Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
DVK, thanks for adding to the discussion. I agree about dividend decisions and fundamentals -- excluding price. I can deal with the volatility just fine as long as the dividends continue to come in and grow.
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
Thanks, chowder. Yes, the orange line looks like a roller coaster for sure. Well, I'll keep an eye on it for a while and see what happens. But at least the dividend will keep me company while I'm watching. A 14-year dividend growth rate of 36.% is nice as is the current dividend of 4.1%.
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
Bob Johnson: A slight degression but I was wondering what you think is causing the seemingly huge undervaluation in BBL according to FAST Graphs? You mentioned you added to your position in it and because it has fallen quite a bit lately, I assume you added at a good price.
I got in on March 11 this year and I'm down almost 11%. But it looks as though it's been undervalued since June, 2003 when it was $8.10. Now it's $56.42 after a post-recession high of $86.96 in 2011. I had thought about selling and limiting my loss (though it's only a loss if I sell) but looking more carefully at the chart history and considering the nice 4.0% dividend, it seems to make more sense to just hold. It doesn't look, again from it's history, that I'd be riding it down to nothing but I don't know whether I'm looking at it correctly.
Just wondering whether you see it that way, too. Thanks, Martin
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
I agree, Chuck. I want to write a 'thank you' every time I read one of your immensely valuable articles, but most of the time I don't because I don't want to contribute to diluting the always worthwhile comment threads.
So, as you're offering a universal thank you, let me take this opportunity to, just once, offer you a universal thank you for all you've written and all of your future contributions.
What Might The Future Hold For The mREIT Sector? [View article]
RS, of course you're right -- it does depend on the individual's risk tolerance. And although one could probably correctly say that, in general, the retiree's risk tolerance would be less than that of someone in the accumulation stage, nevertheless there is surely a whole spectrum of risk-toleration within a group of retiree's.
Ours (my wife's and my) risk tolerance is moderate and that's pretty much where we are with our mREIT holdings.
Thanks for answering and excuse me for not seeing the obvious. Martin
What Might The Future Hold For The mREIT Sector? [View article]
RS, thanks for the interesting article. I've been in mREITs for a while now, though I reduced my positions in several of them. I had been way too heavy with an allocation of about 17% of my total portfolio. Now I'm down to about 5.5%, which I feel is much safer.
I was wondering, however, whether you think that the risk of owning mREITs is any greater for a person who is retired and in the distributions stage than for someone who is still accumulating?
Take The Drama Out Of Selling Dividend Stocks [View article]
sweeps, that's a good question (for me:-) because I've been thinking a lot about it the last couple of days and finally did decide to sell some shares that were up considerably.
I did exactly what you asked about, that is, sold a number of shares in a given holding, the proceeds of which equaled the paper gains. One thing I hadn't thought about, though it's obvious, is that the actual capital gain is much smaller than the amount of cash you realized in the sale because it's only the amount of appreciation of the shares you sold, not the entire amount even though on paper it looks like it's all profit (hope I said that clearly).
At any rate, I, too, would like to hear Tim's take on the question.
Dividend Growth Investing And The Reluctant Spouse [View article]
Miz, you're sure right about reading and cooking. When I was 15 my parents said they were going away for the weekend. The first thing I whined about was "what am I going to eat!!!" My mother said: "You can read so you can cook," and took a cookbook off the shelf and dropped it on the kitchen table. I've been cooking ever since. Even had a restaurant once where I was the chef.
The 'Safe 8' Dividend Stocks To Hold The Rest Of Your Life [View article]
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
Thanks again,
Martin
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
I got in on March 11 this year and I'm down almost 11%. But it looks as though it's been undervalued since June, 2003 when it was $8.10. Now it's $56.42 after a post-recession high of $86.96 in 2011. I had thought about selling and limiting my loss (though it's only a loss if I sell) but looking more carefully at the chart history and considering the nice 4.0% dividend, it seems to make more sense to just hold. It doesn't look, again from it's history, that I'd be riding it down to nothing but I don't know whether I'm looking at it correctly.
Just wondering whether you see it that way, too.
Thanks,
Martin
Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
So, as you're offering a universal thank you, let me take this opportunity to, just once, offer you a universal thank you for all you've written and all of your future contributions.
P.S. No 'thank you' from you required :-)
What Might The Future Hold For The mREIT Sector? [View article]
What Might The Future Hold For The mREIT Sector? [View article]
Ours (my wife's and my) risk tolerance is moderate and that's pretty much where we are with our mREIT holdings.
Thanks for answering and excuse me for not seeing the obvious.
Martin
4 Places To Find The Dividend Machines [View article]
Take The Drama Out Of Selling Dividend Stocks [View article]
Martin
What Might The Future Hold For The mREIT Sector? [View article]
I was wondering, however, whether you think that the risk of owning mREITs is any greater for a person who is retired and in the distributions stage than for someone who is still accumulating?
Thanks again,
Martin
Take The Drama Out Of Selling Dividend Stocks [View article]
I did exactly what you asked about, that is, sold a number of shares in a given holding, the proceeds of which equaled the paper gains. One thing I hadn't thought about, though it's obvious, is that the actual capital gain is much smaller than the amount of cash you realized in the sale because it's only the amount of appreciation of the shares you sold, not the entire amount even though on paper it looks like it's all profit (hope I said that clearly).
At any rate, I, too, would like to hear Tim's take on the question.
How One Retiree Is Muddling Through Dividend Investing Part VII: What Kind Of Investors Are We? [View article]
Thanks,
Martin
3 Attractively Priced Big-Dividend Stocks [View article]
You should read more carefully before commenting.
Dividend Growth Investing And The Reluctant Spouse [View article]
Martin