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Contraria2

Contraria2
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AAPL, BAC, BF.B, BP, BRK.A, BRK.B, COP, DGRS, DGRW, DLR, GD, GE, IBM, KO, LINE, LMT, LNCO, LO, MCD, MDLZ, MKC, MO, O, OHI, PG, PM, SO, T, UTX, WM, WMT, XOM
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  • 10 By 15: What Happens With Low-Yield High-DGR Stocks [View article]
    RAS,

    You *sold* IBM? No article? ;)

    Did you re-purchase KMB?

    What did you replace all those stocks with?
    Oct 2 06:59 PM | Likes Like |Link to Comment
  • Southern Company: The Wait For Fair Valuation Is Over [View article]
    Chowder,

    LOL :)

    For those who sold INTC because they adapted your dividend freeze/cut rule, fine. However, selling 'because Chowder (or whomever) sold' is silly.

    But my point is, INTC IBM LINE/LINCO KMI and SO have all come under fire recently. 6 months ago these were 'core' holdings. The kind of stocks our grand kids will bequeath. (Well, maybe not LINE/LNCO.) Suddenly they've become speculative and considered sell candidates.

    I fret to think what SA will look like when a full-blown correction hits.
    Sep 16 10:04 PM | 3 Likes Like |Link to Comment
  • Southern Company: The Wait For Fair Valuation Is Over [View article]
    Just a general comment:

    'We' constantly state 'we' plan to hold on to our holdings for decades. Forever. Leave them to our heirs.

    If indeed that is the goal, *of course* there are going to be years/months of dicey questionable scary moments with various stocks.

    Just these past 6-8 weeks there were scares with KMI (KMR etc.), LINE/LNCO, and now somewhat SO. IBM went in the tank in the mid 90s. MO in the late 90s. JNJ and PG, as well. KO had its rickety times. Are we to sell on every sensational headline?

    Everyone who followed the herd and sold INTC recently, sold early. LNCO has gained 30% + since the hedgeye hiccup. IBM is up $15 since the "it may be time to sell this blue chip" articles graced these pages.

    Micromanaging will absolutely kill an investment plan. There are definitely times and causes to sell. But if one has trigger fingers, investing in the stock market may not be the place for them.
    Sep 16 11:22 AM | 5 Likes Like |Link to Comment
  • Considering High-DGR Dividend Growth Stocks [View article]
    Got it. I think. :)

    Thanks
    Sep 3 07:02 PM | Likes Like |Link to Comment
  • Considering High-DGR Dividend Growth Stocks [View article]
    DVK,

    Nice article. IBM has raised the dividend by 40 cents each year for a while now. The possible reason for the declining dividend raises may be due to the share price increase, lowering the percentages, which may be the case for some others on your list. But I don't follow most of them.

    I began buying IBM in the late 90s, all the way till 2011, monthly. I have no idea what my yoc is, but I think it's pretty respectable.

    Be well

    C
    Sep 3 06:15 PM | 1 Like Like |Link to Comment
  • My Top Investment Priority: Buy IBM Stock [View article]
    " averaging down is a bad strategy."

    You mean like when I bought @ 110, 100, 90, 80, 70 etc. in 2008-'10, thru a monthly auto drip?

    Thanks, but I'll stick to *my* plan.
    Aug 30 01:44 PM | 4 Likes Like |Link to Comment
  • At What Price Should You Buy A Dividend Growth Stock? [View article]
    DC:

    I know what you mean... :)
    Aug 28 11:56 PM | Likes Like |Link to Comment
  • At What Price Should You Buy A Dividend Growth Stock? [View article]
    Agree. 3-5 stocks held for 30+ years, with growing dividends and some explosive share price increases along the way - is all you need.

    The other 25 stocks in the portfolio is just so you can tell everyone you're diversified.
    Aug 28 09:42 PM | 7 Likes Like |Link to Comment
  • At What Price Should You Buy A Dividend Growth Stock? [View article]
    If someone had bought the nifty 50 (even at the peak) and held on till today, without selling any of them, what would the return be? Including divs reinvested. I'm sure it wouldn't be anything to sneeze at. Even with all the company's which evaporated.
    Aug 28 09:39 PM | Likes Like |Link to Comment
  • Dollar Cost Averaging: Viable For Individual Stock Portfolios? [View article]
    Chowder,

    For me, RDS.B is for income. Nice yield, increased practically every year and I use the proceeds to buy other stocks. One of the 3 stocks in my portfolio I don't re-invest dividends.

    I'm sure I can do worse.
    Aug 23 04:33 PM | 1 Like Like |Link to Comment
  • How Are WisdomTree's Dividend ETFs Doing? [View article]
    User,

    You think index funds will save you/us from war or hyperinflation?! They'll drop at least just as hard.

    Learning is not a waste of time. Discussions about finances is not wasting time. Arguing and debating every detail written by some very successful veteran investors, is indeed an incredible waste of time.
    Aug 23 11:08 AM | 4 Likes Like |Link to Comment
  • How Are WisdomTree's Dividend ETFs Doing? [View article]
    This is discussed here ad nauseum, so why not once more.

    1. The risk most people here are concerned about is not PRICE drop. It's income. The (pretty much) only thing which may keep a dg investor awake at night is fear of a dividend cut. You seem to sleep better with zero holdings while waiting for the possible bear market, while 'we' continue receiving income.

    2. Most of 'us' own more than enough stocks to be considered a personal mini mutual fund. (Or ETF, whatever.) I don't need every single one of my holdings to surge through the clouds to be successful. Just one. Or perhaps 3. If 75% of my portfolio is flat for the next 30 years, but 25% increased dramatically, I will be very wealthy, and have a lot of income.

    I have witnessed this time and again. I speak to elderly people all the time. The PG or JNJ or KO they bought in the 50s. That's what made them wealthy. The trading and listening to brokers telling them to buy Funds is what gave them their early gray hair and wheelchair.

    If your method works, I'm really happy for you. This is not a race. We can both (all) win.
    Aug 22 11:49 AM | 7 Likes Like |Link to Comment
  • Philip Morris Hits 4% Yield Before Dividend Raise [View article]
    And many even stated, "it probably won't ever get back to the mid 80s..."

    Fellas, here's your chance.
    Aug 21 06:26 PM | Likes Like |Link to Comment
  • Dollar Cost Averaging: Viable For Individual Stock Portfolios? [View article]
    Most of us probably DCA in one form or another. I (literally) DCA into about 1/2 my positions every month via Computershare or Wells Fargo. The rest of my holdings are in brokerages. This week I manually added to MO PM SO O T AVA OHI GIS. If the market (stocks) drops another 8-10% I'll go shopping again. Nibbling.

    What's great about a spreadsheet is, you can immediately see - that although the account value drops, the income *rises* as you purchase (and when the re-invested dividends add) more shares.

    Taper away!
    Aug 21 05:49 PM | 1 Like Like |Link to Comment
  • The ABCs Of Dividend Investing: Part I [View article]
    I don't think AEPs dividend-increase frequency is dependable, reliable or predictable.

    They had paid the same dividend for 9 quarters '08 - '10, and end of '11 through the beginning of '13, six quarters without a raise.
    Aug 20 10:36 PM | 2 Likes Like |Link to Comment
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