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Welcome to the 6th year of Dividend Income Investor.
Before buying any investment, go to Core Portfolio for a listing of current positions.

May 7, 2018

We watch the articles in SeekingAlpha.com very closely.  We follow at least a hundred SeekingAlpha authors who provide thoughtful analysis on Companies (in addition to following dozens of other financial sites).  The SA site is free but numerous authors also promote their paid newsletter subscriptions.

Here is an analysis of KCAPL which we do hold in the Core Portfolio.  Below is the link and the bottom line from the article.  The price is not that much higher than what we paid and this would be a good time to buy. 


Bottom line – KCAPL is a low risk bond that is suited for the conservative investor. The bond is set to generate a safe +6% cash returns until it matures in about 4.5 years.


We came across an article this morning talking about a new free APP which helps prevent the robocalls and scam calls.  We are going to download and see how it works.

Mr. Number Call Block & Lookup 4+
#23 in Utilities
43.1K Ratings
Offers In-App Purchases


Below is a link to a positive article on LADR which is in the Core Portfolio.  The price is down a little and the momentum indicators are pointing down.  We are holding for now and NOT adding to this position.  But we will ADD in the future at lower prices if we see an upward bias in the indicators. 

In conclusion: I am maintaining a STRONG BUY on Ladder and I am inclined to increase my exposure after Q1-18 results. The company is hitting on all-cylinders and the business model is producing exceptional shareholder returns. Related obviously knows Ladder is a diamond in the rough and the management team (at Ladder) is the true differentiator: The premium is not so much in the properties, but the people running them, and as I said at the outset, “Price is what you pay, value is what you get.”



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