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

To: Bocor who wrote (9988)	9/9/2011 2:19:27 PM
From: Bocor	Respond to of 34328

FWIW: Wunderlich highlights top picks, cos where dividend may be cut among the mortgage REITs Wunderlich believes dividends are at risk of being cut at IVR and HTS as the yield curve has flattened and the TED spread has widened, the CIM dividend remains under pressure. Firm highlights 3 top picks where it believes dividends could prove sustainable for at least two years, noting that spreads could show resiliency and allow well-positioned agency-focused mortgage REITs to earn higher net interest income over the next two yrs than at any other time in their history which will be the key that unlocks multiple expansion in the group. AGNC ($34 tgt): 20.0% yield; trading at 1.05x book value with avg. portfolio spread 2.46% with leverage of 7.5x (as of Q2) CYS ($14 tgt): 18.5% yield; trading at 1.05x book value with avg. portfolio spread of 2.23% and leverage of 8.1x (as of Q2) NLY ($19 tgt, up from $17): 14.8% yield; trading at 1.07x book value with avg. portfolio spread of 2.45% and leverage of 5.5x (as of Q2) http://www.briefing.com/GeneralContent/I...

To: Bocor who wrote (9988)	9/10/2011 2:29:29 PM
From: geoffrey Wren	1 Recommendation Respond to of 34328

"What would you suggest for someone new to this board?" Books: The Cramer books, Random walk down Wall Street, Liar's Poker, and pretty much everything else in that section of the library. Keep a journal of why you make every move you make, or think about and don't make. It will keep you honest with yourself. Track your performance against a benchmark, which should probably be the S&P500. Some say you might use different benchmarks, and that is true for mutual funds in specific sectors. But for an investor, I accept Bogle's assessment that they should track against the S&P500. After all if you cannot beat that, you can buy an S&P 500 ETF with only .1% in costs. Follow boards like this. I follow three boards: this one, the Value Investing board here, and the Motley Fool REIT's board. Also I follow the Yahoo boards on stocks I own. Yayoo boards can be worse than useless. On the other hand, I have run across some very good posts there and used them to my advantage. You just have to winnow through a lot of chaff and be careful. At least on these boards I do not think you run across anyone deliberately trying to mislead you; on Yahoo boards that is a problem. As to individual stocks, I believe that the "junky" part of the market has good opportunities. If you dare to look there, consider CWH, OLP, RAS-C, and GRT-F. If you think there will be a double-dip wait until these stocks are down 1/3rd from current prices to buy, because a double-dip might put them there. Even the preferreds (REIT preferreds should be considered more like a bond than a stock) would drop some. They say that looking at historical performances that small cap value stocks paying a dividend has been a very good sector. If you dare to look there, consider FRD, AMNF. Good luck.