Nice update on O. I got my price target and bought shares at $43.48 for a yield of 5% on Wednesday. Now if later on O's valuation based on P/FFO gets to around 17 or lower with a dividend yield of around 5.5% or better I will likely add more. Otherwise I will be happy with what I got, a good blue chip REIT at around fair value.
Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
Gratian,
Thanks. You raise some valid points. I have put in a limit order at $43.48. This will give me the 5% yield. The position size will be about 1/3 to 1/2 I will eventually want to hold. That will leave me some room to add later if the price does retreat more.
Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
At today's (6-11-2013) close ($43.69) O is yielding 4.98%. I am thinking of placing an order if the yield breaks above the 5% yield. Any takers at this price? It has corrected about 21% from the high of $55.48. I think I will sleep on it.
Why Electric Utility Investors Should Review Their Transmission Exposure [View article]
>>>Solar energy can be cost-effective even without subsidies.<<<
raulnj48,
Yes but those situations are very rare. Solar is certainly more cost effective than just a few years ago. But overall for most areas of the world it is just not cost effective yet. I work in an industry that supplies the solar cell makers. And our business is greatest where there are government subsidies. Europe is very week since most of the countries over there have stopped or greatly reduced incentives for solar. The solar business is currently doing ok in Canada, Japan, & China. If you live in an area where energy rates are high it would be worth the time to at least get an estimate. I live on the east coast and my payback was estimated at 25-30 years. Not worth it to me.
Why Electric Utility Investors Should Review Their Transmission Exposure [View article]
>>>>Utility companies are beginning to take notice to the lower cost,higher efficiency home solar business. Here in San Diego they boast a average home owner can be completely self reliant at the cost of $4000 and within 4 years Those numbers are astonishing<<<...
billinsd,
No way. Unless there are HUGE government subsidies. Solar has a long way to go to be cost effective.
Own These World's Leading Brands And Never Fear A Recession Again [View article]
pptppt,
The nifty-fifty that crashed in the 1970's had p/e ratios that averaged around 50 to 55. Using VIG as a proxy for dividend growth we see the forward p/e is around 15.5 for dividend growth stocks today. So the situation today is not the same. Do a little research and you will find that many of those companies still have had very good returns over the last 40 years. Even in 1972 had you bought JNJ, DIS, IBM, KO, MCD, & PEP among others at their very highest valuations you would have nice annual returns today. Buy the ones today that represent good value and you will do well.
Own These World's Leading Brands And Never Fear A Recession Again [View article]
James,
I think you are speaking to the wrong audience. Sure the average individual off the street may not have any idea about how to select a company to invest in or how to manage a portfolio.
But the people that take the time to come here and read these articles are generally people that have many years experience in investing. Or they are new and are developing an interest and are willing to learn.
I don't think you have to be extraordinarily gifted. I think you have to want to learn, put in the time, study the markets, study companies and learn from your successes and failures. I bought my first stock in 1978. Since then I have never sold during recessions or corrections so I don't worry about them. I try to take advantage of them as much as I can.
I agree some people do need investment advisors to make their decisions for them. Nothing wrong with that if that is what they want to do. For them their first worry should be whether or not they have selected the right advisor. For most of us here we just prefer to do it ourselves.
2M portfolio and a girlfriend at age 82!!! I want to be like you when I grow up. (i am available for adoption if you two get married).
All kidding aside I do enjoy your comments here. I have about 14% of my investments in what you would call MRHY. About 6% in Reits and about 8% in MLP's. SNH, EPD, & MMP are my top holdings here. I have held these since around 2005-2006.
What would be your favorite REITs and MLP's at this time? I am considering O if it gets to the 5% yield range.
Dividend Growth Stocks Of Tomorrow: Investing For The Next 25 Years [View article]
Nice first article. I hold KO, PG, & JNJ. In the oils I just could not make up my mind on COP. If the restructuring works out it certainly will be a good choice. I am already fairly well covered in the oils as I am long XOM, CVX, RDS.B & OXY. The increasing world population certainly needs to eat so add in GIS and I think you are covered.
Occidental Petroleum Producing Dividends And Oil [View article]
I picked up OXY at $80.19 back on 4/19/2013. I regretted not buying it back in Dec when it dropped below $75. This one will be interesting to watch over the next year or so.
Own These World's Leading Brands And Never Fear A Recession Again [View article]
>>>My mother was a teacher who never earned more than $24,000 a year. By investing in the stock market, her portfolio was worth over 10 million in 40 years.<<<
Buyandhold 2012,
Wow, that is interesting. Would you provide more information? Or maybe this could be your first article. I am sure a lot of readers here would like to here her story.
Own These World's Leading Brands And Never Fear A Recession Again [View article]
yes drone you are correct, nobody likes coke. just a fad. been in business only 127 years. sold in only about 200 countries. only about 47.9 billion in sales. surely it won't last much longer.
Own These World's Leading Brands And Never Fear A Recession Again [View article]
>>>buy diversified funds. Let the fund managers lose sleep over the individual stocks.<<<
James A. K.
What is the risk of picking a bad fund manager? Most can not match the index. For some of us we put in the time and effort to invest in individual companies. For myself I have done better investing in individual companies than investing in mutual funds. I think I care more about my money than any mutual fund manager or investment advisor.
For those wishing to learn, Mr. Carnevale's articles provide excellent lessons.
O Is A Buy, Not A Bargain [View article]
Nice update on O. I got my price target and bought shares at $43.48 for a yield of 5% on Wednesday. Now if later on O's valuation based on P/FFO gets to around 17 or lower with a dividend yield of around 5.5% or better I will likely add more. Otherwise I will be happy with what I got, a good blue chip REIT at around fair value.
Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
Thanks. You raise some valid points. I have put in a limit order at $43.48. This will give me the 5% yield. The position size will be about 1/3 to 1/2 I will eventually want to hold. That will leave me some room to add later if the price does retreat more.
Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
Why Electric Utility Investors Should Review Their Transmission Exposure [View article]
raulnj48,
Yes but those situations are very rare. Solar is certainly more cost effective than just a few years ago. But overall for most areas of the world it is just not cost effective yet. I work in an industry that supplies the solar cell makers. And our business is greatest where there are government subsidies. Europe is very week since most of the countries over there have stopped or greatly reduced incentives for solar. The solar business is currently doing ok in Canada, Japan, & China. If you live in an area where energy rates are high it would be worth the time to at least get an estimate. I live on the east coast and my payback was estimated at 25-30 years. Not worth it to me.
Why Electric Utility Investors Should Review Their Transmission Exposure [View article]
Here in San Diego they boast a average home owner can be completely self reliant at the cost of $4000 and within 4 years
Those numbers are astonishing<<<...
billinsd,
No way. Unless there are HUGE government subsidies. Solar has a long way to go to be cost effective.
Own These World's Leading Brands And Never Fear A Recession Again [View article]
The nifty-fifty that crashed in the 1970's had p/e ratios that averaged around 50 to 55. Using VIG as a proxy for dividend growth we see the forward p/e is around 15.5 for dividend growth stocks today. So the situation today is not the same. Do a little research and you will find that many of those companies still have had very good returns over the last 40 years. Even in 1972 had you bought JNJ, DIS, IBM, KO, MCD, & PEP among others at their very highest valuations you would have nice annual returns today. Buy the ones today that represent good value and you will do well.
Own These World's Leading Brands And Never Fear A Recession Again [View article]
I think you are speaking to the wrong audience. Sure the average individual off the street may not have any idea about how to select a company to invest in or how to manage a portfolio.
But the people that take the time to come here and read these articles are generally people that have many years experience in investing. Or they are new and are developing an interest and are willing to learn.
I don't think you have to be extraordinarily gifted. I think you have to want to learn, put in the time, study the markets, study companies and learn from your successes and failures. I bought my first stock in 1978. Since then I have never sold during recessions or corrections so I don't worry about them. I try to take advantage of them as much as I can.
I agree some people do need investment advisors to make their decisions for them. Nothing wrong with that if that is what they want to do. For them their first worry should be whether or not they have selected the right advisor. For most of us here we just prefer to do it ourselves.
Is The Dividend Craze Over? [View article]
Thanks. And I will check them out.
Is The Dividend Craze Over? [View article]
2M portfolio and a girlfriend at age 82!!! I want to be like you when I grow up. (i am available for adoption if you two get married).
All kidding aside I do enjoy your comments here. I have about 14% of my investments in what you would call MRHY. About 6% in Reits and about 8% in MLP's. SNH, EPD, & MMP are my top holdings here. I have held these since around 2005-2006.
What would be your favorite REITs and MLP's at this time? I am considering O if it gets to the 5% yield range.
Dividend Growth Stocks Of Tomorrow: Investing For The Next 25 Years [View article]
Occidental Petroleum Producing Dividends And Oil [View article]
Own These World's Leading Brands And Never Fear A Recession Again [View article]
Buyandhold 2012,
Wow, that is interesting. Would you provide more information? Or maybe this could be your first article. I am sure a lot of readers here would like to here her story.
Own These World's Leading Brands And Never Fear A Recession Again [View article]
Own These World's Leading Brands And Never Fear A Recession Again [View article]
James A. K.
What is the risk of picking a bad fund manager? Most can not match the index. For some of us we put in the time and effort to invest in individual companies. For myself I have done better investing in individual companies than investing in mutual funds. I think I care more about my money than any mutual fund manager or investment advisor.
For those wishing to learn, Mr. Carnevale's articles provide excellent lessons.
6 Reasons Why You Should Consider Royal Dutch Shell With A 5.5% Yield [View article]