My Dividend-Focused Portfolio: Past, Present, Future [View article]
Hi Uain,
Good to hear about your professional work. Seems that you have a very satisfying 2012. Excellent!
I had never looked at LNCO (Linn Energy or Co.). Will look at them sometime along with MAIN that too seems to be doing great. I have no BDC company so MAIN or TCAP would be nice or perhaps PSEC? I need to sell my EXC position and buy a better performing utility. Perhaps WEC or AVA or SO? Not sure yet.
Thanks for your comment - they have provided food for though and more symbols for my "investigate further" text file.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Hi Seth,
UVE has done reasonably well for me. It is small (micro?) cap so quite volatile and the dividends aren't regular but I am not really complaining. Though at some point, I do plan to sell it and be in more "typical" mid-cap DGI stocks.
Do you have any more such picks like UVE?
I do have a lot of Intel. It is by 3rd biggest stock position after NRF and STM. Sometimes 4th if BHP does better than INTC stock price.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Hi Tacoma,
Thanks for your first comment. Welcome to SA comments section. I am not sure I am the best person to answer your question. I would look at creating a portfolio with 12-15 stocks with an average yield of about 4% (mix of stocks yield ~3% to 7%) and then hope to get dividend growth in the next 2-3 years to get you closer to the 5% mark.
However, I also feel that the market is too high right now and IMHO not the best time to start big positions.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Thanks Bob. I really like your articles - they have taught me a lot. I appreciate your stopping by and helping me out.
I entered DWX and IXP quite some time back and they have done OK. Once I invest my current funds, I may sell AMANX and other mutual funds/ETF and invest in stocks. My current plan is to increase amounts in the stocks that I own first before buying into newer positions. I agree that a 0.1% to 0.5% (or even 1% perhaps) in a stock doesn't make a lot of sense. It is too little to make a difference in any way.
I thought that the Canadian banks appear strong because of the recent economic book fueled by natural resources and that a US-style housing/mortgage crash may be on the cards in the near future that would hurt the big banks the most. What do you think?
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Hi FleetUSA,
Thanks for your comment. I agree that it has become a bit too much for me to track effectively (e.g., I have let the decision about Telefonica go unanswered).
I haven't ever looked at pipelines and/or MLPs. I have glanced a bit about Kinder Morgan brethren in SA articles but never really looked at them. Was initially afraid of K-1 forms etc. and so put them in the bucket of I don't understand them and am too busy/lazy/scared to find more info.
I do believe that KMP, KMI etc. have amply rewarded their investors and are worth a closer look by all dividend focused investors.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Hi Veritas,
Thanks for your message. I have always want to write more because the comments stream really help me become a better investor. I am a novice and have long ways to go. Writing makes my ideas concrete, in fact in my transactions spreadsheet if I buy a stock, I make a note as to why I bought it then. That way a year or 10 years later, I can go back and see if my reasons were meaningful or bogus!
I hope to be able to find time and dig deeper at more foreign stocks by visiting company websites and investment sites in their native countries. Need to look at Singapore, South Korea, South Africa, Turkey, Brazil, and Chile. Not sure if I ever would. Some of these investigations aren't from financial perspective alone. They help me a global citizen, read about the country and what is going on there otherwise it is so easy to live in my insular world.
TEF is a very tough one. My average buy price is $15.6 so I am about 20% negative. They do have some great brands and a telecom company their size is unlikely to go belly up in a hurry. But I more than agree that they are in trouble. I plan to hold them for now without proper justification.
You actually have made me think about TEF. I have made a note in my text file to look closely. Perhaps I will sell it and buy TeliaSonera (TLSNY) or Vodafone (VOD). Are you buying or selling anything? How about your (our?) GDFZY?
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Hi Uain, Thanks for stopping by - Hope the past year has treated you well. Wouldn't it be nice if Mr. Market lets us all invest some of our cash sitting on the sidelines.
I agree that it is hard to keep up to date with all the company news. My hope/plan is to be in stocks where I don't really require that much monitoring. Sometimes being late or lazy may be useful by not making me take rash decisions.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
I saw the IBM work on carbon nanotubes. Sure sounds exciting. No investment play in graphene right now but this thing could sure revolutionize the sector in a few years. Definitely worth following and understanding even if at a very high level.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
I know. The hardest part is the wait when things are not on sale. It appears that I am "losing" money by being in cash while stocks continue to rise. In the past I would have jumped in but now I can exercise more patience. Though can't say for sure that it has been the best plan for the last year.
The market keeps going up without sufficient basis (IMHO).
My Dividend-Focused Portfolio: Past, Present, Future [View article]
I don't follow Cypress closely but my initial estimate is that the company isn't getting it right. There is no real reason to see such massive pressure on revenue and earnings. The current generation worldwide has embraced technology and there are too many devices being sold. Cypress has some good advantages in mixed-signal chips but nothing too exciting or desirable. They also are "over-diversified" so they are unable to get benefits of one-two segment taking off.
I think that the stock would remain under pressure and I would personally not hold them even though the dividend yield is very enticing.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Exactly. I started investing with mutual funds when I moved to the US and saved a few thousand dollars. But now over the last years, I am totally convinced that they are not for me. I think that a) I like stocks (some people are scared of them but not me) and b) I may be able to generate better returns.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
I hope to get to TXN soon (interestingly I tried to get a job with them but there aren't hiring and trying to get rid of their wireless/baseband division). Thanks!
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Hi SDS,
Hope things are well at your end. Canon does pay dividends on ADR. I first bought it $28 in Dec 2008. My spreadsheet tells me that the following dividends were paid to me in USD since then:
Sorry for the poor formatting for the above table. Basically, I have gotten paid twice every year and the current yield is quite respectable. If the stock goes down to $30 then I will buy more to get the approx 5% yield.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Good to hear about your professional work. Seems that you have a very satisfying 2012. Excellent!
I had never looked at LNCO (Linn Energy or Co.). Will look at them sometime along with MAIN that too seems to be doing great. I have no BDC company so MAIN or TCAP would be nice or perhaps PSEC? I need to sell my EXC position and buy a better performing utility. Perhaps WEC or AVA or SO? Not sure yet.
Thanks for your comment - they have provided food for though and more symbols for my "investigate further" text file.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
UVE has done reasonably well for me. It is small (micro?) cap so quite volatile and the dividends aren't regular but I am not really complaining. Though at some point, I do plan to sell it and be in more "typical" mid-cap DGI stocks.
Do you have any more such picks like UVE?
I do have a lot of Intel. It is by 3rd biggest stock position after NRF and STM. Sometimes 4th if BHP does better than INTC stock price.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Thanks for your first comment. Welcome to SA comments section. I am not sure I am the best person to answer your question. I would look at creating a portfolio with 12-15 stocks with an average yield of about 4% (mix of stocks yield ~3% to 7%) and then hope to get dividend growth in the next 2-3 years to get you closer to the 5% mark.
However, I also feel that the market is too high right now and IMHO not the best time to start big positions.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
I entered DWX and IXP quite some time back and they have done OK. Once I invest my current funds, I may sell AMANX and other mutual funds/ETF and invest in stocks. My current plan is to increase amounts in the stocks that I own first before buying into newer positions. I agree that a 0.1% to 0.5% (or even 1% perhaps) in a stock doesn't make a lot of sense. It is too little to make a difference in any way.
I thought that the Canadian banks appear strong because of the recent economic book fueled by natural resources and that a US-style housing/mortgage crash may be on the cards in the near future that would hurt the big banks the most. What do you think?
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Thanks for your comment. I agree that it has become a bit too much for me to track effectively (e.g., I have let the decision about Telefonica go unanswered).
I haven't ever looked at pipelines and/or MLPs. I have glanced a bit about Kinder Morgan brethren in SA articles but never really looked at them. Was initially afraid of K-1 forms etc. and so put them in the bucket of I don't understand them and am too busy/lazy/scared to find more info.
I do believe that KMP, KMI etc. have amply rewarded their investors and are worth a closer look by all dividend focused investors.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Thanks for your message. I have always want to write more because the comments stream really help me become a better investor. I am a novice and have long ways to go. Writing makes my ideas concrete, in fact in my transactions spreadsheet if I buy a stock, I make a note as to why I bought it then. That way a year or 10 years later, I can go back and see if my reasons were meaningful or bogus!
I hope to be able to find time and dig deeper at more foreign stocks by visiting company websites and investment sites in their native countries. Need to look at Singapore, South Korea, South Africa, Turkey, Brazil, and Chile. Not sure if I ever would. Some of these investigations aren't from financial perspective alone. They help me a global citizen, read about the country and what is going on there otherwise it is so easy to live in my insular world.
TEF is a very tough one. My average buy price is $15.6 so I am about 20% negative. They do have some great brands and a telecom company their size is unlikely to go belly up in a hurry. But I more than agree that they are in trouble. I plan to hold them for now without proper justification.
You actually have made me think about TEF. I have made a note in my text file to look closely. Perhaps I will sell it and buy TeliaSonera (TLSNY) or Vodafone (VOD). Are you buying or selling anything? How about your (our?) GDFZY?
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Thanks for stopping by - Hope the past year has treated you well. Wouldn't it be nice if Mr. Market lets us all invest some of our cash sitting on the sidelines.
I agree that it is hard to keep up to date with all the company news. My hope/plan is to be in stocks where I don't really require that much monitoring. Sometimes being late or lazy may be useful by not making me take rash decisions.
What might you buy on market silliness?
My Dividend-Focused Portfolio: Past, Present, Future [View article]
My Dividend-Focused Portfolio: Past, Present, Future [View article]
My Dividend-Focused Portfolio: Past, Present, Future [View article]
The market keeps going up without sufficient basis (IMHO).
My Dividend-Focused Portfolio: Past, Present, Future [View article]
I think that the stock would remain under pressure and I would personally not hold them even though the dividend yield is very enticing.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
My Dividend-Focused Portfolio: Past, Present, Future [View article]
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Hope things are well at your end. Canon does pay dividends on ADR. I first bought it $28 in Dec 2008. My spreadsheet tells me that the following dividends were paid to me in USD since then:
7-Apr-09 0.56085
8-Sep-09 0.58233
19-Apr-10 0.58471
7-Sep-10 0.64116
8-Apr-11 0.77946
6-Sep-11 0.77657
10-Apr-12 0.72201
5-Sep-12 0.75814
Sorry for the poor formatting for the above table. Basically, I have gotten paid twice every year and the current yield is quite respectable. If the stock goes down to $30 then I will buy more to get the approx 5% yield.