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  • Bank Of America: The Deal Is Done
    Wed, Aug. 20 BAC 70 Comments

    Summary

    • BAC has finally settled with the Department of Justice.
    • This has been the biggest hurdle the bank had to overcome for the stock to gain traction.
    • While there are more headwinds, Bank of America has finally done what it had to do.
  • Retirement Strategy: When Taking A Position In A Beaten Down Stock Makes Sense
    Tue, Aug. 19 EXXI 22 Comments

    Summary

    • A dividend growth investor does not need to ignore all other stocks forever.
    • There are times when owning shares of a dividend paying, beaten down, out of favor stock makes sense.
    • Knowing your risk tolerance and putting some risk capital to work could produce capital appreciation, while paying you to wait.
  • Retirement Strategy: How Dividend Income Grows To Staggering Levels By Reinvesting And Compounding
    Sun, Aug. 17 AAPL, AGNC, BGCP 203 Comments

    Summary

    • A dividend growth strategy can produce extraordinary income streams when dividends are reinvested.
    • The magic of compounding offers another layer of financial security for investors with more of a time horizon before needing the income.
    • Combined with a portfolio consisting of many of the best dividend growth stocks, this might just be one of the alphas investors are seeking.
  • Annaly Capital: When The CEO Buys $1 Millon In Shares, I Listen
    Fri, Aug. 15 NLY 68 Comments

    Summary

    • This further supports my thesis about NLY.
    • The CEO makes lots of money, but regardless, that is a large insider buy.
    • There are many reasons for an insider to sell shares, but only one reason to buy.
  • Retirement Strategy: The Absurdity Of Believing That Dividends Don't Matter In Retirement
    Editors' Pick • Mon, Aug. 11 CVX, JNJ, KO 635 Comments

    Summary

    • Dividend growth investing has proven over and over to be an effective wealth-building strategy for retirement, as well as any more secure financial future.
    • I believe that investors who choose a strategy of picking stocks that could increase in value are actually gambling, not investing.
    • Are you investing to build wealth over time, or trying to strike it rich by picking a few hot stocks?
  • Retirement Strategy: Some Dividend Champions Are On Sale Right Now
    Mon, Aug. 11 F, GE, KO 48 Comments

    Summary

    • With the BTDP I use a target price right between the 52 week high and low to consider adding to a position or opening one.
    • The last few weeks have been rather volatile for many of our blue chip dividend winning stocks.
    • For new investors starting a portfolio, or an investor with a portfolio right now, there are some bargains out there.
  • Annaly Capital: The Road To Higher Dividends Begins Now
    Fri, Aug. 8 NLY 30 Comments

    Summary

    • In my previous article I suggested that shares should be purchased prior to the earnings came out.
    • I suggested that the book value of Annaly would show a significant increase.
    • I am still of the opinion that higher dividends are ahead for shareholders.
  • Why I Bought Shares Of Bank Of America Today, And You Might Want To As Well
    Thu, Aug. 7 BAC 86 Comments

    Summary

    • I have been a consistent bear on BAC and have insisted that owning shares was "dead money". The tide is turning.
    • I am not trying to time the market but I can see a change when it is in front of my face.
    • My bet is based on the recent headway being made.
  • Retirement Strategy: Preparing For The Unknowns
    Wed, Aug. 6 JNJ, KO, PG 93 Comments

    Summary

    • Investors can plan for the future, but only prepare for the unknowns of the future.
    • Dividend income growth is the key to a more secure financial future, but is it the answer to all monetary needs?
    • We probably will never dodge all the bullets of our retirement years, but we can do our best to prepare for them.
  • Retirement Strategy: The ETF Only Portfolio Vs. Buy The Dips Portfolio: Update For July
    Sun, Aug. 3 AAPL, AGNC, BGCP 84 Comments

    Summary

    • The passive investor who has no interest or desire to actively manage their portfolio is what the ETFOP is all about.
    • The active portfolio manager who wants to navigate their own course, select their own positions and move in and out as needed is what the BTDP is all about.
    • July began to show the cracks in the passive approach and is now disputing the argument that simply investing in ETFs will do as well as actively managing individual stocks.
  • Domtar: Adding An Undervalued Downgraded Dividend-Paying Stock That Makes Sense
    Fri, Aug. 1 UFS 11 Comments

    Summary

    • The company has been downgraded by a slew of analysts for missing its latest earnings estimates by a large margin. Do the analysts really know the business?
    • The share price has been dropping and is nearing its 52 week low, but I cannot see it going much lower.
    • The dividend yield is now almost 4%.
  • Retirement Strategy: Buy The Dips Portfolio Update With Some Stocks On Sale
    Fri, Aug. 1 AAPL, AGNC, BGCP 52 Comments

    Summary

    • My BTDP was made to be followed on Seeking Alpha for active, not passive, investors.
    • I added several "dividend opportunity" stocks to pump up my income and yield.
    • The final week of the month has some stocks near their "target to add" pricing.
  • Update: Bank Of America Is Teetering On U.S. Court Action
    Thu, Jul. 31 BAC 119 Comments

    Summary

    • Now, it appears that the Department of Justice and BAC have hit another roadblock.
    • As my previous opinion has pointed out, there are few, if any, good reasons to buy this stock now.
    • TheStreet has a buy rating on BAC, but I think they are dead wrong.
    • On top of all this, another court ruling will cost BAC even more money.
  • Retirement Strategy: The Apple Juggernaut Should Be In Every Retirement Portfolio Right Now
    Wed, Jul. 30 IBM, MSFT, AAPL 78 Comments

    Summary

    • Apple seems destined to become a dividend champion.
    • The rumors of Apple not being a growth company are completely wrong.
    • Retirement portfolios will gain in 2 ways; income and share price appreciation.
  • Retirement Strategy: Is It Time To Dump Everything?
    Mon, Jul. 28 SPY, QQQ, DIA 95 Comments

    Summary

    • Warren Buffett said "Be fearful when everyone is greedy and be greedy when everyone is fearful". Is it time to fear for our retirement portfolio?
    • In retirement, income is essential, not simply important.
    • Does selling everything right now, to be in cash only, make sense?
  • AT&T Presents Dividend Investors With Yet Another Buying Opportunity
    Fri, Jul. 25 DTV, T 50 Comments

    Summary

    • When I first began writing about AT&T, I suggested that growth would come from U-Verse. It still will.
    • The share price is at reasonable levels to buy or add shares. It could dip further and I would buy the dips to either open or fill a position.
    • The dividend is more than compelling, and with every dip the yield is even more compelling.
  • Why I Believe Annaly Will Increase Its Dividend Soon And Shares Should Be Purchased Before Earnings Are Released
    Wed, Jul. 23 NLY 49 Comments

    Summary

    • Short-term interest rates remain at ZIRP levels.
    • In spite of the Federal Reserve ending its quantitative easing policies, long-term rates have not sky rocketed as feared.
    • The hybrid nature of Annaly should smooth many speed bumps.
  • Retirement Strategy: Coca-Cola Earnings Were Just Fair, Should Dividend Investors Head For The Hills Now?
    Tue, Jul. 22 PG, JNJ, XOM 34 Comments

    Summary

    • The market looks very toppy, and valuations have moved higher.
    • Coca Cola earnings were good but not great.
    • Dividend growth investors should stand their ground.
  • Retirement Strategy: Dividend Investors Have Several Ways To 'Supplement' Their Income
    Tue, Jul. 22 AAPL, CVX, NLY 42 Comments

    Summary

    • Dividend income is the backbone of any investment strategy for retirement.
    • Holding individual stocks also present several unique opportunities to give your income a pop every so often.
    • You can also use this simple strategy to sell shares at a price you predetermine, and make extra money.
  • Retirement Strategy: Grow Your Income Without Spending More Money
    Sat, Jul. 19 NLY, AGNC, BGCP 49 Comments

    Summary

    • A dividend income investing strategy can be tweaked to pay you more income for no extra money.
    • Re-balancing and trimming lower yield stocks to expand the portfolio will enhance your income.
    • This is also not chasing yield, but taking advantage of just a few dividend opportunity stocks with a risk allocation.
  • Retirement Strategy: Dividend Growth Income Is NOT In Danger
    Thu, Jul. 17 AAPL, CL, CVX 65 Comments

    Summary

    • There has been some misconceptions about "chasing yield.".
    • Valuations of individual stocks might be stretched, but income generated by dividend winning stocks is not.
    • If you are investing for your future financial security, remember your main focus -- income.
  • Bank Of America Earnings Update: It Beats Estimates But Does That Matter?
    Wed, Jul. 16 BAC 123 Comments

    Summary

    • The Department of Justice issue has not resolved.
    • Fines and litigation costs have eaten away at earnings, and could continue indefinitely.
    • Many wonder (and are dumping shares) how long it actually will take for the bank to resolve the issues and finally recover.
  • Johnson & Johnson: A Classic Buy The Dip Opportunity Right Now
    Tue, Jul. 15 JNJ 56 Comments

    Summary

    • The earnings report today was stellar.
    • The company raised its forward earnings and revenues guidance.
    • The 2% drop today is the classic "sell the news" mind set of Wall Street Traders.
  • Why Ford Is In My Retirement Portfolio
    Mon, Jul. 14 F 95 Comments

    Summary

    • Ford has grown market share in China and Asia that could lead the company to much greater revenues and earnings.
    • The dividend has been increased by 25% from 2013-2014, and appears likely to become a dividend winner.
    • The 2014 first-quarter report was very impressive.
  • Retirement Strategy: Dividend Investing Will Get You Where You Need To Be
    Sun, Jul. 13 AAPL, CVX, F 60 Comments

    Summary

    • The BTDP is a framework that can be used for dividend growth investors who seek a more secure financial future.
    • Investing in dividend paying stocks, combined with some basic "life" strategies is a powerful mixture for your financial future.
    • The more focus, discipline, and vision an investor has, the easier it will be going forward.
  • Bank Of America: Damned If They Do And Damned If They Don't
    Thu, Jul. 10 BAC 102 Comments

    Summary

    • The rumored settlement with Citigroup could have further reaching affects on Bank of America than many shareholders would care to admit.
    • Eric Holder and the Department of Justice has formally refused to meet with Brian Moynihan.
    • Bank of America has resubmitted its game plan to regulators, seeking a dividend hike, with a lower share buyback plan.
  • What Is Next For Annaly? A Better Stock To Own Now
    Wed, Jul. 9 NLY 71 Comments

    Summary

    • Annaly has morphed into a very unique hybrid mREIT of sorts.
    • The next few years could be quite different from the last 5 years for the company.
    • Interest rates have stabilized even with the Fed tapering of QE. Will dividends paid also be more consistent for shareholders of Annaly?
  • Retirement Strategy: An Update On Our 'Buy The Dips Portfolio'
    Tue, Jul. 8 AAPL, AMBA, CVX 46 Comments

    Summary

    • The BTDP was built mainly to compare an ETF only portfolio (ETFOP), but has taken on a life of its own.
    • This portfolio is a wonderful portfolio for any dividend income investor who wants to own the best of the best.
    • After 4 months the portfolio is off to a solid start.
  • Why Is Ambarella In My Retirement Portfolio
    Mon, Jul. 7 FB, GPRO, INTC 31 Comments

    Summary

    • Dividend investors are quite capable of finding a growth stock that fits nicely in their retirement portfolio.
    • Just because a company does not pay a dividend yet, does not mean it should not be researched for growth potential.
    • For Ambarella, I believe the numbers speak for themselves.
  • Retirement Strategy: The ETF-Only Portfolio Vs. Buy The Dips Portfolio - Update For June
    Tue, Jul. 1 AAPL, CVX, DLN 10 Comments

    Summary

    • Our ongoing look at 2 different portfolios; ETFOP and BTDP.
    • The individual stocks held in the BTDP are the major holdings of each ETF held in the ETFOP.
    • The ETFOP is for passive investors, and the BTDP is for active dividend income investors.
  • Retirement Strategy: How Owning Higher Yielding Stocks Can Offer Greater Income
    Sun, Jun. 29 AAPL, AGNC, CVX 50 Comments

    Summary

    • A well-diversified portfolio of mega-cap blue chip dividend champions is vital for the long-term dividend growth investor.
    • There is a place in a solid DGI portfolio for a risk allocation of several higher risk/reward stocks.
    • A budget of always living within one's means is the single most important part of any retirement strategy.
  • Retirement Strategy: What I Will Do When The Market Corrects
    Tue, Jun. 24 AAPL, CVX, F 51 Comments

    Summary

    • Market indices are moving too high too fast.
    • The likelihood of a correction gets stronger everyday.
    • As a dividend growth investor, the focus is ALWAYS on income, not on share price.