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kolpin

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  • What Is 'Quality' In A Stock? [View article]
    you're welcome. also, for anyone who's interested, there's an ETF called the First Trust Value Line Dividend Index (FVD) which only holds stocks which carry a ValueLine safety rating of 1 or 2. It has a 5-star Morningstar rating but a very high expense ratio, so I wouldn't suggest investing in it. But worth a look to see what its holdings are.

    http://bit.ly/1jRCXOO
    Apr 26, 2014. 12:27 PM | Likes Like |Link to Comment
  • What Is 'Quality' In A Stock? [View article]
    I believe PFE cut its dividend cause they needed the cash to acquire Wyeth in 2009. I seem to remember that chowder sold his PFE at the time, but in hindsight might have thought twice b/c of the reason (due to growth, not due to the recession) behind the dividend cut.

    I'm not for or against PFE mind you, but it is always interesting to explore the reason behind the cut/freeze.
    Apr 25, 2014. 11:15 AM | 3 Likes Like |Link to Comment
  • What Is 'Quality' In A Stock? [View article]
    I've often contemplated the meaning of "quality." since it can mean different things to different people, it's quite wonderful to have something so tangible to associate with it.

    Valueline's safety rating is the average of financial strength + price stability. they recently screened for safe (as in 1 or 2) stocks with high yields, and came up with a list similar to yours, though RDS and TOT also made their list as well.

    http://bit.ly/1mG0ZQv

    also good to see one of my largest positions, Mister Softee on several of the lists above. though I see him on 3 lists above and I think you've counted only 2?
    Apr 25, 2014. 12:22 AM | 4 Likes Like |Link to Comment
  • When You Can Buy Vodafone Again [View article]
    emac--when Morningstar lowered their fair value on RCI from $48 to $44 (due to overpaying during the wireless spectrum auction), it went onto my sell list. will probably collect a few more divvies and wait for an uptick in price before I sell.

    out of curiosity, what price were the VZ shares issued at, from the VOD distribution?
    Apr 24, 2014. 02:42 PM | Likes Like |Link to Comment
  • Positives Are Mounting For Apple [View article]
    do you still think $640 is a reasonable target by the end of the year?
    Apr 24, 2014. 02:02 PM | Likes Like |Link to Comment
  • When You Can Buy Vodafone Again [View article]
    brilliant minds think alike, Mike. I just initiated a VZ position as well--having sold my VOD. am now mulling over selling my RCI position now since I don't want to get too telecom heavy...perhaps on an uptick.
    Apr 24, 2014. 01:59 PM | Likes Like |Link to Comment
  • Warren Buffett, Berkshire Hathaway, And Dividend Growth Investing [View article]
    lol, Doug. unless you have a crystal ball, the only fact is that unfortunately no one knows what the future holds for any of these stocks.

    I'm not sure how owning BRK.B makes one a DGI non-believer, because I happily own BRK.B along with a portfolio comprised of 85% DG stocks. I root for them all.
    Apr 24, 2014. 01:53 PM | 4 Likes Like |Link to Comment
  • Schlumberger NV: Where Do We Go From Here? [View article]
    I flipped a coin in December and bought SLB instead of HAL. I'm not disappointed by SLB by any stretch, but thought it was in the best position to capitalize on the growth in global spending. as it stands now, do you see the greatest upside internationally or in North America?
    Apr 23, 2014. 10:27 PM | 1 Like Like |Link to Comment
  • Dividend Growth On Hiatus For Darden Restaurants? [View article]
    thanks for the article, Eric. you echo many of the thoughts I had about DRI as well; I sold mine last year after one too many depressing earnings reports that showed no sign of improving.

    another good source of "dividends in peril" is Morningstar's DividendInvestor newsletter. most experienced DG investors are familiar with the names on the list, but it's a handy guide for anyone just starting out. DRI, FTR, CTL, RRD, etc. are among them.
    Apr 23, 2014. 10:07 PM | 1 Like Like |Link to Comment
  • Adding Deere, Tupperware, Mattel And American Capital Properties To Retirement Income Portfolio [View article]
    Hi Sleuth,

    Thanks so much for sharing your portfolio! Do you develop a "sell signal" with every stock your purchase, and then follow through with selling a stock if it reaches that price? Or do you have some stocks in your portfolio which you plan to hold onto, pretty much no matter what?
    Apr 23, 2014. 09:54 PM | 1 Like Like |Link to Comment
  • Warren Buffett, Berkshire Hathaway, And Dividend Growth Investing [View article]
    I completely agree that BRK isn't going to be a barn-burner growth stock going forward, and it probably shouldn't be owned solely for the purposes of capital appreciation. I own it because BRK will continue to rival any core DG stock with quality, value, stability, diversity of holdings, and instead of a dividend kicker, it offers a capital appreciation kicker. so I would have to disagree that all you have to look forward to with BRK is capital appreciation.

    i think that non or low dividend paying stocks can sometimes be lumped into one category--growth stocks with sky high PEs and earnings growth of 15% or more. but BRK is about as similar to FB as NLY is to KO.
    Apr 23, 2014. 09:47 PM | Likes Like |Link to Comment
  • Warren Buffett, Berkshire Hathaway, And Dividend Growth Investing [View article]
    before everyone gets too excited about BRK.B's 10 year "underperformance," try looking longer term.

    since 1996:

    BRK-B - 429.25%
    LNT - 96.93%
    WEC - 257.68%

    the point is, you can choose any timeframe to support whatever your thesis is. a stock's performance all depends on when you buy it.
    Apr 23, 2014. 11:57 AM | 3 Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part X - My Investment Plan Vs. Reality [View article]
    chowder/Martin--I think the two of you are working off different ratings for the same stocks. Morningstar vs. S&P.

    For example, AVA, VZ, and MO all get BBB ratings in the chart here (I'm assuming these are morningstar credit ratings?). But under the S&P Quality Ratings, they fare better--AVA gets an A-, MO gets an A-, and VZ gets a B. I haven't looked at the rest of the stocks above, but those three jumped out at me since I think both of you own them.
    Apr 23, 2014. 01:23 AM | 2 Likes Like |Link to Comment
  • April Showers Bring... Dividend Growth, Joy And Fun! [View article]
    mike--
    til recently, i was foolish with JNJ and AMGN for a very long time. but on the flip side, what made me feel better was finding other bargains in the meantime.

    btw, i don't follow AVA closely, but i wouldn't be surprised if utes came down a notch from their highs. same thing happened last year--many of them peaked early in the year and came down quite a bit for the rest of the year.

    p.s. lol, whatever happens between Scott and "your body" is your business, not ours.
    Apr 18, 2014. 04:09 PM | 2 Likes Like |Link to Comment
  • Unplanned Early Retirement, Part 1 - Strategy, Stability, And Moving Forward [View article]
    question for anyone--if you do in-kind transfers of stocks from a Traditional to a Roth IRA, is there a minimum amount you have to convert in a given year? my theory is that instead of waiting for a big correction or until retirement and convert all at once, if I only convert about 3% of my traditional IRA every year for the next 33 years, it'll be the most tax efficient way of handling the conversion.
    Apr 18, 2014. 02:46 PM | 1 Like Like |Link to Comment
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