This week’s top / most interesting articles include…
Dividend Growth vs. High Yield: Some Surprising Findings – Seeking Alpha: Interesting article that compares high yield and dividend growth investing, it’s very well written and sourced.
Income Without the Dividend: A Strategy for Generating Income in a Down Market – Seeking Alpha: Great article on put selling, which is the method I use to leverage my investment portfolio (I don’t follow his second rule of “Don’s Sell ‘Naked'”).
Yield Face-Off: Blue Chip Equities vs. Same Company Blue Chip Bonds – Seeking Alpha: This article was interesting not because I agree with the authors conclusion, but because the difference between the Senior Notes he is recommending and dividend yields of the common stock are very small. Once the difference in taxes are incorporated there isn’t much yield benefit (if any) while your still exposed to multiple risks (reinvestment rate risk, call risk, interest rate risk, etc.)
ATP Preferred Convertible: For the More Risk Averse Investor, Worth a Serious Look – Seeking Alpha: This article looks at ATP’s recent preferred issuance. The offering looks fairly attractive if you are bullish on the Company but want to enter into a position with reduced risk.
Improve Your Trading By Using Moving Averages – The Dividend Guy Blog: The Dividend Guy looks at using technical analysis to enter into positions for which he has a fundamental view. The use of technical analysis in this regard can get you better prices on companies where you like (or dislike) the fundamentals.
Defense Stocks On Sale? – Dividend Mantra: In this article, Mantra identifies two defense stocks to consider for further due diligence.