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Big Thunder

Big Thunder
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  • Dividends & Income Digest: Once Interest Rates Rise, What Happens To Dividend Growth Stocks? [View article]
    BHN, as I mentioned, I do the same! But it certainly takes more time than if they didn't appear for me in the first place. Over dozens of articles and hundreds of posts, the hassle compounds.
    Jul 11, 2015. 05:09 PM | 6 Likes Like |Link to Comment
  • Dividends & Income Digest: Once Interest Rates Rise, What Happens To Dividend Growth Stocks? [View article]
    On the matter of rising interest rates... probably there will be some level of sell-off among dividend growers. I just don't feel overly concerned about it because my investing time horizon is long-term, and the large majority of my holdings are companies that I think I'll be comfortable with for the long term. Still, the issue is on my radar.

    On the matter of "trolls" and "ornery" commenters... all I would ask of SA is to implement an "ignore" feature. Please!

    I don't doubt that a number of the commenters I consider trolls consider themselves to be offering highly valuable commentary. Fine; but for me, the signal-to-noise ratio of these commenters is far outside of favorable for my needs and wishes. I know their particular hobby horses and I've read it all innumerable times before. I pass by their comments and the responses they elicit, but even that eats up time when considered across the many articles I read. I would really appreciate the ability to "turn off" the very small number of individuals who fall into this category for me. And perhaps the "ignore" can be time-limited or require occasional renewal or whatever, but the insults and arguments waste time and get very tiresome.
    Jul 11, 2015. 09:01 AM | 19 Likes Like |Link to Comment
  • Top 10 REITs For Dividend Growth And Income [View article]
    Enjoyed the article, Eric. Of the ones on the list, I own DLR, VTR, WPC, and OHI. I'm a little iffy on OHI due to the low credit rating, so it's a much smaller position than the others; and I'm still wondering whether I'll want to keep it after VTR splits.

    I've had CLDT in the back of my mind since 2012, when Bret Jensen wrote several articles on it. It was trading around $13-14 back then; should have bought it!
    Jul 10, 2015. 06:27 AM | Likes Like |Link to Comment
  • So, You'll Switch To Dividend Growth Investing After You Have Your Millions, Eh? [View article]
    I haven't bought anything this week but I added to my VZ recently and initiated a position in WEC. It seems like everyone is down on KO but I went ahead and added there too. I still have some cash to deploy.

    Now I'm thinking about the lower yielders in my portfolio, like MDT, UTX, and ITW. (Maybe also UNP!)
    Jul 8, 2015. 05:17 PM | Likes Like |Link to Comment
  • So, You'll Switch To Dividend Growth Investing After You Have Your Millions, Eh? [View article]
    "Even if UNP were to draw down 20%, it won't be more that a speck on the chart 20 years from now, but those reinvested dividends will add up."

    I know this is true, and I don't feel bad about buying UNP when I did because I'm in it for the long haul. But still, I'm only human. :)
    Jul 8, 2015. 05:07 PM | 4 Likes Like |Link to Comment
  • So, You'll Switch To Dividend Growth Investing After You Have Your Millions, Eh? [View article]
    "Do I spend some of my hard-earned dry powder on this pullback? Or is this just the start of something much deeper and more sinister, so I should wait?"

    Definitely the conundrum here too. Making it worse is the fact that I bought things not too long ago at prices I liked, which the market is now offering at prices I would have liked even better! (WPC and UNP, I'm thinking of you.)
    Jul 8, 2015. 04:13 PM | 3 Likes Like |Link to Comment
  • So, You'll Switch To Dividend Growth Investing After You Have Your Millions, Eh? [View article]
    Several commenters mentioned not having the ability to buy individual stocks in their 401k. I've mentioned this before but will share it again in case it benefits someone. My husband and I had no idea that his 401k allowed investing in individual stocks until we stumbled on that fact while looking at his account online. His 401k is with Fidelity, and while researching the funds his plan offers, we noticed something called "BrokerageLink". Come to find out, he had the option of purchasing individual stocks all along, but his company's benefits office had never mentioned it.

    So maybe at least a few of you are unknowingly in a similar situation...? Worth a look, anyway!
    Jul 8, 2015. 03:43 PM | 3 Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With David Van Knapp [View article]
    @robebcan... You can see who any SA user is following by clicking on "Following" on their profile.
    Jun 26, 2015. 11:44 PM | 2 Likes Like |Link to Comment
  • 'Ye Of Little Faith' What Has It Cost You? Part 1 [View article]
    Robert, even a casual reading of Chuck's article conveys that FAST Graphs is about fundamentals, not technicals. DT is attempting to start arguments and provoke other readers. In other words, he's trolling. He isn't worth your time.
    Jun 26, 2015. 04:49 PM | 20 Likes Like |Link to Comment
  • Modified Chowder Rule In DGI Portfolio Decisions [View article]
    mahcormack, here's the instablog where Chowder discussed the Chowder Rule.

    http://seekingalpha.co...
    Jun 25, 2015. 06:51 AM | 3 Likes Like |Link to Comment
  • Top 10 Utilities For Dividend Growth And Income [View article]
    Tom, just wanted to point out that last year AVA expanded into Alaska right around the same time they sold the Ecova subsidiary. Not exactly on par with XEL's far-and-wide service area, but it is an expansion.
    Jun 25, 2015. 06:45 AM | Likes Like |Link to Comment
  • Differing Outlooks On The Market [View article]
    Whoa, I hadn't seen that about DIS, kolpin! Thanks for mentioning it!
    Jun 24, 2015. 04:54 PM | 1 Like Like |Link to Comment
  • Wisconsin Energy's 3.93% Yield: A 5-Year High [View article]
    DS, thanks for this heads-up on WEC. I've been waiting for it to reach the 4% yield point! Entered a position today.
    Jun 23, 2015. 01:29 PM | 1 Like Like |Link to Comment
  • Differing Outlooks On The Market [View article]
    "Funny thing is, it might be the time to buy them. ... Ha!"

    Yep, it could be. I'm not rushing to sell, but with the lack of transparency and likely dividend cut, it isn't looking like the investment I was expecting it to be. We'll see how it goes.
    Jun 22, 2015. 06:23 AM | Likes Like |Link to Comment
  • Differing Outlooks On The Market [View article]
    Thanks Chowder.

    I continue to hold BAX but I'll likely lighten up on it. It's one of the ones we hold in both my husband's 401k and our taxable. We like the 401k to be the solid dividend growers, and it looks like BAX won't be fitting that description in the future.
    Jun 21, 2015. 01:30 PM | Likes Like |Link to Comment
COMMENTS STATS
810 Comments
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