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hockey11

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  • Durability Test: Omega Healthcare Investors [View article]
    Brad, as usual, an excellent in-depth review. Long OHI (and STAG).

    Thanks.
    Jul 27, 2015. 08:03 AM | 3 Likes Like |Link to Comment
  • REITs That Pay Monthly [View article]
    I hate simplistic and lousy comments!

    Brad, obviously 16,700+ followers think you're doing a great job, keep it up.
    Jun 23, 2015. 08:43 AM | 12 Likes Like |Link to Comment
  • Can Chatham Keep Chalking Up Dependable Monthly Dividends? [View article]
    Brad, thanks for your usual excellent analysis.
    Jun 16, 2015. 07:32 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    I believe his profile says it all.......
    Jun 13, 2015. 10:39 AM | 4 Likes Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    RS, while Main Street Capital (MAIN) isn't a bank, it's done well and has a great dividend.

    Long on MAIN.
    Jun 13, 2015. 10:36 AM | 7 Likes Like |Link to Comment
  • Retired With Money To Invest? Consider Playing Defense With Utilities [View article]
    SE is a stock worth considering with their 4.4% yield. A recent price drop has M* giving it 5 stars as it's about 28% under fair value. While down this year along with many utilities, it has a 13% annualized return over the past 5 years according to Morningstar.
    Jun 12, 2015. 03:18 PM | 2 Likes Like |Link to Comment
  • Why Investors Should Consider Buying This Mutual Fund Company [View article]
    Whoa, nicely done!
    Apr 14, 2015. 12:52 PM | Likes Like |Link to Comment
  • Forget Beaten Up Utilities, Buy This 7.1% Clean Energy REIT [View article]
    1dms, perhaps by continuing to use Return of Capital (ROC) to bump their distribution. 2014's $.88 distribution was comprised of $.04 of income and $.84 of ROC.
    Feb 13, 2015. 09:59 AM | 2 Likes Like |Link to Comment
  • Higher Dividends With Less Risk (Part 3): Global X SuperDividend U.S. ETF [View article]
    Hi Miguel & Stanford
    Bottom-line, DIV made 12 payments in 2014 with the first (Jan 2014) being $.1305. Now, they have made their 1st payment (or they will in a couple of days) for 2015 at $.0378. I thought they might add return of capital to spruce it up but it doesn't look like they will do that. By the way, DIV was averaging about a 30% return of capital during the first 10 payments in 2014. So, looks to me that they have dropped the dividend about 71% when comparing the 2 January payments. As an aside, the $.1305 paid last year was all income with no return of capital. As I said in a previous posting, my rule says dump the stock when they cut the dividend and that's what I've done. That said, I hope DIV returns to their 16 cents a month beginning with the Feb 2015 payment.
    Jan 6, 2015. 06:10 PM | Likes Like |Link to Comment
  • Higher Dividends With Less Risk (Part 3): Global X SuperDividend U.S. ETF [View article]
    Thanks for your response. I had also sent Global X an email just after their announcement but no response. DIV has (as did SDIV) used return of capital to smooth out their distributions. Doesn't look like that's the plan for January. A rule that I follow, normally after some due diligence, is to unload a stock when they cut the dividend. It may go back up to $.16 or so next month but I've sold my shares and taken a small profit.
    Jan 6, 2015. 09:41 AM | Likes Like |Link to Comment
  • Higher Dividends With Less Risk (Part 3): Global X SuperDividend U.S. ETF [View article]
    Stanford Chemist, excellent article, thanks.
    What's your thinking on DIV's approximate 70% drop in their Jan 2015 dividend to $.037838?
    Thanks.
    Dec 30, 2014. 10:33 AM | Likes Like |Link to Comment
  • If STAG Industrial Was A Car It Would Be A Mustang [View article]
    Thanks for the response. My intent was to only point out the difference in yield and distribution. When STAG (or other REITs) state that they yielded X% and their numbers reflect ROC, then investors need to understand that the true yield is somewhat lower than advertised.
    Aug 28, 2014. 10:26 AM | 1 Like Like |Link to Comment
  • If STAG Industrial Was A Car It Would Be A Mustang [View article]
    Like many (if not all REITs), the issue of Return of Capital (NYSE:ROC) needs to be considered. You show a dividend of $1.30 in 2013. Tax paperwork shows a "distribution" of $1.37 with ROC providing $.3703 (27.03%). Of course, STAG's ROC is better than O's 38.75% ROC in 2013. The good thing about STAG (and I own them) is that they're continuing to pay out more income every year (2011: $.3471; 2012: $.6340 and 2013: $.9723).

    Investors need to understand that the "yield" stated has a substantive piece of ROC included.
    Aug 28, 2014. 07:31 AM | 9 Likes Like |Link to Comment
  • How This Unique Dividend ETF Is Quietly Killing The Competition [View article]
    NV_Gary, the Form 19A that you are referencing shows SDIV's ROC fiscal YTD (Oct thru Aug?). For the first 8 months of 2014, their cumulative ROC is 13.94%. In ROC terms, SDIV (13.94%) doing much better than DIV's 32.79%.
    Aug 23, 2014. 07:35 AM | 1 Like Like |Link to Comment
  • How This Unique Dividend ETF Is Quietly Killing The Competition [View article]
    Smurf, Global X emails a monthly report (Form 19A) out that breaks down the monthly distribution. I had sent M* an email suggesting that their chart was wrong, I rec'd a note back telling me that they agreed and would be fixing the problem shortly. SDIV has the same issue although their ROC is 13.9% through August. As an aside, O, OHI and I'm sure others also do Return of Capital in their distribution. Go to GlobalXFunds.com, click on DIV and then Fund Summary, click on View Distributions Calendar and then click on Supplemental Tax Info & Forms and then, finally, click on Form 19A. Hope this helps.
    Aug 23, 2014. 07:28 AM | 6 Likes Like |Link to Comment
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