General O/G Partner, Industry Commentator, Consultant, Business Owner, Entrepreneur, and published author of "Fundamentals of Investing in Oil and Gas" that is available on amazon, itunes, barns and noble, etc.
Single male 60,retired for now,.
.. boring Progressive, another Atheist, fading Proletarian, yes-LGBTQ, and usual DGIer .. **27 June Long Idea: PM** .. Last week I bought CCE and sold none .. This week I bought and sold none.
> Core: GIS .. KHC .. PG .. CLX .. MO .. PM .. KO .. CCE .. MCD .. JNJ .. XOM .. CVX .. T .. VZ .. SO .. XEL .. SCG .. LNT .. D .. NEP .. HCP .. VTR .. O .. PSA .. MSFT .. QCOM .. UNP .. GE .. COST
> Non-Core: AGNC .. MTGE .. LNCO .. TCRD .. PSEC .. MAIN .. BP .. COP .. KMI .. PAA .. BCE .. TU .. RCI .. SJR
> Core / wife's - not in my Core: NEE .. SRE .. AWR .. CL .. HSY .. ABBV .. CVS .. CAH .. ABT .. HCN .. NNN .. WPC .. NSC .. CMI ..
.. Holds the following, from my Core: D .. NEP .. SCG .. SO .. SRE .. T .. VZ .. GIS .. KHC .. CCE .. PG .. JNJ .. PM .. HCP .. VTR .. KMI .. CVX .. XOM .. UNP .. NSC
-- 24Jun2016: Bought CCE. New full position for wife's IRA.
-- 06Jun2016: Bought D. Added to my current position. (cash came from CCE special dividend due to merger/buyout)
-- 10May2016: Bought PG. Added to my current position.
-- 28Apr2016: Bought ABT & CAH. New full positions for wife's IRA.
-- 1Apr2016: Bought CVS. New full position for wife's IRA.
-- 28Mar2016: Bought KHC. Added to wife's IRA.
-- 18Mar2016: Bought AWR. New full position for wife's IRA.
-- 17Mar2016: Bought KHC. New full position for wife's IRA.
-- 9Mar2016: Bought NEP. New 3/4x position for wife's Roth.
-- 19Feb2016: Bought NEP. New 3/4x position for wife's IRA and my IRA.
-- 11Feb2016: Bought GIS, JNJ, UNP. Added to my current positions.
-- 9Feb2016: Trimmed MO. Trim from 3.5x to a 2x position. +65% cap gains(not divs) for 2.5 years.
-- 4Feb2016: Bought GIS, PM, D. New full positions for wife's IRA.
-- 3Feb2016: Bought more GIS, PM, D. Added to my current positions.
-- 1Feb2016: Sold STR. Due to cash buyout by D. +28.5% cap gains(not div's) for 43 days.
-- 28Jan2016: Trimmed T. Trim from 3x to a 2x position. +16.5% cap gains(not div's) for 4 years.
-- 4Jan2016: Bought JNJ & STR. Added to my positions.
-- 30Dec2015: Bought D. New full position.
-- 17Dec2015: Bought STR & LNT. New 1/2 positions each.
-- 14Dec2015: Sold WPC(possible split-up of company). -2% cap gains for 5 months.
-- 10Dec2015: Sold BAX/BXLT(too low of dividend). +19% cap gains(not div's) for 2 years.
-- 10Dec2015: Sold CCP(too low of credit rating: BB+). +6% cap gains(not div's) for 3 months.
-- 03Nov2015: Bought HSY & NNN. New full positions for my wife's IRA.
-- 02Nov2015: Bought more VTR. These are additional shares to an already full position.
-- 02Nov2015: Bought HCN. New full position for my wife's IRA.
-- 27Oct2015: Bought STR. New full position for my wife's IRA.
-- 12Oct2015: Bought CMI. New full position for my wife's IRA.
-- 05Oct 2015: Bought ABBV. New full position for my wife's IRA.
-- 17Sep2015: Bought PG, NSC. New full positions for my wife's IRA.
-- 15Sep2015: Bought SO, T, VZ, CVX, NEE, VTR, WPC, KMI, SCG. New full positions for my wife's IRA.
-- 10Sep2015: Bought XOM, JNJ, UNP, HCP. New full positions for my wife's IRA.
-- 06Aug2015: Bought more MAIN. These are additional shares to a now full position.
-- 22Jul2015: Bought WPC. This is a new position.
-- 10Jul2015: Bought more UNP. These are additional shares to a now full position.
-- 6Jul2015: Bought KHC on first day of merger of Kraft & Heinz.
-- 6Apr2015: Bought more JNJ. These are additional shares to current position.
-- 26Mar2015: Sold LO(did not want RAI). +50.47% capital gains (not dividends) for 2 years.
-- 28Jan2015: Bought more T. These are additional shares to an already full position.
-- 26Jan2015: Sold NHI(no credit rating). +43% cap gains(not div's) for 2+ years.
-- 8Jan2015: Bought UNP as a new near full position. Added to CCE to make it a full position.
-- 2Jan2015: Sold LTC(failed to raise dividend). +16% cap gains(not div's) for 11 months.
** the sun is a star? we are primates? when I die I'm dead? --- what simplicity. what assurance.
Retired, former college prof, manager in large coprorations. Most of my investment experience before 2008 was passive, through managaged mutual funds. After watching my retirement income diminish, I transfered my holdings to a brokerage firm and began to learn investing. My first picks were depressed stocks, easy to find, with low price to book and low debt to equity. Fortunately, just about everything was at the bottom and starting up so I made a few profitable trades. I could see that I was making a profit, but leaving money on the table so I investigated the web sites to see how others went about investing. That lead me into energy stocks and making covered calls as well as understanding the value of dividend payers. Since regainng the original value of my portfolio, my interest has switched to building steady income. My holdings are now 2/3 income and 1/3 growth potential.
I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. In addition, my services include a review of individual portfolios along with education of portfolio management techniques.
I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the investment newsletter Power Investing with DRIPs focused on timely selections of dividend paying stocks. I have also published two books through McGraw Hill, All About DRIPs and DSPs, and The StreetSmart Guide to Overlooked Stocks.
My work experience covers a variety of fields.Prior to being a RIA, I spent 15 years as a corporate manager at Georgia-Pacific Corp before venturing out on my own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed me to the National Advisory Council overseeing the Small Business Administration from 1988 to 1991.
Now comes the obligatory disclaimers: The opinions and any recommendations expressed in this commentary are those of the author . None of the information or opinions expressed in this article constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this commentary constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. The information contained in this report does not purport to be a complete description of the securities market, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and subject to change without notice. Either Mr. Fisher or his employer, if any, may hold or control long or short positions in the securities or instruments mentioned.