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: the traveler who wrote (34191)	10/7/2022 11:44:33 AM
From: Rarebird	Read Replies (3) \| Respond to of 34328

I gave a warning a few weeks back about investing in dividend paying stocks with a 4%-6% yield. Message 34007235 Just take a look at many of the interest sensitive high yielding REITs since then: schrts.co I expect the situation to worsen.

To: the traveler who wrote (34191)	10/7/2022 11:50:41 AM
From: E_K_S	5 Recommendations Recommended By geoffrey Wren maverick61 pak73 the traveler Thehammer Read Replies (1) \| Respond to of 34328

Many of the REITs I follow are yielding >6% but you have to look at (1) Debt, (2) the quality of their FCF and is it growing and (3) the pricing power they have w/i their sector. I continue to add to my medical REITs including DOC and MPW. DOC s/d continue to have growing FCF. There are other dividend payers that may cut their dividend so that is on the table w/ rising rates. I did add to my INTC now a 5.6% dividend after listening to the new CEO (been on board for 18 months) and their plan for building their new Fabs in Ohio and overall strategy to focus on building back an engineering culture through out INTC. He explained their reason for raising their dividend and kept capital spending at current levels. There are many other dividend payers that are very attractive at these lower levels. However, it still may be early to be buying as most sales in many/all sectors have yet to bottom. FWIW, sitting on the most cash ever at 25% and selectively buying/adding to my portfolio now close to 90 positions.