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very_thirsty_for_income

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  • American Capital Agency Corp.: Is Now A Good Time To Buy This Mortgage REIT? [View article]
    I could retire on such a prediction if it came to pass--- with the $44.00 price and also the multiple dividend increases. AGNC is a cyclical high dividend stock, and excursions between 36.5 to 18.4 and then back to 40 are possible given the right market conditions.
    Dec 14, 2014. 10:15 PM | Likes Like |Link to Comment
  • Did Seadrill Just Become A Gold Mine To New Investors? [View article]
    Dear Garisonmp3z:


    In view of the sudden and callous SDRL dividend suspension and past history regarding FRO, I am wondering whether SDRL, SDLP, NADL , FRO are actually "companies/MLP's" or John Fredericksen's toys.


    VTFI
    Dec 3, 2014. 02:59 PM | Likes Like |Link to Comment
  • Update: Seadrill Q3'14 Earnings And Dividend Suspension [View article]
    Dear alloptions123:

    If SDRL had cut the dividend incrementally and gradually instead of opting for a complete suspension , they might have avoided the 2.5 billion market cap loss.I would think that investor confidence would have been maintaned with a series of cuts, especially considering the fact that SDRL had "coverage " for the dividend through 2015.

    VTFI
    Nov 27, 2014. 08:13 PM | 1 Like Like |Link to Comment
  • Seadrill Ltd.: My Game Plan For Tomorrow [View article]
    Dear Mike:

    It is possible that the dividend will be cut initially and then raised in the middle of 2015 so that the overall dividend is not reduced. This is in view of the fact that JF promised a sustained dividend until 2016.

    VTFI
    Nov 25, 2014. 04:09 PM | 6 Likes Like |Link to Comment
  • How Can You Sleep At Night Holding Seadrill? [View article]
    Dear zorrow--

    It is clear to me that SDRL is being traded in a most irritating fashion- every advance is followed by a complete annihilation and retracement back to the 20.70 level. I suppose all the "noise" will have to abate before determining a definitive price trend. If the subsequent news is favorable, the hopefully the stock will build upon and stable rising pattern.

    VTFI
    Nov 20, 2014. 03:30 PM | 1 Like Like |Link to Comment
  • A Dividend Growth Portfolio For New Investors And Retirees: '10 Stocks' UPDATED [View article]
    Dear Dividends#1:

    By most standards (and certainly mine), you are still young and dynamic in numbers and in spirit according to your profile and your thought provoking and original articles. In addition, articles like this one consistently present a very wise , knowledgeable , savy and detailed exposition of investment concepts which is very appealing to the SA readers.

    You have the talent for instilling confidence and vigor into other person's investing techniques by relating your experiences to others and , in my case, making good arguments for convincing them to adopt new investing strategies.

    Keep up the good work,

    VTFI
    Nov 15, 2014. 11:17 AM | 1 Like Like |Link to Comment
  • A Dividend Growth Portfolio For New Investors And Retirees: '10 Stocks' UPDATED [View article]
    Dear Dividends#1:

    I am so glad to view the progress of this portfolio. I currently have a high dividend income portfolio which according to a majority of investors is very concentrated in its four positions. I plan to eventually consider investing in the stocks in your portfolio to augment my retirement strategy , increase the reliability of my dividend stream and stabilize potential and inevitable portfolio fluctuations down the road.

    Also, I have family members who need guidance because they wish to switch to a dividend income strategy for retirement. They have 401K plans and IRA accounts which in my opinion are way too concentrated in index funds and ETFs. In 2008, their mutual fund and index positions declined 60% (although fortunately they did not sell and the positions fully recovered ) and I believe that your portfolio concept is a safer plan for all market cycles, since dividend payments and dividend reinvestments stabilize a portfolio and provide a good cash flow to support retirement expenses.

    Sincerely,

    VFTI
    Nov 15, 2014. 10:41 AM | 1 Like Like |Link to Comment
  • Seadrill Ltd: My Long Position Hurts, But Damn Me If I Sell This Nugget [View article]
    Dear rheimerl:

    This seems reasonable since the average dividend yield has previously been 8-10%.I suppose that this is an example of "reversion to the mean", but as business conditions improve, the dividend will hopefully will bottom out and be raised again. I think that the cyclical nature of the business and the likely corresponding cyclical pattern of dividend payments going forward is something that an investor might have to accept to be invested in SDRL. The company did bounce back in a major way after the 2008 recession (price -wise and dividend-wise), and this should indicate that the management is capable of weathering stormy backdrops.

    Sincerely,
    VTFI
    Nov 11, 2014. 09:35 AM | 4 Likes Like |Link to Comment
  • How American Capital Agency Corp. Controls The Cost Of Capital: A Primer On Swaps And Repurchase Agreements [View article]
    Thanks so much Colorado.
    I am trying to understand what are all the pieces of AGNC.

    VTFI
    Nov 6, 2014. 03:56 PM | Likes Like |Link to Comment
  • How American Capital Agency Corp. Controls The Cost Of Capital: A Primer On Swaps And Repurchase Agreements [View article]
    Hi Colorado:

    I am not familiar with swaps but I assume that the contract has an expiration date so that any new similar type of contract would have a new fixed rate at the new prevailing market rate (lower or higher than the fixed rate in the old contract rate ) .The libor rate continues to be variable. Also these contracts have a market value and can be traded within a portfolio as other types of options. Please correct me if I am wrong about any of this.

    Thanks again.

    VTFI
    Nov 5, 2014. 11:36 AM | 1 Like Like |Link to Comment
  • My High Dividend Yield Retirement Portfolio's Progress: The Current Yield Is 7.4% [View article]
    Dear youngdiv:

    If you are not dangerously overweight in SDRL , believe that they will rebound and you are indeed a youngdiv, then it may pay to have a small % in SDRL to boost your portfolio yield up to say 5%.

    Sincerely,

    VTFI
    Nov 5, 2014. 01:34 AM | 1 Like Like |Link to Comment
  • My High Dividend Yield Retirement Portfolio's Progress: The Current Yield Is 7.4% [View article]
    Dear Chancer:

    My views precisely with regard to underwater capital gains. It pays to be patient with a well- constructed plan illustrated by dividends#1. I have greatly benefited from investing in these companies in my portfolio, which I depend upon as an income-producing vehicle.

    I look forward to all of dividends#1's updates.

    Sincerely,

    VTFI
    VTFI
    Nov 5, 2014. 01:31 AM | 1 Like Like |Link to Comment
  • Seadrill's Future Comes Into Focus Upon Expiration Of Rosneft Breakup Rights [View article]
    Hi Anthony:

    Thanks for your article. I am a newly invested in SDRL. A dividend cut later this year would be in one month unless you mean later next year. Are the loan debt and anticipated cash flow shortfalls due to lower day rates the primary drivers for the dividend reduction this year? Is there any way to quantify the % cut if it happened next month based upon what Morgan Stanley is anticipating?

    Thanks.

    VTFI
    Nov 5, 2014. 01:11 AM | Likes Like |Link to Comment
  • Stay Away From American Capital Agency! [View article]
    Prove it.
    Oct 30, 2014. 05:22 PM | 2 Likes Like |Link to Comment
  • Update: American Capital Agency's Q3 2014 Earnings And Why I Am Buying More [View article]
    Hi Dividends#1:

    Its great that you carefully track and explain the significance of all the detailed but highly relevant minutia pertaining to AGNC. Its a great benefit to SA that you shed light on the importance and implications of the current numbers the way you do in your articles.

    Keep it up, VTFI
    Oct 29, 2014. 11:31 AM | 1 Like Like |Link to Comment
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