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FleetUSA3226

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  • Phillips 66's Big Deal To Sell LPG To Sinopec [View article]
    Isn't the big issue payout ratio and PSX's is very low?
    Apr 16 09:18 PM | Likes Like |Link to Comment
  • Why Johnson & Johnson Can Be Prescribed For Most Investors [View article]
    There would be risks for the bond analogy if they potentially froze or dropped the dividend. Given their lowish payout ration I don't see that happening in the next 20 years, hence the bond analogy is appropriate.
    Apr 16 01:40 PM | Likes Like |Link to Comment
  • Why Johnson & Johnson Can Be Prescribed For Most Investors [View article]
    I have always considered XOM as a bond alternative (I don't like owning bonds) but never JNJ. I think you are right that it is a bond alternative too but I have always thought of it as a solid cash cow haven investment. Just look at the growing dividends over the years.
    Apr 16 06:09 AM | Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: Do Not, Ever, Underestimate The Distribution Yield [View article]
    @beherenow.

    Thanks. I am sure. I treat the ETF and fund part of my portfolio as a permanent investment in management of areas of the market I don't really understand. Hence, I am a long-term buy and hold of low cost Vanguard ETFs and funds in those areas. In areas I understand better, e.g. energy, large cap dividend growth companies I'm a buy and hold of those too but via individual companies, e.g. COP, KMs, PG, JNJ, WFC.
    Apr 15 08:10 PM | Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: Do Not, Ever, Underestimate The Distribution Yield [View article]
    I've read M*'s explanation and I am still confused because if I buy a fund and hold it for 15 years I don't see how I'm generating a lower return than M*'s total return. They say they compute total return including reinvested dividends so where's the slippage other than date of purchase difference in the return calculation, i.e. Maybe I buy on 4/14/04 and their 10 year number is based on 4/1/14 or some similar date. Help me understand how a buy and hold and drip investor gets a different number.
    Apr 15 05:25 PM | Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: Do Not, Ever, Underestimate The Distribution Yield [View article]
    First off newspapers really know how to confuse potential investors, economists don't do badly themselves, and lastly sell side analysts (hedgeye, etc.) know how to stir the pot.

    All of the above and the stock isn't doing brilliant BUT the earnings and operations keep rolling along. I'm sticking with the optimum part (for me) of the operations (KMI and KMR). It is a bit like "old man river" she just keeps rolling along. The observers worry about all the ships and barges struggling along the river but "old man river" she just keeps rolling along.
    Apr 15 05:18 PM | 2 Likes Like |Link to Comment
  • ConocoPhillips to resume Kenai LNG export shipments [View news story]
    Customer?
    Apr 15 08:00 AM | 1 Like Like |Link to Comment
  • Exxon Mobil: Black Gold Or A Lump Of Coal? [View article]
    Looking at Morningstar for 10 year total returns (includes reinvesting income):

    XOM 10.3%
    CVX and COP 12.3%
    Nestle 13.1%
    KMR 13.3%
    Apr 14 05:17 AM | Likes Like |Link to Comment
  • 6 Traits Of Successful ETF Investors [View article]
    Isn't there a 7th trait of ETFs? They produce lower or no capital gains distributions the way they are constructed compared to mutual funds. I've read this several times on the web.
    Apr 13 12:49 PM | 1 Like Like |Link to Comment
  • Exxon Mobil: Black Gold Or A Lump Of Coal? [View article]
    My Dad's broker told him to sell BP after the disaster. I told my Dad don't. Dad kept my advice and was very happy.
    Apr 11 11:34 AM | 2 Likes Like |Link to Comment
  • April Showers Bring... Dividend Growth, Joy And Fun! [View article]
    @Mike

    Here are several personal practical things you can do to learn Excel.

    Create a Balance Sheet
    Create an income/expense statement
    Do a long term projection income/expense statement. Ditto the balance sheet.
    Then as an adjunct tie your dividend stock statement into the l-t statement.

    You need only know how to link cells between statements and to do progressive increases, e.g. pick and inflation rate to increase expenses year to year etc. It can all be in one excel file with multiple tabs. Also, you can do data downloads from Yahoo with stock prices that link to your investment sheet.

    I'm sure Excel for Dummies is out there for hands on work.

    It's fun and powerful.
    Apr 10 12:39 PM | 2 Likes Like |Link to Comment
  • April Showers Bring... Dividend Growth, Joy And Fun! [View article]
    A liberal friend recently told me of his anguish seeing these dividends and rising values in his portfolio. I tried to console him that his investments create jobs and provide for the pensions of other workers too. [I held back my laughter.]
    Apr 9 11:01 AM | 9 Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part IX - My Dividend Investment Business Plan [View article]
    Great article. Thanks for laying out your plan. Mine is not as thorough and certainly hasn't been written out.

    My major goal is to have a portfolio with good dividend growth and "long legs" which might live beyond my years and give guidance to the young 'uns on what to invest in. Will they follow it or just buy junk or listen to some huckster? I've got most of it in a Vanguard brokerage account and tell them if they need it Vanguard has good advisors.

    I will keep this article and try to live up to your plan concepts. Maybe I'll send it to they young 'uns.
    Apr 9 10:38 AM | Likes Like |Link to Comment
  • Procter & Gamble declares $0.6436 dividend [View news story]
    Chump change for them.
    Apr 7 04:39 PM | Likes Like |Link to Comment
  • Kimberly-Clark Co. Dividend Stock Analysis [View article]
    There is another lesser known, small cap company in the paper products area with a higher dividend - but I've forgotten its name. Can someone help me?
    Apr 7 10:27 AM | Likes Like |Link to Comment
COMMENTS STATS
577 Comments
578 Likes