Laszlo Birinyi ups his S&P 500 (SPY) target this year to 1,900, the index having already hit his original 1,600 guess. He says this year's bull market most resembles the patterns etched in 1982 and 1990, suggesting another 20% of upside. "In addition to the historical parallels, we still view sentiment as subdued and nowwhere approaching extremes." [View news story]
Bob, I own BBL, BIP, RTN, RYN and WBK--all but BBL are up and appear to be doing fine. BBL is down and I considered selling, buying and holding pat--decided to continue building the position slowly.
Not All Dividend Increases Are The Same: 2 Dividend Trends That Can Make A Difference [View article]
Dividend growth rates and pay-out ratios are, of course, very important. But companies can't increase their dividends for very long unless the business is growing, ie, revenue, net income, EPS, etc. I try to focus my attention on stocks that are yielding a decent amount (at least 2.5%) and that have a track record of growing the business.
Preparing For Volatility: How A Plan Can Help [View article]
TIS attracted my interest by its focus and record. Its very small, but its a nice "small business" with solid management. No huge moat, but an ability to complete. Bought it last December at $21.24. Have collected $.55 in dividends so far--very pleased. Stock price is up a little, but that's because of the market. Still a good value, in my opinion.
When Will People's United Financial's Stock Rise? [View article]
Thanks for your posting. I've owned PBCT for just over a year and was expecting a bit more than I've gotten. Your posting is pushing me toward selling it.
AT&T: Financial Shenanigans, Painful Truth Coming [View article]
I enjoyed your report--well done and full of meat. I'm long T; and VZ, BCE, TU and TLSYY. I'm one of the dividend investors you mentioned in your report. If T can grow its dividend by the inflation rate I'll be very happy. But I'll be mindful of the points you raised. Thanks.
HTA Is In The REIT Class That Teaches The ABCs Of The MOBs [View article]
Great report! I bought HTA, MPW, ARCT (O), OHI and STAG after reading your postings and doing my own work. The stock prices are up from 18% to 41%, but the reason I bought them was for the distribution returns! Thank you.
Orchids Paper: A Great Company That Flies Under The Radar [View article]
Are Streaks And Current Yields The Best Metrics For Dividend Growth Investors? [View article]
I'm Not Gonna Brag, But I Did Recommend STAG [View article]
Laszlo Birinyi ups his S&P 500 (SPY) target this year to 1,900, the index having already hit his original 1,600 guess. He says this year's bull market most resembles the patterns etched in 1982 and 1990, suggesting another 20% of upside. "In addition to the historical parallels, we still view sentiment as subdued and nowwhere approaching extremes." [View news story]
My Q2 Dividend Growth Watch List [View article]
5 High Dividend Stocks Targeted By Short Sellers [View article]
Not All Dividend Increases Are The Same: 2 Dividend Trends That Can Make A Difference [View article]
I try to focus my attention on stocks that are yielding a decent amount (at least 2.5%) and that have a track record of growing the business.
It's Now Trading At $50, So Is There Any Oxygen Left In O? [View article]
S&P 500 Q1 Earnings Seem Positive: Is It Enough For More Gains? [View article]
Preparing For Volatility: How A Plan Can Help [View article]
Dividend Growth And Me, An Anniversary Story [View article]
When Will People's United Financial's Stock Rise? [View article]
I've owned PBCT for just over a year and was expecting a bit more than I've gotten. Your posting is pushing me toward selling it.
AT&T: Financial Shenanigans, Painful Truth Coming [View article]
Thanks.
HTA Is In The REIT Class That Teaches The ABCs Of The MOBs [View article]
I bought HTA, MPW, ARCT (O), OHI and STAG after reading your postings and doing my own work. The stock prices are up from 18% to 41%, but the reason I bought them was for the distribution returns!
Thank you.
Abbott: Where Is Growth Coming From? [View article]