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LMRK-SELL

March 21, 2019. We bought LMRK on March 13, about a week ago.

This position is UP a stunning 14% an amazing gain in a short period of time.

Altho the momentum is still positive, we are SELLING and locking down profits. We never expected this type of action, but it is our policy to sell and take profits.


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DIVIDEND PAYERS THE RIGHT CHOICE

March, 20, 2019, If you had owned ONLY stocks, the SPY which is the top 500 stocks, over the last 15 months, you would have a Total Return of 1%. That’s right, one percent.

If you owned our dividend paying Core Portfolio, you would be up around 5-6 percent. Quite a difference.

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It is becoming obvious that Trump is going to have a very difficult time winning next year. The average American does not give a damn about N Korea, China or Mexico. They DO care about free college, reduced student loans, free health care, and taxing the rich. Voters really do not care how the government is going to pay for it. The ultra left liberals have a very good chance next year. Of course Trump’s continued Twitter tirades don’t help the matter.

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We bought CGBD back in June 2017. The total dividends received do NOT equal the stock value which is DOWN 17%. So in terms of total returns, we are in the RED on this position. Bummer.

We have continued to hold this damn thing in hopes that we could at least break even. So far, no dice. There is an article in SeekingAlpha.com which suggests you BUY CGBD. This highly regarded author explains all the reasons for the poor performance and makes the case for adding this to your portfolio.

We have no intention of adding to our position, but we will CONTINUE to hold. The technical indicators are pointing UP and if you decide to buy, we suggest starting with a small amount.

CGBD is currently underpriced compared to its peer group which are BDCs with higher quality management and portfolios, excellent dividend coverage and current dividend yields between 9% and 10%.

Some of the potential reasons for being underpriced include the recent NAV decline that is partially due to the Q4 2018 special dividend and higher quality management conservatively valuing the portfolio as well as semiannual releases of pre-IPO shares “that puts enormous technical pressure on the stock”.

FULL ARTICLE

CNN went to the U.S.-Mexico border and actually found–and interviewed–Latinos who support President Donald Trump and his border wall.

On Monday’s Erin Burnett OutFront, CNN’s Miguel Marquez noted that 34% of Latinos approved of Trump in a recent CNN poll. He said, as a puzzled Erin Burnett looked on, that though a majority of Latinos disapprove of Trump, there are plenty who live along the U.S.-Mexico border who support Trump, believe that there is a “national emergency” at the border, and would like to see the size of the border wall “doubled” or “tripled.”

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BUY MORE

March 18, 2019. Back in early February, we suggested you buy a small position in SMHB, a super risky ETN that gives you (as of today) a 16% yield. (We have received 2 dividend payments so far.) We are ADDING to this holding, altho not a lot. Due to the risk, keep the allocation small.

The advisors that we follow are generally optimistic on the financial markets. You have to ‘make hay’ while things are good and we have been fully invested for a long time. Wall Street loves Trump.

We ARE getting nervous about the elections next year due to the enormous amount of ‘socialism’ talk. These liberal ‘fuckwads’ if elected to President could do a lot of damage.

Here is the original article:

https://luvthosedividends.com/2019/02/08/headin-to-vegas-again/

February 8, 2019. We have not had a ‘headin to Vegas’ pick in a long time.

Talk about gettin ‘into the woods’. SMHB is not a stock, REIT, BDC, bond, baby bond, or preferred. It is a leveraged ETN, an obscure risky ‘exchange product’.

NOTE: Before going further, understand you take a big risk with SMHB but it gives you a huge return of 17%

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NOW IN OUR 6TH YEAR

NOTE TO NEW READERS:  Before you buy anything we discuss here, GO to the Core Portfolio tab to see a CURRENT listing of holdings. This blog is designed for investors seeking income.

Keep scrolling down for more.

Go Here For “About and Links”

Why are we giving government welfare to illegal immigrants??? What the hell is going on?

According to a report by Breitbart, in recently released researchby the Center for Immigration Studies (CIS),analysts discovered that about 63 percent of non-citizen households, those who live legally and illegally in the U.S., use some form of public welfare while only about 35 percent of native-born American households are on welfare.

GO HERE FOR FULL ARTICLE

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Is this the “beginning of the end” for Facebook??? More and more people are starting to think so. The younger generations are dropping FB in droves.

Some of Facebook’s largest data deals are under federal criminal investigation following a nightmare year of scandals, reports the New York Times, which reveals that a New York grand jury has subpoenaed records from at least two leading manufacturers of smartphones and other devices which gained access to personal data of hundreds of millions of users

GO HERE FOR FULL ARTICLE

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BUY: LMRK

March 13, 2019. We have not played much attention to LANDMARK until recently. But with a yield over 10% (!!) we felt it was time to take a look. Anytime you are getting huge dividends, you immediately think increased risk. But when you look into the business model, your concerns are reduced.

Landmark owns land that it rents to tower companies (those cell towers you see on every corner,) billboard operators, and solar companies. It operates as an MLP but is going to convert to a REIT which is a good thing, and it is converting to internal management, which is good.

Landmark Infrastructure Partners LP acquires, owns, and manages a portfolio of real property interests and infrastructure assets in the United States. The company leases its real property interests and infrastructure assets to companies operating in the wireless communication, outdoor advertising, and renewable power generation industries. It also owns various interests in receivables associated with related assets. Landmark Infrastructure Partners GP LLC serves as the general partner of the company. Landmark Infrastructure Partners LP was founded in 2014 and is based in El Segundo, California.

BUY LMRK at $14.21

NOTE TO NEW READERS:  Before you buy anything we discuss here, GO to the Core Portfolio tab to see a CURRENT listing of holdings. This blog is designed for investors seeking income.

Keep scrolling down for more.

Go Here For “About and Links”


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PBY ON SALE: BUY

March 12, 2019. We are BUYING PBY, Prospect Capital Corporation Baby Bonds which mature in June 2028. Yield is 6.26%.

PBY is ON SALE. Place the order at $24.35 and watch: pay up to $24.40.

Prospect is one of the largest Business Development Companies. Notably, this is considered an investment grade investment by S&P.

It makes debt investments (loans) and equity investments in smaller sized companies. It also invests in collateralized loan obligations (CLOs).

QUANTUMONLINE.COM SECURITY DESCRIPTION:  Prospect Capital Corp., 6.25% Notes due 2028 issued in $25 denominations, redeemable at the issuer’s option on or after 6/15/2021 at $25 per note plus accrued and unpaid interest, and maturing 6/15/2028. Interest distributions of 6.25% per annum ($1.5625 per annum or $0.390625 per quarter) will be paid quarterly on 3/15, 6/15, 9/15 & 12/15 to holders of record on the record date that will be 3/1, 6/1, 9/1 & 12/1 respectively (NOTE: the ex-dividend date is at least one business day prior to the record date). If a Fundamental Change occurs prior to maturity, the holder will have the right to require the issuer to repurchase for cash some or all of the Notes at a repurchase price equal to 100% of the principal amount of the Notes being repurchased, plus accrued and unpaid interest (see prospectus for further information). Distributions paid by these debt securities are interest and as such are NOT eligible for the preferential 15% to 20% tax rate on dividends and are also NOT eligible for the dividend received deduction for corporate holders. Units are expected to trade flat, which means accrued interest will be reflected in the trading price and the purchasers will not pay and the sellers will not receive any accrued and unpaid interest. This security was not rated by Moody’s and rated BBB- by S&P at the date of its IPO.

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Another book about Trump.

The White House senior advisers Ivanka Trump and Jared Kushner, President Donald Trump’s daughter and son-in-law, have sought to assert some authority over flights funded by the State Department.

That’s according to a new book by the journalist Vicky Ward that was previewed by The New York Times.

The Times cited Ward as saying she interviewed more than 200 people for the book, “Kushner Inc: Greed. Ambition. Corruption. The Extraordinary Story of Jared Kushner and Ivanka Trump.”

Like many other White House tell-alls that have been published during Trump’s first term, it is said to paint an unflattering picture of the Trump administration as chaotic, with discord among its senior staff. sAccording to The Times, “Kushner Inc.,” scheduled for release March 19, describes Ivanka Trump as having frequently asked to travel on Air Force planes when doing so was not always necessary. While still secretary of state, Rex Tillerson reportedly rejected her requests.

GO HERE FOR FULL STORY

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SELLING

March 12, 2019. The Dunn & Bradstreet Corporate Bond was called. In addition we are selling the Agilent Corporate Bond. The coupon/yield is so low at 3.7% that it is time to put this money in a higher yielding position.

We have a 12% Total Return on the Agilent bond so it turned out well.

We are evaluating numerous positions and will be placing buy orders for higher yielding new investments in the Core Portfolio.

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MOVIES: For those of us ‘older’ generations who like Goldfinger, Gone With the Wind, The Mission Impossible series and Star Trek, (well, the ‘good’ ones) CAPTAIN MARVEL is really a piece of crap. Confusing story line, constant special effects that drive you blind: what a mess. Maybe this flick will appeal to younger males and even females but we suggest you save your money. It appears all the good producers and directors are leaving Hollyweird and moving to Amazon and Netflix. There ARE excellent Marvel series on Neflix: those are you better choice.

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NOTE TO NEW READERS:  Before you buy anything we discuss here, GO to the Core Portfolio tab to see a CURRENT listing of holdings. This blog is designed for investors seeking income.

Keep scrolling down for more.

Go Here For “About and Links”

Pay-TV companies lost nearly 3million video subscribers in 2018, nearly double the loss of subscribers in 2017. 

According to new research, pay-TV companies lost a whopping 2.9million customers as more viewers are going without pay-TV altogether, opting for lower-cost services like Netflix, Hulu and Amazon Prime. 

DirecTV and Dish Network suffered the largest losses, losing a collective 2.36million in 2018, according to research by Leichtman Research Group which studies about 95 percent of the market. 

The loss of the two networks is up from the 1.55million subscribers they lost in 2017, according to Deadline. 

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Whole Foods (AMAZON) PR effort exposed as fraud. Wage raised to $15/hr BUT fewer hours. LOL.

Amazon finally caved to pressure for a company-wide $15 minimum wage in November. At Whole Foods, the difference looks to be made up in cuts to scheduled hours.

According to reports by the Guardian, employees — who remained anonymous in fear of retaliation — have experienced “significant” decreases to their scheduled hours. In many cases, this negates or even supersedes the increased hourly rate.

Employees report a “30% reduction in hours per week for part-timers and about a 10% reduction for full-timers,” with one Illinois-based employee specifically saying that after the raise, his “hours went from 30 to 20 a week.”

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MARKETS TURNING OVER?

March 7, 2019. After ‘screaming’ higher for two months, it looks like the stock indices are suddenly wanting to turn down. After strong gains, we should not be surprised. Even the transports IYT, an important indicator, which stock investors need to watch has been declining.

If you heavy into stocks, you should be watching closely and placing sell orders esp, if you have big gains.

Our Core Portfolio is primarily in term bonds and so we are NOT especially concerned at this point. But after the turmoil in Nov/Dec we are paying close attention. SO…….we are neither buying or selling, altho we would certainly like to reduce the number of positions in the Core Portfolio. There are just too many. (Update: If we see some severe declines, maybe we can buy some positions ‘on sale’)

LOL :):) Lady Gaga calls social media ‘toilet’.

Lady Gaga is setting the record straight on those Bradley Cooper dating rumors.
During her Wednesday, Feb. 27, 2019, appearance on Jimmy Kimmel Live, the Mother Monster finally broke her silence on the ongoing speculation surrounding her relationship with her A Star Is Born co-star … and she did not mince her words.
“First of all, like, social media, quite frankly, is the toilet of the Internet,” Gaga (real name Stefani Germanotta) told the titular host with a roll of her eyes. “And what it has done to pop culture is just, like, abysmal.”

Read More: https://www.nickiswift.com/146537/lady-gaga-addresses-bradley-cooper-romance-rumors-head-on/?utm_campaign=clip

Roseanne Barr talks trash….LOL

Barr also slammed California Democrat and 2020 presidential contender Kamala Harris – calling her “Kama Sutra Harris” for her career-boosting relationship with then-San Francisco Mayor Willie Brown. 

“Well, it’s ’cause they’re hos,” said Roseanne. “Like if you don’t run out of the room and go, ‘Excuse me you don’t do that to me,’ and leave, but you stayed around because you’re like, ‘Well I thought maybe he was going to give me a writing job,’ well, you ain’t nothing but a ho.”

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