You Don't Have To Shift Retirement Strategies With Blue-Chip Stocks [View article]
Paul,
The Tacoma Narrows Bridge is a legend in the Seattle area. It was supposedly insured by Safeco, a Seattle P and C insurance company, but the insurance agent never registered the coverage with them, and when the bridge failed, the fraud was revealed. I worked at Safeco in the 1970s, so for me it was doubly famous.
Also famously, Safeco made good on the coverage even though there was no obligation to do so.
Sadly, a few years ago Safeco was bought by Liberty Mutual and much of their presence and influence in Seattle was lost.
Linn Energy And LinnCo Increase Value To Investors With Monthly Dividends [View article]
Compare LINE to VNR:
"HOUSTON--(BUSINESS WIRE)--Apr. 19, 2013-- Vanguard Natural Resources, LLC (NYSE:VNR) (“Vanguard”) announced today that its board of directors has declared a cash distribution attributable to the month of March 2013 of $0.2025 per unit ($2.43 on an annual basis) payable on May 15, 2013 to unitholders of record on May 1, 2013. New investors can earn an approximate 8.8% yield based on the April 18, 2013 closing price of $27.74 per unit."
VNR has a 2 month gap. I see no reason for LINE to have a 3 month gap.
Linn Energy And LinnCo Increase Value To Investors With Monthly Dividends [View article]
There is a two month gap between the May payment of the first quarter distribution and the July payment of the April distribution. If the timing of the monthly distribution were consistent with the timing of the quarterly distribution, it would be made two months after the end of the period, not three. Monthly distributions should start in June, not July. It looks like LINE is holding back one month's distribution.
4 Places To Find The Dividend Machines [View article]
Hardog,
That's a first, being called a pinhead. In fact, your justification for that attack is fallacious. When you were in Vietnam and Korea, Marlboro was indeed a product of Philip Morris. What you failed to learn was that Philip Morris spun off its international business to what is now Philip Morris International - PM - and Philip Morris became Altria - MO. On your recent overseas trips you were seeing products of PM, not MO.
So let me just summarize: I am not a pinhead, you lack facts, and your assertion was totally incorrect. MO sells tobacco products in the USA only.
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
Chuck,
Along with all the other commenters expressing appreciation, let me add mine, and in particular for your examination of OHI.
I too have a very profitable position in OHI, and earlier this week I sold enough to capture my entire original investment, and let the remainder ride as house money. This decision was not without angst, because I made my original purchase when OHI was yielding 11%, and the sale of that position gave me a profit in excess of 100%. However, OHI is not an investment grade REIT, so its meteoric price rise is not justified by its business prospects, IMO. In addition, on its FAST Graph, its current P/FFO is 36% above its normal P/FFO. So in weighing the potential additional rewards against my risk evaluation, I decided to trim my position.
Waiting Patiently For A Blue Chip REIT Pullback [View article]
Brad,
Please explain what looks to me like a glaring inconsistency. You said:
"...all three of these REITs are trading at P/FFO multiples of 20x or higher and I did not see the reason for including the charts."
And yet the only chart that does not report 20x or greater is DLR. Further, your table of Blue Chip REITs shows ESS, VTR, and KIM with P/FFO less than 20x. but FAST Graphs reports all of these are >20x.
DLR looks like the only blue chip REIT that is not over-priced.
4 Places To Find The Dividend Machines [View article]
LO is domestic only. Does not sell in SE Asia or anywhere else outside the USA. Same for MO and RAI.
I started smoking when I was a minor, but that did not absolve me from being responsible for my decision. It had little if anything to do with marketing, and mostly to doing what many other people were doing. I suspect that this is still the case. Regardless, today's minors are responsible for the consequences of their decisions, just as I was responsible for mine.
You Don't Have To Shift Retirement Strategies With Blue-Chip Stocks [View article]
The Tacoma Narrows Bridge is a legend in the Seattle area. It was supposedly insured by Safeco, a Seattle P and C insurance company, but the insurance agent never registered the coverage with them, and when the bridge failed, the fraud was revealed. I worked at Safeco in the 1970s, so for me it was doubly famous.
Also famously, Safeco made good on the coverage even though there was no obligation to do so.
Sadly, a few years ago Safeco was bought by Liberty Mutual and much of their presence and influence in Seattle was lost.
You Don't Have To Shift Retirement Strategies With Blue-Chip Stocks [View article]
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
By the quality of the tenants, and the quality of the management. Not being an expert on the latter, I often defer to the experience of Brad Thomas.
Invest Like A Rounder: Don't Give Anything Away [View article]
Linn Energy And LinnCo Increase Value To Investors With Monthly Dividends [View article]
"HOUSTON--(BUSINESS WIRE)--Apr. 19, 2013-- Vanguard Natural Resources, LLC (NYSE:VNR) (“Vanguard”) announced today that its board of directors has declared a cash distribution attributable to the month of March 2013 of $0.2025 per unit ($2.43 on an annual basis) payable on May 15, 2013 to unitholders of record on May 1, 2013. New investors can earn an approximate 8.8% yield based on the April 18, 2013 closing price of $27.74 per unit."
VNR has a 2 month gap. I see no reason for LINE to have a 3 month gap.
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
Thanks for that link.
Linn Energy And LinnCo Increase Value To Investors With Monthly Dividends [View article]
Linn Energy And LinnCo Increase Value To Investors With Monthly Dividends [View article]
Linn Energy And LinnCo Increase Value To Investors With Monthly Dividends [View article]
4 Places To Find The Dividend Machines [View article]
That's a first, being called a pinhead. In fact, your justification for that attack is fallacious. When you were in Vietnam and Korea, Marlboro was indeed a product of Philip Morris. What you failed to learn was that Philip Morris spun off its international business to what is now Philip Morris International - PM - and Philip Morris became Altria - MO. On your recent overseas trips you were seeing products of PM, not MO.
So let me just summarize: I am not a pinhead, you lack facts, and your assertion was totally incorrect. MO sells tobacco products in the USA only.
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
Along with all the other commenters expressing appreciation, let me add mine, and in particular for your examination of OHI.
I too have a very profitable position in OHI, and earlier this week I sold enough to capture my entire original investment, and let the remainder ride as house money. This decision was not without angst, because I made my original purchase when OHI was yielding 11%, and the sale of that position gave me a profit in excess of 100%. However, OHI is not an investment grade REIT, so its meteoric price rise is not justified by its business prospects, IMO. In addition, on its FAST Graph, its current P/FFO is 36% above its normal P/FFO. So in weighing the potential additional rewards against my risk evaluation, I decided to trim my position.
Linn Energy And LinnCo Increase Value To Investors With Monthly Dividends [View article]
LINE is not a lone wolf. VNR has been paying monthly for some time.
Waiting Patiently For A Blue Chip REIT Pullback [View article]
Please explain what looks to me like a glaring inconsistency. You said:
"...all three of these REITs are trading at P/FFO multiples of 20x or higher and I did not see the reason for including the charts."
And yet the only chart that does not report 20x or greater is DLR. Further, your table of Blue Chip REITs shows ESS, VTR, and KIM with P/FFO less than 20x. but FAST Graphs reports all of these are >20x.
DLR looks like the only blue chip REIT that is not over-priced.
Billionaire David Tepper's Long-Term High-Dividend Stock Picks [View article]
4 Places To Find The Dividend Machines [View article]
I started smoking when I was a minor, but that did not absolve me from being responsible for my decision. It had little if anything to do with marketing, and mostly to doing what many other people were doing. I suspect that this is still the case. Regardless, today's minors are responsible for the consequences of their decisions, just as I was responsible for mine.