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Big Thunder

Big Thunder
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  • Decision Made To Move From DGI To The S&P 500 Index [View instapost]
    DD, thanks for your candor about your decision to move out of the DAs. I've read the instablog and comments twice because what you've done represents a very different approach than mine. I'm not an all-in kind of investor, so your move was puzzling to me. My first choice for investing new money is high-quality companies that are in fair value or better, not the hodge-podge that an index represents -- but that having been said, I still have plenty of money in S&P 500 funds (from which I've been slowly divesting for the past 3 years).

    Needless to say, each one of us has to have that fundamental level of comfort with our portfolio, and neither you nor I nor anyone else reading here owes anything to strangers on the internet. You did what you thought would be prudent and then you explained it -- thank you.
    Mar 21, 2015. 07:58 AM | 1 Like Like |Link to Comment
  • The Shopping Center REIT Showdown: March Madness Continues [View article]
    "FRT vs. ROIC. "

    Just wanted to point out that while the text clearly shows ROIC beating UBA to advance, the bracket graphic shows UBA advancing.
    Mar 17, 2015. 10:21 AM | 4 Likes Like |Link to Comment
  • 4.47% Dividend Payer Ventas Has Great Fundamentals, And It Is Performing Well [View article]
    "According to Yahoo finance or Scottrade website dividend is reported to be 3.2%"

    Yes, that's the problem, just about every site I've looked at has the wrong yield for VTR. FinViz does, same with Google Finance, and same with FAST Graphs and both have it right. As an10 mentioned, it's because they split this quarter's payment into 2 payouts due to the HCT deal.

    "PE of 44"

    But a P/FFO of 15.6 per FAST Graphs, and FFO is a more relevant metric. VTR's 15-yr P/FFO is 15.1, so pretty much in fair value.
    Mar 17, 2015. 10:15 AM | 2 Likes Like |Link to Comment
  • 4.47% Dividend Payer Ventas Has Great Fundamentals, And It Is Performing Well [View article]
    Previous commenters are correct; it's disappointing to see incorrect information in the very title of the article! As of yesterday's close, the yield is more like 4.5%.
    Mar 17, 2015. 06:22 AM | 2 Likes Like |Link to Comment
  • Buh-Bye Wal-Mart, Hello Emerson Electric, Qualcomm And AbbVie [View article]
    joni, thanks for the heads-up on M*'s new analysis.
    Mar 14, 2015. 07:36 PM | 1 Like Like |Link to Comment
  • The Dividend Growth Investing Mindset [View article]
    joni, I don't consider TGT to be part of my core, but I haven't let M*'s no-moat assessment keep me from owning shares. Just one person's opinion, but TGT shoppers are pretty sticky with the stores. They don't merely tolerate shopping there; they actively like it. Maybe that isn't enough to qualify as a narrow moat, but it's definitely a positive.

    And another reason I don't let the M* no-moat assessment keep me from owning TGT is that they are very committed to the dividend, they speak of it often, they carry through on the dividend policy they announce, and they have a long track record of success.

    Read M*'s rationale for the no-moat assessment and see if you agree with their reasoning, then read their moat assessments for other department store retailers like WMT, M, KSS, JWN, etc. See what you think. Then decide how important TGT's no-moat is when taken in the context of the company and stock's other attributes.
    Mar 9, 2015. 03:13 PM | 4 Likes Like |Link to Comment
  • The Summer Test [View instapost]
    "Raise your hand if, OVER THE SUMMER, you thought about money."

    Ha! Oooh, I can see you're good. :-)

    "...I believe every job is hard if done correctly."

    I'm going to take this one as the interesting thought of the day. I agree with it.
    Mar 7, 2015. 06:38 AM | Likes Like |Link to Comment
  • Target: What Slowing Dividend Growth Means For Investors [View article]
    One of the things I've liked about TGT is their very clear and direct statements about their dividend policy. With last year's dividend increase, they did what they said they were going to do -- even though the going had gotten rough. With WMT having raised their dividend only about 2% for 2 years running, will a ~5% raise by TGT this year look decent in comparison?
    Mar 6, 2015. 05:08 PM | 1 Like Like |Link to Comment
  • Income favorites tumbles as rates fly higher [View news story]
    "These include the large cap, so-called "quality" REITs that currently around 3% or less, such as BXP, ESS, EQR, SPG and VTR."

    Just a note about VTR, various sites are getting its yield wrong. If you add the small dividend paid early on 1/27 to the one due 3/31, which is when VTR would have normally paid the full dividend, it adds up to $.79. Annualized, $3.16, divided by approx. current share price 69.50 equals a yield of ~4.5%. The first time they paid $.79 was back in Dec., which was a 9% increase from previous.
    Mar 6, 2015. 12:39 PM | 4 Likes Like |Link to Comment
  • Income favorites tumbles as rates fly higher [View news story]
    I went ahead and added to my OHI. Still waiting on O though.
    Mar 6, 2015. 12:32 PM | 3 Likes Like |Link to Comment
  • DGI Investing: It's Riskier Than You Probably Think [View article]
    Gah, another one of these broad-brush articles. It would have been so easy to convey the same points without overgeneralizing.

    Ian, the secret stock that holds the #2 position in your portfolio -- could you provide a little more color on its solid credit ratings?
    Mar 6, 2015. 09:03 AM | 5 Likes Like |Link to Comment
  • The Dividend Aristocrats: Should They Be A Part Of Your Investing Decision? (Part 1) [View article]
    "I bet if they had known about FL, they would have preferred to live there. Or maybe not - those Puritans liked to suffer. :-("

    If they had lived in FL in the time before air conditioners and pest control, they would have suffered. :-)

    I lived in the Boston area during the year of record snowfall that this year's snowfall is challenging. I also lived there during the April Fool's Day storm, 25". I also lived in southwest FL, but now I live in the mid-Atlantic. One was too cold, one was too hot, this one is just right!

    I still love Boston and I still love FL -- but there's a right time of year for each!
    Mar 5, 2015. 05:32 PM | 3 Likes Like |Link to Comment
  • High Yield + High Growth + Dividend Champions = Purchase Candidate March Update [View article]
    DGI Guy, I share your thoughts on both TROW (which I recently added) and CVX. The latter is one of my larger holdings; with the uncertainties surrounding oil, I'm hesitating to add. That having been said, with its current yield of 4%, CVX does have my attention.
    Mar 3, 2015. 07:38 AM | Likes Like |Link to Comment
  • Dividend Champions For March 2015 [View article]
    "I'd agree with these criteria, but a lot of CCC companies are small and out of consideration of M*, VL, S&P."

    SDS, very true. That fact doesn't keep me from owning such companies; but you're right, for a smaller company to make it into my core, the assessment of their financial strength and quality would be entirely on me. I hold a few utes and equity REITs that aren't being analyzed by M* and/or S&P.
    Mar 1, 2015. 05:49 PM | 2 Likes Like |Link to Comment
  • Dividend Champions For March 2015 [View article]
    Sure, Dave! I'm sure you won't be surprised that 5 of them are from your list of "7-timers": JNJ, KO, MCD, PEP, and PG, as well as GIS, MDT, BAX, and SO. I also break my own rule a little to include D and O in my core -- financial ratings not quite as high as the others but I cut them a little slack.

    CL, KMB, and SYK also meet these criteria, and I have my eye on them.
    Mar 1, 2015. 10:32 AM | 7 Likes Like |Link to Comment