Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

investor952

investor952
Send Message
View as an RSS Feed
View investor952's Comments BY TICKER:
AAPL, ACG, ARR, AT, AWP, AZN, BAC, BLK, EMR, ETP, HT, IF, INTC, JCI, NLY, PAA, PBI, PSA, SBUX, SDRL, SDT, SO, T, TEVA, UAN, VVR, WIN, WM
Latest  |  Highest rated
  • Stress Testing Your Dividend Portfolio [View article]
    Regarding your comment:
    "Most clients at SIPC insured brokers will be able to get back up to $500,000 in assets or $250,000 in cash in case their broker fails. "

    Can you please clarify if this $500k/$250k limitation is per broker, or per account? If I have several separate accounts with the same broker, is each account covered separately, or not? My account is with Merrill Lynch..do you know anything about their coverage?
    Aug 31 03:41 AM | Likes Like |Link to Comment
  • Examining Energy Transfer Partners' Distributable Cash Flow As Of Q2 2012 [View article]
    I just sold my ETP and replaced it with EXLP which pays a higher dividend and which has a better rating using my rating methods.
    Aug 20 04:58 PM | Likes Like |Link to Comment
  • Open Letter To ETF Industry: Create A Better Dividend Growth Product [View article]
    There is a big problem with all this.

    The more people that use DGI investing, the less and less it will work. That is how the marketplace works. It is supply and demand. As demand goes up...prices for the stocks will go up and the dividend yields will go down...down...downnnnn...
    At some point, the price increases will exceed the dividend increases and it simply will not work. Then , maybe, you will see another group of people espousing non dividend stocks...
    Aug 15 05:52 PM | Likes Like |Link to Comment
  • Preferred Stock Buyers Beat High Prices By Paying Wholesale [View article]
    Doug, I have a question regarding your CDx3 preferred stock picking method.

    What do you do if you buy a preferred stock that meets all 10 prerequisites when you buy it...BUT THEN, after you buy it, it gets down graded to junk status by Moody's? This happened several times to me when I bought these preferreds a couple/few years ago after reading your book. I believe Bank of America preferreds were some of these..but there were others. I saw no referrence to this in your book.

    Thanks.
    Aug 15 03:06 PM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Retiring Without A Million-Dollar Nest Egg - Part VI [View article]
    I don't think AWP is a good buy here.

    If you check out this link:

    http://bit.ly/tX1SG6

    You will see that AWP's yield..is has alot of roc (return of capital) in it, and...the UNII is negative..not a good thing and suggestive of near future dividend decreases.
    Aug 7 02:34 AM | Likes Like |Link to Comment
  • Preferred Stock Prices: Temporary Spike Or A New Normal? [View article]
    I just bought a bunch of rso-pa. It is not rated by s&p or Moody's. Coupon yields 8.5% and it ts slightly under 25$ par. It is also cumulative and was recently released.
    Aug 6 04:38 PM | 1 Like Like |Link to Comment
  • Is This A Buying Opportunity For Starbucks? [View article]
    I agree. I love my local sbux!!!
    Aug 4 03:31 AM | Likes Like |Link to Comment
  • My Long-Term, Enhanced Investing-For-Income Strategy - A New Twist [View article]
    I am not complaining about the topic of your articles..I am complaining about their location. As for the number of 'complaints'..my guess is that most don't respond one way or the other. I just sent SA a suggestion to create a separate subcategory for these...just like they have separate subcategories for reits, retirement, and bond...in the dividends & income section. I feel that this is logical.
    Aug 3 06:32 PM | Likes Like |Link to Comment
  • Dividend Stocks From Israel [View article]
    Israel charges high taxes. I wouldn't own these in an ira.
    Aug 3 04:30 PM | Likes Like |Link to Comment
  • My Long-Term, Enhanced Investing-For-Income Strategy - A New Twist [View article]
    Also..perhaps SA can make a subcategory , then, in the dividends/income section...for options strategies. They already have a subsection for bonds, reits, retirement, etc...what about options?
    Aug 2 04:22 PM | Likes Like |Link to Comment
  • My Long-Term, Enhanced Investing-For-Income Strategy - A New Twist [View article]
    OK then..can you please put the word options in your titles then? I print alot of these out to read at my local coffee shop and it is a waste of paper and ink (for me) to print options related stuff out since I don't use it...and don't want to have to read the article to find out it is about options before I print it out..since my intent is to read it at the coffee shop. Thanks.
    Aug 2 04:21 PM | Likes Like |Link to Comment
  • My Long-Term, Enhanced Investing-For-Income Strategy - A New Twist [View article]
    You the options man!!! I sure wish they'd make a separate section in sa for these. This isn't really dividend investing.
    Aug 1 05:47 PM | Likes Like |Link to Comment
  • Long-Term, Enhanced Investing-For-Income Strategy For Johnson Controls [View article]
    " we need to employ a strategy using options to enhance the income from our new holding"

    The option man is back again. Man..are you going to do this with every stock in the stock market?
    Aug 1 05:40 PM | Likes Like |Link to Comment
  • Preferred Stock Prices: Temporary Spike Or A New Normal? [View article]
    "The reality, in fact, is that when times are not tough, accepting lower yields for perceived safety is a waste, and, worse, when times get panicky, everything sells off briskly in fear, so the safety is illusory."

    Problem is...I would NOT consider the present a good time. These are not good times. For example..I read in the paper today that the Federal mail deliverer cannot make payments to the treasury for pensions...(in other words...bankrupt..though that word wasn't used).
    Jul 31 05:58 PM | Likes Like |Link to Comment
  • Preferred Stock Prices: Temporary Spike Or A New Normal? [View article]
    I just did a search on preferreds..requiring:
    1. It be cumulative, nonconvertible and nonadjustable
    2. It sell for at or below par
    3. It be investment grade

    Believe it or not, this is all I came up with:

    Yahoo Ticker Market Yield Yield To Call Yield To Maturity Coupon Rate Rating Hypothetical Price Last Price % of Par Call Price Liquidation Price Ex-Dividend Date Call Date
    CMS-PA 4.4674 4.16 Baa3 / BB+ 92.752 93.12 90.18886199 103.25 100 9/27/2012 any time
    CMS-PB 4.6924 4.5 Baa3 / BB+ 95.5019 95.9 87.18181818 110 100 9/27/2012 any time
    KIM-PJ 5.5668 5.7781 5.5 Baa2 / BBB- 24.6311 24.7 98.8 25 25 10/11/2012 7/25/2017
    PE-PA 4.2063 3.8 Baa2 / BB+ 89.39 90.34 85.22641509 106 100 7/30/2012 any time
    PE-PB 4.5244 4.3 Baa2 / BB+ 93.9651 95.0401 93.17656863 102 100 7/30/2012 any time
    PE-PC 4.4921 4.4 Baa2 / BB+ 96.85 97.95 87.06666667 112.5 100 7/30/2012 any time
    PE-PD 4.7149 4.68 Baa2 / BB+ 98.09 99.26 95.44230769 104 100 7/30/2012 any time
    SCE-PB 4.4348 4.08 Baa2 / BBB- 22.8289 23.0001 90.19647059 25.5 25 8/29/2012 any time
    SCE-PC 4.5591 4.24 Baa2 / BBB- 23.0721 23.25 90.11627907 25.8 25 8/29/2012 any time
    SCE-PD 4.4981 4.32 Baa2 / BBB- 23.9145 24.01 83.51304348 28.75 25 9/27/2012 any time
    SCE-PE 4.7515 4.78 Baa2 / BBB- 24.9494 25.15 97.48062016 25.8 25 8/29/2012 any time
    VEL-PE 4.4839 5 Baa2 / BBB 110.9446 111.5101 99.12008889 112.5 100 9/18/2012 any time
    VNO-PK 5.7576 5.9326 5.7 Baa3 / BBB- 24.6239 24.75 99 25 25 9/27/2012 7/18/2017

    As you can see, most are callable at any time.
    There are only 2 that are recent issues and which have awhile to be called: KIM-PJ, and VNO-PK.

    Both yield below 6%...and trade just slightly below par.
    I bought some of both today because there is nothing else and 5.75% or whatever, beats .01% in the bank.

    Both are REIT preferreds. Interestingly, VNO-PK has the word TRUST preferred in its name..but since it is a little below par, and a reit isn't a bank, I bought it.

    Any comments?
    Jul 31 11:43 AM | 1 Like Like |Link to Comment
COMMENTS STATS
196 Comments
135 Likes