Comments on: Trades – INTC, OHI, TAL, CSCO, and ARCP

By: writing2reality

writing2reality — Tue, 03 Dec 2013 14:13:47 +0000

Definitely stinks about Intel, but I’m not going to hang around waiting. Technology stocks are tricky in general, so any time they aren’t performing up to the expectations (for dividends), they are prime to be dumped.

Thanks for stopping by RBD!

By: writing2reality

writing2reality — Tue, 03 Dec 2013 14:13:40 +0000

Can’t say I blame WB, and it doesn’t hurt to be in his company on things! TGH is a very viable option as a substitute for TAL. As for ARCP, as I’ve said elsewhere, I think they have some great growth potential, which is awesome for a holding yielding 7% like they do. I’d buy on anything under $13.

By: retirebeforedad

retirebeforedad — Tue, 03 Dec 2013 12:46:15 +0000

W2R,
August was a busy month. It turned out to be a good time to buy too. Sucks about the Intel dividend increase skip, but good to make a move out of it.
-RBD

By: MoneyCone (@moneycone)

MoneyCone (@moneycone) — Mon, 02 Dec 2013 15:50:32 +0000

Interesting trades! WB too quit INTC if I’m not mistaken. I acquired some positions in TGH instead of TAL, even though TAL has been on my watch list for ever now.

All reits are pretty much on sale now! I’ll be watching ARCP.

By: writing2reality

writing2reality — Mon, 02 Dec 2013 14:15:45 +0000

I agree, management does indeed appear to have their interests aligned with the recent purchases. Never bothers me to see them add to their positions in anticipation of future increases.

Thanks for stopping by Hrant!

By: Hrant

Hrant — Mon, 02 Dec 2013 04:22:50 +0000

ARCP is a really solid stock,and yes as I also have a large position, am very happy with the progress for the long term as well, as management has their interests aligned with shareholders, and don’t know if anyone has seen it of late, but management is buying HUGE positions on the open market adding to their large positions already….Hey, got to be telling you something:)

By: writing2reality

writing2reality — Mon, 02 Dec 2013 00:17:54 +0000

Jason, thanks for stopping by! I am glad to have gotten out of INTC and will no longer need to keep an eye out on that uncertain situation. The mobile market is getting more and more competitive and crowded and INTC, while well funded, is just plain late to the game.

As for ARCP, I am very pleased with the recent hike, as well as the expected future hikes in the next six months to a year. Should be a good position for dividend growth.

By: writing2reality

writing2reality — Mon, 02 Dec 2013 00:08:24 +0000

For INTC, it is just a matter of sticking to my guns on performance for dividend growth. As for ARCP, absolutely glad to have picked up some shares when I did, and am looking forward, like yourself, to seeing how their management transitions from acquisition mode to asset management mode. The ability to grow that dividend going forward is entirely dependent on how they manage that mindset transition.

Thank you for stopping by JC!

By: Dividend Mantra

Dividend Mantra — Sun, 01 Dec 2013 21:25:38 +0000

W2R,

Nice moves here. I applaud you getting out of INTC. I reduced my position significantly, and am anxiously anticipating growth in the mobile segment in 2014. Further setbacks will likely cause me to sell the rest.

I like ARCP here. The recent dividend hike is pretty juicy, and they’re going to raise it even further here pretty soon.

Best wishes!

By: JC @ Passive-Income-Pursuit

JC @ Passive-Income-Pursuit — Sun, 01 Dec 2013 21:05:50 +0000

I came very close to closing out my INTC position back in September but decided to just reduce my position. I’m down to about 107 shares, so I’m leaning towards writing covered calls while I wait to see how they penetrate into mobile. I also purchased some ARCP and wouldn’t mind adding to my position, the growth has been amazing and I’m curious to see how management does once they get all of their acquisitions incorporated. Glad you’re back over $1k in forward dividends. It’s a nice little milestone when you know that you won’t be going back under that mark.