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djsulli

djsulli
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  • Procter & Gamble Investors About To Get A Raise [View article]
    Great overview article on the present status. Strong supporter of the product triming process that the new/old CEO is undertaking. I will take the dividend, hope for a weaker dollar, and sleep well.

    Long: PG

    DJ
    Mar 30, 2015. 03:51 PM | 4 Likes Like |Link to Comment
  • Kinder Morgan: The Sharks Have Begun To Circle [View article]
    "White House ahead of the curve."

    Yup, they sure are, strike three!

    DJ
    Mar 29, 2015. 10:25 AM | 2 Likes Like |Link to Comment
  • Dividend Achievers Top 20 Hits The Mark, Again [View article]
    Dale

    Best of luck in your new endeavor. Don't forget us and keep posting to "keep the honest":)

    DJ
    Mar 29, 2015. 10:20 AM | 1 Like Like |Link to Comment
  • Helmerich & Payne Has Been Feeling Some Unjustified Pain [View article]
    Daniel

    I also enjoyed the "travelogue" dealing with the status of HP. You put HP's present position, and incentives, in perspective quite well. Long time investor in HP and continue to be positive on a very conservative, and healthy, company.

    Thanks

    DJ
    Mar 29, 2015. 09:01 AM | Likes Like |Link to Comment
  • Building A Better (Balanced) Dividend Growth Portfolio [View article]
    maybenot

    I have been interested in WPC for a year or so now. My interest stems from the fact that W.P. Carey owns and manages triple-net properties in 17 countries. International accounts for approximately one third of revenues. I also like the diversified portfolio as it's investment properties are also well spread across different corporate tenants including office, warehouse, industrial, logistics, retail, hotel, R&D, and self-storage properties.

    It was after the conversion from an MLP to an REIT that my interest began (I don't invest in MLP's, just me) in earnest. It has taken me that long to make up my mind (I really jump at things, eh). Aside from these reasons I am comfortable with the financial situation of WPC. However I will monitor vacancy rates, especially if the economy goes into a slowdown.

    That said, I do not consider WPC as a core holding in my portfolio, but a supportive one. I also have holdings in HCP, HCN, O, VTR, NNN has always alluded me. These five holdings now round out my REIT investments.

    Any way, can't speak for DS, but that's where I am.

    DJ
    Mar 28, 2015. 08:07 PM | 2 Likes Like |Link to Comment
  • Mr. Valuation's Best Ideas For Retirement And Dividend Growth Portfolios: Emerson Electric [View article]
    Wow, if Chowders comments are considered trash talk, sign me up for all future comments in the trash category. I have found his comments in general, and those addressing my concerns in particular, some of the most useful here on SA. I never gloss over them!

    DJ
    Mar 28, 2015. 07:33 PM | 10 Likes Like |Link to Comment
  • Dividend Achievers Top 20 Hits The Mark, Again [View article]
    Dale

    Thanks for the info and the link to the Zacks article.

    DJ
    Mar 28, 2015. 07:12 PM | Likes Like |Link to Comment
  • Building A Better (Balanced) Dividend Growth Portfolio [View article]
    DS

    Like @rosenose below. I also pulled the trigger on WPC this year with a YoC of 5.6%. If it hits 6% I will be an even happier camper and add to my position.

    DJ
    Mar 28, 2015. 11:44 AM | Likes Like |Link to Comment
  • Dividend Achievers Top 20 Hits The Mark, Again [View article]
    Ah ha, it is good to see that someone else can mimic my typing skills :). That aside, a great and very informative article Dale. Just beginning to look at diversifying into bonds as an equalizer (~20%). Any recommendations?

    Thanks.

    DJ
    Mar 28, 2015. 11:27 AM | Likes Like |Link to Comment
  • The Future Of Seeking Alpha [View article]
    @Alex

    Nice ego-centric self promotion comments! I do not follow you for many, and obvious, reasons. Good luck in your endeavors, I am sure they work and are profitable for you,

    DJ
    Mar 28, 2015. 10:25 AM | 6 Likes Like |Link to Comment
  • The Future Of Seeking Alpha [View article]
    @cheryl

    You have enunciated my thoughts completely. While many times I may disagree with an authors premise for an article, I do applaud their ability to articulate it and I believe, for the most part, the comments sections are as valuable as the original article. For example, although I am a DGI investor, I never miss an opportunity to read an article by Dale Roberts, and the associated comments. This is what differentiates SA from other sites and the interaction is what makes it great.

    If SA eliminates this approach, I will probably be gone.

    DJ
    Mar 28, 2015. 10:02 AM | 10 Likes Like |Link to Comment
  • Are Dividend Contenders The Real Champions? [View article]
    joni

    You had my interest until you mentioned SPAM. Grew up having to eat it, gave it up when I went out on my own. Got married and darn it, it turned out my wife loves it, I still stay away :). The double extra sharp cheese sounds great however.

    DJ
    Mar 27, 2015. 01:28 PM | 2 Likes Like |Link to Comment
  • The Bear Claws My Dividend Growth Portfolio - Will I Cut And Run? [View article]
    I do remember the days when you could get a reasonable return form CD's, MM, etc. However I also remember the interest rates for mortgages, loans, etc. being in the astronomical region. If those days returned again (=>5%). I will admit I would be the first one at the counter with a significant (but not all) of my capital. I would no longer be concerned with any high cost of borrowing money as I no longer need to do that.

    Alas, I asked my Ouija board when this would come about but received no answer :). Back to Mr.Market!

    DJ
    Mar 27, 2015. 01:15 PM | 1 Like Like |Link to Comment
  • 'Krafting' Success For My Dividend Growth Portfolio [View article]
    Yup, sigh. Chalk up another one.

    DJ
    Mar 27, 2015. 12:13 PM | Likes Like |Link to Comment
  • 'Krafting' Success For My Dividend Growth Portfolio [View article]
    Rudester

    Could not agree with you more. At my kid's instance I tried that vegetarian approach for 3 months. Back to meat and potatoes! I grew up on them and am still alive. Oh yea, I love the MCD breakfast and the 1/4 Pounder with Cheese meal. Long live freedom of choice :).

    DJ
    Mar 27, 2015. 11:56 AM | 1 Like Like |Link to Comment
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