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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Max Fletcher who wrote (6472)	11/16/2010 4:16:39 PM
From: chowder	Read Replies (1) \| Respond to of 34328

Thanks Max! The REIT section of Seeking Alpha is the only section I hadn't gotten to yet today. When I look at Chuck's F.A.S.T. charts, the first thing I look for is that the blue shaded area and grey line are showing a nice North Easterly pattern. That's an uninterrupted uptrend with regard to dividends and yield. That's vital in my criteria for owning dividend growth stocks. The black line is a problem most times. If the black line is above the gray line, the equity is overvalued. It seems that all the good equities usually are overvalued. <lol> Sort of like good prospective partners are already married or in a committed relationship. O and HCP showed the type of performance I'm looking for. They are both overvalued. I haven't looked at WRE before, but it had the pattern I like. The others ... I'm not interested. ... I don't wish to have a volatile yield. That's why I sold PWE and HGT even though they were profitable. I couldn't count on the steady, reliable and dependable income flow. I wish he did an analysis of HCN! That's the one I'm leaning towards since I already own O. In a couple of days, I'll go back and read the comments associated with that piece. I learn a lot of good stuff from people debating the articles. You just have to give them a few days to read and respond. Again, thanks for the heads up. I appreciate it.

To: Max Fletcher who wrote (6472)	11/16/2010 11:50:36 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 34328

Is there not a major flaw in the analysis that understates the value of the REITS? Dividends are just accumulated with no return on them assumed. It would be better to assume a dividend reinvestment if the purpose is to compare the return of the individual REIT's to the benchmark S&P 500. Especially when covering 18 years of dividends. It may be difficult to do that calculation, but the simple way the author approached the issue is quite off, and gave the REIT's inadequate credit.