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EVERYONE WATCHING YIELD CURVE. THE BLOCK SPAM CALLS APP IS ACTUALLY WORKING.


Image result for 4th of july financial images

July 2, 2018.  If you are nerdy, like we are, and are watching the ‘yield curve’ (do you know what this is, do you care?), you will find the video at the link below to be very educational.  Is the yield curve telling us a recession is coming?

The vid is long and boring, but if you are a serious investor, you need to take the time to understand what is going on. 

https://www.ccmmarketmodel.com/short-takes/

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

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There are no new buy or sell signals for the Core Portfolio.  (BUT…If you do NOT own RILYZ this would be a good entry point.)  You cannot “force” action in the markets:  you just have to maintain extreme patience and wait for the bargains to come to you…..we have received a very large number of dividend payments over the last few days which is really what this game is all about.  We are not interested in trading stocks and prefer to buy income producing investments and wait for the divi payments to come in.

We have been trying to get HCAPZ over the last two weeks but we just could not get a break.

Our cash position is very low and we remain fully invested.

We saw some positive comments on two of our Core Portfolio holdings at The Motley Fool website. The positions are a HOLD, we would not be adding at this point.

A hidden healthcare gem
Keith Speights (Medical Properties Trust): Tucked away in Birmingham, Alabama, Medical Properties Trust offers a dividend that’s more attractive than many more well-known stocks. The company’s dividend currently yields more than 7%.

Medical Properties Trust is a real estate investment trust (REIT) that leases properties primarily to healthcare providers including general acute care hospitals, inpatient physical rehabilitation hospitals, long-term acute care hospitals, surgery centers, and specialty hospitals. As of March 31, 2018, MPT owned 274 properties, most of which are in the U.S. but also with a significant number in Germany. The company also has some properties in other countries, including the United Kingdom, Italy, and Spain.
MPT’s top three customers generate roughly 65% of the company’s total revenue. That’s not a bad thing, considering that the two of them — Steward Health Care System and Prime Healthcare Services — rank as the No. 4 and No. 5, respectively, biggest for-profit hospital chains in the country.

The company currently uses only 68% of funds from operations (FFO) to fund distributions to shareholders. With demand for healthcare services growing as baby boomers age, MPT’s customers should be in solid shape over the long run. That means the company should be able to count on dependable revenue — and investors should be able to count on dependable dividends.

Living downstream from the world’s best oil play
Maxx Chatsko (Plains All American Pipeline): The Permian Basin in West Texas has become one of the most exciting sources of oil production growth in the world. There’s just one problem: crude oil and raw natural gas are coming out of the ground so quickly it has overwhelmed the region’s pipeline, processing, and storage infrastructure. That creates a sweet opportunity for pipeline operators such as Plains All American Pipeline.

The company is among those leading the charge to expand the region’s pipeline networks, both within the region and to refineries hundreds of miles away on the Gulf Coast. Drillers don’t care so long as the bottleneck gets removed.

Plains All American Pipeline — which boasts a 4.9% yield — is pouring $1.6 billion into several major pipelines. This year and next the company will add 2.3 million barrels per day (BPD) of new pipeline capacity including 600,000 BPD in the Delaware Basin (where 60% of Permian production growth is expected), an additional 800,000 BPD inside the Permian at large, and another 850,000 BPD in long-haul capacity. There’s more coming in 2020 and beyond.

The expansion will provide Plains All American Pipeline with ample fee-based growth — enough to give management the confidence it can grow earnings and cash flow by double digits in each of the next two years at least. That will help the pipeline operator to edge closer to its long-term deleveraging goals while leaving a healthy amount of capital for future growth and dividend increases. If this high-yield stock isn’t on your investing radar, then you might want to give it a closer look.

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Back in early May we mentioned “mrnumber” and new app which promised to block spam calls on your iPhone.  We were skeptical.

But, believe it or not, it works.  We have had one, yes, ONE, spam call since we installed the app almost two months ago.  And best of all it’s free.  If you do not use this app, get it today.

https://mrnumber.com/

 

 

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HCAPZ BACK IN PLAY

June 28, 2018.  We have been trying to buy HCAPZ but the price kept going up beyond what we were willing to pay.  Finally, last Thursday, we gave up and cancelled the orders.

Today the ask is $25.35 and this is actually not a bad price to pay for this business development company paying 6%-especially if you are going to hold long term.  But with the markets in turmoil this week. we may see a lower price in the coming weeks.

We are placing a Limit Buy Order at $25.25 for a small number of shares.  We are going to watch and may buy at $25.30 or even $25.35 if we don’t get filled at $25.25.

Go to the June 12 post for more information.  (The cut and paste function is not working in the blog host and we cannot provide the link..)

 

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BUYING CORPORATE BOND

June 27, 2018.  The stock market has been essentially flat so far this year.  SPY is actually a little down vs. early January.

But we are less concerned about stocks and more interested in high yield instruments that give us good dividends/income.  We have been selling low yielding bonds, and looking for higher paying positions.

We are buying some UNIT Corporate Bonds which are paying 6%, a very nice yield in this environment.  And maturity is short, 2021, so that is good.

UNIT is essentially an energy company, involved in natural gas, drilling, and pipelines.

NOTE:  The stock symbol is UNT.

CUSIP:  909218AB5

Mature May 2021

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Despite hate speech from fake news, people are liking the Trump policies.

For the first time since President Donald Trump took office, the CNBC All-America Economic Survey shows more than half the public approving his handling of the economy, and it appears to be having some impact on his overall job approval rating.
The president’s economic approval rating surged 6 points to 51 percent with just 36 percent of the public disapproving, a 6 point drop from the March Survey.

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

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No automatic alt text available.

 

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UPDATE: WE HAVE CANCELLED ALL LIMIT ORDERS PREVIOUSLY MENTIONED-ECCY AND HCPZA. SELL WPC-GOOD PROFITS

Line graph: Satisfaction with the way things are going in the U.S., 2005-2018 trend

The satisfaction rate, which Gallup has measured at least monthly since 2001, has now topped 35% three times this year — a level reached only three times in the previous 12 years (once each in 2006, 2009 and 2016).

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June 21, 2018.  We are selling the stock WPC.  (We are keeping the WPC Corporate Bond)

We have a nice 7.5% gain in a short period of time. AND we have received one dividend payment.  So we like the total return.  It was our expectation WPC would go higher, but the momentum indicators are telling us to get out. 

SELL

 

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BUY IRON MOUNTAIN BOND RIGHT NOW.

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

June 18, 2018.  So far in 2018 we have been trying to reduce the number of holdings in the Core Portfolio.  There are just too many to monitor, and we have missed, no surprise, some opportunities.  We have a life outside of this blog and do not spend 8 hours working the portfolio.  And we do not earn any money for our blog efforts, altho we never intended to.

Recently we have been selling low paying corporate bonds with the intention of buying new positions in the higher 6% range.  But due to the strength of the markets, there are few if any bargains.

We tried to get HCAPZ but the damn thing shot up in price very quickly for some reason.  And current positions are very strong so we are not seeing pullbacks which would give us the opportunity to buy at better prices.  Trump is a narcissist, but he really has Companies enthused and stocks keep heading higher with bonds strong…..as the fake news press keeps spewing hate speech.  It is truly amazing to us that the ultra radical liberals can be so fucking stupid.

Maintain Limit Buy on HCAPZ at $25.40 in case we get lucky and the price comes back.

BUYING Iron Mountain Corporate Bond.  CUSIP:  46284PAP9 Mature August 2024.  5.7%.  Read article here:

ARTICLE

Maintain Limit Buy on ECCY at $25.21 hoping for a lower price.

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We added a new picture in ABOUT.

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Who would have ever dreamed that Fox Financial Network would beat CNBC in the ratings.

Fox Business Network Dominates CNBC In Business Day Viewers For 16th Consecutive Week
June 5, 2018 12:54 pm by VW Staff

“Lou Dobbs Tonight” and “Varney & Co” Continue as Top Rated Programs in Business News
FOX Business Network (FBN) continued its winning streak over CNBC, topping the network in Business Day and Market Hours viewers during the heavily dominated financial news week of May 28th –June 1st, according to Nielsen Media Research. Following market swings and the release of the May jobs report, FBN’s Business Day coverage saw a 17 percent advantage over rival CNBC with 169,000 total viewers compared to CNBC’s 144,000 for the week. FBN also overtook CNBC in the crucial Market Hours daypart (9:30AM-4PM), delivering 172,000 viewers compared to CNBC’s 144,000.

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We have not mentioned http://www.refdesk.com in a long time, so here we go.

If you want to find virtually anything on the internet (except for porn) this is the site for you.  Links to newspapers, magazines, and weather/sports channels are just the start.  There are hundreds of links to dictionaries, encyclopedias, game sites, government stats, you name it, it’s here.

http://www.HowStuffWorks.com is always a favorite.  The home page has numerous sub-categories including money, auto, science and health.

This is one of those sites that has been on our ‘favorites’ list since the dawn of the internet.  Try it, you will like it. 

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BUYING

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

June 14, 2018,  We added to BSL position at $17.85

Still trying to buy HCAPZ at $25.40

Trying to add to ECCY position at $25.21.  Went ex-dividend today.

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A stunning story in…..no less…. than the New York Times.

Republicans in Primaries Absorb Lesson: Cross Trump at Their Peril

WASHINGTON — President Trump wasn’t on the ballot or even stateside for Tuesday’s primary elections in Virginia and South Carolina. But he loomed over both states, just as he has in nearly every nominating contest this year, underscoring how the Republican Party has become the party of Trump and that its politicians cross him at their peril.

FULL ARTICLE

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HOORAY!!!!!  Don’t forget to boycott and avoid the companies that continue to advertise on these trash programs. 

Advertisers continue to abandon Samantha Bee’s TBS talk show Full Frontal weeks after she stirred controversy by calling President Donald Trump’s daughter Ivanka as a “feckless cunt.”
According to a report from NewsBusters, just six non-TBS advertisers appeared on this week’s episode of Full Frontal for the second week in a row, with companies including PlayStation 4, TripAdvisor, and Wendy’s continuing to advertise on the show.

FULL ARTICLE

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SOLD SUNOCO

June 13, 2018.  We sold the Sunoco Corporate Bond due to low yield. 

HCAPZ, mentioned yesterday, popped up in price and it is too expensive for us.  We are maintaining the Limit Order in case the price drops.

Here are some buy prices for other positions that you can buy…..WAIT until tomorrow after they go ex-dividend.

ECCY $25,10.  Pays 6.6%.  Goes ex-dividend June 14.

KCAPL $25.10.  Pays 6%.  

MIC.  Has been a disaster and we decided to hold on to this loser.  We consider MIC…. ON SALE and if you want to take a little risk, buy this one while the price is dirt cheap.  It is finally starting to turn around and the momentum is up.  Price is $41.52.  Pays 9.6%.  Can be purchased now.

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Fed Court screws you again.

Among all the financial reforms launched during the Obama administration, the fiduciary rule may have been the most important to ordinary investors. Issued by the Department of Labor in 2016, the rule required brokers working with retirement accounts to put clients’ interests ahead of their own—for example, by recommending an annuity that was better for the client rather than one from a company that paid the broker a bigger commission. The regulation was hailed as an historic win by consumer advocates, and the financial-services industry began remaking many of its products and pay structures to comply.

Now the regulation is all but dead. In March a federal appeals court struck it down, and the Trump administration has not appealed the ruling. Where does that leave retirement investors? The outlook is anything but clear.

ARTICLE

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