Seeking Alpha
  • JGWright
    Current portfolio: $O, $MSFT, $KO, $MCD, $PG, $GE, $JNJ, $TGT, $BP, $PM, $ABBV, $EHI, $GILD, $HCP, $KMI, $PSEC
    3/3/14
    Reply (14)
    • Uain53: Nice!
      3/3/14
    • slam stocks: Very good selection of stocks.
      3/4/14
    • austrianoak: Thoughts on when we see a dividend raise from ABBV?
      3/4/14
    • JGWright: $ABBV is raising dividend to $0.42, ex-div date of 4/11/2014, payable on 5/15/2014
      3/4/14
    • bill75252: Looks good except for $BP and $KMI.
      3/15/14
    • JGWright: Why do you say that?
      3/15/14
    • bill75252: JG - IMHO $KMI is a scam run strictly for the benefit of Richard Kinder and a couple of others. Just me but I like $VLO, $VLP, $PSXP.
      3/16/14
    • bill75252: JG - the entire oil patch is risky & impossible to predict, will produce substandard gains. As the largest refiner $VLO has a niche.
      3/16/14
    • bill75252: JG - $O looks iffy to me too. If I owned it I would b looking for an exit point. A stop loss for sure.
      3/16/14
    • JGWright: Thanks for explaining. I am comfortable with $O right now, but also have $HCP. Hopefully the new CEO can change things.
      3/16/14
    • JGWright: That is an interesting take on $KMI. I added $XOM since I posted this too.
      3/16/14
    • bill75252: JG - sorry if I am being a pest but $O has a payout ratio >300%.
      3/16/14
    • JGWright: Payout ratio on REITs is not what you look for. It's AFFO.
      3/16/14
    • bill75252: U look 4 both. Someone agrees with me: short % > 14%.
      3/16/14