(07-17-2014, 04:15 PM)ChadR Wrote: Since O is a REIT, you should look at FFO instead of PE when doing your research. That is what I do. I never look at PE when I'm evaluating REITs.
Don't remember ARCP reducing dividends in Feb, but I'm not positive on that and I will need to look into it further.
I believe ARCP had an extra return of capital "dividend" in February. Its normal payout has not been cut to my knowledge.
(07-17-2014, 03:47 PM)daat99 Wrote: With all that aside, do you consider any of the monthly paying stocks to be a valid stock for a long term DGI portfolio?
Is there any real benefit (with the exception of reinvesting every month instead of every quarter) to holding those (or others)?
I own O and ARCP in "dividend growth" portfolios.
I used to own LNCO but sold it last year when there were concerns about its accounting and dividend coverage. Since then it seem to have stabilized and may be worth considering. The parent company, Linn Energy (LINE) has a good streak of steady to increasing dividends.
There is a very, very slight benefit to compounding monthly rather than quarterly, but its not a significant enough benefit to chose one over the other solely for that reason.