Pausing For Breath

Nicholas Vardy

Nicholas Vardy has a unique background that has proven his knack for making money in different markets around the world.
With the Dow down six consecutive days for the first time since last August, it has been a rough-and-tumble week for your Dividend Pro portfolio. You were stopped out of Navios Maritime Partners L.P. (NMM) yesterday — though the stock did pay out a 44-cent dividend on May 8.
With the sell-off in the market, I am holding off on a new Dividend Pro recommendation until the market catches its breath.
But here’s what’s great about your portfolio of high yielders: you’ll still get paid your dividends, no matter what Mr. Market’s mood swings.
For example,  your position in the Global X SuperDividend ETF (SDIV) will pay you its monthly dividend of 10.9 cents per share today if you were a shareholder of record on May 3.
Vanguard Natural Resources (VNR) will be pay you 59 cents per unit on May 15 if you were a shareholder of record as of May 8.
Here is some more good news, based on what I recently read on
The Dow Jones Industrial Average now is down six consecutive days. And it’s not often that we see such a losing streak during what has been a strong market. In fact, going all the way back to 1900, there have been 19 occurrences of the Dow pulling back six consecutive days yet still being more than 5% above its 200-day moving average. The last one was in 2006, and that was the only occasion in the past 20 years.
A month later, the Dow sported a positive return after 15 of the 19 precedents, and its median return was an impressive +4.6%. That bodes well for the month ahead.
Finally, with the initial public offering (IPO) of Facebook coming up this week,  you may see a strong bounce in Hercules Technology Growth Capital (HTGC), which holds a $9.4-million stake in Facebook.

Portfolio Update

Seadrill (SDRL) dropped 8.11%. The long-term prospects for deepwater oil exploration remain as strong as ever. And Seadrill’s 8.6% dividend remains secure. SDRL is now a HOLD.
Hospitality Properties Trust (HPT) dropped 7.32%. The company announced earnings, beating on revenues, but falling $0.01 per share short on earnings. HPT is a HOLD.
Vanguard Natural Resources (VNR) fell 7.21%. VNR will be paying 59 cents per unit on May 15 to shareholders of record as of May 8. Now below its 50-day moving average, VNR is a HOLD.
Global X SuperDividend ETF (SDIV) tumbled 3.37% this past week. The fund will pay out a monthly dividend of 10.9 cents per share today to shareholders of record on May 3. Still trading under its 50-day moving average, SDIV remains a HOLD.
Two Harbors Investment Corp. (TWO) remained remarkably robust, falling a mere 0.67%. The company acquired $6 million single family homes during the first quarter, closing on over 300 homes. Still above its 50-day moving average, TWO remains a BUY.
Hercules Technology Growth Capital (HTGC) dropped back 3.94%. The company raised its quarterly cash dividend to $0.24 per share, up $0.01. This was its 27th consecutive increase in quarterly dividend distribution. The dividend will be payable on May 25, 2012, to shareholders of record as of May 18, 2012. The company also owns $9.4 million of Facebook stock. Trading below its 50-day moving average, this bet on Silicon Valley tech is a HOLD.
ETRACS 2x Leveraged Long Alerian MLP Infrastructure Index ETN (MLPL) fell 7.36%. This leveraged bet on Multilevel Partnerships  is now a HOLD.

P.S. Please join me for the Las Vegas Money Show, May 14-17, at Caesar’s Palace. To register, call 1-800/970-4355 and mention priority code 026655 or go to I also encourage you to sign up for my hedge fund seminar, Wednesday, May 16, 9 a.m. – 11 a.m. In addition, please click here to sign up for my private meeting at the MoneyShow for you and my other subscribers on Wednesday, May 16, 12:15 p.m.-1 p.m., in the Salerno Room.


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