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  • Portfolio Introduction: Starting From Scratch And Learning Along The Way [View article]

    You mentioned ABT/ABBV above. Did you own before the split and continued to hold? I know a lot of people sold their positions because of the uncertainty of the dividend, though it was raised subsequently and substantially.

    i'm long all ABT, ABBV (pre-split), as well as BAX. i will admit that BAX is on my shortlist of possible candidates to sell--not because of the dividend however, more due to the lack of total return. ABT/ABBV had been a stellar performer prior to the spinoff, so there was no reason for me to sell.
    May 20, 2015. 03:07 PM | Likes Like |Link to Comment
  • Should I Have Followed My Advisor's Advice ? A Look At 4 Year Performance [View article]

    if you have $100k with T Rowe Price: (Yes, I know this link doesn't work. For some reason Seeking Alpha's link shortcuts are transforming a working link into a non-working shorter link. They've done this on several occasions. very frustrating. Anyway I cut and pasted the text on the page below. You can email me and I'll send you the real link in the body of an email.)

    Preferred Services is for investors with $100,000 or more in assets* invested with T. Rowe Price. We automatically enroll you in our comprehensive suite of complimentary benefits and services to better serve your investment needs, including:

    As a Preferred Services client, a dedicated toll-free telephone number will put you directly in touch with our experienced Service Associates who are ready to assist you with mutual fund transactions, questions concerning your account, and inquiries regarding T. Rowe Price mutual funds and services.

    Through the Preferred Services website, you have access to complimentary online resources to help you manage your investments and stay well informed. These online benefits include:'s Premium Membership—This complimentary subscription (a $199/year value) entitles you to full Premium privileges on
    Research & News powered by Interactive Data—Get up-to-date news headlines and analytical tools. Research, evaluate, and track investments using the enhanced stock screener and charting options.
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    May 20, 2015. 02:46 PM | Likes Like |Link to Comment
  • McDonald's Is On The Sell Clock [View article]
    I'm not deploying my profits anywhere at the moment, simply raising cash in case there is a broader pullback. In fact, I've only purchased one stock this year (ABBV), though I have been rather tempted by UNP and various utes, but nothing has reached my target price. I'm in no rush.
    May 20, 2015. 01:33 PM | Likes Like |Link to Comment
  • McDonald's Is On The Sell Clock [View article]
    Well, I finally did it today. Trimmed about 15% of my MCD stock on the pop today. I'll wait another quarter at least to decide what i'll do with the rest.
    May 19, 2015. 05:28 PM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Rosenose [View article]
    heh heh, that's called a tent, as10675.
    May 19, 2015. 12:40 PM | 2 Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Rosenose [View article]

    I couldn't agree more with your statement, and would like to hear more from you as well in a Q&A.

    I think that the DGI segment of SA is comprised predominantly of older investors nearing retirement or at retirement and thus don't feel comfortable taking on risk or less backward looking criteria, as well as younger investors that are just starting to construct their portfolio and want to ensure that they start out with "safe" bets and then branch out eventually. So then you're reduced to a very small segment of investors, myself included, who want to expand beyond the strict criteria. I own ESRX, BAC, BRK.B, JPM, GOOGL, GILD for many years, etc.

    I have been heartened to see many DGIs join the GILD and AAPL ranks in the last couple of years, but both stocks have had huge run-ups prior to many DGIs making their purchases.

    I'm more of value investor than a strict DGI, so I'm certainly quite interested to hear more of your POV and the way you go about identifying new stocks to purchase, as well as a few examples.
    May 19, 2015. 11:44 AM | 2 Likes Like |Link to Comment
  • Addendum To My Q1 KISS Portfolio Update [View article]
    Glad to hear it...there are many great stocks above 2%. I was confused because your 1st quarter update last month still stated a requirement of 3% or above.
    May 19, 2015. 10:56 AM | Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]

    I am quite close with my sister and her kids, and relish the day that her kids have children of their own. While I'll technically be a great aunt as opposed to a grandmother, I bet that I will feel that same warmth and love that a grandparent has for their grandkids. After all, such relationships are what you make of them, wouldn't you say?
    May 18, 2015. 07:07 PM | 4 Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    peace/mike--isn't it the absolute waterproof tape on that page?
    May 18, 2015. 06:57 PM | 3 Likes Like |Link to Comment
  • Addendum To My Q1 KISS Portfolio Update [View article]
    Part Time--

    I remember you saying that your minimum yield was going to be 3.0+ from now on, but I see that BLK is 2.4. Have you changed your parameters?
    May 18, 2015. 01:49 PM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Chowder [View article]

    What i also really like about BDX is that it's a relatively fast grower (partially due to its acquisition strategies) that will actually thrive in a bear market, unlike a VFC or DIS, for example. Not many stocks can claim that.

    I'm stalking BDX as well, but want to raise more cash before I do so.

    Also, Paul L. thanks for adding to the convo. As I noted on another article, (and Rosenose/Mike Nadel also chimed in) I'd love to see more of your POV in a Q&A session with Nicholas. I've learned a lot from you, thanks!

    Nicholas--hopefully you see this comment!
    May 18, 2015. 11:55 AM | 2 Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    RAS--thank you so much for your kind words. I'm so sorry to hear of your wife's passing as well. please accept my sincere sympathies…I'm sure she is still very much in your thoughts each and every day.

    And I do look forward to hearing tales of your retired life…there's nothing more inspirational!
    May 16, 2015. 10:43 AM | 1 Like Like |Link to Comment
  • Stress Test For Dividend Growth Investors [View article]
    Zok--often a call to a representative will allow you to extend those trades a bit longer than 90 days. just depends on who you talk to, and how good of a sweet talker you are. worth trying closer to the expiration date, right?
    May 15, 2015. 10:07 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    Mike--totally agree with you on the quality/value proposition when making big ticket purchases. Sometimes I don't know what will and won't last before I make my purchase, but if the cheap version doesn't hold up over time, I won't make the same mistake the next time.

    And while those cars may have been a stupid extravagance for you, I fully support anyone who prioritizes cars as their most important luxury or eating out at great restaurants, for that matter. After all, not everyone likes to travel or use dollar store wrapping paper! Or if someone has the money to buy cars, eat out, travel, and save for retirement, all the better! One expenditure isn't better or more valuable than the other. It's simply about making conscious decisions about what's most important to you and then following through on that strategy, instead of waking up one day and wondering how life passed by so quickly.
    May 15, 2015. 09:41 PM | 2 Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    thanks for sharing chowder!

    Do you have any general feel for how accurate VL's record is on their score of Timeliness? I cross-checked a few quotes against their Starmine scores, and they seemed to roughly range from Neutral to Very Bullish. So no "Sells" among them, but not sure how much that it really means in terms of predicting the year-ahead price performance.
    May 15, 2015. 09:30 PM | Likes Like |Link to Comment