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mico

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  • If You Are Going To Be A Successful REIT Investor, You Must Go Where The REITs Are [View article]
    ok..I'm having trouble finding out where to start. It seems all the ones usually mentioned pay dividends. Mgoddon, Brad..anyone have any suggestions where to look.
    Thanks
    May 20 03:32 PM | Likes Like |Link to Comment
  • If You Are Going To Be A Successful REIT Investor, You Must Go Where The REITs Are [View article]
    mgoddon10..thanks for the imput. I agree with your second answer that ..if you 're in a good investment..just pay the taxes ( I can hear Chowder echoing the same line). Right now, I'm not in that situation and because of the accounts I have I do have lee way to try to avioid it. But, your first answer...very good..I didn't realize the ROC in REITS similar to MLP's. I need to dig further. Thanks again...great timing.
    May 20 03:09 PM | Likes Like |Link to Comment
  • If You Are Going To Be A Successful REIT Investor, You Must Go Where The REITs Are [View article]
    Hi Brad, haven't written in quite a while but I'm a loyal follower. I love this particular series and I using them to add to my portfolios. I currently own O,OHI and NNN and they are in the retirement portfolio. Do you recommend them only in retirement portfolios or do you feel they can have a place in taxable and non? No, I haven't bought any lately ... do you feel there may be so pull back worth waiting for? Also see DLR moving down any comment?
    May 20 09:55 AM | 1 Like Like |Link to Comment
  • Dividend Reinvestment [View instapost]
    I knew that..That's what I get for doing this so late at night..I'm still getting comfortable with the terms. Thanks!
    Feb 11 09:49 AM | Likes Like |Link to Comment
  • Dividend Reinvestment [View instapost]
    Chowder, can you elaborate on MLP distributions aren't taxed if reinvested. My brokerage firm does not offer automatic reinvesting of dividends/distributions. So, I'm doing it on my own.

    Thanks..
    Feb 11 01:12 AM | Likes Like |Link to Comment
  • Best Bond Investment Strategy: 'Just Say No!' [View article]
    Thanks for the reply. I bought back when I read one of your articles and have been very happy with it for the reasons you mentioned. Keep reviewing it to sell but can't find any reasons. Glad to hear you, too, are still with it.
    Feb 6 09:36 AM | Likes Like |Link to Comment
  • Best Bond Investment Strategy: 'Just Say No!' [View article]
    hi..You've written in the past about FOF. Do you still feel it's a CEF to own?
    Appreciate your imput! Thanks
    Feb 5 09:12 AM | Likes Like |Link to Comment
  • 24 'Overdue' Dividend Increases: Reason To Worry? [View article]
    David, I do not own any of the above stocks but all your articles help me keep tabs on the ones I do own and on my wish list. Thanks. I may have written about this before but .... I say it every time you write one ! INCREDIBLE and your spread sheet....MASTERPIECE
    Jan 29 11:33 AM | 3 Likes Like |Link to Comment
  • Managing Your Portfolio - Weightings [View instapost]
    Hi Chowder, I'm here too! Great blog..truly appreciate it. I was stuck on how to set up 3 accts, 2 non taxable and 1 taxable, and not over complicate the process. You commented to just set up the three as one. This helped me out so much. I kept the 8 best of breeds that overlapped, diversified with other great stocks and it all adds up to a max 3% base position.
    Looking forward to future blogs.
    Jan 27 11:34 AM | 1 Like Like |Link to Comment
  • 'Team Alpha' Portfolio: Dividend Investing Sooner Than Later [View article]
    Hi, I've had my eye on KFN. Can you tell me if it's better to hold it in a taxable vs non taxable acct? I've read conflicting reports.
    Thanks!
    Jan 20 12:39 PM | Likes Like |Link to Comment
  • 5 Utilities To Add To The Core Of Your Portfolio For Bond-Like Returns [View article]
    Gratian , I'm late in responding to your suggestion in contrast with Chowder to think of my 3 portfolios as a whole or diversing with great stocks between the 3. Just to let you know both suggestions helped me continue my goal to create portfolios that can stand up to whatever happens. I do have overlapping but my largest risk is 3% which I can live with but... where it was a good move I diversed with several of them..ie: Ko and PEP. TKS ! I, too, have several utilities..
    Jan 4 09:19 AM | Likes Like |Link to Comment
  • 5 Utilities To Add To The Core Of Your Portfolio For Bond-Like Returns [View article]
    Chowder, I'm late in responding to your suggestion in contrast with Gratian to think of my 3 portfolios as a whole. He suggested to split great stocks between the 3. Just to let you know both suggestions helped me continue my goal to create portfolios that can stand up to whatever happens. I do have overlapping but my largest risk is 3% which I can live with. TKS ! yes, I too have several utilities..
    Jan 4 09:14 AM | Likes Like |Link to Comment
  • Retiring From Active Portfolio Management In 2013? What Is Your Plan B? [View article]
    Bob, another great article..I'm downloading and will dissect,sum it up and place in my DG strategy. I'm glad to read that I'm not the only one thinking of the end...in any form that it may happen. Thanks
    Jan 2 11:36 AM | Likes Like |Link to Comment
  • Retiring From Active Portfolio Management In 2013? What Is Your Plan B? [View article]
    this made me smile.....I've been doing the same thing for my husband's sake and sanity, god forbid..I die!
    Jan 2 11:30 AM | Likes Like |Link to Comment
  • 5 Utilities To Add To The Core Of Your Portfolio For Bond-Like Returns [View article]
    Bob, I've been dissecting every article and they have been very helpful. What I like the most is the way you're setting up each sector and how they fit in a portfolio. Thanks !
    Dec 28 12:13 PM | 1 Like Like |Link to Comment
COMMENTS STATS
43 Comments
19 Likes