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firstinsnow

firstinsnow
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  • Selecting The Best REIT For A Long-Term Income Portfolio [View article]
    Best of breed for me.
    VTR has room for stock price growth, and dividend growth.
    Specializing in Senior healthcare is a wise decision, since the general
    population is growing, and seniors are now living much longer than
    they were just 50 years ago.
    This stock has very long term growth potential.
    It seems to me that VTR comes as close to being the best REIT stock
    in the healthcare sector, as possible.
    snow
    Aug 21 03:56 PM | Likes Like |Link to Comment
  • Should You Buy American Realty Capital Properties Instead Of Realty Income? [View article]
    I really have no clue to why my comment was reprinted so many times.
    My apologies for the redundancy.
    Aug 20 12:00 PM | 1 Like Like |Link to Comment
  • Should You Buy American Realty Capital Properties Instead Of Realty Income? [View article]
    I prefer to limit my holdings in each sector and subsector to just one equity.
    When choosing between O and ARCP, the differences were weighed.
    On spreading risk, O wins since ARCP has a single tenant risk thats higher
    because of the Red Lobster properties.
    On the other hand, if and when the Red Lobster regains some of its prior
    success, then ARCP wins big.
    As far as value goes, ARCPs stock price is undervalued, by my estimation,
    by at least $7. [my opinion only, folks]
    Realty Income is priced just about right, with maybe $4-5 left to go.
    [once again, my opinion only]
    Both have decent dividends, O with around 5% and ARCP 8%.
    O might be more nimble, because of its better spreading of risk.
    I have gone with ARCP over O, but it was a close call, and I can still change my
    mind in the shorter run, but once the RED LOBSTER shows what it can do,
    then all bets are off.
    I must say that the monthly dividend of .0833 that ARCP pays, does make
    the difference, and the lower stock price makes it possible for me to own more
    shares of ARCP than of O.
    I try to adhere to self imposed rules on limiting the amount of money I put in
    any investment.
    SOOOO the lower stock price allows me to own more shares, and therefore
    receive more cash from dividends.
    Dividends matter to me, they help this old guy pay his bills.
    snow
    Aug 20 11:51 AM | Likes Like |Link to Comment
  • Should You Buy American Realty Capital Properties Instead Of Realty Income? [View article]
    I prefer to limit my holdings in each sector and subsector to just one equity.
    When choosing between O and ARCP, the differences were weighed.
    On spreading risk, O wins since ARCP has a single tenant risk thats higher
    because of the Red Lobster properties.
    On the other hand, if and when the Red Lobster regains some of its prior
    success, then ARCP wins big.
    As far as value goes, ARCPs stock price is undervalued, by my estimation,
    by at least $7. [my opinion only, folks]
    Realty Income is priced just about right, with maybe $4-5 left to go.
    [once again, my opinion only]
    Both have decent dividends, O with around 5% and ARCP 8%.
    O might be more nimble, because of its better spreading of risk.
    I have gone with ARCP over O, but it was a close call, and I can still change my
    mind in the shorter run, but once the RED LOBSTER shows what it can do,
    then all bets are off.
    I must say that the monthly dividend of .0833 that ARCP pays, does make
    the difference, and the lower stock price makes it possible for me to own more
    shares of ARCP than of O.
    I try to adhere to self imposed rules on limiting the amount of money I put in
    any investment.
    SOOOO the lower stock price allows me to own more shares, and therefore
    receive more cash from dividends.
    Dividends matter to me, they help this old guy pay his bills.
    snow
    Aug 20 11:49 AM | Likes Like |Link to Comment
  • Should You Buy American Realty Capital Properties Instead Of Realty Income? [View article]
    I prefer to limit my holdings in each sector and subsector to just one equity.
    When choosing between O and ARCP, the differences were weighed.
    On spreading risk, O wins since ARCP has a single tenant risk thats higher
    because of the Red Lobster properties.
    On the other hand, if and when the Red Lobster regains some of its prior
    success, then ARCP wins big.
    As far as value goes, ARCPs stock price is undervalued, by my estimation,
    by at least $7. [my opinion only, folks]
    Realty Income is priced just about right, with maybe $4-5 left to go.
    [once again, my opinion only]
    Both have decent dividends, O with around 5% and ARCP 8%.
    O might be more nimble, because of its better spreading of risk.
    I have gone with ARCP over O, but it was a close call, and I can still change my
    mind in the shorter run, but once the RED LOBSTER shows what it can do,
    then all bets are off.
    I must say that the monthly dividend of .0833 that ARCP pays, does make
    the difference, and the lower stock price makes it possible for me to own more
    shares of ARCP than of O.
    I try to adhere to self imposed rules on limiting the amount of money I put in
    any investment.
    SOOOO the lower stock price allows me to own more shares, and therefore
    receive more cash from dividends.
    Dividends matter to me, they help this old guy pay his bills.
    snow
    Aug 20 11:43 AM | Likes Like |Link to Comment
  • Should You Buy American Realty Capital Properties Instead Of Realty Income? [View article]
    I prefer to limit my holdings in each sector and subsector to just one equity.
    When choosing between O and ARCP, the differences were weighed.
    On spreading risk, O wins since ARCP has a single tenant risk thats higher
    because of the Red Lobster properties.
    On the other hand, if and when the Red Lobster regains some of its prior
    success, then ARCP wins big.
    As far as value goes, ARCPs stock price is undervalued, by my estimation,
    by at least $7. [my opinion only, folks]
    Realty Income is priced just about right, with maybe $4-5 left to go.
    [once again, my opinion only]
    Both have decent dividends, O with around 5% and ARCP 8%.
    O might be more nimble, because of its better spreading of risk.
    I have gone with ARCP over O, but it was a close call, and I can still change my
    mind in the shorter run, but once the RED LOBSTER shows what it can do,
    then all bets are off.
    I must say that the monthly dividend of .0833 that ARCP pays, does make
    the difference, and the lower stock price makes it possible for me to own more
    shares of ARCP than of O.
    I try to adhere to self imposed rules on limiting the amount of money I put in
    any investment.
    SOOOO the lower stock price allows me to own more shares, and therefore
    receive more cash from dividends.
    Dividends matter to me, they help this old guy pay his bills.
    snow
    Aug 20 11:42 AM | Likes Like |Link to Comment
  • Should You Buy American Realty Capital Properties Instead Of Realty Income? [View article]
    I prefer to limit my holdings in each sector and subsector to just one equity.
    When choosing between O and ARCP, the differences were weighed.
    On spreading risk, O wins since ARCP has a single tenant risk thats higher
    because of the Red Lobster properties.
    On the other hand, if and when the Red Lobster regains some of its prior
    success, then ARCP wins big.
    As far as value goes, ARCPs stock price is undervalued, by my estimation,
    by at least $7. [my opinion only, folks]
    Realty Income is priced just about right, with maybe $4-5 left to go.
    [once again, my opinion only]
    Both have decent dividends, O with around 5% and ARCP 8%.
    O might be more nimble, because of its better spreading of risk.
    I have gone with ARCP over O, but it was a close call, and I can still change my
    mind in the shorter run, but once the RED LOBSTER shows what it can do,
    then all bets are off.
    I must say that the monthly dividend of .0833 that ARCP pays, does make
    the difference, and the lower stock price makes it possible for me to own more
    shares of ARCP than of O.
    I try to adhere to self imposed rules on limiting the amount of money I put in
    any investment.
    SOOOO the lower stock price allows me to own more shares, and therefore
    receive more cash from dividends.
    Dividends matter to me, they help this old guy pay his bills.
    snow
    Aug 20 11:42 AM | 2 Likes Like |Link to Comment
  • Dividends Matter If They Matter To You [View article]
    dan1944, This could be true if all you were owning were stocks that
    produced less than 4%.
    My average is closer to 6%.
    This year's mandatory distribution was, 4.4%, from my traditional IRA
    that is held by Scottrade.
    To be fair about my statement, yes I do use my dividends to supply me
    with the cash needed for these payouts from the IRA.
    HOWEVER, I need more than 6% a year to cover my expenses.
    SOooo, yes I still trade in and out of stocks to make up the difference.
    When one of the stocks is having a good runup, I do sell off excess shares
    to make profits.
    Conversely, I do buy additional shares when the market price drops,
    [and the result is two-fold] when I add shares, I get more dividends,
    when I sell the excess during a bull-run of sorts, I collect profit.
    Don't forget, I'm using an IRA, so there is no profit or loss on the balance
    held in the IRA.
    I only pay taxes on the amount of money I remove from the IRA.
    Hope this clears up your question.
    snow
    Aug 15 09:11 AM | Likes Like |Link to Comment
  • Weyerhaeuser Will Likely Increase Its Dividend In 2014 [View article]
    Zvi, .29 per share, up from .22, not too shabby.
    That brings it to 3.5%, even at today's close of $33.06.
    The share buyback was well timed, as well as the dividend increase.
    WY just keeps plodding along.
    snow
    Aug 14 05:18 PM | Likes Like |Link to Comment
  • Dividends Matter If They Matter To You [View article]
    David, not only do dividends matter during accumulation that
    leads up to retirement, but during actual retirement.
    When it comes time to take distributions from an IRA, not many
    of us are excited about selling shares to get a distribution.
    Most of us would like to have enough dividends coming into the account
    to be able to leave the share count intact.
    With that in mind, most of my holdings in the IRA are generous dividend
    providers.
    This has made it possible to maintain enough reserve to cover my distributions,
    that I take each year.
    A good dividend stream has been providing me with income during the last 7 years, without losing any of the original investment that I started my retirement
    with.
    Aug 14 05:11 PM | 27 Likes Like |Link to Comment
  • Kinder Morgan: Saying Goodbye To The MLPs [View article]
    green tube, you may be correct, or not, but once KMI's stock price is
    settled, those of us who value the higher dividends KMP and KMR provided,
    most likely will not be as happy with the lower dividend % rate average.
    At that time KMI will be paying a $2.00 annual dividend, most likely quarterly which will be .50 per share. If the market price of KMI has reached $50 a share, that will represent much less than the 7 or 8% KMP and KMR was paying the dividend investor to hold those units.
    NOW I realize that we all have our own way of trading and investing in stocks.
    Dividend investors kept KMP and KMR for the generous dividends.
    These investors don't worry about whether or not the stock is growing
    at a substantial clip, they want the dividends for income.
    If the stock goes up, GREAT, but if it's in the doldrums, it's no biggy.
    All that being said, KMI will probably be a terrific growth stock and
    some investors are going to do just fine.
    Beyond that, all of us who own any of the Kinder Morgan stocks,
    should find a way to make some serious money.
    Can you imagine, how the 'shorts' are feeling today?
    Aug 12 03:37 PM | Likes Like |Link to Comment
  • Kinder Morgan: Saying Goodbye To The MLPs [View article]
    Nice cash in hand this morning. Those that stay won't be unhappy, though.
    After the smoke clears in a few more sessions, it should be clear for those
    that sold this morning, to get back in at a lower price. BUT, if not, then they
    still made a nice profit to invest somewhere else.
    I'm thinking the settled price of KMI will not produce the 7or8% KMP and KMR
    dividends have provided.
    That said, I really don't know where the stock price of KMI will go, just guessing.
    It appears, that at any rate, if you own any of Kinder Morgan's stock, you'll
    be enjoying the added value to your portfolio.
    snow
    Aug 11 10:42 AM | 1 Like Like |Link to Comment
  • 3 Stocks To Buy If Sell-Off Continues [View article]
    You know, I was thinking about the pullback yesterday and if I'm not
    mistaken, isn't it today that the 'do nothing congress', goes on vacation?
    They probably needed some cash for the 'party', so I looked, yep, every year
    this time a sale.
    It's okay with me, we could use a breather from the white hot run we've been
    experiencing.
    Now's the time to look for some bargains. Maybe another 5-8% drop in the next couple of weeks will give us even better 'sale prices'.
    Aug 1 03:59 PM | 2 Likes Like |Link to Comment
  • Digital Realty Has A Powerful Moat Of Dividend Repeatability [View article]
    Well, the action on DLR in the last several sessions has been impressive.
    The early trading this morning still isn't showing a rebound to lower prices.
    I had freed up a few bucks last week, and thought, [a little too long as it turned out], that I should add some to the share count.
    Sooner or later there should be a pullback, but the way its been going, it might
    be a while.
    No sweat, there's other places to put the cash.
    It's great to see DLR doing well.
    snow
    Jul 31 09:46 AM | Likes Like |Link to Comment
  • Silly Rabbit, Dividends Do Matter In Retirement [View article]
    I have been retired for almost 8years now.
    I do have a retirement annuity and a small Social Security stipend.
    Many years ago the realization that the annuity and Social Security
    wouldn't be enough, so I scrimped and saved until there was enough
    cash for investment in an IRA.
    NOW in retirement, the IRA is where much of my expense, such as Taxes, Insurance, extra healthcare expenses, home and auto repairs and etc. are funded.
    I figured out early on that it was not a good idea to sell income producing
    stocks to make cash distributions, for my expenses.
    So I concentrated on buying stocks that not only had strong fundamentals,
    but paid handsome dividends.
    That was and is NOT, an easy task, since fundamentals, change constantly, as do markets in general.
    In the present market, certain REITs seem to have an advantage.
    Down the road they will probably not be doing as well.
    Many will remember, that just a couple of years ago, the mREITs were
    in favor, but for several quarters now, they have retreated.
    Yet they still pay very handsome dividends.
    If an investor had bought the mREITs such as AGNC, or others before their
    run-up, and kept them through the run-up and descent, they would still have
    taken in a sizable amount of cash from the dividends that were paid, however.
    Now, I could be talking about some other sector, but since this is about
    REITs, this will be my example.
    Now let it be clear, when the fundamentals are a changing, I try to see the
    changes early enough to sell and keep any increase in value my stocks
    may have incurred.
    BUT most of us know that we sometimes don't time it so well and
    a stock can descend with all the profits, and more, in a short period of time.
    ALL THE MORE REASON to collect as many dividends, BEFORE that can
    occur.
    Another nice thing about REITs is that they must pay-out 90% of their
    net profit in the form of dividends.
    Some feel that hinders the growth in value of the REITs.
    Maybe so, but the cash I have in my hand today, is a better guarantee,
    then the PROMISE of future growth of the stock price.
    'A bird in hand is worth, 2 in the bush'.
    It should be noted, that my portfolio's are not just REITs or MLPs, or whatever,
    they are diversified, and include several different sectors and segments.
    BUT most of the stocks owned, will produce a dividend, some low, some high.
    ALL the dividends help me pay my bills, and at this time of my life, that's all
    they need to do.
    My best to you all, may your plan work well for you,
    snow
    Jul 21 10:20 AM | 3 Likes Like |Link to Comment
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