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

To: Bocor who wrote (11437)	4/4/2012 8:52:39 PM
From: E_K_S	Respond to of 34328

Hi Bocor - Digital Realty Trust, Inc. Comm (NYSE: DLR) goo.gl DLR is the best of the Cloud computing REIT's IMO as far as dividend yield and the number of dividend increases. The company has a reasonable debt profile (ie not too much leverage) and is growing like a weed. On the last stiff market correction, this (as well as COR) sold off substantially (as much as 25%). I picked up COR around $13.00/share (now $24 yielding 3%) and DLR around $52 (now $72 and yielding almost 4%). So, on any major correction I am going to add to my DLR position and see if I can pick up COR in the $15 price range. I find if I can buy when either has a dividend yiels of 4.5%-5% provides a good entry point. The growth rate on these Cloud Computing REITs is much larger than the typical REIT. They have pricing power in their lease rates so as a result EPS grow much faster as well as their dividends. At least w/ COR and DLR they are pure plays in this sector. The capital gain potential adds a lot to the dividend/income portfolio. It is a nice little gem to have in my income portfolio. EKS