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reh4082

reh4082
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CMG, DVY, IBM, JNJ, MCD, O, PNRA, REG, T, TEVA, VZ, WFM
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  • How One Retiree Is Muddling Through Dividend Investing: Part VIII - A Year Later [View article]
    Thanks for the reply - good to see the low trading expenses too - I think you will find the tax advantages to covered call income will be a nice surprise too.
    Mar 23 01:39 PM | Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part VIII - A Year Later [View article]
    I enjoyed your article and I learned a few things. I'm wondering how much your trading costs are during the year? Sometimes those expenses will place a good dent in your return. I also thought to suggest writing some covered calls on a small portion of your RTN - I had a large similar position on WMT - and the covered calls helped add some income during its trading range. If you keep the covered call positions very modest - it won't cause too much of a capital gain bite if called away.

    Good luck & thanks for the nice article
    Mar 22 11:08 AM | 1 Like Like |Link to Comment
  • This Could Be The Perfect ETF For A Roth IRA [View article]
    Great article - I've owned Guggenheim's RSP and CVY within my Roth - and have rounded out the balance with PowerShare PCEF -
    1/5 RSP, 3/5 CVY & 1/5 PCEF - PCEF has been a great yield machine but perhaps what you suggest would have been much better - I'll know soon after back testing - thanks again.
    Nov 29 10:36 AM | Likes Like |Link to Comment
  • Listed Private Equity: From Skeptic To Believer [View article]
    Within some managed accounts I noticed that some managers avoided PSP and others because these include the whole group of PE while perhaps you'd be better off owning the best of breed - such as Appolo, Blackstone and Cargyle
    Nov 29 10:18 AM | Likes Like |Link to Comment
  • Should You Buy Realty Income At Current Prices? [View article]
    Extra great article - just started my monthly purchases of 100 ss of O this week. Many of the follow up articles are also very well articulated too. Owning a diversified portfolio of REITS and companies like COP and others is the way to go. I'll start looking at RD.A very soon Thanks to everyone who have contributed to this article.
    Nov 27 08:41 PM | Likes Like |Link to Comment
  • Realty Income: Should You Buy At $40 Per Share? [View article]
    A very good article - THANK YOU - really insightful and merits consideration - with dollar cost averaging i.e.. buying a bit (more) now and a bit more later might prove to be a beneficial strategy for long term investors - there's nothing like seeing a bit a "cha-ching" hitting your brokerage account each month -

    I will be looking to see how insiders are doing - many of the REITS have been mauled recently during the last few months - so looking at what the insiders are doing could be a component to include within anyone's investment action plan.
    Nov 10 09:30 AM | Likes Like |Link to Comment
  • Blue Chip Dividend Investing Without A Lid [View article]
    Another excellent article - I have some XLU & CVY which I've been contemplating selling and using the proceeds to reallocate in some of the equities you have indicated - your materials are very helpful for my getting a decision point - Thanks for your thoughts and everyone's comments.
    Oct 27 10:56 AM | Likes Like |Link to Comment
  • With IBM Down, Buy And Sleep Sound Like Buffett [View article]
    I own IBM and purchased some more earlier this year - so I'm experiencing a case of buyer's remorse. I'm considering selling my position and using the proceeds to add to my RSP & SDY positions - both will have some IBM within these ETFs - One of my favorite authors is Malcom Gladwell - within one book of his called Blink - it indicates that one's first impression is usually the correct one. My BLINK tells me to drop IBM - regardless of the factors that indicate at this level it's a buy - My instincts tell me otherwise.
    Oct 19 12:05 PM | 2 Likes Like |Link to Comment
  • Too Much Risk In McDonald's (The Stock, Not The Food) [View article]
    Good article - something has always been grating on me about MCD and your article helped me to focus on a possible action plan - perhaps swap my MCD for RSP -
    Thanks for this material.
    Oct 11 10:03 PM | Likes Like |Link to Comment
  • Whole Foods Market: Long-Term Appeal, Short-Term Cautious [View article]
    good article on a great company - WFM is a special situation - very motivated employee staff - quality executive management - whats not to like? Just take a deep breath and buy what you can - you won't have any pangs of buyers remorse 3 years later
    Oct 9 11:00 PM | Likes Like |Link to Comment
  • It's A Myth: Triple Net Lease REITs Aren't Bonds, They Are Becoming A Core Asset Class For Income Investors [View article]
    Brad - is there an ability to track ownership within these REITS - namely large pension funds and fiduciary trust companies as investors / owners of some of the major REITS ? These entities normally stay fully invested so as an investment ownership class if these organizations are buying or selling - seeing their activities might be a sort of canary in the coal mine.
    Oct 5 12:38 PM | 1 Like Like |Link to Comment
  • It's A Myth: Triple Net Lease REITs Aren't Bonds, They Are Becoming A Core Asset Class For Income Investors [View article]
    Another excellent article - personally I'm long O & HCN - your insights also help me sleep at night too. Will there be more consolidation within medium sized REITS? Watching the merger purchase price can provide a glimpse of what the near future might be. Also reviewing the source of funding for these REITS is another component to consider - these sources are as important as the quality of the tenant.

    Always enjoy reading your Seeking articles - thanks!
    Oct 5 12:17 PM | Likes Like |Link to Comment
  • 3 Food Companies Set For Big Profits [View article]
    Thank you for this well thought out article - good insights which will be validated during the next few years.
    Sep 27 07:45 PM | Likes Like |Link to Comment
  • AT&T Offers A 5.25% Dividend Yield And Consistent Share Buybacks [View article]
    good article - well written and thoughtful - as long as an investor isn't too concentrated in these telcos - the dividends are had to beat
    Sep 17 09:28 PM | Likes Like |Link to Comment
  • Teva: A Frustrating Company [View article]
    well thought out article on Teva - as well as the comments - I've been tempted to trim back but I just can't pull the trigger. Hopefully three to five years from now I'll be happy I kept my position
    Sep 17 08:56 PM | Likes Like |Link to Comment
COMMENTS STATS
23 Comments
9 Likes