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jeffreyg3

jeffreyg3
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  • Prospect Capital: Is It Better Than American Capital? [View article]
    I enjoy reading your articles on BDC. They confirm what I know (and hope) to be true.

    I'm long PSEC, FSC, TCAP and GLAD in the BDC arena.
    Apr 4 10:05 AM | Likes Like |Link to Comment
  • 3 MLPs For The Long Haul [View article]
    Thanks Sumflow, question though, according that Youtube vid, they pay their dividend/distribution in shares only? Do know where I can see a history of this? TIA (thanks in advance).
    Mar 22 10:31 AM | Likes Like |Link to Comment
  • 3 MLPs For The Long Haul [View article]
    http://yhoo.it/ZUHlWz
    will show you the div (Distribution) history for BPL
    Mar 15 10:52 AM | Likes Like |Link to Comment
  • Pfizer's Zoetis Fair Valuation [View article]
    I've seen this pasted into a couple of responses above.

    "THE DISTRIBUTION
    Pfizer has informed ZTS that, following this offering, Pfizer may make a tax-free distribution to its stockholders of all or a portion of its remaining equity interest in ZTS, which may include one or more distributions effected as a dividend to all Pfizer stockholders, one or more distributions in exchange for Pfizer shares or other securities, or any combination thereof. ZTS refers to any such potential distribution as the “Distribution.”"

    For the current owners of PFE, no one knows what % /share will be spun off to existing shareholder. Is this true? Or any idea when they plan to spin off the remaining IPO shares?

    Kind of makes you want to go with ABT/ABBV doesn't it?!
    Jan 30 11:28 AM | Likes Like |Link to Comment
  • Kraft Foods Spin-Off Provides Growth And A Cash Cow Dividend [View article]
    Hi Todd, thanks for this article. Maybe I'm just not finding it, but when exactly is the cut off date for buying KFT so as to get the spin off?

    I see the symbol changes on October 1st, but I cannot find info on when is the 'you must own this stock and have settled the transaction by...' date.

    Thanks from one of your avid followers.
    Aug 24 11:34 AM | 2 Likes Like |Link to Comment
  • The Most Successful Dividend Investors Of All Time [View article]
    and the Nth dividend invester for long term is....me. I've been doing this since 1993, bought $1000 of Disney, did some searching on Yahoo, and found DUC, learned about DRIPing, and the snow ball effect it can have. I now have about 80 different equities. It is now at the point my holding are self sustaining, meaning I don't have to contribute to them anymore, the dividends pay between $3K and $4K /month. I don't DRIP now either, I take the cash and diversify. I hope to hit my first $1,000,000 by the end of next year if not sooner.
    Jun 6 09:06 AM | 15 Likes Like |Link to Comment
  • Yield, Value, Safety And Complications With MLPs [View article]
    I agree with everyone else! great article on MLPs. Thanks!
    May 1 09:33 AM | 1 Like Like |Link to Comment
  • Anworth Is Best mREIT Value As A 12.6% Yield Small Cap [View article]
    Hi Todd,
    Great article as always. You don't hear from me often, but know I read everything you post!

    I too am long on ANH and AGNC. I'm living large on these 'Boring' stocks.

    Re Nat Gas, I've got some LINE (Linn Energy) it's way up from where I got it. There is a process out that can convert Nat Gas to gasoline and there are a few refineries out there with more on the way.

    I've also got some BDCs, they too pay a good div and are quite boring.

    Keep up the good work!!!
    Jeff
    May 1 08:41 AM | 1 Like Like |Link to Comment
  • What Happened To Apollo Investments? [View article]
    Thank you for writing this article. I guess I need to rethink holding this stock. It is up from where I bought it in Oct '11, and the yield is still pretty good at > 10%. But the future, that is the question. I also hold PSEC.

    just a small correction, Apollo Global Management is not AGM, it is APO.
    Apr 3 09:02 AM | Likes Like |Link to Comment
  • When Can You Retire On Dividends? [View article]
    It may look a bit extreme at this time, by current standards, but who knows what the economy will be in 12 years?

    I don't have a pension, and I don't know what Social Security will be like at that time, or if it will even exist. All I can count on is what I can do for myself and my wife. Anything else will be gravy.

    I'm not sure I can hit those numbers, but I'm gonna try to without too much sacrifice to get there. This year along I'm expecting to make >$50K in dividends, this is up about $8K from 2011.

    Plus I expect there will be some medical bills I'll have to pay, not covered by Medicare or perhaps I'll have to live in a long term care facility (I hope not but you never know).

    I hope is I can leave most of this to my children.
    Mar 8 10:10 AM | 2 Likes Like |Link to Comment
  • When Can You Retire On Dividends? [View article]
    I've been building a DG and income portfolio since 1995. I was not doing as much of the dividend equities as I am now, I started with DUC, a CEF, and I got hooked on them. It was just so easy to buy shares and watch my monthly div go up, with the drip option, it has a snowball effect. I'd also bought some CMO, and a few others. But then the market tanked in 2003 I think it was, and the divs dropped some. Some came back, some did not. Now, about 10 years later, I'm still at it, sure there are times when the market tanks and my divs shrink for a bit. And you do need to keep a close watch on them. I have an Excel spreadsheet (several actually) where I monitor things, like monthly or quarterly payout, when does it pay, some pay at the beginning of the month, some at the end, and some in the middle, plus a few odd balls. but you can consider the end of month and the beginning of month as the pay out times for most of the monies. They you need to look at the div payouts year over year, and your holdings year over year.
    I have since stopped dripping, as the lesson I learned there was you end up with too much $$ in the same equities.

    But it is not just income stocks, I also have growth and income and some are just growth, though the growth only and G&I equities are a small %. I also have a few mutual funds such as GABUX and GAUCX.

    Something to also keep in mind here, is what types of accounts you have, for example, I do have 2 brokerage accounts, one for income and one for growth and income mostly. I also manage my IRA rollover and my wifes. so now we're up to 4 accounts. These are also income mostly with BDCs MLP, CEFs, and a mut fund or 2. Additionally, as I work for a corp and so does my wife, we have 401k/403b's these are all mutual funds. So that is 6 accounts total. Where I work has a employee stock purchase plan, so that takes us to 7 in total. Plus for incidentals, you need to keep a pile of cash available ($10-$40K what ever makes you comfortable). Oh and you should also have a quantity of gold. not paper that says you own gold, go buy some real gold. such as Canadian Maple leafs, of the 1 Oz. or lower size. so if the world 'stops turning' you will have something, or if the world keep turning, the cold will appreciate, adding to your assets.

    So Kimboslice, am I rich? Hardly! Most of this I cannot touch as it is in some type of retirement vehicle until I am old enough. Will it be enough? hope so.

    Problems I've considered:
    What if I or my wife are hospitalized after retirement? That's huge! At this time, I just don't 'go there.' Maybe I'll get lucky and die in my sleep.
    I have 2 children to put through college, one already in now (that's why the $40K is more like $10K)
    this is just 2 issues that keep me up at night. there is an inexhaustable list of problems: politics, quakes, hurricanes, tornados, storms of all kinds (natural and other).

    I now gather about $3K a month in divs, of which half I have access to each month to either reinvest or help out with expenses. the rest of it is in deferred accounts so that all gets reinvested.

    It's not a perfect plan, and some would snear (snere?) at some of my holdings, but it's my plan, and it is working.

    I'm not done with this plan, I still have >12 year to go before I can retire, or 10 years before I can think about retiring. I'll keep socking it away as best we can.

    I've found there's a good tool at most brokerages such as ETrade or Sharebuilder where you can come up with a plan and it will help you calculate where you will be or where you want to be when you retire. It says I need between 4 and 6 million. I'm not sure of the validity of the program, but it's a figure to aspire to.

    BTW, this was a great article based upon the comments! I'm just Joe-average, doing the best I can, and I hope this helps others see how it is done.
    Mar 7 04:25 PM | 8 Likes Like |Link to Comment
  • Understanding 15% mREIT Yields For Retail Investors [View article]
    Hey Todd,
    Thanks for another great article, very well explained! You always provide levels of clarity I did not already have.
    J
    Feb 17 10:59 AM | 2 Likes Like |Link to Comment
  • 7 CEFs Outperforming The Market In The New Year [View article]
    Greg,
    Great article! The provided table tells me exactly what I want to know. Granted I don't agree completely with your asessment, but I do like seeing all the data I think is important so I can make an educated decission.
    would be nice if other authors wrote them like you.
    Keep up the good work.
    BTW, I'm long QQQX
    Jan 25 08:42 AM | Likes Like |Link to Comment
  • 7 Mega-Dividend Stocks Worth The Risk [View article]
    They are obviously not worth THAT much risk if you yourself don't want to own any. Makes it look like you are just writing articles to make money, you don't really care about the content.

    Sorry but if you are not ready to "take the plunge", it's wrong of you to tell others it is "WORTH THE RISK."
    Jan 23 08:23 AM | Likes Like |Link to Comment
  • 59 High-Yielding Equities With Monthly Distributions, Part II: 8% To 10% Yields [View article]
    just a quick note on PHK:
    I'm up on this by $0.80 /share from where I bought it, it pays a 8.4% div, and it just paied out a long term capital gain as it did last January, so I'll stand by my decision for a while yet.
    Jan 22 08:24 AM | Likes Like |Link to Comment
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60 Comments
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