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  • Dividend Growth Investors: Stick To Your Process [View article]

    Thank you for reminding DGI'ers to stay the course. It will be interesting to see 3rd quarter portfolio reports in the coming weeks. Although, my preliminary results for the quarter is not final, one thing I know for sure is. I know my overall portfolio valuation is down, but my dividend income from 2nd qtr to 3rd qtr is up 13.64% and hopefully will continue to increase in these volatile times. Since I am currently reinvesting the dividends, I own more shares at lower prices.

    Oct 1, 2015. 02:04 PM | 2 Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]

    I own 24 of the 50. I follow my portfolio thru Yahoo. I just added your Dividend Growth 50 in a separate portfolio. Keeping track of the stocks, DOW, S&P, Nasdaq, & 30 year Treasuries from 12/16/2014. Good luck. I am sure you will come out a winner.

    Dec 18, 2014. 01:11 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investing: How I Derive The Top 40 (Part 2) [View article]

    Went to the library today to see if they have an online edition of Valueline. They only have paper copy. I guess I will be visiting the local library more often now. Got great info on stocks I own from VL. Great resource.

    Have not looked at VL since the college days, years ago.

    Dec 12, 2014. 01:26 AM | 2 Likes Like |Link to Comment
  • Myth: Dividends Don't Mean Much When You 'Lose' A Bunch Of Capital [View article]

    In the case of INTC, I have been pondering what to do with this stock from reading comments on SA and having INTC fall of Dave Fish's CCC Contender list. I decided to "park it" thanks to some of Bob Wells' ideas. Even though they froze their dividends for more than two years, they did not decrease it. As late as Sept 2014, it met the "Chowder Rule" on DF's CCC list of Contenders (13). I guess if you count for inflation, you could argue that a decrease may have occurred.

    Since I reinvest my dividends, I have seen increase of income in each one of those quarters. Meanwhile, the stock price of INTC has increased.

    INTC's last dividend increase was Aug 3, 2012 (from $.21 to $.225). The stock price on Aug 1, 2012 was $22.91 (divi yield around 3.6%). Now the stock is in the $37.00 range and the divi is still $.225 (divi yield around 2.4%).

    Holding on from the last increase in dividend has proven favorably for me. A nice paper capital gain, but also income of $2.25 per share. It is off my CCC radar for now, but hoping for that new dividend increase next year.

    Long on INTC

    Dec 11, 2014. 01:54 PM | Likes Like |Link to Comment
  • 3 Reasons I Prefer Dividend Growth Investing [View article]
    I use to listen to Jim Cramer every evening. I started a JC Portfolio on Yahoo. After two years, I gave up. It was a joke. I was doing better with my portfolio picks than his recommendations.
    Dec 4, 2014. 10:26 AM | 2 Likes Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]

    I am pleased that of the 28 CCC's I have in my portfolio, 27 of them are on the nifty-fifty list. My lone CCC is CTWS which has done pretty good for me. My breakdown of matching stocks from the esteemed panel:
    10 - 5 stocks
    9 - 4 stocks
    8 - 3 stocks
    7 - 4 stocks
    6 - 5 stocks
    5 - 3 stocks
    4 - 2 stocks
    3 - 1 stock (27 total stocks)

    Most importantly, I follow 6 of your 10 panelists (7 including you). So I now have 4 more to follow and gain more valuable information. I can not thank you and the panelists enough for setting me straight on DGI. I have been following a lot of the advice from SA contributors and am a better investor as a result of this advice.

    Thanks to all of you.
    Oct 16, 2014. 03:38 PM | 5 Likes Like |Link to Comment
  • Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2 [View article]
    I know all about fear. I bought into the initial Visa IPO and sold for a decent profit in the great recession along with many other stocks. Look where V is today. Should have had a better plan back then. I have one now thanks to DGI investing.

    Jun 20, 2014. 09:00 PM | 2 Likes Like |Link to Comment
  • Dividend Challengers And Near Challengers: 18 Increases Expected By July 31 [View article]
    I recently sold DRI, also. However, I think I read somewhere that someone is trying to get control of DRI because they want to sell off Red Lobster without shareholders voting on the proposal. Sounds like a conflict to me that I want to avoid.
    May 22, 2014. 11:13 AM | 1 Like Like |Link to Comment
  • Beware Phantom Dividend Cuts [View article]
    Being new to DGI but not investing, I appreciate the time and effort you and others provide. I look forward to your CCC lists each month and update my spreadsheets accordingly. I now have 22 CCC's in my portfolio and hoping to find at least three more in coming months. For the moment, I am liking LEG.
    Dec 11, 2013. 07:19 AM | 1 Like Like |Link to Comment
  • Retired Investors: Is It Time To Consider A New Investment Strategy? - Part 3 [View article]

    I like what you saying here. I sometimes look at a stock that may be overvalued; but if it does not increase my cost basis over current price that is a good thing. I have bought stocks like KMB, GIS, JNJ and PG that increases my cost basis, but in the end I have been rewarded with more shares and dividends. Averaging up is not a bad thing. If the fundamentals are favorable, I buy them.

    Jul 15, 2013. 09:39 PM | 3 Likes Like |Link to Comment
  • Retired Investors: Is It Time To Consider A New Investment Strategy? - Part 3 [View article]
    Dave & Bob,

    Thanks for the advice. I do have shopping lists for each of the CCC's. My Champions list is the smallest, probably since most of my CCC (11 of 18) stocks are the champion variety.
    INTC, VZ

    The Non-CCC's that I am trying to move away from are:

    Some of the above have been doing very well for me. PENN does not provide a dividend but has done very nicely since I bought it so long ago in anticipation of slots coming to PA.

    I bought some Vanguards ETF's years ago that have not done much for me except to pay dividends. They are BIV, BLT, VDC, VPU. These are probably at my top of the list of least desirability.

    I got into stocks after the mild (?) recession of 2001-2002. I was not happy with some of the choices I had with my 401-K when I was working. I briefly scaled back my holdings before the great (?) recession of 2008-2009. I got back in mid 2009 and started bargain shopping again. I wish I had seen the CCC list back then.

    Although, I am now retired, I am still able to put new money each month into my portfolio for the future. My goal is to have 50 stocks evenly weighted. That means I will be looking for 32 more CCC's. I currently reinvest all my dividends back into the issuing stock.

    Dave, your last point validates what I had been thinking for a long time. I need to take time in repositioning myself and not make any hasty decisions too quickly.

    Again, thank both of you for your advice.
    Jul 15, 2013. 04:23 PM | 3 Likes Like |Link to Comment
  • Retired Investors: Is It Time To Consider A New Investment Strategy? - Part 3 [View article]
    Hello Bob,

    First time I have commented on SA.

    I have been following and studying your posts among with other dividend growth investors. Not seeking too much advice, since I already have a portfolio of 30 stocks; I was wondering if anyone has ideas on how to exit the non-CCC's to get to CCC's. I always believed in diversification as oppose to 5 specific stocks like some investors.

    Before I knew about David's CCC's lists and all these great posts on SA, I had built my portfolio based on a haphazard plan. I now have a solid income investment plan similar to yours. Most of the principle's follow Chowder's

    My current portfolio has 18 CCC stocks and 8 non CCC stocks and 4 ETF's. The 18 stocks consists of 46% of my portfolio leaving 54% of the portfolio for the other 12.

    Many of the 12 are doing good; some are losers. Do you sell and sit on cash till there is a pullback (missed that two weeks ago) or do you just keep moving on researching as I have done in the past? Wait for earnings season to be over? Wait until I collect my dividends and sell?

    Any advice from anyone would be appreciated. Thanks.
    Jul 14, 2013. 08:51 PM | Likes Like |Link to Comment