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  • Can A Successful Dividend Portfolio Be Assembled In 2014? - Part 2 [View article]

    fidelity offers a ton of promotions if you open an account with them, with a minimum deposit of $25k on up, depending on the promotion. the cash and free trades promos encompass retirement accounts; if you want the airline miles it has to be a non-retirement account.

    here's a handy dandy list of all the fidelity promotions:

    Mr. Fish--I got the 200 free trades too, but called up my local office and negotiated with them to extend the trades for another year. still didn't use them all up anyway, lol.
    Sep 8 01:22 AM | Likes Like |Link to Comment
  • Deere & Company: An Undervalued Dividend Grower [View article]
    while DE may be undervalued here, PE ratios are not really the best measures of value for cyclical companies. they are often cheapest when their P/E ratio is high, and most expensive when their P/E ratio seems to indicate value.
    Sep 7 06:53 PM | 3 Likes Like |Link to Comment
  • Norfolk Southern: This Railroad Stock Can Deliver More Upside [View article]
    Rich--I don't know how Mr. Fish calculates the 1 year DGR, but NSC's total dividend payments for 2013 equaled $2.04. So far, in 2014, NSC has made two payments of .54 and the third payment was .57. If the fourth dividend payment is .57, then the total payments for 2014 equal $2.22.

    Thus the 1 year DGR would seem to be 8.8%, which while technically declining, seems to be fairly healthy.
    Sep 7 02:23 PM | 2 Likes Like |Link to Comment
  • DGI For Dummies: Managing Your Dividend Growth Portfolio [View article]

    if one of my core stocks underperform on price and are still increasing dividends, I'll try and give it at least several years to regain momentum. case in point, MCD. I bought in early 2012, and it's been one of my worst performing stocks-- underperforming in 2012, 2013 and now again in 2014. 3 years of underperformance does not make me a happy camper. but I think it can eventually find its way out of its rut, so I am going to hang on until at least sometime next year and revisit my decision. at that time, I may trim my MCD position but not exit entirely.

    conversely, I bought RCI over a year ago, and it's also been in the doldrums. increasing dividends, but not a core stock. so it's off to the sell list, and I expect it to be gone from my portfolio by the end of the year. buh bye.
    Sep 7 01:28 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Finding Stocks For The 2014 Homestretch [View article]
    I often follow the business cycle with great interest--however there is a great deal of sector rotation within the bigger macro cycle, so energy stocks can outperform and it doesn't necessarily mean we're in the late business cycle and about to enter into a recession. i find that being able to identify these mini-cycles has more of an impact on one's returns than the greater multi-year macro cycle at hand.

    it would seem that financials are gaining strength more recently. are you surprised that industrials have underperformed this year? do you see them as a potential sector to strengthen during the rest of 2014?
    Sep 7 01:01 PM | 1 Like Like |Link to Comment
  • DGI For Dummies: Managing Your Dividend Growth Portfolio [View article]
    chowder--I agree that 19%+ annual returns seems a bit high…and frankly, I'm thrilled that BRK.B is outperforming the S&P during a bull market. since I've always expected it to mainly outperform during a recession.

    there were quite a few BRK.B naysayers on Eddie Herring's article 5 months ago calling the stock a subpar investment going forward with very little chance of capital appreciation. one commentor was so bold as to say that going forward BRK.B owners "won't make any money relative to the solid dividend growth stock."

    glad I didn't follow his investment advice…ha! at a total return YTD of 16.46% this year, I will continue to happily hold.
    Sep 7 10:54 AM | 2 Likes Like |Link to Comment
  • BP upgraded to Buy at Citigroup after yesterday's 6% selloff [View news story]
    shoot, looks like my 2nd limit order won't be triggering--at least for today. I topped off my position yesterday at $45, but was hoping to do a super duper top-off today at $43.
    Sep 5 11:50 AM | 1 Like Like |Link to Comment
  • Is Barron's Right On Target With Schlumberger? [View article]
    thanks for the article, I've been long since $87 last fall and thinking about topping off my position today. no doubt it's a high growth company, but I am a bit concerned with how to navigate such a highly cyclical industry with tremendous earnings volatility. you kind of have to catch it at the right time in the cycle and sell it at the right time, because there's not enough of a dividend to make it worth hiding out through thick and through thin.

    do you have any thoughts on how to deal with this kind of cyclical volatility? did you find similar issues with your ESV position?
    Sep 4 03:07 PM | Likes Like |Link to Comment
  • History Lessons: Surviving A Recession, Tuning Out Noise And Moving Beyond Mistakes [View article]
    so would you feel less concerned with WMT's recent smallish increase if they had more of a pattern of smallish increases--like MMM? :-)

    anyway, I have no dog in this fight, I'm long both WMT and MMM for many years (but not dripping either). but I do think you are right not to act rashly--I don't know if you owned GIS during its dividend freezes, but if you did, you're probably thrilled you held on!

    thanks for another great article and sharing your personal experiences.
    Sep 4 12:55 PM | 1 Like Like |Link to Comment
  • History Lessons: Surviving A Recession, Tuning Out Noise And Moving Beyond Mistakes [View article]
    Mike/Chowder--if you give MMM a dividend raise pass during a recession because it's a cyclical company, then by the same token, one could argue that you should give a pass to WMT during the height of a bull market because it's the exact opposite kind of company--the ultimate recession-proof retailer. it shines precisely when other companies are going south as consumers downgrade their spending habits. if it comes up with a pathetic dividend increase during the next bear market, then you should be worried.

    WMT is doing exactly what it should be doing during a bull market---growing very, very slowly.
    Sep 4 11:53 AM | 4 Likes Like |Link to Comment
  • AT&T And Consolidated Edison A 'Tell' Of 2 Champions: Part 3 [View article]

    Under ED's description, you wrote: "there are many changes taking place in this industry, and the historical conservative risk profile of utility stocks is likely to change, and in many respects, has already changed."

    Can you expound on how the conservative risk profile of utility stocks is changing? Are you referring to govt regulations, rising interest rates, other energy sources, etc? I am frankly not all that knowledgable about the utility industry and would appreciate any insight you could provide.
    Aug 31 12:54 PM | Likes Like |Link to Comment
  • Young Investors - Why Increasing Risk Is A Bad Idea For Your Portfolio [View article]
    I tend to go on buying sprees 2-3 times a year--making the bulk of my purchases during either a market correction or off earnings reports where stocks sell off after.

    I'll never purchase a stock where the price skyrockets immediately either… guess it's the bargain shopper in me! I have enough companies on my watchlist that usually something I want is on the sale rack.
    Aug 31 12:17 PM | Likes Like |Link to Comment
  • When A Higher Yield Leads To Lower Income [View article]
    Mike--I've always wondered what other DGI investors' ideal portfolios would look like if they weren't at or nearing retirement. I'm betting the core blue chippers would still be there but I'm curious if people would own fewer utes or sprinkle in a few non-dividend payers as satellite positions, etc.
    Aug 30 07:34 PM | Likes Like |Link to Comment
  • Can A Successful Dividend Portfolio Be Assembled In 2014? Part 1 [View article]
    Miz--interesting strategy. it sounds like you wanted to continue holding Coach and Rent-A-Center in your portfolio. but what if you had wanted to sell those holdings once and for all and buy JNJ instead? would it have mattered tax-wise if you had sold those before the conversion or after? would you then convert the cash and buy JNJ in your Roth, or would you buy JNJ and then convert? or maybe it doesn't matter, lol!

    also, what if they had dropped another 20%, would you have recharacterized them back to the Traditional IRA?
    Aug 30 07:05 PM | Likes Like |Link to Comment
  • Dividends Matter If They Matter To You [View article]
    pen--if you actually took the time to read my post in full, you would see:

    a) that my plan is clearly stated above in my comment.
    b) nowhere did i say, "long term bear markets are a myth."

    thanks for reading selectively.
    Aug 29 10:50 PM | 1 Like Like |Link to Comment