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smalljaw

smalljaw
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  • Dividend Growth Investing: An Open Portfolio For Your Review [View article]
    David,

    I am not a beach kind of guy so we spend the winter in The Villages, FL. It is cool to drive down the the local Fidelity office in your golf cart!

    I look forward to following your coming articles. Like many on this site, finding value stocks to buy is a challenge. February was the last time I felt comfortable about a buy.

    You mentioned holding INTC. I recently sold with a 37% gain because of the lack of dividend increase. Now INTC is punishing me with a nice run up. Go figure! I replaced INTC with GE. It is clearly obvious I need help!
    Jul 23 11:15 AM | Likes Like |Link to Comment
  • Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2 [View article]
    Chuck,

    Thanks for your detailed and informative response. I have used the cash flow mnemonic for REITs and MLPs but not for equities such as CTL. That will be on my to do list going forward.

    For me, CTL has spawned a new smalljaw rule:

    Never invest in a company who announces a dividend cut and a stock buy back at the same time.
    Jun 25 07:44 AM | 3 Likes Like |Link to Comment
  • Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2 [View article]
    Chowder,

    I try to never miss what you and Chuck have to say. Thanks for the comment. Hopefully my lesson learned will be of use in future investments. CTL is off my watch list for now. Current management lost my trust.
    Jun 21 11:06 AM | 2 Likes Like |Link to Comment
  • Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2 [View article]
    Chuck,

    Please consider me a DGI trainee. I have been an active investor since the mid 70's, mostly mutual funds. I started gravitating to dividend equities in 2011 and made some mistakes by chasing yield. PBI and CTL were part of my education. Fortunately, my other choices fared much better. Your explanation of why PBI was a poor choice is appreciated.

    My question relates to CTL. I was a proud owner when they announced the dividend cut and in the same breath, a stock buy back. Worked out nice for them but not so nice for me. When I look at FastGraphs then and now for CTL, I can't see much difference between the current conditions and the conditions at the time of the dividend cut. Please review and tell me if you can see anything that would alert you to a cut.

    I started using FastGraphs around January and log on several times a week. Thank you for helping us trainees!
    Jun 20 04:26 PM | Likes Like |Link to Comment
  • Is CenturyLink A Better Dividend Stock Than AT&T And Verizon? [View article]
    I have held all three, CTL, VZ and T. CTL is the only one that cut the dividend resulting in a 26% price drop. IMO VZ and T takes care of the investor better than CTL.
    May 19 06:13 PM | 2 Likes Like |Link to Comment
  • CenturyLink: A Lost Connection To Growth [View article]
    I was a surprised investor when the last dividend cut happened. I lost confidence then and sold out. I am still a customer for land line phone and internet service. Last week CTL called three times in one day. The first call was a robo call and did give me an opportunity to get off the call list. The second call was from a live representative wanting to sell cable service. The final call around 8:30 PM was also live and I asked to please stop calling and the rep said too bad I would not be able to hear about future discounts. Perhaps CTL could improve their earnings if they were more focused on investor and customer service.
    Jan 29 03:18 PM | Likes Like |Link to Comment
  • CenturyLink Defies The Critics With Buyback [View article]
    CTL listen up. Your crash and buy back plan may look good to you but count me as one of the "old" investors that has lost trust. I was also a customer of CTL cable and internet service. No more.

    "New investors" beware. History repeats.
    May 30 10:48 AM | 3 Likes Like |Link to Comment
  • Did CenturyLink Just Become A Gold Mine To New Investors? [View article]
    "Last week CenturyLink, Inc. (CTL) did the unthinkable by slashing the dividend in favor of a more flexible stock buyback program. In response, investors slashed the stock price 26% to correspond with the dividend cut. Were investors being rationale?"

    This investor is being rational. CTL Management has lost my respect and I sold last week. How can any new investor trust them when they just screwed their existing stock holders?
    Feb 18 04:33 PM | Likes Like |Link to Comment
  • CenturyLink: How A 7% Yielder Hit Into A Triple Play [View article]
    CTL Management, I wish I could dock your pay like you docked my investment! As of Thursday, I am no longer a shareholder. Shortly, I will no longer be a customer. It pains me too much to see your name when I push the guide button on the TV remote.
    Feb 18 03:16 AM | Likes Like |Link to Comment
  • Expect Modest Dividend Growth At Pitney Bowes [View article]
    Valuentum

    Thank you for your reply. I have held PBI for a couple years and added to the position at $18 a few months ago hoping for a rebound. That did not happen so time to take my punishment and move on. PBI was my only loser in my dividend equity holdings. I reinvested the proceeds last week, half in CVX and half in COP.

    Good move? I like energy for the long term even though it has it's ups and downs.
    Sep 24 01:43 AM | Likes Like |Link to Comment
  • Expect Modest Dividend Growth At Pitney Bowes [View article]
    Your title states "Expect Modest Dividend Growth At Pitney Bowes" yet you rate Dividend Growth Potential as "Very Poor". Do you not follow your own rating?

    This is my first post on SA. I have no formal training in investments other than skin in the game. My gut said sell this week and that is exactly what I did. If your title proves correct, then I made a mistake. I will have walked away from a 10% div that is expected to grow!
    Sep 23 06:15 AM | Likes Like |Link to Comment
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