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C. Rowe

C. Rowe
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  • American Realty: 7%-Yielder Continues To Deliver [View article]
    Are any of you concerned about the losses ARCP seems to consistently generate? I'm long O, and I'd love to add another solid monthly paying REIT to my Roth portfolio, but it seems like there isn't much of a comparison between these two on the quality spectrum.
    Mar 2, 2014. 02:28 PM | Likes Like |Link to Comment
  • Transocean Delivers [View article]
    Bret -

    I've always been a fan of your articles but your coverage of DVN and RIG recently has been spot on. I picked up DVN in late June this year, shortly after it appeared on my radar. Great value story there. I've been long RIG for a few weeks now for similar reasons.

    Enjoying the ride. Keep up the good work.

    Chris
    Nov 7, 2013. 12:06 PM | 2 Likes Like |Link to Comment
  • I Will Never Make Another (Investment) Mistake [View article]
    Hello Toasty,

    I've been sitting on the SA sidelines for a couple years, reading articles and rounding out my portfolio. But I couldn't resist offering you some food for thought concerning ETFs with international exposure. Although I have a very high respect for Vanguard, and salute the broad offerings of the iShares and SPDR products lines, I settled on several Wisdom Tree ETFs for international and emerging market exposure in my 401K, specifically DTH and DEM.

    What I like about these ETFs is their respective indices are composed of the top 30% yielding dividend paying companies in the countries covered by these funds, and the holdings are fundamentally weighted by their portion of total dividends paid.

    Depending on your sector preferences, one downside to DTH could be the amount of exposure to the financial sector, which is ~24%. I noticed in your post that you tend to lean toward utility and telecom companies, in which case you may prefer DOO, which excludes financials and features those two sectors as its top holdings. Although an argument in favor of DTH could be that since you are already heavily exposed to utilities and telecoms, the added financial exposure of DTH may provide you with the benefit of greater diversification, albeit with potentially more risk. Something to think about.

    Best,

    Chris
    Oct 10, 2013. 03:07 AM | 1 Like Like |Link to Comment
  • How To Build An Income-Generating Dividend Machine [View article]
    Hello xbureaucrat,

    I was able to replicate your numbers in an spreadsheet so I know where you're coming from. However, I believe you're leaving out a crucial piece of information in your assumption, and that is share price. Lets assume you reinvest the full annual amount of your dividends at the end of every year. If you assume an share price increase of lets say 4%, your final cash balance at the end of 40 years would be a much more modest $430,149.86. Over time we would expect the share price of a solid dividend growth stock to increase, not remain flat. This will have an impact on your dividend reinvestments that can not be ignored.
    Oct 26, 2011. 11:16 PM | 2 Likes Like |Link to Comment
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