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Rudester

Rudester
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  • Unplanned Early Retirement, Part 1 - Strategy, Stability, And Moving Forward [View article]
    Kevin,

    Good luck in your new career (yes, retirement is a career). I also took early retirement from my high-tech job in Silicon Valley, though I was 62 at the time.

    As a DGI I have many of your holdings in my portfolio though I've given up on BDCs because of their risk and in some cases, the constant dilution of the stock.
    Apr 17 08:47 PM | 1 Like Like |Link to Comment
  • What Do Insiders, Institutionals, And Shorts Think Of Target? [View article]
    Steinhafel, at a total compensation in 2013 of $23,472,082, is overcompensated in view of the data breach and Target's Canadian incursion results. Speaks badly about Target's corporate governance and its board of directors.
    Apr 16 10:29 PM | Likes Like |Link to Comment
  • HCP Is Climbing Back Up, Should I Get Back In The Game? [View article]
    Thanks Brad. I own O, ARCP and OHI. Cashed out of DLR last year as it started its downward slide.
    Apr 16 09:21 PM | Likes Like |Link to Comment
  • HCP Is Climbing Back Up, Should I Get Back In The Game? [View article]
    Why HCP compared to O or ARCP?
    Apr 16 08:22 PM | Likes Like |Link to Comment
  • Dividend Champions Ranking: Part 1, The Heavyweights [View article]
    As a dividend growth investor I am dismayed to see that none of the companies in your list have yields approaching 3% or close to it.
    Apr 16 11:43 AM | 2 Likes Like |Link to Comment
  • My KISS Dividend Portfolio: 1st Quarter 2014 Update [View article]
    This is one of the best articles on DGI that I've read here in SA in a long time. Thank you.
    Apr 15 10:59 PM | Likes Like |Link to Comment
  • General Electric: Is A New CEO On The Way? [View article]
    There should be term limits for Directors. There are some long-tenured Directors on the GE board that should be removed. Andrea Jung comes immediately to mind. She was a disaster as Avon's Chairman and CEO.

    There are others that have been on the board since 1992. What the heck have they done for the stock holders?
    Apr 15 10:47 PM | 6 Likes Like |Link to Comment
  • Coca-Cola: A Buy Despite Growth And Equity Compensation Plan Concerns [View article]
    If all retail stock holders started voting no on executive pay packages in the proxy ballot, as well as voting against every director that is a member of the compensation committee, they might start getting the message.

    I am sick and tired of such largesse at the expense of the investors. If they didn't dole out such large quantities of stock options and stock grants, they wouldn't need to repurchase such a large number of shares and that money could be paid out as dividends. Then they have the gall of counting the money spent in repurchase as a return to stock holders.
    Apr 15 09:34 PM | Likes Like |Link to Comment
  • Why Coca-Cola Is Heading To $45 [View article]
    While KO stock holders have been sucking wind for the past two years, I couldn't fail but notice in the Proxy how lavish the proposed NEO executive package was.
    Apr 14 11:28 PM | 1 Like Like |Link to Comment
  • Warren Buffett, Berkshire Hathaway, And Dividend Growth Investing [View article]
    Good and informative article Eddie. Too bad that while Buffet favors high quality, dividend paying investments, his holding company pays no interest to its stock holders. That's the reason I sold my BRK position a few years ago.
    Apr 14 09:54 PM | Likes Like |Link to Comment
  • First-Quarter Portfolio Review: There's Change On The Way [View article]
    Bob,

    I've been selling my AT&T holding in dribs and drabs because of its DGR. I am surprised to see in your spreadsheet that you have a 5 yr DGR of 7.01% for T. I make its 5 yr DGR to be 2.38%, down from its 10 yr DGR of 2.77%. What is your source for T's DGR?

    Also, check your entry for Mattel. The symbol and yield for Mattel are suspect.
    Apr 11 03:53 PM | Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part IX - My Dividend Investment Business Plan [View article]
    "AT&T has a 29-year run of dividend growth".

    That is true, but have you looked at T's annual dividend growth rate? It hardly keeps up with inflation. T's 5 year and 10 year DGR are 2.38% and 2.77% respectively.
    Apr 10 07:42 PM | 1 Like Like |Link to Comment
  • Enterprise Declares Cash Distribution; 39th Consecutive Quarterly Distribution Increase [View article]
    Nice!

    Long EPD.
    Apr 8 09:41 PM | 2 Likes Like |Link to Comment
  • Enormous Hidden Value On Coca-Cola's Balance Sheet [View article]
    In a certain way, these investments in coke bottlers are highly correlated with coke itself. If coke's business keeps going down because of current consumer trends, so will this trend affect coke bottlers, no?
    Apr 7 09:54 PM | Likes Like |Link to Comment
  • Intel Powers Up Multi-OS Smartphone Revolution [View article]
    "Brian Krzanich, CEO of Intel (INTC), announced that his company's dual-core SoFiA 3G system-on-a-chip (SoC) with integrated baseband will ship before 2014 ends."

    Thein lies the problem. It's always "maƱana".
    Apr 6 11:03 AM | 1 Like Like |Link to Comment
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