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kolpin

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  • Project $3 Million Dividend Results - Objectives [View article]
    DivInvestor7--I'll save Chowder the time on answering your ?. Yes, he purchased ABBV in a different account, his own account. Project 3 Million is his son's account.
    Jan 23, 2015. 12:39 PM | 1 Like Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    Michael--chowder started the portfolio 5 years ago, so if you go back and calculate using 40 (not 35) years with an average annual total return of 8.25%, you'll get your 3 million.
    Jan 23, 2015. 12:36 PM | 4 Likes Like |Link to Comment
  • Making The Difficult Decision To Part Ways With BP [View article]
    Alex--

    GSK has looked rather perky recently..have you considered buying back in? I'll be curious to hear what their next earnings report looks like…since I'm long at an average cost basis of $48.
    Jan 23, 2015. 12:25 PM | Likes Like |Link to Comment
  • Have We Reached The Point Of Irrational Exuberance In The Utilities Sector? [View article]
    nice, timely article Eric.

    after a year of utilities' outperformance, I think that it's easy to forget that boring, old utility stocks can correct substantially too. even last year, most of them pulled back 10% or more at one point throughout the year. so I certainly wouldn't be surprised for them to undergo a 15-20% correction in the future.

    for now, I'm neither buying nor selling my utility stocks. in fact, I just looked through my account activity, and I haven't bought a single stock since Oct 15th. (although I have made a couple of sales and of course dividend reinvestments). that's a fairly long time for me to go without making a purchase, but I'm comfortable using the time to build up some cash. there just haven't been any screaming buys for me, I guess. I know a lot of people have been buying up energy stocks at bargain prices, but I kind of like keeping my energy sector target allocation at about 8% of my portfolio.
    Jan 23, 2015. 12:11 PM | Likes Like |Link to Comment
  • There's A Lot Of Value In The Information Technology Sector: The S&P 500 2015: Part 3 [View article]
    interesting, i've been itching to trade my QCOM in for CSCO, but QCOM has insisted on drifting lower while CSCO has drifted higher. maybe I'll get my chance in between their upcoming Jan/Feb earnings calls.
    Jan 23, 2015. 11:53 AM | 1 Like Like |Link to Comment
  • My 2014 Fourth Quarter Review: The Good, The Bad And The Ugly [View article]
    fyi, Bob, the incorrect total returns charts are still showing on my page. maybe SA editors haven't approved yet?

    does this new info affect your total return vs the S&P? if your total return is still the same, it's pretty impressive that you still managed to beat the S&P even with holdings like ESV, MAT, SDRL, TCAP, etc. do you think it was having a few REITs in your portfolio that helped?
    Jan 18, 2015. 10:36 PM | Likes Like |Link to Comment
  • The Energy Sector - Risk Or Opportunity? The S&P 500 2015: Part 2 [View article]
    rebel--

    while your advice makes sense, interestingly enough, SLB just reported earnings and gapped up. who woulda thunk?

    guess 9,000 layoffs, dialing back capex, and a bump in the dividend was better than the bad news that was expected.
    Jan 18, 2015. 10:08 PM | Likes Like |Link to Comment
  • 2015 Stock Picks: 19 Out Of 300 [View article]
    thanks for compiling such voluminous data! do you have Piper Jaffrey's picks for 2015 yet?

    also, I followed Deutsch Bank's picks with interest, since I just so happened to be long a number of the stocks they chose. I noticed you didn't account for some of the stock splits (CTSH, GOOGL) when considering annual performance--so you have CTSH down 45% in 2014 and GOOG down 54%. not sure if this mistake repeats elsewhere, but it probably changes the performance of some of the pickers.
    Jan 18, 2015. 09:37 PM | Likes Like |Link to Comment
  • Ford Motor declares $0.15 dividend [View news story]
    interesting. I was going to start taking some of my profits off the table, but maybe I'll see how the stock performs into end of year. You don't want to hold onto auto stocks into a bear market.
    Jan 8, 2015. 11:21 AM | Likes Like |Link to Comment
  • Q4 2014 Update: Core Changes In My Whistler Income And Growth Portfolio [View article]
    Were all of your sales related to profit taking? How did you decide which Cores to sell off completely, which to sell part of, and which to keep? For example, you sold all of V, only part of MSFT, none of SBUX, and upgraded AMGN. Was it based on valuation or how much profit you wanted to preserve?

    I think taking us through the reasons behind each of your moves might shed some light on your motivations.

    I'm long MSFT, SBUX, AMGN, KO, and TGT with profits in all, but don't intend to sell unless fundamentals change. I'm also long RY, but I may sell to free up some cash. It's not a core holding for me.
    Jan 4, 2015. 09:11 PM | 1 Like Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 4th Quarter 2014 Update And Year-End Review [View article]
    Hi Part Time--

    Happy New Year, and thanks for sharing your portfolio! BTW, I noticed you don't own T or VZ….I know you're aiming for stocks yielding above 3%, so is there any reason why you haven't purchased them? Lack of Dividend Growth?
    Jan 4, 2015. 04:29 PM | Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    Christine--

    Do you have any thoughts on stocks in the energy sector after this week's huge bounce? Crude oil is still pretty close to the lows, but a lot of the integrated companies, refiners, and oil service companies like SLB are well off their lows (although still well off the highs). I haven't studied the sector enough to know if stocks are leading indicators in a recovery or if this is just the beginning of a lot of volatility within the sector---and COP, RDS.B, PSX, etc. could easily zoom back to the lows if oil prices don't tick up more.

    thanks!
    Dec 20, 2014. 04:12 PM | Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    the main reason why my portfolio is heavy in financial and tech is because I have legacy positions in those sectors that date back to the 1960s, 1970s, etc. it's a real eye opener--when you buy and hold stocks forever, certain stocks become really outsized. I'm not planning on rebalancing any of them in the near future since they're in my taxable account, so I'm just collecting the dividends.

    my Healthcare sector is heavily weighted on purpose, and I'd love to eventually have it weighted the heaviest. to me, healthcare is one of the biggest macro trends in our country--so I try and capture every aspect of it: from GILD, AMGN, and ABBV to BAX and MDT, to UNH, ESRX, JNJ, OHI, etc. And better yet, it's both a defensive sector and a sector which also thrives in bull markets.

    i think this new DG50 portfolio has a touch more tech and financial than your own personal portfolio, right?
    Dec 19, 2014. 09:39 PM | 2 Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    chowder--

    I absolutely pay attention to sector weight, but that's also because capital appreciation is equally important to me as income. the rising tide in any one sector often lifts most boats within that sector, and conversely the ebbing tide seems to sink most boats within a sector at any given time. so for me to maximize my total return (cap appreciation + dividends) I like to cast my net far and wide. most of my stocks happen to be DG stocks (35 of the Div Growth 50 above) but the sector weighting aspect isn't due to income, it's due to total return and following the business cycle.

    according to Fidelity, my biggest weights are Tech, Healthcare, Financial, and Consumer Staples. over the next year or two, I plan to dial back a tad on Tech and Financial, and up my Utility/Consumer exposure--provided I find some bargains.
    Dec 19, 2014. 08:15 PM | 2 Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    ha! thanks gabby, I like that. "what happens on the island, stays on the island!" it brings me back to Spring Break!
    Dec 19, 2014. 08:03 PM | Likes Like |Link to Comment
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