Seeking Alpha

Be Here Now

Be Here Now
Send Message
View as an RSS Feed
View Be Here Now's Comments BY TICKER:
Latest  |  Highest rated
  • Assessing Risk Versus Reward For High Yield BDCs [View article]
    Hardog,

    Check the dividend info on the PSEC web site[1]. Anything else you might read is an opinion, not a fact, including any opinions expressed by me.

    [1] http://bit.ly/Pecw9g
    Jan 18, 2015. 09:34 PM | Likes Like |Link to Comment
  • Realty Income Corp: Why Now's A Good Time To Sell [View article]
    I'm with Chuck.
    Jan 18, 2015. 12:05 PM | 4 Likes Like |Link to Comment
  • Realty Income Corp: Why Now's A Good Time To Sell [View article]
    Another exercise is a chart comparing the 10 year Treasury yield (TNX) to VNQ.[1]

    Since the bear market low in March 2009, the TNX has had a net change of close to zero, and VNQ has be almost straight up. If REITs were correlated with Treasuries, or inversely correlated with Treasury yields, you might expect that REITs would have been mostly flat. Not the case.

    What actually happens is that for short periods, roughly one year, there is an inverse correlation between REITs and Treasury yields, but for longer periods, there is little or no correlation. The charts in the article referenced above show the same effect, or lack thereof.[2]

    [1]http://on.mktw.net/1KT...

    [2]http://bit.ly/1eGmyMB
    Jan 18, 2015. 11:58 AM | 2 Likes Like |Link to Comment
  • Realty Income Corp: Why Now's A Good Time To Sell [View article]
    justaminute,

    You did not go far enough. A split means nothing.
    Jan 18, 2015. 11:48 AM | 5 Likes Like |Link to Comment
  • Realty Income Corp: Why Now's A Good Time To Sell [View article]
    I find that dividend reliability is the number one SWAN factor for me, and O is at the top of that class. I would no more sell O than I would sell MO or VTR.
    Jan 18, 2015. 11:47 AM | 4 Likes Like |Link to Comment
  • Realty Income Corp: Why Now's A Good Time To Sell [View article]
    Depending on the time period, you can find direct correlations and inverse correlations. Very interesting article.
    Jan 18, 2015. 11:39 AM | 1 Like Like |Link to Comment
  • How To Weight And Rebalance Your Dividend Growth Stocks [View article]
    Cliff,

    Fidelity has an easy on-off toggle for dividend reinvestment.
    Jan 17, 2015. 12:43 AM | Likes Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 6 [View article]
    TCPC is doing better than the group as a whole [1] by a considerable margin. This is an industry wide selloff.

    [1]http://yhoo.it/1xxsdLs#{%22range%22%3A%221y%...
    Jan 16, 2015. 01:32 PM | Likes Like |Link to Comment
  • How To Weight And Rebalance Your Dividend Growth Stocks [View article]
    I have a vague memory of the same article. My plan for rebalancing the TIRA I mentioned above is to not sell anything, take the RMD with dividend cash, and try to invest the remainder in existing positions to maintain the same $ dividend from each position. Emphasis on 'try', I do not expect this to work to the exact $.
    Jan 16, 2015. 11:46 AM | Likes Like |Link to Comment
  • How To Weight And Rebalance Your Dividend Growth Stocks [View article]
    This is a TIRA from which I take RMDs; earlier this week was the first. I do not DRiP the dividends since some will have to be distributed. I expect to invest the balance not distributed so that positions continue to contribute close to the same $ amounts.
    Jan 16, 2015. 11:43 AM | Likes Like |Link to Comment
  • How To Weight And Rebalance Your Dividend Growth Stocks [View article]
    I recently started implementing an equal income strategy: each stock in the portfolio contributes close to the same amount of income. I currently have 28 positions in the portfolio, with each contributing roughly 3.57% of the total income. If any one position stops paying its dividend, the loss of income will be minor, and the portfolio dividend growth rate will more than make up for the loss.
    Jan 15, 2015. 01:29 PM | 2 Likes Like |Link to Comment
  • Prospect Capital Or Medley Capital? [View article]
    sell high,

    The PSEC web site shows .0833 monthly dividend payable in March, April, and May of this year, and nothing after that. Where is your evidence for the increase?

    There is lots of incorrect information about dividends on the Internet. I always check the company's web site[1] and SEC filings for accurate information.

    [1]http://bit.ly/Pecw9g
    Jan 15, 2015. 11:04 AM | 1 Like Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 6 [View article]
    Another high yielder. A quick perusal of its most recent 10-Q shows it is more highly leveraged than AGNC, for example, which likely accounts for its higher yield. I would like to see Scott Kennedy analyze it.
    Jan 14, 2015. 04:11 PM | Likes Like |Link to Comment
  • U.S. Oil Plays Strength, Prices And Potential [View article]
    Interesting speculation. However, there are caveats. It takes a lot of technical knowledge and capital to find and develop shale oil. Then there are the attendant costs of getting the share oil to market, such as pipelines and/or railroads. North America is rich in all of these assets, other parts of the world not so much.
    Jan 14, 2015. 03:48 PM | 1 Like Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 6 [View article]
    Sorry, no. I do not follow it. However, given its high yield, and given that it acts like a mortgage REIT (as far as my very brief research has shown), it could be a yield trap, like so many others have been.
    Jan 14, 2015. 03:33 PM | Likes Like |Link to Comment
COMMENTS STATS
4,538 Comments
5,799 Likes