Investment Thesis H&R Real Estate Investment Trust (OTCPK: HRUFF) owns a portfolio of high-quality office, retail, industrial and residential properties in North America. The REIT has consistently maintained high occupancy ratio in the past two decades. The company has also improved its financial condition considerably in the past few years. For investors looking for both income and capital appreciation, H&R is a perfect choice as the REIT offers a dividend yield of 6.8% and is currently trading at a significant discount to its peers.
Source: Company Website
Five Reasons why you should own this REIT A Diversified REIT
H&R is Canada's largest diversified REIT with total assets of C$14.6 billion. Its portfolio of properties include about 12.3 million... more
Federal Reserve Chairman Jerome Powell, at his first press conference as the head of the central bank, announced a hike in interest rates. Tighter monetary policy was widely expected. What was surprising was Powell's comments on the value of the Treasury yield curve as a tool for predicting the next US recession.
Responding to the last question at the press event, Powell said that "it's true that yield curves have tended to predict recessions if you look back over many cycles." But the near-flawless record of using an inverted curve - short rates above long rates - no longer applies in the current economic climate, he explained. History, in short, is misleading.
A lot of that was just situations in which inflation was allowed to get out of control and the Fed had... more
Introduction Over the last few months, most of you have noticed our increased activity in closed-end funds, as the inflow of volatility finally shook them up and created various arbitrage, and directional, opportunities for active traders such as us.
Now that these products have our attention, we are continuously monitoring most funds by sector and will reinstate our Weekly Review, publishing a recap of the groups of interest.
Source: Barchart, Iboxx $ High Yield Corp Bond Ishares (HYG )
Almost nothing that we can remember the last week with. The main indicator for high yields close-end funds is iBoxx $ High Yield Corp Bond iShares (NYSEARCA: HYG) and as we can see on the chart above the price kept its trading in a range.
In my summary, I am just going... more
Interest rates took center stage again on Wednesday as investors were confronted with the question which continues to hang over the stock market. That question is, “Will rising rates cause equities to tumble once again?” While the jury is still deliberating, the evidence suggests that stocks remain in a vulnerable position in the near term.
The Federal Reserve on Wednesday raised short-term interest rates a quarter-percentage point and stated it would raise rates at a more aggressive pace in coming years. The Fed said it would increase its benchmark fed funds range between 1.5% and 1.75% and signaled that rates would increase a total of three times this year.
Stocks were mostly lower in response to the rate increase, though not by much as the S&P 500 Index (SPX)... more
The Background I am constantly building a portfolio of strong consistent dividend payers. I invest in those companies that have a history of well-covered dividend payments that have fallen from investor favor, thus creating a spike in yield, or in companies that have a strong history of raising their dividends consistently.
The solid foundation of my portfolio are various monthly paying stocks that provide regular, predictable income over all 12 months. One of my favorites recently agreed to be taken private. So I am forced to recycle the capital into other opportunities. Preferably another stable monthly paying stock that has a strong history of payments.
The Candidates After reviewing different funds and options, I am going to present to you three candidates that individually... more
Introduction This is going to be a slightly different article compared to what you are used to. I am going to analyze and look at companies that don't pay dividends, from a dividend growth investor perspective. Therefore, the article is going to offer a more speculative approach to dividend growth investing. The article will look into Netflix (NFLX) and Facebook (FB), two companies that at the moment don't have any plan to pay dividends in the near future.
I highly recommend that you read my article regarding Alphabet (GOOG) (GOOGL) here as it looks at the company from the same perspective. I try to offer a fresh approach towards the inclusion of nonpaying dividend companies into dividend growth portfolio. Many high-quality companies choose not to pay dividends during their... more
The Cohen & Steers Global Realty Majors ETF (NYSE: GRI) declared its first quarter distribution on March 21, 2018 in the amount of $0.21998. The dividend is payable on March 29, 2018 to shareholders of record on March 23, 2018.... more
The ALPS Dorsey Wright Sector Momentum ETF (Nasdaq: SWIN) declared its first quarter 2018 distribution on March 21, 2018 in the amount of $0.05449. The dividend is payable on March 29, 2018 to shareholders of record on March 23, 2018.... more
The ALPS Equal Sector Weight ETF (NYSE: EQL) declared its first quarter distribution on March 21, 2018 in the amount of $0.29861. The dividend is payable on March 29, 2018 to shareholders of record on March 23, 2018.... more
The Alerian Energy Infrastructure ETF (NYSE: ENFR) declared its first quarter distribution on March 21, 2018 in the amount of $0.17445. The dividend is payable on March 29, 2018 to shareholders of record on March 23, 2018.... more