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  • Why Dividends Matter: A Review Of Recent Research [View article]
    Great article and discussion. Thanks Geoff, all. For me, this is why SA is such a fine forum for indiv investor. I follow and read articles that invite and encourage astute commentary. IMO, this piece is a perfect example.
    Mar 5 04:29 AM | 1 Like Like |Link to Comment
  • A Few Reasons Why I'm Bullish On Home Depot [View article]
    One reason I decided to invest in HD is a recent visit to the local store. The company has a greeter posted near the door, who directs customers if they want to acquire a specific product. In a merchandise selling company, this is a brilliant stratagem, and one I haven't come across elsewhere.
    Feb 6 08:32 AM | 1 Like Like |Link to Comment
  • Maintaining A Tactical Exposure To REITs And Other Dividend Paying Stocks [View article]
    You say you "couldn't agree more" though the first stocks you mention (AGNC & NLY) are mREITs, which I believe is a market Brad does not invest in. Have I misread him or you?
    Jan 15 09:41 AM | Likes Like |Link to Comment
  • REITs To Buy And Hold In 2014 And Beyond [View article]
    Another fine article, Brad. Thanks! In another piece you mention LXP as a "dark horse" for 2014, but I notice that you don't list it among your holdings. Is there something we should conclude from this ?
    Dec 31 09:36 AM | Likes Like |Link to Comment
  • Now Is The Time To Be Fearful [View article]
    The only things keeping the market up now are companies running "lean and mean" by trimming staffs, cutting employee benefits, and foregoing research and development. Eventually, these actions, which are self-preserving and instinctive, are going to have a negative impact on the market.
    Sep 20 04:39 AM | Likes Like |Link to Comment
  • Now Is The Time To Be Fearful [View article]
    When has a government program ever resulted in "extra competition"? We are headed toward a single payer system where all competition has been eliminated. We are destined to face an environment of increasing healthcare costs as fewer providers deliver deteriorating services at increasing prices. Not good at all.
    Sep 20 04:31 AM | 3 Likes Like |Link to Comment
  • Is GE's Jeff Immelt The Next CEO To Get 'Retired'? [View article]
    Ask North Dakota about a "stagnant" energy market. The US is on the cusp of an energy boom, and GE is starting to realize it.
    Aug 30 07:14 AM | 1 Like Like |Link to Comment
  • The ABCs Of Dividend Investing: Part II - Dividend Growth Is Vital [View article]
    Excellent series of articles with a compelling story. Thanks!
    Aug 20 06:56 AM | Likes Like |Link to Comment
  • I'm Adding More SALSA To This Super-Sized Big Mac-Daddy Of REIT-Dom [View article]
    Thanks, Brad. Great information and thoughts on one of my favorite "projects".

    PS Congrats to you & your daughter, and best wishes for her success and happiness as a "Tarheel". I agree with your observation that their young lives are at Mach 4, so you must stop occasionally to "smell the roses". My oldest hits the big 4-0 this year. Where did the time go?
    Aug 12 10:18 AM | Likes Like |Link to Comment
  • Vanguard Natural Resources Is Ready To Deal [View article]
    Good article, Albert. Thanks.
    I haven't seen an announcement of a dividend boost to $.2075. Jul 18, they announced div in-line. Did I miss it?
    Aug 5 12:06 PM | 1 Like Like |Link to Comment
  • Wal-Mart: Don't Sell Early [View article]
    These are some of the problems that have prompted Wal-Mart to start to move into the on-line business against Amazon.COM in my opinion. The going could be rough as they go through the "growing pains" of moving in a new direction. Whether they can manage this huge change successfully is the judgment an investor will have make.
    Jun 23 04:48 AM | 1 Like Like |Link to Comment
  • Get Your Dry Powder Out For The REIT Way To Beat Inflation [View article]
    Sold some O at 53, just because I was sitting on $11 profit. Got edgy because I consider O long-term investment and bought back (at 49) in what I had sold. Also took a small position in LXP, bought into a declining ARCP with proceeds of LSE (bought at 5.30-7) & also have a small OHI & some KIM to fill out REIT portion of portfolio. Pulled the trigger too soon on O purchase & was a little early on some ARCP, but am generally happy with overall position (I think) ;)
    Jun 22 01:25 PM | Likes Like |Link to Comment
  • Freeport-McMoRan: 1 Good, 1 Bad, And 1 Dollar [View article]
    Thanks for your very good thoughts on FCX. As far as name expansion goes, I agree it's too much of a mouthful. Why not at least shorten it to "Freeport McMoRan Precious Metals & Energy Products Exploration & Development"?
    Jun 3 09:31 AM | 2 Likes Like |Link to Comment
  • Vanguard Natural Resources: This Upstream MLP's Contrarian Strategy Could Pay Off [View article]
    Thanks for a fine commentary Casey. I am partial to monthly dividend paying DRIPs ( both MLPs & REITs) and look forward to the day I am comfortable turning the DRIPs into self-selected reinvestment vehicles.
    Jun 3 07:35 AM | Likes Like |Link to Comment
  • Doug Kass Says Buy Gold [View article]
    I wonder who is the last gold bull, and as they go negative one by one, I wonder if I am the last gold bull. (;-{
    Jun 1 06:17 AM | Likes Like |Link to Comment