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  • What Next To Buy, Taking Profits, And Why - Part 4 [View article]
    If you look at COP's declare date in the 1st quarter of 2013, it was 2/6/13. the ex-div date was 2/14. so they're right on target to make an announcement by end of next week.

    Jud--if I were you, I'd consider buying a bit more COP here and average down slowly. this small market swoon is exactly where you pick up stock bargains.
    Jan 31 03:02 PM | Likes Like |Link to Comment
  • Are There Any Deals To Be Had In This Pullback For Dividend Stocks? [View article]
    I think that a 10% correction would be normal, healthy, and welcome in this market. Since we've barely had a 4% pullback, I think it makes sense only to nibble a bit here and there. If we get to a 6% pullback, I'll be buying more. And give me an 8-10% pullback, and I'll be backing up the truck with certain stocks on my watchlist. if we get a 15-20% correction (which seems to have a very low probability), I'll have probably spent all my cash by then and I'll set my dividends to reinvest at low prices.
    Jan 29 08:57 PM | 1 Like Like |Link to Comment
  • 2 Terrific Dividend Stocks On Sale [View article]
    I'm both total return and dividend focused, as many of us are. which I guess is why I'm nervously buying PM today. lol.
    Jan 29 12:43 PM | Likes Like |Link to Comment
  • Blue Light Specials In The Market: Consumer Discretionary [View article]
    Thanks for the article. I expected TGT or ROST to make the list…or are they still overvalued by FAST GRAPHS?
    Jan 27 05:40 PM | Likes Like |Link to Comment
  • Sell The Caterpillar Rally [View article]
    I bought in June 2012, and it never once hit $100 in the 1.5 years that I owned it--and in fact I actually had a standing limit sell order set for $100 and it never hit it. so of course that could change, but I wouldn't hold onto CAT just for another measly 10%. it tends to hug the $80 support level much more often.
    Jan 27 05:15 PM | Likes Like |Link to Comment
  • Sell The Caterpillar Rally [View article]
    thanks, that's exactly what I did this AM on the pop up to $92. I'd been wanting to sell for the past year and am finally glad to be rid of it.
    Jan 27 11:59 AM | Likes Like |Link to Comment
  • The Chowder Rule Shows The Best Dividend Growth Stocks Of The Dow Jones Industrials [View article]
    sorry, I still want it. I'm just trying to decide how I much I'm willing to pay for it. another 5% lower might be nice.
    Jan 27 11:48 AM | Likes Like |Link to Comment
  • The Case Against Selling In The Wake Of A Dividend Freeze [View article]
    I'm staying long both BMY and AFL for now. While dividend growth is important to me, I look at it in light of the bigger picture with each company. With AFL, for example, I believe that it's in solid financial condition and it just struck a deal with Japan Post to offer insurance through 20,000 post office outlets--so there's room for growth that has yet to show up in the bottom line. INTC on the other hand kept on disappointing with both earnings and forward guidance, so the dividend freeze was the icing on the cake for me.

    DRI was another stock I sold last year--the disappointing earnings and high payout ratio coupled with the macro themes of consumers staying away from malls and casual dining eateries felt like a company on a downward trajectory. On the other hand, MCD had only a small dividend increase recently and dropping same store sales, but I'm giving it another year or two to climb its way out of the hole--which I believe (for now) that it can do.
    Jan 27 11:39 AM | 1 Like Like |Link to Comment
  • The Case Against Selling In The Wake Of A Dividend Freeze [View article]
    another question just came to me…is there any correlation between a dividend freeze and a drop in share price? I'd guess that a dividend cut and a drop in share price go hand in hand, but I'm not so sure about a dividend freeze.

    if you sold your INTC shares right after the dividend wasn't raised (around $22), then you would've missed a 20% gain in the stock four months later. Is that example an anomaly? with CTL, it looks like the share price did drop during that time, but so did the S&P. I'm not arguing for or against selling, I'm just wondering if there are any lessons to be learned in terms of capital preservation.
    Jan 26 07:42 PM | Likes Like |Link to Comment
  • The Case Against Selling In The Wake Of A Dividend Freeze [View article]
    nice comment stream and examples. on a more granular level, are there any kinds of conclusion we can draw on what industries or types of companies (beyond just cyclical vs non-cyclical) where freezing a dividend isn't the end of the world? or what kind of companies are likely to freeze and then resume increases? I'd love to see a follow-up article (hint, hint, j/k).

    I'm long BMY, which certainly doesn't have a stellar dividend history--but every time I consider selling, the stock's price just keeps on going through the roof. because pharmaceutical companies go through periods of feast/famine as patents expire or new drugs are approved, perhaps a dividend freeze isn't necessarily the end of the world? I don't know the answer, but I'm curious if anyone does.
    Jan 26 07:06 PM | 2 Likes Like |Link to Comment
  • The Chowder Rule Shows The Best Dividend Growth Stocks Of The Dow Jones Industrials [View article]
    psycho--(sorry for shortening your name)

    you can also get a 2 week online trial of valueline for free. During that time, I downloaded every single report I wanted (well over a hundred). I can't remember whether or not I had to use a credit card, but if I did, it was a pre-paid Visa card with only a buck or two on it. And there was no automatic charge to your credit card once your trial ended, so it's an easy win-win situation.

    I haven't been to a library since college, lol.
    Jan 26 05:44 PM | Likes Like |Link to Comment
  • The Chowder Rule Shows The Best Dividend Growth Stocks Of The Dow Jones Industrials [View article]
    this is a question for anyone---

    what makes a stock a speculative position for you? Is it the yield or the fact that it's overvalued or the dividend history, or some other variable? Say TGT vs COST vs WAG--would one be a speculative position and the others not be a speculative position?
    Jan 26 01:37 PM | Likes Like |Link to Comment
  • Snowball Down A Hill: My Dividend Growth Portfolio 2013-2014 Report [View article]

    do your other personal portfolios mirror the DGP's goal and strategy, or do you employ slightly different goals/strategies as a way to compliment this particular portfolio or add diversity? I remember you saying you own AAPL in another portfolio, so I was just curious if you give yourself more leeway to purchase speculative plays in other portfolios..
    Jan 26 01:31 PM | 2 Likes Like |Link to Comment
  • Amgen: The Best Value In Biotech [View article]
    AMGN has been at the top of my buy list for the past year, but my limit orders have never filled. i've been wanting to add another holding in biotech (in addition to my GILD) without adding too much risk, and AMGN has that combo of value, dividend, and earnings growth. just hoping I can get for under $115 now...
    Jan 26 01:09 PM | Likes Like |Link to Comment
  • Credit Card Companies: Poised To Continue Their Charge [View article]
    when you note that "Visa and MasterCard are expected to have much higher growth rates moving forward, yet Discover has a higher 5-year estimated annual total return," is the higher annual total return due to the fact that Discover is more fairly valued, while V and MA are overvalued?

    also, MA has dipped about 6% since this article was published. would you say that it is fairly valued now or simply less overvalued?
    Jan 25 12:21 PM | 1 Like Like |Link to Comment