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Hawmps

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  • Top MoPay Dividend Dogs Seek 14.8% To 89.6% Net Gains In April [View article]
    Good to know; thanks, didn't see that. Long LNCO.
    Apr 25 05:21 PM | Likes Like |Link to Comment
  • Lucrative Prospects In Shipping Containers [View article]
    Thanks Dane. I'm actually sitting on some nice gains from TGH; averaged in under $30. I think TGH and TAL will make a nice pair in my portfolio.
    Apr 25 03:50 PM | Likes Like |Link to Comment
  • Lucrative Prospects In Shipping Containers [View article]
    Not sure but I picked up some shares of TAL. Just raised the dividend again. Now long TAL and TGH to round out the sector.
    Apr 25 03:30 PM | Likes Like |Link to Comment
  • REISA Conference Reveals Valuable Information About Non-Traded REITs [View article]
    Excellent article Dane, and thanks for the heads up on ARTC 5: seems like from what you're saying here that this newer entity is in business just for the sake of being in business. I've been very pleased with ARCP so far (long), but watching with a keen eye. When a company starts to make acquisitions to grow just for the sake of growth then it's time to start to question management's motivations. When the facts change......
    Apr 19 02:44 PM | 3 Likes Like |Link to Comment
  • Put Yourself In A Position To Welcome A Stock Market Correction [View article]
    Tim/Rich,

    An excellent exchange and commentary... an article in and of itself.

    Thanks, good stuff.
    Apr 19 02:24 PM | 2 Likes Like |Link to Comment
  • What Stocks Are Most Commonly Held By Dividend Growth Investors? [View article]
    I have a machine in my office that makes paper jam... doesn't taste very good though; kinda dry, a little bland.
    Apr 18 09:16 PM | 4 Likes Like |Link to Comment
  • Alteva: A Double-Digit Dividend Yield, Growth And A Cheap Valuation [View article]
    Congratulations: 1st article and editor's pick!
    Apr 18 07:06 PM | 2 Likes Like |Link to Comment
  • Put Yourself In A Position To Welcome A Stock Market Correction [View article]
    I believe Tim was referring to a split adjusted price back in 2009. KO split 2:1 recenty.
    Apr 18 04:18 PM | Likes Like |Link to Comment
  • What Stocks Are Most Commonly Held By Dividend Growth Investors? [View article]
    (DEO)
    Apr 18 03:56 PM | 2 Likes Like |Link to Comment
  • What Stocks Are Most Commonly Held By Dividend Growth Investors? [View article]
    I don't know, that's a pretty low yield for this market. I'm not a buyer until you get closer to 4 beers/year and then you need to be growing your annual beer distribution by 8-12%.
    Apr 18 03:27 PM | 4 Likes Like |Link to Comment
  • What Stocks Are Most Commonly Held By Dividend Growth Investors? [View article]
    I dumped EXC.
    Apr 17 07:50 PM | 4 Likes Like |Link to Comment
  • What Stocks Are Most Commonly Held By Dividend Growth Investors? [View article]

    As far as DGI stocks (including REITS, etc.): ARCP, COP, DLR, DRI, DX, GE, HAS, INTC, JNJ, KMI, KRFT, LNCO, LSE, LXP, MCD, MSFT, OHI, PBI, PSEC, RBCAA, RKT, ROIC, STAG, TGH, WAG, WM.

    I realize that a few of these are "young" dividend growers that don't have 5 year track record, and some cut the dividend a few years a go and are growing again, but I still consider them DGI and expect them to get on the CCCs in the near future.

    Averaged in to PBI a few months back with a YOC of nearly 13%; good margin of safety at this point.
    Apr 17 03:09 PM | 3 Likes Like |Link to Comment
  • Our First Quarter Retirement Income Portfolio Review [View article]
    Good update Bob. It looks like I share 9 of your holdings in my portfolio and many others are on my watch list. I definitely subscribe to the dividned growth model, although not exclusively, I make a few exceptions. I'd say I'm roughly 70%-75% DGI currently. I have also chosen a few higher yield holdings to help fund the growth of my DGI holdings and have one speculative growth stock, everything else pays dividends. Current overall Beta is .8 and yield is 5.8%, YOC is 6.75% with 40 holdings. ;)
    Apr 17 03:02 PM | 1 Like Like |Link to Comment
  • Reinvesting Dividends Vs. Saving Them And Buying On Stock Price Drops [View article]
    3) Collect the dividends and use them to initiate a new position in a new stock.

    4) Reinvest all the dividneds from all your stocks into the one stock that missed earnings (or insert negative sentament here) and had a price pullback.

    Can't do that when you DRIP.
    Apr 16 02:30 PM | 8 Likes Like |Link to Comment
  • 10% Return In Q1 For 'Savvy Senior' IRA - Now What Do We Do? [View article]
    It is an interesting question. I hold the vast majority of my investments in a regular taxable account and I have chosen to reserve my IRA for REITS because they are typically higher yielding as a group and dividends are taxed as earned income which is a higher rate. Right or wrong, it is another perspective.
    Apr 11 07:34 PM | Likes Like |Link to Comment
COMMENTS STATS
457 Comments
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