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djsulli

djsulli
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  • 25 Dividend Champion Investment Opportunities: Something For Every Retired Investor, Part 1 [View article]
    Chuck, great article and list. Excellent "preview". Awaiting the "main show". Actually I found a few that I need to DD on while I wait.

    Could not agree more with your reasoning and approach. I have followed it for two years with great success. Thanks for your teaching and for Fast Graphics.

    DJ
    Aug 21 08:08 PM | Likes Like |Link to Comment
  • AT&T Or Kinder Morgan For Your Retirement Portfolio? [View article]
    I am happily in the own both category and now real glad I stayed in the KMI camp (I was/am not interested in the headaches of K1's). As a side note I also own VZ in my telecom sector (covering both camps).

    DJ
    Aug 21 12:38 PM | Likes Like |Link to Comment
  • Sleep Well At Night With These 5 REIT CEOs Behind The Wheel [View article]
    Thanks Brad for a very informative article. With your inclusion of O then your phrase "patience is a virtue" is so appropriate in my case. I am falling asleep waiting for it to hit my buy price:). Long VTR, OHI, HCP and looking to add O to the family!

    Will have to do DD on SKT and FRT as they were not on my radar but look very interesting.

    Regards
    DJ
    Aug 19 11:55 AM | 1 Like Like |Link to Comment
  • The High-Yield BDC Portfolio For Q3 2014 [View article]
    I also own FSC but like you and others am concerned and will have a close watch on its performance. November will be key to my decision as to keep or remove FSC. Since it has been good to me I am hoping for the keep option but .......

    Thanks for the info.

    DJ
    Aug 19 10:24 AM | Likes Like |Link to Comment
  • Kinder Morgan looks expensive after buying up MLPs, Barron's warns [View news story]
    Let Barons and Hedgeye have another series on articles for the "short sell" folks". I would love to pick up more KMI on the dip. To paraphrase Richard Kinder, You Write, I'll Buy. Long KMI!

    DJ
    Aug 18 12:38 PM | 9 Likes Like |Link to Comment
  • Dividend Champions: 7 Increases Expected By Halloween [View article]
    Dave

    Thanks again for all your hard work and wonderful information. Like all the others I greatly appreciate it. It was great to see that the Fast Graphics was for TMP, a stock for which I have a limit order entered :). Oh yea, please have that Bud!

    DJ
    Aug 17 10:15 AM | 3 Likes Like |Link to Comment
  • 2 Key Tests For The True Dividend Growth Investor [View article]
    SDI = ???
    Aug 16 12:59 PM | Likes Like |Link to Comment
  • Dividend Challengers: 16 Increases Expected By October 31 [View article]
    How dare you try to malign my Patriots! I'll bet you do not like the Red Sox either. OK maybenot, you have just lost a lot of credibility!

    DJ
    Aug 16 11:40 AM | 1 Like Like |Link to Comment
  • Our Retirement Portfolio Business Plan - Legacy Edition - Part Two [View article]
    Bob

    I agree with Rudester on the tracking issue. I track my REIT's, MLP's and BDC's separately from my other investments. This gives me and average PE Ratio of about 18 in today's at today's market values (my Beta is 0.62). Still higher than my target but oh well, it is only one variable. For the metric's on REIT's and BDC's I follow the guidance of Brad Thomas and BCD Buzz.
    
    DJ
    Aug 16 11:28 AM | Likes Like |Link to Comment
  • Our Retirement Portfolio Business Plan - Legacy Edition - Part Two [View article]
    Craig

    Your points are well taken and very important. As a person in his second marriage, and with two children for his first marriage, estate transfer to my wife was/is of the utmost importance. While I do not expect any trouble, one cannot predict the future. I have had "all" legal documents prepared such that no what, my wife is covered. I would urge all people to seek legal advice and follow it. Better so nip potential problems in the bud.

    DJ
    Aug 15 01:17 PM | 3 Likes Like |Link to Comment
  • Our Retirement Portfolio Business Plan - Legacy Edition - Part Two [View article]
    Bob

    As usual a great update. I have been following you, and using ideas from your plan for quite a long time. I notice your addition of "quality" and "fair evaluation" in your new plan as you have stated you were going to do in past comments. I am not there yet. I am in the early stages of portfolio development. I know my income goal I need "some" higher yielding, higher risk, low conviction stocks in the beginning.

    As I progress with funding my portfolio (on my profile), and my core holdings increase to provided the required income. these low conviction holdings will be replaced.

    I congratulate you on your addition of a "legacy section". I am one of the ones who has commented and been very concerned with this topic for quite some time. I also applaud you, your family, and your daughter for providing the expertise and directions needed to continue your strategy in maintaining the portfolios. Unfortunately, I do not have this option. I am still in search for a solution for my wife when I leave this earth. Part of my research these days is in funds and ETF's that can be used to carry her forward. Hopefully I still have quite a bit of time left to develop these instructions. I am "in no rush to depart", as I am sure you are not :). After both my wife and I are gone, I have no interest as to how whats left is continued. My goal is to provide for her a long as necessary.

    Thanks again, best wishes, and keep writing and commenting.

    DJ
    Aug 15 01:04 PM | 2 Likes Like |Link to Comment
  • Dividends Matter If They Matter To You [View article]
    I am not a fan of the new fad of buybacks. Over and above some of the above stated reasons the buybacks are usually authorized, and executed, when the company is doing great and the price is at some of its highest levels. buying at this level does nothing for me, show me the dividends!

    DJ
    Aug 15 09:59 AM | 4 Likes Like |Link to Comment
  • Dividends In Investing: How To Sleep Well At Night [View article]
    I believe we all have our "nightmare stories" as we learned the lessons of investing. In a previous life I a) believed that I knew what I was doing and b) believed that financial advisers knew what they were doing and were acting in my best interests. Not only did I own World Com, where I took the proverbial bath but I was heavily invested (based upon "expert advice") in Global Crossings where I darn near drowned.

    Now my slogan for my Income Portfolio is "only quality baby and collect those dividends", for my Growth Portfolio (yes, I have one of those also which is separate from my income requirements) quality is still of prime importance but earnings, price appreciation, and Total Return are now also key factors.

    No more Global Crossings and NO more paid advisers!

    Eric, great article and I wish you the best and SWAN. Now following ....

    DJ
    Aug 14 12:17 PM | 1 Like Like |Link to Comment
  • How Dividends Don't Matter In Retirement; A Few Examples [View article]
    Yup, your right on the Bob, it is time to fold up my tent and silently slip away into the wilderness! Nothing to learn on this thread any more.

    DJ
    Aug 13 03:31 PM | Likes Like |Link to Comment
  • 7.7% Yielding Hercules Added To Portfolio [View article]
    DS

    Excellent posting, as usual!

    I have had a limit order in on HTGC (also at 15.65) after doing DD based upon the write up by BCD Buzz. Given your excellent analysis I have place a market order in today for a partial position (~ 25% position) at $16.13. I will still leave my limit order in place and try to catch a downside.

    Now, can you cause O (another limit order sitting out there) to pull back some what :)! O has been on my "desired list for a long time.

    Long MAIN, FSC, TCAP

    Keep up the wonderful work

    DJ
    Aug 13 12:22 PM | 1 Like Like |Link to Comment
COMMENTS STATS
228 Comments
308 Likes