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  • 8% Raise For The Dividend Growth 50 [View article]
    Mike, thanks. Always enjoy your updates, and nice to see the DG50's progress :)
    Jun 18, 2015. 06:26 PM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    Timmies,

    Unless you already have some USD sitting around, it costs 20% more to convert Canadian to USD right now. That said, for one looking for current income from utilities, SO is a good choice. and SCANA looks good for moderate income and growth play.

    BoomBoom mentioned about BEP.UN, which is starting to look interest as well. I'm also watching CU.
    Jun 18, 2015. 01:22 AM | 1 Like Like |Link to Comment
  • What The Great Recession Taught Me About Dividend Growth Investing [View article]
    Chuck, thanks for the review of the companies and illustrating through these examples how great businesses (or not) fared in the great recession.

    However, I'm not sure the people who comment about that in a down market, great companies' price will be pulled down as well are thinking out of fear. I was thinking along the lines that people would find more attractive opportunities during those times.

    After all, most of us have limited capital, and if we use capital to buy a great business at fair value today, then there won't be capital to buy during a market crash if it happened tomorrow.

    Canadian
    Of course no one can predict when a market crash happens, but we know it will happen sometime.

    At the end of the day, I suppose one's cash position is dependent on each investor's comfort level.

    Canadian
    Jun 11, 2015. 09:45 PM | 1 Like Like |Link to Comment
  • 20-Stock Retirement Income Portfolio [View article]
    DS, thanks for the follow and link.
    Jun 9, 2015. 12:54 PM | Likes Like |Link to Comment
  • 20-Stock Retirement Income Portfolio [View article]
    Sleuth,

    Enjoying your retirement journal. Thanks for writing. IBM is one of my core holdings, and I've written a couple articles specifically on it so far, although each time, there are strong arguments from the other side. I probably bought too much too soon at $190, but I managed to average down a little. :p
    Jun 9, 2015. 01:35 AM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    Hi Keith, thanks for your update. I like agreement, but I don't mind disagreement either, because the latter could draw out more information and a bigger picture. :)
    Jun 4, 2015. 02:22 PM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    rlp, good luck with your purchase
    Jun 2, 2015. 07:04 PM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    go-4-it, yea, we all need to consider our our situation, and maybe the market as a whole. It's tough to choose sometimes, and if it gets too hard, maybe it's time to build a cash position. For example, if you already have the allocation that you want in sectors, industries, or stocks already, then maybe time to build cash and stay watchful
    Jun 2, 2015. 07:03 PM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    Sasha, you're most welcome. :) Good luck to you too!
    C
    Jun 2, 2015. 07:00 PM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    Apoplectic,

    "My risk tolerance and investment horizon is, of course, different from others, and this should not be construed as investment advice, or a recommendation of any sort." -- Yes, in fact, I would like to remind that any article or comments readers come across should be analyzed for their own situations...but of course, they know that already :))

    Very interesting hedging strategy you got there.

    "An equity index fund, or a do-it-yourself portfolio of "Dividend Achiever" stocks is what I had in mind as securities with higher potential returns over a 50 year span compared to utilities." -- Talking about "Dividend Achiever" stocks, David Fish's CCC list is a great starting point to filter for dividend companies that had paid out growing dividends for 5, 10, or 25+ years.
    Jun 1, 2015. 03:23 PM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    Hi Sasha,

    Taking out the consideration of taxes and forex surely simplifies things!

    Looking for yield, stability, and growth, you can start your research with:
    TSX:REF.UN (4% yield), a diversified REIT with 13 years of distribution growth
    TSX:PLZ.UN (5.7% yield), a retail REIT with 12 years of distribution growth

    TSX:NWH.UN also looks like a good candidate as a high yielder with growth potential from aging population. That is, it has 9+% yield and is planning to combine with its global counterpart to gain access to the Brazil, Australia and New Zealand, and Germany market of renting to medical office buildings and hospitals.

    After the transaction, the net operating income comes from 68% MOB and 32% hospitals with 60% from Canada, 23% Brazil, 10% Australasia, and 7% Germany.

    TSX:DRG.UN (8% yield) with commercial properties in 7 major Germany cities also has growth potential.

    I got these ideas from the SA community actual ;)
    Jun 1, 2015. 03:16 PM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    Isuavecito, fair enough, all DIY investors need to watch out for their own, and make decisions based on their comfortability and goals.
    May 31, 2015. 05:09 PM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    Jerry, thanks for sharing what you're doing and your insights. Appreciate it :)
    May 31, 2015. 03:14 PM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    Dunn, investors need to decide for themselves whether those drops are serious or temporary setbacks. If the latter, then, value can be extracted.
    May 31, 2015. 03:13 PM | Likes Like |Link to Comment
  • The Sector Dips Portfolio: Which Utilities To Buy? [View article]
    Isuavecito, maybe the P/E has gone up because interest rates has gone down. So some people who need the income (retirees?) may have ventured into the market in search of high quality, high yield. So if interest rate rises, yes, there could be some shake up.
    May 31, 2015. 03:11 PM | Likes Like |Link to Comment
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