tag:blogger.com,1999:blog-5266565347750925336.post7646397292701437920..comments2024-01-04T07:50:45.727-08:00Comments on The Dividend SWAN: Exciting week in the markets so far!Dividend SWAN Investorhttp://www.blogger.com/profile/02768581207435543717noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-5266565347750925336.post-58847887640230284392013-11-19T11:23:35.633-08:002013-11-19T11:23:35.633-08:00Dividend Growth Investor,
I agree with you and ho...Dividend Growth Investor,<br /><br />I agree with you and hope they are able to look out for the shareholders. I have to give Schorsch the benefit of proving that they are capable of performing anywhere near O and NNN. I own some O in my taxable and my ROTH IRA and NNN in my Roth IRA. <br /><br /> I've been holding on to ARCP and plan to indefinetly. A dividend cut may change things, but I hope that does not happen. Time will tell whether they can prove those with reasonable doubt the merits of this expansion. As long as shareholders and dividends are looked after I'll be happy to own a part of this business. The share price may increase and take care of itself as they execute. Glad to have you as a fellow shareholder!<br /><br />Thanks for stopping by and take care.Dividend SWAN Investorhttps://www.blogger.com/profile/02768581207435543717noreply@blogger.comtag:blogger.com,1999:blog-5266565347750925336.post-37482466429930038602013-11-18T08:27:56.754-08:002013-11-18T08:27:56.754-08:00The dividend increase is nice. I am a little worri...The dividend increase is nice. I am a little worried however that ARCP is growing tooo fast. Hopefully the rapid dealing does not result in shareholder losses. I am usually skeptical of management that wants to grow as much as possible - their goal is not to build an empire for themselves but to generate shareholder returns.<br /><br />On the other hand, based on forward FFO however, ARCP is pretty cheap vs NNN and O. It is not proven itsell ( doesnt have as long of a record) as O and NNN. <br /><br />So if you think mgmt will execute well absorbing the new assets, ARCP might be a good add. I am holding it, and hoping for the best. If dividend is stable or growing, I am holding. If dividend is cut however, I would probably be out the door ASAP.Dividend Growth Investorhttp://www.dividendgrowthinvestor.com/noreply@blogger.comtag:blogger.com,1999:blog-5266565347750925336.post-11147767819230203112013-11-01T17:44:41.053-07:002013-11-01T17:44:41.053-07:00CI
How is it going? I know you were gone for a l...CI<br /><br />How is it going? I know you were gone for a little bit, glad to see you back! Yeah I've liked ARCP originally for a lot of reasons that have to do with thinking they may become the next Realty Income type company and followed similiar dividend raise patterns for a little while. Once they close some of these acquisitions we can get some nice raises for awhile.Dividend SWAN Investorhttps://www.blogger.com/profile/02768581207435543717noreply@blogger.comtag:blogger.com,1999:blog-5266565347750925336.post-76086907079083873542013-10-30T03:58:31.608-07:002013-10-30T03:58:31.608-07:00I think COLE is no better then ARCP that they held...I think COLE is no better then ARCP that they held out the merger when they were private so they could get double bonuses for their management. Thats what they are in it for and they'll do the merger now. Not sure if there is a better offer that could come there way.Pulling Myself Uphttps://www.blogger.com/profile/03676667648941966869noreply@blogger.comtag:blogger.com,1999:blog-5266565347750925336.post-30527299957375335532013-10-29T19:31:45.604-07:002013-10-29T19:31:45.604-07:00No I don't own ARCP or COLE, but I am evaluati...No I don't own ARCP or COLE, but I am evaluating ARCP along with some other REITs as potential replacements for one of my holdings. I'll probably add a new REIT soon. ARCP has many qualities I look for, I'm thinking about it.Compounding Incomehttps://www.blogger.com/profile/04207986983526689578noreply@blogger.comtag:blogger.com,1999:blog-5266565347750925336.post-35140876495937294762013-10-25T14:55:34.394-07:002013-10-25T14:55:34.394-07:00FFdividend,
Good to have you as a fellow sharehol...FFdividend,<br /><br />Good to have you as a fellow shareholder. Whoever doesn't like the increase in the dividend is welcome to send me more shares/dividends!Dividend SWAN Investorhttps://www.blogger.com/profile/02768581207435543717noreply@blogger.comtag:blogger.com,1999:blog-5266565347750925336.post-67368598307135485012013-10-25T14:52:11.028-07:002013-10-25T14:52:11.028-07:00I thought Schorsch was trying to internalize manag...I thought Schorsch was trying to internalize management and get rid of the property management bonuses recently. They both have 100% or very close to 100% occupancy with their properties. I think the dividend raise may be conservative and leaves room for steady quarterly increasees just like Realty Income always does. I definetly still like O and wish never sold the first time and instead loaded up when it was trading at $18. <br /><br />Still am very happy I am back in as a shareholder and have a nice gain with growing monthly dividends.Dividend SWAN Investorhttps://www.blogger.com/profile/02768581207435543717noreply@blogger.comtag:blogger.com,1999:blog-5266565347750925336.post-70543190203530023612013-10-25T09:52:34.672-07:002013-10-25T09:52:34.672-07:00Pulling Myself Up
Do you think the COLE sharehold...Pulling Myself Up<br /><br />Do you think the COLE shareholders will be able to fight out a better deal?Dividend SWAN Investorhttps://www.blogger.com/profile/02768581207435543717noreply@blogger.comtag:blogger.com,1999:blog-5266565347750925336.post-36973103846076129612013-10-25T04:50:56.854-07:002013-10-25T04:50:56.854-07:00I'd also add that ARCP had a 6% gain at the op...I'd also add that ARCP had a 6% gain at the open on this news and it sold off on heavy volume almost instantly. Lots of profit taking and share priced ended the same as the previous day. This tells me the market isn't seeing this as such a great deal or the buying pressure would have pushed up that.Pulling Myself Uphttps://www.blogger.com/profile/03676667648941966869noreply@blogger.comtag:blogger.com,1999:blog-5266565347750925336.post-2967497228856426372013-10-25T04:47:47.220-07:002013-10-25T04:47:47.220-07:00I own ARCP and am not sure what to think about thi...I own ARCP and am not sure what to think about this COLE merger. Scorsch wants to grow big no matter what and I greatly dislike the private REIT build up that the public REIT buys.<br />When a private REIT takes on property management can get bonuses and commissions. Then they have ARCP buy out the private REIT and get a second bonus. This is my assumption I do not know for sure but i cannot think of other reasons why they would do this. COLE is the same no doubt. They were private, went public, and now are open to being bought out.<br /><br />ARCP wants quantity and my fear is they will sacrifice quality. Their 2014 estimates for FFO was $1.05 - $1.09 so we are only getting roughly a 5% raise in FFO and the dividend for this. When I look at how Realty Income Corp grew itself over the years it was far better growth for existing shareholders.Pulling Myself Uphttps://www.blogger.com/profile/03676667648941966869noreply@blogger.comtag:blogger.com,1999:blog-5266565347750925336.post-28521792167111760132013-10-23T19:19:37.073-07:002013-10-23T19:19:37.073-07:00I own ARCP. :) looking forward to the dividend inc...I own ARCP. :) looking forward to the dividend increase. FFdividendhttps://www.blogger.com/profile/12542560392658239123noreply@blogger.com