What Apple lacks is a leader who demands excellence and innovation above everything, including costs. Bean counters have taken over. I sold my aapl. Sadly.
Why Would I Not Sell Dividend Stocks Even After A 1000% Gain? [View article]
Yes. YES. Very well said Chowder (and Dave). People seem eager to sell off their cash cows. Good for them. I'm hanging on to mine.
Look at it this way: you buy a house after the crash for $200,000, a real bargain. It is now worth $400,000. Do you rush to sell it because it doubled in value? You could, but you might just want to live there. A flipper would do it, as would a stock trader, but some of us who think long term do not feel the need to capture every "gain."
I agree with your thesis. I kept some companies that cut their dividends, and did very well by that. Having hard and fast rules is one reason I don't count myself as a DGI investor. I buy dividend stocks that meet my criteria, and rarely sell them. When I sell, it is based on my own analysis.
Why Would I Not Sell Dividend Stocks Even After A 1000% Gain? [View article]
Ajay, you are fractally wrong. You are wrong on many levels. If you had two friends: one gave you money every quarter, and that money stayed the same or increased. The other gave you nothing but told you how rich he was becoming. Which friend would you give more weight to?
I'm populating my portfolio with friends like PM, MCD, JNJ, etc who pay me every quarter. No matter what they are worth, as long as they pay me, I'm keeping them as my friends.
What If Long-Term Dividend Investors Buy Before A Crash? [View article]
Selling a non-dividend paying stock like Berkshire Hath to lock in gains is fine, I did it myself. Selling dividend producers does not coincide with my philosophy. But I don't care about total returns, only dividend flow.
"The issue isn't if the Fed exits, it's a question of whether they exit way earlier than expected," American Capital (AGNC) CIO Gary Kain tells Bloomberg, feeling his portfolio is better positioned now than in Q1, when higher rates took a chunk out of book value. The Fed will be "extremely slow" in its withdrawal, says KBW's Mike Widner. "That spells an environment that actually gets better for the mREITs (MORT, REM) before it gets worse." [View news story]
What If Long-Term Dividend Investors Buy Before A Crash? [View article]
Very nice analysis. I own most of those stocks, some since 87. Now I'm officially a geezer and have to restrict my buying to bargains: my horizon has shortened.
A final note: A friend recommended I buy Phillip Morris in the early 90's. I waited a few years before doing so (late 90's). Still, it was best move in my entire investing career.
The mortgage REIT sector (MORT -1%) continues under pressure, today led by Western Asset Mortgage (WMC -7.6%) as its book value blew up in Q1 thanks to portfolio losses. American Capital Agency (AGNC -1.5%) - which started the downturn when it reported losses 2 weeks ago - nears a 52-week low, Armour Residential (ARR -3.1%) hits one. One trader suggests Capstead Mortgage (CMO -1.4%) with a portfolio of mostly reset ARMs the least affected by rising rates. CYS Investments (CYS -0.7%) - trading at a 10% discount to book and also owning ARMs - is attractive as well. [View news story]
The mortgage REIT sector (MORT -1%) continues under pressure, today led by Western Asset Mortgage (WMC -7.6%) as its book value blew up in Q1 thanks to portfolio losses. American Capital Agency (AGNC -1.5%) - which started the downturn when it reported losses 2 weeks ago - nears a 52-week low, Armour Residential (ARR -3.1%) hits one. One trader suggests Capstead Mortgage (CMO -1.4%) with a portfolio of mostly reset ARMs the least affected by rising rates. CYS Investments (CYS -0.7%) - trading at a 10% discount to book and also owning ARMs - is attractive as well. [View news story]
Yes, its a buy. IMO. Because 2013 dividends are paid from 2012 earnings, at least the next two quarters are safe for the healthy dividend, so you are buying the dividend cheap. Every year or two mREITS plummet on some news or the other, then go back up. They survive.
Forget About American Capital, Annaly Capital Is Still The Best Of Breed [View article]
I'm long both stocks and have learned to ride out the ups and downs of face value. And I believe AGNC pays its 2013 dividends based on 2012 earnings, so the next two quarters of dividends should be safe.
The Most Misleading Words In Investing: You Can't Go Broke Taking A Profit [View article]
Apple's Magic Is Broken [View article]
Why Would I Not Sell Dividend Stocks Even After A 1000% Gain? [View article]
Look at it this way: you buy a house after the crash for $200,000, a real bargain. It is now worth $400,000. Do you rush to sell it because it doubled in value? You could, but you might just want to live there. A flipper would do it, as would a stock trader, but some of us who think long term do not feel the need to capture every "gain."
Why Would I Not Sell Dividend Stocks Even After A 1000% Gain? [View article]
Why Would I Not Sell Dividend Stocks Even After A 1000% Gain? [View article]
Don't Panic If Dividends Were Cut [View instapost]
Why Would I Not Sell Dividend Stocks Even After A 1000% Gain? [View article]
I'm populating my portfolio with friends like PM, MCD, JNJ, etc who pay me every quarter. No matter what they are worth, as long as they pay me, I'm keeping them as my friends.
What If Long-Term Dividend Investors Buy Before A Crash? [View article]
What If Long-Term Dividend Investors Buy Before A Crash? [View article]
"The issue isn't if the Fed exits, it's a question of whether they exit way earlier than expected," American Capital (AGNC) CIO Gary Kain tells Bloomberg, feeling his portfolio is better positioned now than in Q1, when higher rates took a chunk out of book value. The Fed will be "extremely slow" in its withdrawal, says KBW's Mike Widner. "That spells an environment that actually gets better for the mREITs (MORT, REM) before it gets worse." [View news story]
What If Long-Term Dividend Investors Buy Before A Crash? [View article]
A final note: A friend recommended I buy Phillip Morris in the early 90's. I waited a few years before doing so (late 90's). Still, it was best move in my entire investing career.
Replace American Capital After Dismal Earnings? What I'm Doing With The Stock Now [View article]
The mortgage REIT sector (MORT -1%) continues under pressure, today led by Western Asset Mortgage (WMC -7.6%) as its book value blew up in Q1 thanks to portfolio losses. American Capital Agency (AGNC -1.5%) - which started the downturn when it reported losses 2 weeks ago - nears a 52-week low, Armour Residential (ARR -3.1%) hits one. One trader suggests Capstead Mortgage (CMO -1.4%) with a portfolio of mostly reset ARMs the least affected by rising rates. CYS Investments (CYS -0.7%) - trading at a 10% discount to book and also owning ARMs - is attractive as well. [View news story]
*So I can buy them cheaper (*_*)
The mortgage REIT sector (MORT -1%) continues under pressure, today led by Western Asset Mortgage (WMC -7.6%) as its book value blew up in Q1 thanks to portfolio losses. American Capital Agency (AGNC -1.5%) - which started the downturn when it reported losses 2 weeks ago - nears a 52-week low, Armour Residential (ARR -3.1%) hits one. One trader suggests Capstead Mortgage (CMO -1.4%) with a portfolio of mostly reset ARMs the least affected by rising rates. CYS Investments (CYS -0.7%) - trading at a 10% discount to book and also owning ARMs - is attractive as well. [View news story]
Long AGNC and NLY.
Forget About American Capital, Annaly Capital Is Still The Best Of Breed [View article]