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kolpin

kolpin
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  • Dividend Contenders: 16 Increases Expected By The End Of November [View article]
    my boring tech stocks are blowing my staples stocks away in terms of divvy growth.

    in addition to Mr. Softie, TXN declared $0.34/share quarterly dividend, a 13.33% increase from the prior dividend of $0.30.
    Sep 18, 2014. 09:35 PM | 2 Likes Like |Link to Comment
  • When To Trim? [View article]
    Inzkeeper---wonderful article that delves into one of the things that investors (including myself) need to improve upon most--the art of selling!

    my initial reaction is to say, STOP, don't sell!!! sure, a 20% return in a few months is nice--but it's small potatoes. but why not hold onto ROST for the next 20 years and get a 1000%+ return? if anything, sell your losers or any stock with deteriorating fundamentals, not your winners.

    Thus, I'm inclined to hold onto a position despite overvaluation, because I probably won't be able to time buying back in when the stock becomes fairly valued. and quite often the fair value price is higher than my initial buy price anyway.

    however, given a scenario where a stock is vastly overvalued AND represents a significant overweighting in your portfolio, I could see how trimming that position might reduce your portfolio's risk. (I think SA Contributor Part Time Investor utilizes such a selling guideline.) I have a couple of positions that are overweighted in my portfolio, but instead of selling or trimming them, I simply make sure to add to other positions to bring their weights up. it takes longer to rebalance, but it has the same effect.
    Sep 18, 2014. 01:30 PM | 2 Likes Like |Link to Comment
  • Seeking High-Quality Companies With Sales And Dividend Growth, And A Reasonable Price [View article]
    I just added to my BAX position as well.

    over the past year, I've been purposefully trying to build up the Healthcare holdings in my portfolio so it's now my 3rd largest weighted sector. it's a growing macro trend that only promises to get bigger!
    Sep 18, 2014. 11:51 AM | Likes Like |Link to Comment
  • Please Help Us Pick Next Week's Outstanding Performance Award Winners [View article]
    I'd like to nominate Alexander Poulos and his spot-on, incisive series of WAG articles over the years. I have doubled my original investment in 2 years.

    http://seekingalpha.co...

    http://seekingalpha.co...

    http://seekingalpha.co...
    Sep 17, 2014. 10:01 PM | Likes Like |Link to Comment
  • Omega Healthcare Investors Continues To Impress - I Am Adding To My Pile [View article]
    fyi, I see that Josh Peters/Morningstar just added more HCN to his Harvest portfolio this morning.
    Sep 12, 2014. 05:43 PM | Likes Like |Link to Comment
  • DGI For Dummies: Managing Your Dividend Growth Portfolio [View article]
    Mike--

    Sorry, you had a big shiny bulls-eye on your head!

    I can't help but wonder if sometimes our attitudes towards a company are colored by our investment success with them. Since I've only owned MCD stock for a couple of years, my return on investment has been negligible--so I guess I'm kind of holding MCD very lightly. meaning, it wouldn't take much bad news for me to be tempted to sell. Same with TGT. But take a stock like MSFT which I've owned since 1994 and am up almost 1700% on my investment---it would take much more than a few bad earnings reports for me to even consider selling.

    bottom line--it's easy to love a company that's showing lots of green in your portfolio and even easier to hate the red ones!

    anyway, that's enough investor psychology 101 for the day. class dismissed!
    Sep 9, 2014. 07:58 PM | 1 Like Like |Link to Comment
  • DGI For Dummies: Managing Your Dividend Growth Portfolio [View article]
    Mike--

    You're optimistic about MCD's future, and that's great. for the record, I'm certainly not of the mindset that MCD is a failing company, or down and out long term. but I am a more opportunistic investor in that I don't mind putting money from a languishing, fairly valued quality company that's missing on earnings into a fairly valued quality company that's beating earnings and with better total return.

    let me ask you this--what if I took out the MCD symbol from our comments above and put TGT into it? does it change any of your opinions/thoughts/opti...
    Sep 8, 2014. 09:35 PM | Likes Like |Link to Comment
  • DGI For Dummies: Managing Your Dividend Growth Portfolio [View article]
    gratian/chowder--

    Thanks for both your input on MCD, and frankly, I think you're both right! I think MCD will turn it around eventually, and at the same time, I think I could just as easily sell MCD and plow my burger money into more JNJ, NSC, etc. and come out ok too.

    fyi, tomorrow MCD is announcing monthly same store sales, which are expected to be the worst drop in years…down 10.1% in Asia/Africa/Middle East and down 2% in U.S./Europe.

    http://yhoo.it/1weuahK
    Sep 8, 2014. 08:39 PM | Likes Like |Link to Comment
  • Can A Successful Dividend Portfolio Be Assembled In 2014? - Part 2 [View article]
    mike--

    Merrill Edge's offer is kind of interesting. for a $200k asset deposit (any kind of account, retirement or otherwise), you get $600 cash and 300 free trades for 90 days, and 30 free trades a month after that if you keep a $25k cash balance.
    Sep 8, 2014. 12:48 PM | Likes Like |Link to Comment
  • Youthful Indiscretion? Dividend Growth At An Early Age [View article]
    adam---compelling topic for an article. can you go into more detail about how you arrived at 40/40/20?

    i'm personally at about 85/10/5 (blue chip/growth/high yielding), and I could see myself bumping up the growth quotient a tad to 15%, but not sure i would go any higher than 5% in high yielders. the total return just isn't there and doesn't seem to outweigh the risk.
    Sep 8, 2014. 11:30 AM | 2 Likes Like |Link to Comment
  • Can A Successful Dividend Portfolio Be Assembled In 2014? - Part 2 [View article]
    yup, with Delta, American, or United!

    by 100k, do they mean it has to be 100k in cash or could it be 100K in PG stock?
    Sep 8, 2014. 10:49 AM | Likes Like |Link to Comment
  • Can A Successful Dividend Portfolio Be Assembled In 2014? - Part 2 [View article]
    steve--

    I don't know if you saw, but also on that link I sent you, you can access promos from all the brokers: http://bit.ly/1we5FBh

    Looks like Scottrade, Merrill Edge, eTrade, TD Ameritrade have some cash bonus offers.

    now i'm kinda getting tempted to move some cash out of Fidelity now! :-)
    Sep 8, 2014. 10:48 AM | Likes Like |Link to Comment
  • DGI For Dummies: Managing Your Dividend Growth Portfolio [View article]
    chowder--if it were just about MCD's stock price underperformance, I'd be ok with that. where I get a bit peeved is the missed earnings, stagnant domestic and international revenue and dropping same store sales. (and WMT is no picnic either). so MCD's stock price underperformance is not just a random mispricing by Mr. Market; it actually has deteriorating fundamentals.

    so then I ask myself, are these really the kind of "quality" stocks I want to own? maybe I'd rather just put my MCD/WMT money into a quality stock like JNJ which is handily growing earning/revenues.

    i'm hanging onto both because I truly believe both companies can turn it around. but another a year or two of bad earnings reports, and I'll be less and less convinced.
    Sep 8, 2014. 01:48 AM | 1 Like Like |Link to Comment
  • Can A Successful Dividend Portfolio Be Assembled In 2014? - Part 2 [View article]
    steve--

    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: http://bit.ly/1nF8F4z

    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, 2014. 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, 2014. 06:53 PM | 3 Likes Like |Link to Comment
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