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

To: Steve Felix who wrote (27920)	9/15/2017 9:09:03 AM
From: E_K_S	Read Replies (1) \| Respond to of 34328

Yes, they had a positive settlement in the SDRL CH 11 BK. They gave up 30% of revenues from their long term lease for 2 years but can then begin recapturing those fees in year 3. The good thing is of/when they begin collecting those fees, SFL s/d raise their dividend to reflect these added revenues. It could have been worse so a net positive for the stocks especially for their 10.45% dividend to be sustained. EKS

To: Steve Felix who wrote (27920)	9/7/2018 1:55:28 PM
From: E_K_S	2 Recommendations Recommended By Celtictrader Mannie Read Replies (3) \| Respond to of 34328

Ship Finance International (SFL) - 25% add to this 10% dividend payer got shares at $14.00/share. Stock goes xdiv 9/13 for $0.35/share. Alswo provides the option in the taxable account to sell some high cost shares in 31 days (have a few at $14.76/share) to harvest the long term tax loss. Also, can be a source of funds w/o taking any loss on prices above $14.76/share and waiting I earn 10%. Also sold peeled off 20% of high cost shares for UAN and will buy back in 31 days. Many of the U.S. farmers are reviewing their fertilizer needs for late this year so want to harvest long term losses before those new orders are placed by the farmers. More tax loss harvesting w/ a 2nd traunch of KMI. Sold more high cost shares at $17.80/share and will buy back in 31 days (s/d get the next div too). That s/d lower my cost substantially as KMI converted from MLP to corporate structure that left me w/ quit a few high cost shares. Those will all be flushed out reducing my cost basis substantially. The strategy in the taxable account is then to book many of my long term gains (tax free using those harvested tax losses) late this year and early next year. Will be moving more funds into industrial stocks and out of Oil/NG seeking good dividend payers w/ modest growth. Been building my Ag basket of stocks too as I think U.S. farmers hold the advantage in crop/yield production (one of the highest in the world). ADM & AGCO are two new additions I am adding to. As far as SFL, it has been a good qualified divided payer but has been in a trading zone between $13/share - $15/share. They do still hold some SDRL debt but w/ recent company re-org the new SDRL is a stronger company w/ a much better balance sheet. EKS