPRW), (HTA), (CSG) and ARCP . I have a new equity position that I'm currently increasing this week and for good reason, will not disclose until I'm at a full position.

    I sold a pharma this week for gains when I saw it was getting frothy.

    I also increased the shorter bond duration of my portfolio this last week.

    So, I manage my percieved risk due to the current market environment and really do not like telling other folks what debt securities to buy and would just suggest using the link I provided to research the debt issues.

    http://bit.ly/NLZXn8

    So in short, it really does not matter to me if the fed tapers ends or not when it comes to re balancing my overall portfolio.

    I will tell you that I also get concerned about my DGI component of my portfolio, which has seen amazing run ups over the last couple of years. In other words (KO) and others have a real threat "IF" interest increase, due to the amount of folks that would move to less risk.

    I trim for gains and just managed the allocations and positions sizes.

    I'm not totally convinced we are going to see 5% CD's anytime soon, at least without going out a very long time on maturity, so a lot of the taper stuff may already be priced in by the bond market.

    As long as one maintains a well diversified portfolio, does not put all the eggs in one basket, then the need to guess the future gets a little less important, at least for me.

    Hope you had a great turkey day, gratian
    Nov 29, 2013. 02:27 PM | 1 Like Like |Link to Comment
  • I'm Dumping Shares In HCP And Hiring Debra Instead  [View article]
    Miguel,

    That's the first thing I want to know in my research, is the Officers and Directors using the company as a ATM or they buying or at least holding stock awarded, because they believe the stock of the price is going up!

    I like researching the leadership team and see if they are hungry, and pure capitalist.

    I like to see where the D&O comes from, success or failures, relationships with other enterprises, because I want the "A Team" or as close as it gets when it comes to my dollars.

    I will not step back into (DLR) until I see the directors and officers purchasing stock and put a little skin into the game. At least you would know it might be close to the bottom.

    Glad the link helped and best wishes, gratian
    Nov 29, 2013. 01:57 PM | Likes Like |Link to Comment
  • I'm Dumping Shares In HCP And Hiring Debra Instead  [View article]
    Miguel,

    I agree, I added on my existing HTA position today.

    The following link indicates the leadership is building shares instead of selling.

    http://bit.ly/18bJHly

    Best wishes, gratian
    Nov 29, 2013. 12:49 PM | Likes Like |Link to Comment
  • Dividend/Distribution Chasers Delight - Cornerstone Progressive Return Fund  [View article]
    reaper,

    You should not have a problem.

    It is surprising how many folks do not know they can open a IRA for a non working spouse as long as one of them does have earned income.

    Here's a good link of the many out on the net on the back door method.

    http://bit.ly/18WKpsa

    Remember! You do have a period of time that the money has to stay in the non deductible IRA before you can back door it into a Roth. So If you contribute the max in 2013 tax year, you can back door it in 2014, and keep repeating until the pin heads change the rules in D.C.

    As always, everyone's situation is different, do your DD and have the CPA review first

    Best wishes, gratian
    Nov 29, 2013. 12:31 PM | Likes Like |Link to Comment
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