What To Do When Your Stock Cuts Its Dividend [View article]
My cost is under 10 a share, though I've added more in the mid teens later when I received additional funds from a rollover. GE announced the cut in Feb of 09, that's the date that is important, not your error.
Genuine Parts Company Dividend Stock Analysis [View article]
I've sold about 3/4's of my position over the last few months, to me it is overvalued, though I really like the company, but a forward growth rate of less than 10%, selling upper teen's PE, and dropping yield leads me to search for better current opportunities. My positions are under 29 and it has been a great ride so I will continue to hold a small position of about 1%.
Don't Expect Pitney Bowes To Slash Its Double-Digit Dividend Yield [View article]
Back in my working days, Baseline, a great program by the way, did not allow me to use their graphs, 'ya might wish to check if its ok.
By the way, I'm long PBI, higher prices I'm said to say -- and only underwater stock in my portfolio -- but pretty confident, like you, that the dividend is covered, but will understand if they decided to reduce it, hopefully not. Good article.
Dividends: Should I Reinvest Or Not? [View article]
Early on I did reinvest dividends on one stock. When I finally went to sell it, it took hours and hours to calculate the cost. Never again.
Besides, I don't like to just buy, I buy value when it presents itself according to my valuation methods, so I figure I can always put my money to better use myself than just averaging in when the dividend is paid. However, for the vast majority, just buying and staying the course is the secret so many never seem to learn...............
Protected Principal Retirement Strategy: 'Float' Like A Butterfly [View article]
I like the idea of floating rates at these levels of long term interest rates. However, if I wanted principal protection, I would also want a rating much higher than those mentioned, as I may be swapping interest rate risk for credit risk.......I'd forgo high yield for quality.......
It's a good time to buy 2015 Apple (AAPL) LEAPs at a $500 strike price, thinks Bill Miller, who went on CNBC to make a bull case for the fruit company. Miller observes Apple now trades at a lower forward EV/EBITDA multiple than Safeway, Kroger, and H-P, and expects the company to "do something fairly dramatic on capital allocation." Others have also argued in favor of buying Apple LEAPs to gain leverage. The Jan. '15 $500 LEAPs currently have an ask of $45 (they rose sharply following Miller's recommendation). [View news story]
MY thoughts exactly! Or is the "editor" misinformed of Apple's business?
Duke Energy: Key Takeaways From The Analyst Day [View article]
Hmmmm, a slow growth rate and overvalued on a historical basis leads me to believe, that with a steady PE valuation the stocks at best provides for a 6-7% total return. A return to normal valuation would wipe that out. I'm long, but looking for a replacement somewhere besides electrics.
I don't disagree with the article,......in general, however, I believe that one needs to look deeper to see the actual performance of dividend vs. non-dividend stocks for becoming all hot and bothered. For instance, do electric utilities perform as well during raising rates or worse than declined rates, or do they perform at all. I can only recall the electric's huge decline during the seventies, no doubt inflation paid a part, but rates rose because of inflation. How much of the performance comes from lower yielding, but fast growing dividends. No way, that I am against dividends, quite the contrary, I live off of them to a large degree, but I think one needs to dig deeper, especially if their portfolio is deep into income and not growth, or utilities and not general industrial type of companies.,,,,,
I no longer subscribe to Ned Davis, as I am now retired, but he also has many studies aimed at group performance, which might shed light on the sector allocation performance.
How Much Money Will You Need To Retire? [View article]
One needs a budget that outlines his spending, then one needs to add in items which are non-recurring, such as a painting the house, a new AC/Heating unit, etc. Budget all the items that are likely to happen, and then budget for "unforeseen". Then budget for inflation and then have an account somewhere, which should be at least 10% of financial assets sitting in a account only for the totally unexpected, hopefully never used. And don't forget about Long Term Care insurance. This for just a starter. I wrote an article about the details of budgeting here....http://seekingalpha.co...
Luckily, I was fortunate that I worked as a broker with Mother Merrill for 11 years while he was the chief market analyst and looked forward to his Monday letter each week. After I left to join the buy side I made it so that my Merrill broker knew that I wanted at least an annual meeting with Bob, one on one. I usually made it to two, with several phones calls each year. He had the ability to make sense out of chaos.
Rebalancing My Dividend Growth Portfolio For Diversification And More Yield [View article]
Buying and selling on the same day is ok. However, if one does this in an ira and then sells the buys before they settle it is a violation and can lead to your account being restricted to buys only if the funds are clear.
I have owned both ohi and dri for some time, and have been considering adding to my dri but since it is higher than the recent bottom, I'm leaving it alone for now. However, the recent dip in energy shares is beginning to grab my attention.
Dividend Contenders In Value For The Accumulation Phase And/Or Income Distribution Phase Of The Retirement Portfolio [View article]
I re-built a position in Qualcom last summer, and was prepared to average up more recently, but it failed to fall to my price level. Recent move has me holding. Long KMP, but not buying. I'm long WAG rather than CVS from the dip under 30 back when the trouble with Express was front page. I've shopped in CVS's before, and I have a habit of not buying what I don't like.
Despite the growth/yield potential of electric utilities, I'm finding it most difficult to continue to hold them, much less buy more for two reasons, poor historical valuations, and the damage that will likely be done to them once interest rates begin rising,......just not sure when that will begin however.
But I always read your articles as I know we both like value.
3 Dividend Paying Tech Giants That Haven't Budged In A Decade [View article]
Well, like the author I also strongly believe in value, and overlooked value that has lost public appear even more. I own all three of these issues, though Cisco and Microsoft are fairy new to my portfolio, albeit, at lower prices than today. I have owned Intel for well over a year when it last dipped to levels under 21 on down to the upper teens, though I added more over the last month or so. Seems tech offers some of the better value today, not much to choose from elsewhere however, IMHO.
What To Do When Your Stock Cuts Its Dividend [View article]
What To Do When Your Stock Cuts Its Dividend [View article]
I loaded up on GE at the lows.
Genuine Parts Company Dividend Stock Analysis [View article]
Don't Expect Pitney Bowes To Slash Its Double-Digit Dividend Yield [View article]
By the way, I'm long PBI, higher prices I'm said to say -- and only underwater stock in my portfolio -- but pretty confident, like you, that the dividend is covered, but will understand if they decided to reduce it, hopefully not. Good article.
Dividends: Should I Reinvest Or Not? [View article]
Besides, I don't like to just buy, I buy value when it presents itself according to my valuation methods, so I figure I can always put my money to better use myself than just averaging in when the dividend is paid. However, for the vast majority, just buying and staying the course is the secret so many never seem to learn...............
Protected Principal Retirement Strategy: 'Float' Like A Butterfly [View article]
It's a good time to buy 2015 Apple (AAPL) LEAPs at a $500 strike price, thinks Bill Miller, who went on CNBC to make a bull case for the fruit company. Miller observes Apple now trades at a lower forward EV/EBITDA multiple than Safeway, Kroger, and H-P, and expects the company to "do something fairly dramatic on capital allocation." Others have also argued in favor of buying Apple LEAPs to gain leverage. The Jan. '15 $500 LEAPs currently have an ask of $45 (they rose sharply following Miller's recommendation). [View news story]
Duke Energy: Key Takeaways From The Analyst Day [View article]
3 Charts, 3 Busted Dividend Myths [View article]
3 Charts, 3 Busted Dividend Myths [View article]
I no longer subscribe to Ned Davis, as I am now retired, but he also has many studies aimed at group performance, which might shed light on the sector allocation performance.
How Much Money Will You Need To Retire? [View article]
Visualizing Bob Farrell's 10 Rules [View article]
Rebalancing My Dividend Growth Portfolio For Diversification And More Yield [View article]
I have owned both ohi and dri for some time, and have been considering adding to my dri but since it is higher than the recent bottom, I'm leaving it alone for now. However, the recent dip in energy shares is beginning to grab my attention.
Dividend Contenders In Value For The Accumulation Phase And/Or Income Distribution Phase Of The Retirement Portfolio [View article]
Despite the growth/yield potential of electric utilities, I'm finding it most difficult to continue to hold them, much less buy more for two reasons, poor historical valuations, and the damage that will likely be done to them once interest rates begin rising,......just not sure when that will begin however.
But I always read your articles as I know we both like value.
3 Dividend Paying Tech Giants That Haven't Budged In A Decade [View article]