Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: geoffrey Wren who wrote (9987)	9/9/2011 1:29:12 PM
From: Bocor	1 Recommendation Read Replies (2) \| Respond to of 34328

But for someone watching their accounts in real time, there are better REIT buys out there. What would you suggest for someone new to this board? I know there are new people here all the time, and when I first started, I got a lot of valuable ideas and information from posters right here. I try to have a LOT of positions, nothing more than 3-5% of my portfolio, maybe with a few exceptions, and I expect to pass along most if not all of my dividend portfolio to my children, so time is not a big deal for me, and individual blow ups, while not pleasant, are never a catastrophe. However, everyone has different goals, time frames and objectives, and in this environment, new investors need all the help they can get.

To: geoffrey Wren who wrote (9987)	9/9/2011 6:24:15 PM
From: chowder	1 Recommendation Respond to of 34328

>>> I think investors often pay too much premium for apparent safety. Nothing is really safe. It may appear safe. <<< I think we need to define what safety is. Safety to one person may be totally different than safety to another. Are we talking about the safety of the dividend? Are we talking about the safety of total return, price appreciation plus dividend? Are we talking about safety from wild price swings of 30% or more? Or, are we talking about the safety of the company from going bust? From my point of view, I base my definition of safety the way Value Line defines it. The financial strength of the company, not the growth prospects. Once I determine the financial safety of the company, I then look to see how the company performed during the two recessions we have experienced in the last 10 years. If a company continued to raise the dividend during both recessions, then I give a thumbs up to management and allow them a little leeway during tough times, as long as they don't lower or discontinue the dividend. And, very few REIT's continued to raise dividends during those recessionary times. I don't think NNN or O are great capital appreciation prospects at this time as price has run up. I do think that both will do whatever it takes to continue raising that dividend though, even if it's just a smidgeon! ... HA! I have room in my portfolio for smidgeons yielding above 5%. Would I like a better price? Of course! But, I already got a better price, so now I simply continue to reinvest the dividends that come in.