Doug Meeks

Dividend growth investing, registered investment advisor, macro
Doug Meeks
Dividend growth investing, registered investment advisor, macro
Contributor since: 2012
Company: Pier LLC
Jan 12, 9:34 AM
Doug Meeks
Wow, PAA short covering on some good news. Financing secured in private placement, solid move.
10/23/15
Doug Meeks
Ventas, $VTR...... wow. Great quarter.
10/24/15
Thanks for the reply. Wild ride for a great company.
10/24/15
i agree. Wild ride, dividends are good.
10/2/15
Doug Meeks
I like AmerisourceBergen, $ABC here for growth oriented accounts, nice pull back on a strong company.
10/2/15
I prefer to own CAH
10/2/15
Down more than 20% off the high, that's a good time to start building. Dividend growth should be very strong. If it goes lower, buy more.
9/1/15
Doug Meeks
Buy orders in on $JNJ @ 84, $BDX @ 125 and $BRO at $28. We'll see about an opening flash crash.
Probably not going to happen. I own $BRO. Very good under the radar insurance company!
no flash crash yesterday. After last monday's opening I tend to put out flash crash orders. It did not happen.
8/27/15
Doug Meeks
Accumulating $OHI in the $33-34 range today. Solid REIT, growing dividends, growing FFO per share. Macro economic uptrend.
8/27/15
Doug Meeks
I like $BRO here in growth accounts. This $31 is a solid spot for accumulation, will add more on any weakness.
Agreed. Doug.
Bruce, I like CINF as well, they have held pretty firm during the pullback. So still above target but another good insurance holding.
8/26/15
Doug Meeks
Still adding $JNJ, orders filling around $90.50 over the last few days. Cautiously adding.
8/26/15
you think its going to go up
8/26/15
Primary focus is to own a stable growing income. The dividends will go up and are safe. Price is uncertain, but below long term PE ratio.
8/6/15
Doug Meeks
Watching $DLR very closely, at medium term lower resistance and a good entry point. More weakness could present even better opportunity.
8/6/15
Doug Meeks
I'm still moving money into $CLDT today. Keep calm, allocation to this one is 2% of any portfolio, but I'm adding today.
5% yield paid monthly... definitely starting to look interesting
check the dividend coverage ratio, very healthy REIT
8/5/15
Doug Meeks
$CLDT is entering interesting price territory, monthly dividend, great coverage ratio. Do your own Due Diligence!!!
8/5/15
Been watching this one- grabbed some at 7% off sale. I thought the report was mostly very good.
I agree Gary. For a REIT paying about 5% the coverage ratio is very conservative, they could raise the dividend nicely in a few months.
8/4/15
Doug Meeks
$HEP is looking well priced here. Adding small steps, this is an MLP, but a good one. Earnings were as expected, looking good.
6/22/15
Doug Meeks
Small steps into $HASI today. Downgraded and sold off, I'll take a few shares.
6/22/15
like me, build up my position today
5/7/15
Doug Meeks
Adding $WFM at market open. Trying to get them below $43.
4/29/15
Doug Meeks
Very close to moving in on $VTR and $OHI, small steps as REIT markets weaken.
4/20/15
Doug Meeks
wow! HAS$ has left the station, all clients are on-board. up 11% today on a strong quarterly report.
4/9/15
Doug Meeks
STAG$ is going on sale today. Careful here, STAG is not a core real estate holding so small steps into this one. DDYD.
3/18/15
Doug Meeks
$GIS is a core holding, earnings beat and a 7% dividend increase today. Long GIS, would like to get more shares on any weakness.
3/11/15
Doug Meeks
$ARTNA looks good on the pull back today, after hours report is a beat for EPS and revs.
3/6/15
Doug Meeks
Adding $OHI at 38 bucks. Small steps.
Did you consider $VTR or $HCN in the REIT healthcare space? Less of their revenues come from fed govt
Yes VTR limit orders were triggered as well.
2/24/15
Doug Meeks
REIT's are off on the FED's signals, I'm watching $38 for $OHI, for small steps, if it keeps going lower I'll keep buying more shares.
2/24/15
Doug Meeks
REIT's are off on the FED's signals, I'm watching $72 for $VTR, for starting small steps.
2/9/15
Doug Meeks
$HAS is left the station. These guys are getting it right in toys. Star Wars is coming!
HAS is one of my superstar holdings since Jan 2012. CAGR of 27% over 3 years. YOC is 5.28%. Buy the dips when you get the chance.
2/6/15
Doug Meeks
Watching the $38 (to buy) level for $OHI, great REIT in a great sector getting a little panic selling here from interest rate concerns.
I wouldn't mind seeing more downside myself, I'd love to start a position.
2/6/15
Doug Meeks
$O, Realty is showing it's bond proxy today, 10yr rates bumped up, Realty bumped down. Trendline could change, will be watching the $46 area
1/27/15
Doug Meeks
Starting some baby buy steps in $EMR, approaching key price point in mid fifties, will accelerate buying on further weakness.
1/27/15
Just my some shares of EMR. New holding for me.
1/27/15
bought a tiny amount, too. am wiling to follow it down.
1/27/15
Doug Meeks
Adding $MSFT here, down 10%, these guys are rock solid.
12/9/14
Doug Meeks
Time To Add Growth To Your Dividend Growth Portfolio http://seekingalpha.com/a/1mtb7
12/3/14
Doug Meeks
Looks like the market is recognizing the mis-pricing of $PBA, Long Pembina!!
11/17/14
Doug Meeks
$PSX may be leaving the station, we have our holdings from last week, great dividend growth stock.
11/18/14
This one often moves violently, purchased at 67 and 70, looks like I should have built more than a half position.
11/13/14
Doug Meeks
Adding $HP, Helmerich is a true leader. basically debt free. Market is getting this one wrong.
11/7/14
Doug Meeks
My $GIS orders are in, trying to add these guys cheap at market opening, fear based selling, short selling are market drivers these days.
11/7/14
@mantratra GIS was trading in the 40's less than a month ago.
11/7/14
@matratra... it has happened though! cross your fingers!
11/4/14
Doug Meeks
Still picking up small steps of $WFM around $40.