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kolpin

kolpin
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  • Wisconsin Energy: Time To Buy The Dip In This Best-In-Class Utility? [View article]
    nice to see WEC and other utes come down out of nosebleed overvaluation territory, though most need another 2% shakeout below today's drop to reach fair valuation. I don't like to overpay for slow growers!
    Aug 4 10:16 AM | 2 Likes Like |Link to Comment
  • What I Bought Over The Last 4 Months, And Why I Bought It [View article]
    thanks so much for sharing, Nicholas!

    like you, my portfolio consists of DGI stalwarts along with a few higher yielders as well as a few growth-oriented stocks. I'm long many of the stocks you listed--GILD, AMGN, QCOM, MA (not V), TGT, AAPL, SBUX--but don't dabble as much in your deeper value/cyclical plays, though I don't doubt you'll find success in many of them. you might also want to consider ESRX and GSK, two stocks which have recently corrected and I believe to be undervalued.

    in terms of your portfolio construction, how much of your portfolio do you intend to devote towards blue chips vs growth stocks vs value plays, etc.? are you targeting a specific percentage towards core positions vs. more speculative plays? are you targeting an average dividend yield for your entire portfolio?
    Aug 3 05:35 PM | Likes Like |Link to Comment
  • Consolidated Edison: You're Only Buying The Dividend [View article]
    every time I look for a bond-like substitute to add to my portfolio, there seem to be far tastier fish in the sea than ED--whether it be T for dividend yield, WEC for dividend growth, VZ for higher earnings growth, GSK for long term potential capital appreciation, AEP for slightly better value, etc.

    there are just too many others stocks out there that have sweet, sweet icing in addition to the dividend.
    Aug 3 04:03 PM | 2 Likes Like |Link to Comment
  • Dividend Investing Over The Past 7 Years Was Never Easy [View article]
    emac--heh heh, I'm actually holding onto my WAG because it is such a small position. I need it to double again to make any real moolah off my initial purchase of $32.

    that being said, now's not a bad time to trim some risk off one's portfolio. for the first time, I've drawn up a list of stocks in my portfolio which I plan to sell off in the months ahead. in my case, I'll sleep better with a few less REITs, BDCs, and other higher yielders in my portfolio, even if it's a decrease in income.
    Aug 3 01:38 AM | 2 Likes Like |Link to Comment
  • DLR Charts A New Path [View instapost]
    thanks for the update, Palladium. I like their made-to-order strategy and their plan to sell off of non-core assets, but based on its growth prospects, do you think that DLR is getting fully valued here? I'm contemplating trimming my position at the very least.
    Aug 2 10:55 PM | 1 Like Like |Link to Comment
  • Are Growth Stocks Appropriate For Retirement Portfolios? [View article]
    Chuck--thanks for the reminder that growth stocks can be high quality too. too many times, I see investors equate high quality stocks with a narrow universe of dividend payers, when this couldn't be further from the case. in fact, I recently purchased ESRX, an undervalued stock you have mentioned in past articles--a Morningstar Credit Rating of A-, an Exemplary Stewardship rating, and a S&P Quality ranking of B+.
    Jul 24 05:34 PM | Likes Like |Link to Comment
  • Surprise: The Real Costs Of Inversions Are Paid By Ordinary Shareholders [View article]
    thanks, I saw that--but then saw a couple of other sources that said otherwise.
    http://seekingalpha.co...

    wasn't sure what the real deal was!
    Jul 23 04:15 PM | Likes Like |Link to Comment
  • Surprise: The Real Costs Of Inversions Are Paid By Ordinary Shareholders [View article]
    that would seem to make sense with ABBV and WAG, but since MDT is acquiring COV, an Irish company, wouldn't you want to keep MDT in a taxable account to claim a foreign tax credit?
    Jul 23 03:48 PM | 1 Like Like |Link to Comment
  • Expect GlaxoSmithKline's Dividend To Expand Into The 5% Range [View article]
    MAT might be a compelling buy to me if I wasn't already long HAS for several years. I prefer Hasbro's cozy partnership with Marvel and their Hub Network with Discovery, but MAT looks slightly undervalued here at a close to 52 week low.
    Jul 23 11:34 AM | Likes Like |Link to Comment
  • Expect GlaxoSmithKline's Dividend To Expand Into The 5% Range [View article]
    thanks, a little more earnings growth would be nice, but I had been wanting to add a higher yielder (non-ute, non-telecom) stock to my portfolio. my limit order of 50.40 triggered at the open this morning. I can be patient for their long term pipeline to bear fruit.
    Jul 23 10:50 AM | Likes Like |Link to Comment
  • Expect GlaxoSmithKline's Dividend To Expand Into The 5% Range [View article]
    Alexander--does GSK's reduced guidance change your outlook on the stock?
    Jul 23 09:58 AM | Likes Like |Link to Comment
  • Is Occidental Petroleum A Buy For Long-Term Investors? [View article]
    what's the cause of OXY's decling ROE? debt? acquisitions? or was its ROE 2004-5 unrealistically high to maintain over the long term?
    Jun 30 06:47 PM | Likes Like |Link to Comment
  • Boeing: A Solid Second Half Play [View article]
    Brett--do you think that defense stocks like RTN and LMT will benefit from the same tailwinds as BA, even though they're more reliant on government $?
    Jun 30 06:26 PM | Likes Like |Link to Comment
  • Dividend Yield Vs. Dividend Growth Revisited - Does It Matter? [View article]
    Chowder/cash king,

    to be fair, the reason why you don't see many comments from people who switch to mutual funds from DG companies is simply because the average SA reader is most likely an active, self-directed investor who seeks to learn more about investing. mutual funds and ETFs in general will attract an investor who doesn't want to spend the kind of time that investing in individual equities can require.

    also, I have seen comments from DG investors who have considered shifting their portfolios back to mutual fund/ETFs once they pass on, simply because their family members don't share their same interest for investing. so I think the reverse probably does happen, but you're not going to necessarily hear about that kind of lifestyle shift.

    I myself switched over to DG stocks from mutual funds, but I still can see the appeal of both.
    Jun 28 07:15 PM | 1 Like Like |Link to Comment
  • Protecting Your Income Portfolios In Today's Market: Consider Defensive Utility Stocks [View article]
    Mike--

    Since you asked, I actually remember some of Tony's predictions back in fall 2012 because he was very specific about dates.

    http://seekingalpha.co...

    http://seekingalpha.co...
    Jun 28 03:06 PM | 2 Likes Like |Link to Comment
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