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mikhailo23

mikhailo23
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  • 50/50 Portfolio (BDCs And mREITs) Baseline, 2014 [View article]
    How do you protect yourself against loss of capital?
    Jan 2, 2015. 12:50 AM | Likes Like |Link to Comment
  • Linn Energy: What To Do After Friday's Massacre [View article]
    The future of these energy stocks is in serious question. There is just too much oversupply, and no sign of it letting up. Let Linn energy go.
    Dec 1, 2014. 01:16 AM | 9 Likes Like |Link to Comment
  • The Chowder Rule [View instapost]
    I am confused by your "Chowder Rule".

    "You first take the current yield of a stock and its 5-year dividend compounded annual growth rate (OTCPK:CAGR). Add these two numbers together and that gives you its "score"."

    If stock XYZ has a dividend yield of 5%, and the CAGR of the dividend yield is 10%, the following year the stock would yield 5.5%. How does this get you to a chowder score of 15?
    Jun 14, 2014. 03:05 AM | Likes Like |Link to Comment
  • Prospect Capital's Potential Financial Restatements: Explaining The Current Situation And Its Impacts - Part 2 [View article]
    Cramer says any accounting irregularity should be handled by an immediate sale of the stock by the investor. However, I think you have given us a fair assessment of why this may not be required in this situation.
    May 17, 2014. 05:30 AM | 3 Likes Like |Link to Comment
  • 8 Dividend Stocks With A 15% Yield In 15 Years [View article]
    There is no guarantee that a stock that grows its dividend at 15% will continue to do so into the future. Many retirees need the income now, rather than what it may be in the future.
    May 7, 2014. 02:07 AM | 3 Likes Like |Link to Comment
  • Prospect Capital: Good For Income, Not Appreciation [View article]
    I have been long PSEC for about 2 years. I feel that a total return of 12% is really excellent. The S&P 500 has averaged a 10% return over the last 70 years. Also note that PSEC has been slowly and continuously raising its distribution. If it can maintain or slowly increase this distribution, who would not be pleased?
    May 7, 2014. 02:00 AM | 2 Likes Like |Link to Comment
  • Total Return Is Not All That Matters In The Accumulation Phase [View article]
    The best approach is an intermediate philosophy, midway between total return and dividend growth investing. This should carry you through bull and bear markets. Also, a solid cash position (one year of expenses) is requisite.

    You need best of breed, solid dividend growing companies , a quality total return companies, and a few speculative types (5%), the TSLA's of the world.
    Mar 23, 2014. 01:22 PM | Likes Like |Link to Comment
  • Total Return Is Not All That Matters In The Accumulation Phase [View article]
    Dividend growth investors always invest in stocks that pay dividends, but the good investors keep total return in mind. I don't try to time the market. It is impossible, but when you see yourself in a trading range, you shoot for stocks with greater yields, but always with solid and sustainable dividend growth. I am just saying that in a roaring bull, its O.K. to buy stocks with a yield of 1.5-3.5% yield. In a consolidation, the sweet spot is 3-6%. Beyond 6%, you are facing the strong possibility of a dividend trap and unsustainable dividends. If something sounds too good to be true, it usually is. Why would any company pay you 11% a year and guarantee that dividend in perpetuity?. If they could guarantee this, you would fill your portfolio with that particular stock; 11% is the historical gain of the S&P 500 over the past 70 years.
    Mar 23, 2014. 04:15 AM | 1 Like Like |Link to Comment
  • Total Return Is Not All That Matters In The Accumulation Phase [View article]
    Bull markets historically have occupied 2/3 of all market time. It is better to sell partial positions when the market is moving up. If you don't pay attention to total return in a bull market, you will be missing out on large yearly gains in capital, that in the future will buffer you during any subsequent bear market.

    I do agree that in a sideways, or consolidating market, or in a bear market, that dividend investing would be better. But, by accumulating capital during massive bull runs, you won't be disappointed.
    Mar 22, 2014. 12:56 AM | 1 Like Like |Link to Comment
  • Total Return Is Not All That Matters In The Accumulation Phase [View article]
    Total return always matters. The best situation is to buy companies with moderate yield and strong and consistent dividend growth. High dividend stocks are bond proxies and will get wacked with the soon to be rising interest rates. What good is it if you have a 12% div yield but loose 36% of your capital? It will take you 3 years just to get back to even. Also, many of the high yielders are high because their stock prices have gone down. They are dividend traps.

    It has been shown in many studies, time and time again, that dividend growers have more capital appreciation and are more immune to market turndowns.
    Mar 21, 2014. 05:10 AM | 3 Likes Like |Link to Comment
  • 3 Stocks On My Watch List For March [View article]
    TIS has been a remarkably good stock for me over the past year. The stock price has grown 50% and the 4.15% div yield has grown substantially. And as you point out, this is backed up by good earnings growth and cash flow. I will be looking to buy more shares on any dips.
    Mar 16, 2014. 09:49 PM | Likes Like |Link to Comment
  • Philip Morris: A Good Dividend Pick? [View article]
    E-cigarettes will be controlled by the FDA as many young people are staring to use them. This will be a big negative.
    Mar 13, 2014. 04:51 PM | Likes Like |Link to Comment
  • Philip Morris: A Good Dividend Pick? [View article]
    Are you not concerned that this stock has actually lost 9% in share price over the post 52 weeks. What good is the dividend if share growth is not there? Eventually earnings will be hit and the dividend will be cut.
    Mar 13, 2014. 04:27 PM | Likes Like |Link to Comment
  • Altria Group: A Smoking-Hot Dividend Champion [View article]
    With a lower market wet cap, the company losese some of it's ability to do M&A and float bonds. And sshould the div be cut, the market cap wilt get wacked again.

    Also should you need the capital in the future, it won't be there.
    Mar 12, 2014. 03:27 PM | Likes Like |Link to Comment
  • Altria Group: A Smoking-Hot Dividend Champion [View article]
    I still feel you need to look at total return. What good is it if a stock pays a 10% div yield and losses 30% of it's market cap? It would take 3 years just to break even.
    Mar 12, 2014. 03:10 PM | Likes Like |Link to Comment
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