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  • American Realty Capital Properties - 30% Total Return Potential Next Year [View article]
    Long ARCP at $13.59. Lot's of noise around this company-most from self inflicted missteps. Even with that the Company has a great portfolio. Once they report the third and fourth quarters in line with expectations the stock price, IMO, will be set up to make us all happy!
    Oct 3, 2014. 04:24 PM | 2 Likes Like |Link to Comment
  • Can A Successful Dividend Portfolio Be Assembled In 2014? - Part 3 [View article]
    Thank you for keeping us posted.
    Sep 18, 2014. 04:11 PM | 2 Likes Like |Link to Comment
  • Oceaneering International: Efficient Scale, Cost Advantages, And Intangibles Grant A Narrow Moat [View article]
    Excellent report.
    Long OII.
    Sep 3, 2014. 11:56 AM | Likes Like |Link to Comment
  • Think Like An Owner [View article]
    Very well said.
    All investors are best served by behaving as business owners, not as traders.
    Aug 28, 2014. 12:15 PM | 2 Likes Like |Link to Comment
  • Brookfield Infrastructure Reports Q2 '14 Results; It Remains A Solid Long Term Investment [View article]
    I'm with you. Long BIP.
    Expect to hold for many more years.
    Aug 5, 2014. 06:23 PM | 2 Likes Like |Link to Comment
  • What The Coca-Cola Critics Are Missing [View article]
    Helpful article--thank you.
    I'm long KO and PEP; still building to a 3/4 position in each.
    Aug 2, 2014. 11:41 AM | Likes Like |Link to Comment
  • Will Dominion Resources Cut Its Dividend? [View article]
    I'm long D and several other utilities, including SO and NEE.
    Your posting was, IMO, poorly worded and lacking key points regarding
    the company's prospects. It seems that you rely on a simple formula to
    arrive at a conclusion to a complex question. I'm alert for negative research
    on my holdings. Not moved by your formula and conclusion about D.
    Aug 2, 2014. 11:34 AM | 9 Likes Like |Link to Comment
  • General Electric's Second Quarter Earnings Were Electrifying To Me [View article]
    Past performance may not predict future performance. That's true both ways.
    GE's actions in the last couple of years are, IMO, turning the company into a real contender. I'm long GE.
    Jul 19, 2014. 12:42 PM | Likes Like |Link to Comment
  • Declining Propane Demand Will Eventually Threaten AmeriGas' Dividend [View article]
    Any company yielding over 5% or so is risky--certainly at nearly 8% APU is--no news here. Nothing lasts forever--again, not news. I'm long APU as part of a portfolio of over 70 companies that yield 3.6% and grew their dividends by 8% year over year. Some yield 1.5% and others yield 10%. Of course we should be alert.
    Jul 6, 2014. 10:26 AM | 1 Like Like |Link to Comment
  • American Realty Capital Properties' Current Dividend - Here To Stay? [View article]
    Looking for ARCP's distribution yield to approximate WPC's plus about 150 bps in early next year. Long ARCP and WPC.
    Jul 2, 2014. 11:34 AM | 1 Like Like |Link to Comment
  • If You Like Coca-Cola, You Should Love PepsiCo [View article]
    Nice work.
    Long equal $ amounts of KO and PEP. Still building positions.
    Much prefer owning the two industry leaders than attempting to pick which will outperform.
    Jun 30, 2014. 11:50 AM | 1 Like Like |Link to Comment
  • High Yielding Consumer Goods Stocks: Still Reasonably Priced [View article]
    Nice work--thanks.
    Long PG and UL.
    Jun 27, 2014. 11:12 AM | Likes Like |Link to Comment
  • The Serious Risks Of Dividend Growth Investing [View article]
    Agree 100%.
    Jun 24, 2014. 12:47 PM | Likes Like |Link to Comment
  • Realty Income's Business Model Is Similar To Mine As A Dividend Growth Investor [View article]
    Great. Thank you.
    It does seem that there may be more times when both the parent and spin-off do well as not. COP and PSX is a such an example of both doing very well. Seriously considering selling if something significant has happened is surely a good policy. Is it your experience that you usually sell if a company spins off a part of itself?
    Jun 23, 2014. 12:53 PM | 1 Like Like |Link to Comment
  • General Electric Lights Up France And Beyond [View article]
    Deal somewhat complicated, but still seems positive for GE.
    Long GE.
    Jun 22, 2014. 10:17 AM | Likes Like |Link to Comment