Seeking Alpha


Send Message
View as an RSS Feed
View firstinsnow's Comments BY TICKER:
Latest  |  Highest rated
  • Dividend Growth Investing, Total Return, And Indexing Revisited [View article]
    BuyandHold somes it up nicely in the last sentence.
    'Dividend growth investing, if performed skillfully and with discipline, is one
    of the ways that a person of modest means can become wealthy over the long term"
    I would add emphasis on 'Skillfully and with discipline'.
    Yes, it takes concentrated effort to produce good results.
    If you are not going to study the fundamentals and keep up with the news
    of a company you are invested in, then go ahead and buy yourself a mutual fund that tracks the sector or sectors that you have an interest.
    But if you are committed to squeezing out the most profit for yourself,
    pick a stock(s) that has good fundamentals and is trading below its midrange.
    And do due diligence for as long as you have a monetary connection to that stock.
    Another note, just because all those stocks listed in the article are considered by 'the experts' to be the 'picks of the litter', do not think that many hundreds and thousands of other stocks would not give you, better dividends, and growth,
    because they will.
    Nov 23, 2014. 08:48 AM | 4 Likes Like |Link to Comment
  • 13.4% Distribution Breitburn Energy Closed QR Energy Deal But It Has A Growing Problem - Oil [View article]
    What I'm seeing from China is causing OIL to jump in today's premarket.
    Most of the oily stocks are up in the early trade.
    OIL was selling @81+.
    BBEP's good news and the oil price increase could be a good thing
    for BBEP shareholders.
    Nov 21, 2014. 08:21 AM | 2 Likes Like |Link to Comment
  • Linn Energy: Strong Buy On This Ridiculous And Short-Sighted Sell-Off [View article]
    My experience buying, selling, and collecting dividends of LINE and later LNCO
    has been a real up and down ride.
    I originally started a position in LINE during the summer of 2010; added into
    2011, sold off the excess at 35, switched over to LNCO,rode down the starter during the bear raid, been adding on the way down in the last few months.
    All this time dividends kept pouring in.
    Currently I hold the most shares of LNCO, ever in the portfolio.
    I'm betting that oil prices will go back up eventually and the stock will once again
    hit 35 and higher.
    When that happens I'll sell off the excess, put the profits into a different
    equity and still hold at least my original position.
    All that time, I'll be collecting those nice dividends.
    After all, isn't that a way to make a few bucks?
    Nov 18, 2014. 07:44 AM | 8 Likes Like |Link to Comment
  • REITs Are Prime-Time Players, Baby! [View article]
    Very interesting development with the Equity Real Estate Trust designation,
    and the mREITs staying in the Financial Sector.
    I personally have done well in the last few years adding REITs to my portfolios.
    My earlier foray into mREITs has ended last year with mixed results, but the
    successes of DLR, WY, and VTR have been good for my bottom line.
    Yeah, ARCP was a disappointment, but you just can't win them all unless your
    somehow 'fixing the game'.
    Lots of other REITs have been doing great, and have nice dividends to bridge the
    tough spells.
    I'm still open to REITs that are trading below book, with good fundamentals and
    AND Brad Thomas has provided me with plenty of good leads.
    Nov 17, 2014. 01:01 PM | 1 Like Like |Link to Comment
  • Ventas Is Continuing To Build A Powerful Brand Of Dividend Repeatability [View article]
    Hi Brad, from my not so expert perch, this Ventas stock seems poised to
    become a bigger success than it already has been.
    Which gets me thinking that maybe new buy points of $60 are somewhat
    ultra conservative.
    On the other hand, maybe, that is why the 'shorts' are flexing their muscles, and as a result, driving down the stock price.
    But as stated, I am not an expert on these matters.
    I've also been thinking about the dividend being under 5% for the last several
    Wouldn't this be a nice holiday present to its long time stock holders, if VTR
    was to issue an increase in the quarterly dividend, or maybe even a one time
    special dividend?
    Or maybe not.
    Just sayin'
    Oct 27, 2014. 09:53 AM | 1 Like Like |Link to Comment
  • Mr. Buffett: Why Don't You Invest In REITs? [View article]
    If Warren Buffet is worried about transparent management, maybe companies like
    Weyerhaeuser [WY], 'wood' be an interesting place to start an investment.
    WY has been a REIT for about 5 years now, and they are not paying out a huge
    dividend,[around 3.5%], but they are one of the largest timber management
    A lot of long term potential packed into those forests.
    Oct 24, 2014. 09:58 AM | Likes Like |Link to Comment
  • Mr. Buffett: Why Don't You Invest In REITs? [View article]
    Ya know Brad, if Mr. Buffet does buy some substantial positions in the
    REITs, it would go a long way into creating quite alot of investment cash flowing
    through this sector.
    Me thinks, there is a 'method to your madness'.
    Who knows, maybe this could happen.
    Oct 24, 2014. 08:42 AM | Likes Like |Link to Comment
  • Ventas: A Low-Beta REIT To Spice Up Your Dividend Yield [View article]
    I looked at this segment of investment, with great interest.
    After-all, its quite obvious that the senior population is booming,
    as it lives longer, much longer than it did when my grandparents
    approached their mid-sixies, some 60 years ago.
    We will need housing, and specific medical care for those living well
    into their 70's, 80's, 90's and beyond.
    Ventas is firmly diversified in the real estate needed to accommodate
    the facilities that service these senior members of our society.
    My research convinced me that VTR would be the best fit for the money
    I put aside to invest in this growing group.
    So far that investment has lived up to my expectations.
    The price growth has been more than acceptable, and the dividend,
    even though conservative for a REIT, is welcomed every quarter into
    my cash flow.
    Oct 22, 2014. 08:01 AM | Likes Like |Link to Comment
  • Update: American Realty Capital Properties Closes Sale Of Shopper Center Portfolio [View article]
    The real risk with ARCP is whether or not the Red Lobster real estate,
    will be enhanced during the next several quarters.
    The management of the Red Lobster must be successful in turning around
    the chains flagging business.
    When that occurs, [and if], ARCP will be an extremely valuable equity.
    If an investors 'risk tolerance' is too impatient, until that event is upon us,
    than maybe that person, should look elsewhere for an equity that fills their needs.
    For those that want to 'ride out' the process of a Red Lobster rebirth,
    they can at least receive a nice monthly dividend check, while they wait.
    Oct 21, 2014. 08:42 AM | 1 Like Like |Link to Comment
  • Lexington Realty Trust: Patience Is A Virtue [View article]
    Thanx Brad, this looks good for LXP.
    I'm topped out on new buys and adds however, this last round of sale
    pricing has 'juiced' my portfolios.
    BUT, LXP will be added to the watchlist, for later consideration.
    Oct 20, 2014. 04:36 PM | 1 Like Like |Link to Comment
  • Zacks' Bull Of The Day: Weyerhaeuser [View article]
    Weyerhaeuser is a 'cornerstone' in my investment strategy.
    After-all, the continuing increase in world population,[currently 7.3 billion plus],
    means that all these people need buildings to live.
    Now, of course wood is not the only building material being used in construction,
    but it is still favoured in most temperate climates, for most single family home
    Wood is also a favoured material, in making paper products.
    Wood is also a renewable commodity, but because of the long growing period
    necessary for trees to grow until harvest, only certain trees can be grown in a
    shorter time period.
    Timber companies that own vast forested lands, will be in the best position to
    supply 'choice' lumber, in the coming years.
    WY, Weyerhaeuser, is one of these companies, that have an abundant number
    of these 'vast' forested lands.
    An investment in WY for the longer time period, should not only supply the
    investor with a nice conservative dividend, but some solid long term stock
    price growth.
    Oct 15, 2014. 10:30 AM | 1 Like Like |Link to Comment
  • 45 Attractive Dividend Growth Stocks In Today's Overheated Stock Market - Part 1 [View article]
    Very useful article Chuck.
    I guess you were not kidding when you wrote that the choices were
    appropriate for the 'conservative' retired investor.
    The dividends alone, may not yield enough for an investor with a smaller
    amount of cash available for investment.
    Yet the fundamentals of these stocks allow for stock price appreciation..
    Oct 10, 2014. 07:31 AM | 1 Like Like |Link to Comment
  • Oversold, 14% Dividend Payer CYS Investments Looks Attractive [View article]
    David, I think you have it right. Even if the stock price stays depressed,
    the dividend is very nice at the current yield.
    It doesn't look like the Fed will be able to adjust the rates upward any time
    in the near future.
    Oct 10, 2014. 07:08 AM | 1 Like Like |Link to Comment
  • Update: BreitBurn Energy Partners To Sell 14M Units [View article]
    My guess is that Breitburn probably realizes that the current correction
    on oily stocks is continuing for a while and rather than issue more debt
    later when the price is rebounding; now doesn't make that much difference.
    For the investor, buying BBEP while the stock price is depressed, gives
    them the strategic advantage of a more than generous 'dividend', in the
    short to medium run, and later when the stock price rebounds, a significant
    opportunity to make some nice profit.
    Of course this is just my take, and my opinion is simply, just my opinion,
    nothing else.
    Oct 8, 2014. 11:00 AM | Likes Like |Link to Comment
  • LinnCo: 10% Yield And Solid Growth Rate Hard To Resist [View article]
    Looks like LNCO and LINE are still on 'sale'.
    That .2416 per share per month is compelling, not to understate
    the oversold share price.
    These latest divestments, should open the top end of the share price
    after this recent correction is complete.
    Oct 8, 2014. 10:35 AM | Likes Like |Link to Comment