Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Thank you Brian Sanders for your update on AGNC's dividend (cut to $1.05). It appears to be the correct thing to do, although it will reduce my income. MREITs are highly leveraged bond funds and loss of spread makes the dividend sustainability questionable. However, it is difficult to find that current 16.57% yield in the current market. I believe the FED will continue to hold down short term interest rates in order to stimulate the housing market.
Buy Raytheon For Dividend Growth During The Summer Market Pullback [View article]
Thanks orangemike for your comments. It was surprising to me that the sequester only made the company search for extra opportunities, which they seem to have found. I really like them too. My grandchildren don't have this one in their college accounts, yet. However, it is a great candidate.
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Bunny Junior--I use Vanguard Brokerage Service. Their normal drip plan provides fractional shares at no cost to me. When I make small strategic investments on the dividend ex date they buy the number of shares that I specify. You are correct that this number must be a whole number of shares.
My example of a drip on a nominal $10,000 initial investment was not my actual investment for purposes of simplicity and privacy. I do reinvest this way, especially when the stock does not have a drip available at Vanguard. However, as you rightly point out, I must round the number of shares up to the next whole number on purchase.
Dividend Challengers: 17 Increases Expected By August 30 [View article]
Thanks David Fish for this Dividend Challengers expected dividend increases list. I note from your FAST graph on INTC that it is grossly undervalued. I believe that folks have been waiting for the Haswell chip and the new orders from Samsung, Apple and others to invest in the stock. I am hoping for at least 7% dividend increase when they announce it. However, the 5-yr dividend growth rate is much higher than that.
Dividend Contenders: 14 Increases Expected By The End Of August [View article]
Thanks David Fish for this update on expected Dividend Contenders dividend increases. I am hoping SJM provides at least as much as last year (8.33%). To me, they are approaching their split price which if announced should provide more investors in the stock at the lower price. Your graph on NSC shows it to be undervalued and I am hoping for a continued dividend increase at least as high as last year (6.38%).
10 Top Dow Dogs Chase 9.5% To 16.4% Net Gains For June [View article]
Thanks Fredrik Arnold for this update on the Dow Dogs. I own the top three on your list and think INTC is about to take off with their new Haswell chip. I have just written an article on CAT and think you have another good pick there. The health care stocks and PG are also good buys right now.
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Thanks stem23 for your comments. I'm glad to have company! I remember a trip to an IEEE meeting in Montreal and the first time I saw french Canadian television. They had a host of a tv show that would spring into song at the least provocation, stand up and start to dance across the stage. I was intrigued! CAT just may be ready to stand up and start to dance :) You are wise to ease in at this juncture.
Fed Tapering Scenarios: The Winners And Losers On Wednesday [View article]
Thank you Eric Parnell for this list of possible Fed Tapering scenarios. I like the concept of the People's Bank of China starting a stimulus program of their own. Their economy has stalled out and renewed demand would help US cyclical stocks, including industrials and mining stocks. This program could be aligned with a tapering of US stimulus to prevent global inflation.
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Thanks jroey for your comments. LNCO & MTGE are highly correllated to the treasury bond interest rate. In addition there is a major short on LNCO (a bear attack including Barron's negative articles). These stocks are highly leveraged and react more to rising interest rates than stocks like CAT. I handle these volatile conditions through diversity of the portfolio, keeping the percentage in these sectors at the level of the SPY. There are those in the dividend growth community that say "I don't care what the price is or the total return as long as I get the regular dividend". I wouldn't go that far on my own, but I see the rising rates as temporary and as long as they don't cut the dividends, I'm holding. In the case of LNCO, I am actively adding shares as cash becomes available.
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Thanks jbde for your comments. It is true that the bad news in China is keeping the price of CAT down. I think we are near the bottom, but you may be correct and the mid 50s would be a great price for strategic purchase.
Friedman Industries: A Microcap Steel Company Selling At Net Book [View article]
Thanks Ray Merola for your analysis of FRD. I too own NUE and am pleased to say that they have averaged 9% return including dividends reinvested over the past 2 years. I prefer the consistency of their dividends and dividend growth to a small cap, like FRD. I am already overweight small cap stocks. However, FRD looks like a good company for further investigation.
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Thanks montrachet for your comments. I envy you having the patience to wait for a lower price at this level. You will be handsomely rewarded when you do click.
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Thanks Chubby for your comments. The global economy is slow at present and demand has fallen, especially in the mining and construction business. In a long-term portfolio like my own, this will be a great time for dollar cost averaging until the global economy picks back up. There may not be much growth for a year or two, but I will be gaining more shares for the future pop.
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
They will need energy and metals to produce their products for the world. They will remain a major exporter for a long time, due to their cheaper labor rates. They are still major producers of goods and services for the world, and their energy demand is still growing.
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Tony Pow--I agree that fear is what prevents one from investing at the bottom (When there is blood in the streets). I'm glad that you were able to make your purchase at such a low price.
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Buy Raytheon For Dividend Growth During The Summer Market Pullback [View article]
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
My example of a drip on a nominal $10,000 initial investment was not my actual investment for purposes of simplicity and privacy. I do reinvest this way, especially when the stock does not have a drip available at Vanguard. However, as you rightly point out, I must round the number of shares up to the next whole number on purchase.
Dividend Challengers: 17 Increases Expected By August 30 [View article]
Dividend Contenders: 14 Increases Expected By The End Of August [View article]
10 Top Dow Dogs Chase 9.5% To 16.4% Net Gains For June [View article]
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Fed Tapering Scenarios: The Winners And Losers On Wednesday [View article]
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Friedman Industries: A Microcap Steel Company Selling At Net Book [View article]
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]