Replies to post #4783 on A.I.M. Users Bulletin Board (AIMUSERS)

[OldAIMGuy]

Hi QnP,



Lookie here! Funny you should bring up "O", it's still too small a holding in my wife's account to be AIMing, but I track it just the same. All those little hash marks are where AIM would have been selling if this account were large enough to justify the sales. As you can see it's been on quite a roll.

There will be a time (like late 1999) when this one won't smell quite as sweet. That's when AIM's buying will kick in.

http://stockcharts.com/def/servlet/SC.web?c=O,uu[h,a]wahlyyay[df][pb26!e30][vc60][iUk14]&pref=G

It follows the long bond cycle. Right now it's near the peak, so like long bonds, keep some cash on hand for AIMing down later on.

Best regards, Tom

[Bernie Goldberg]

Hi,
Right off the top of my head:The dividend rate on O is right at 2.25%. That puts it near the bottom of the scale on most REITs. As far as Cash Cows you can get 3% from ING with absolutely no risk. The funds are guaranteed. IMO O is facing the same risk as all the other REITs are when/if rates start rising. Anyone who has been AIMing REITs for the last two or three years is sitting pretty. I consider myself fortunate to be a member of that group. In the recent past AIM has been recommending sales on REITS not buys. As a matter of fact I am almost ready to trigger some sales on my REIT holdings. I could not in good conscience recommend anyone buying something that I am ready to sell.
Hope this helps to answer your question.
Bernie