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kolpin

kolpin
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  • Dividend Yield Vs. Dividend Growth Revisited - Does It Matter? [View article]
    I may be alone here, but I'm not buying MA and GILD (long both) for future dividend growth or with the hope that someday it'll catch up to my VZ in yield. I'm buying them because they are solid, stable businesses with tremendous earnings power in the decades to come.

    As I'm still in the accumulation stage, I feel much more comfortable buying and holding (and overweighting) onto a company like MA for 20 years rather than a high yielder like PSEC or TCAP (long TCAP). MA may never catch up on dividends, but I feel much more confident about its fundamentals as well as potential for total return.
    Jun 22, 2014. 03:03 PM | 4 Likes Like |Link to Comment
  • Is The Bear About To Maul The Bull? Here's How We're Investing [View article]
    chowder/rnsmth--WSJ, NY Times, and a bunch of other publications use the same subscription wall where they try to encourage readers to subscribe. The way to get around it is to Google the name of the article "The Asset-Rich, Income-Poor Economy" and follow that Googled link. if you try to follow a direct link to the site or search around the site itself, you'll often hit the subscription wall. Also, if you click on too many articles, you'll often hit a subscription wall. In that case, clear your cookies.
    Jun 22, 2014. 12:03 PM | 7 Likes Like |Link to Comment
  • Is The Bear About To Maul The Bull? Here's How We're Investing [View article]
    sounds like a good plan. occasionally I get worried that i'm not following the conventional wisdom of asset allocation, but then again, there's nothing conventional about investing in today's market.

    I'm currently pretty comfortable being 90% stocks and 10% cash, but if I want to create a greater margin of safety in the next year or so, I'll probably go 85% stocks and 15% cash rather than add a bond component.

    thanks for the advice!
    Jun 21, 2014. 06:26 PM | Likes Like |Link to Comment
  • Is The Bear About To Maul The Bull? Here's How We're Investing [View article]
    thank you Dave/Mike--

    what would you guys advise your kids to do in terms of investing with bonds? since I don't have a pension to speak of and claiming SS is still about 30 years into the future for me, would it make sense to have a bond component in my portfolio?

    if owing bonds is more of a psychological ballast, I would just as soon keep cash as my safety net and deploy it as the market went down. on the other hand, if owning bonds could substantially improve my portfolio's total return during a bear market (as opposed to simply holding cash), then I'm kinda interested.
    Jun 20, 2014. 08:04 PM | Likes Like |Link to Comment
  • Dividend Growth On Hiatus For Darden Restaurants? [View article]
    apparel stocks seem better as trading vehicles than buy and hold stocks, given the fleeting nature of fashion.

    do you guys keep track of your stock sales? I'm happy I sold DRI when I did, but peeved that I sold my CAT and INTC too soon. I bat about .500 with my timing of sales...wish I could improve my average a bit!
    Jun 20, 2014. 02:54 PM | Likes Like |Link to Comment
  • Is The Bear About To Maul The Bull? Here's How We're Investing [View article]
    thanks to mike and everyone for sharing...a lot of food for thought. I'm not particularly fearful of a bear market in the near future--my breakdown of my portfolio is about 90% stocks, 10% cash, and a mutual fund that I am slowly converting to cash as well. my condo is unfortunately in one of the most expensive housing markets in the nation (and could probably buy a 5 bedroom house where I grew up) but 75 degrees and sunny practically every day of the year is so worth it to me. I lived the first 21 years of my life in the frigid cold and I am never going back!

    as a total uninformed bonds newbie, my question to everyone is--what is the purpose of holding bonds in today's market? Is it more psychological, as in they give the ability to SWAN at night, or is there a financial incentive to holding bonds with yields so low? correct me if I'm wrong, but i thought bond prices are destined to drop--so aren't they in fact a more risky play?
    Jun 20, 2014. 02:28 PM | 1 Like Like |Link to Comment
  • Bank of America Corp declares $0.01 dividend [View news story]
    so will this be the dividend for the next year? or could Sept's dividend potentially be bumped up to the 5 cents/share dividend they originally requested?
    Jun 18, 2014. 07:55 PM | Likes Like |Link to Comment
  • Market Crash?: Why I Would Love One [View article]
    I DRIP with 2/3 of my positions and collect the other 1/3 as cash. The 1/3 of my portfolio where I collect as cash usually meet one of the following conditions:

    -the stock is becoming severely overweighted, as a percentage of my portfolio
    -I'm thinking about selling a position, but haven't completely made up my mind or found a replacement stock. So it's kind of in a gray, probationary period where I've lost faith in it, but am still giving it a chance. For example, I took RCI off DRIP a few months ago but I haven't committed 100% to selling it.
    -on occasion, if a stock has become overvalued, I'll take it off DRIP and then reevaluate before the next ex-dividend date.
    Jun 18, 2014. 06:40 PM | 1 Like Like |Link to Comment
  • Bank Of America Reminds Us That Value Investing Is Not Popular Investing [View article]
    thanks Tim. besides BAC, C, and BP, do you have any other value stocks on your radar? they seem hard to come by these days!
    Jun 18, 2014. 11:48 AM | 3 Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 3): Stocks To Watch And To Buy Now (Consumer Staples) [View article]
    Wiz--I have also been tracking RTN's stealthy pullback. still could use a 5% shake-out to get me to add more to my position, but it may very well get there.
    Jun 17, 2014. 08:17 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 3): Stocks To Watch And To Buy Now (Consumer Staples) [View article]
    you may know this already, but Matt Coffina of Morningstar's StockInvestor recently purchased PETM for their portfolio. He seems to think its significantly undervalued and has a dividend/nice share buyback plan to boot.
    Jun 17, 2014. 07:09 PM | Likes Like |Link to Comment
  • A Current Review Of Dividend Safety Superstars - Part Two [View article]
    chowder--true, they are up this year as compared to the market, but now many of them are way overvalued and I wouldn't be surprised if many of them come down to earth in the next few months.

    if you look at 2013, many utilities (though not all) drastically underperformed the market last year. is a 4% yield and measly earnings/dividend growth enough to combat that kind of lack of capital appreciation? I'd just as soon buy a JNJ or a PEP with slightly less yield and a better chance of total return.

    SO: .73%
    ED: 3.96%
    SCG: 4.76%
    XEL: 8.76
    PNY: 9.87
    AEP: 14.08
    WEC: 16.11
    LNT: 21.79
    AVA: 21.98
    VVC: 25.6
    D: 29.23
    Jun 15, 2014. 05:37 PM | Likes Like |Link to Comment
  • A Current Review Of Dividend Safety Superstars - Part Two [View article]
    Bob, I also used to own CAT, though sold a bit too soon this year and missed on a bit of upside. But the good news is that it trades in a range, and I was able to buy from $80 to $83 on 3-4 occasions. I also realized that I don't feel comfortable owning the DE and CATs of the world, I prefer owning banks for my spice!
    Jun 14, 2014. 11:00 AM | Likes Like |Link to Comment
  • A Current Review Of Dividend Safety Superstars - Part Two [View article]
    chowder--are you saying that a utility with lower dividend growth will have higher or lower price volatility? ED (I think it's a safety ranking of 1) has obviously underperformed D in recent history, although I wouldn't call it volatile exactly. on the other hand, PPL is a utility also with low dividend growth with a safety ranking of 3--that would seem like a big red flag to me.

    I have much to learn to about utilities.
    Jun 13, 2014. 10:06 PM | Likes Like |Link to Comment
  • Putting Companies On 'Dividend Growth Probation' [View article]
    lol, but you're an investing warrior, a former Marine! put down the beer, the time is now!
    Jun 13, 2014. 08:13 PM | 2 Likes Like |Link to Comment
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