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kolpin

kolpin
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  • Dividend Growth Investing Requires Perseverance [View article]
    joni--I only just saw your comment (among the 1000 here), and just wanted to let you know how much I appreciate hearing about your little 2nd cousin. very sweet of you to say.

    relationships are truly whatever you make of them.
    Jun 6, 2015. 07:56 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    you don't often see Consumer Staples and earnings growth in the same sentence, but HSY boasts a relatively robust projected earnings growth of 9-10%, whereas old standbys like KO, P&G, PM average around 5-6%. I don't mind paying a little more for the growth kicker.

    HSY is still high up on my watch list. I just want it in the 80s!

    Paul thanks for the Trust info. good to be aware of!
    Jun 6, 2015. 12:35 PM | Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    ha, because IBM has a terrible habit of hitting the $180s and then promptly zooming back down to $160.

    now if it wants to go up to $200, I'm all for it! (and why if I sold IBM, I'd probably peel off only a few shares)
    Jun 5, 2015. 10:28 PM | Likes Like |Link to Comment
  • Recent Buy: Union Pacific Corporation [View article]
    RAS--you've brought up that salient point often with regards to LMT…do you feel that it has affected its business on an ongoing basis, or do you regard it more as potential future overhang?
    Jun 5, 2015. 07:32 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    contraria--is your IBM in a taxable or IRA account?

    My IBM is in a taxable account with an $11 cost basis, and I have debated trimming many times. But the capital gain tax hit would be rather large at this point, and I'd have to find a really stellar replacement to make up for that.

    maybe if IBM gets back up to the $180s, it'll seem like a more appealing action to take...
    Jun 5, 2015. 04:07 PM | 1 Like Like |Link to Comment
  • Dominion Resources Is Boosting Returns To Shareholders, But Is It A Buy? [View article]
    AVA is getting interesting too---I'd like under $30.
    Jun 5, 2015. 12:21 PM | Likes Like |Link to Comment
  • 10 Reasons Why Growth Stocks Can Be Appropriate For Retired Investors [View article]
    Chuck--I'm in total agreement that growth stocks can be wonderful investments for investors of all ages. However, I find that investing in growth stocks demands a higher degree of skill, patience, and a command of one's emotions (than investing with blue chip DG stocks). thus, i would recommend that investors with more emotional personalities or who get scared by market ups and downs to stick with the blue chippers. It's not that growth stocks are necessarily volatile, but I think that they require a certain strength of conviction over the long haul that a skittish investor is not likely to have.

    I find that I do best by limiting myself to making a few growth stock purchases at a time, so I don't spread myself too thin by having to monitor too many. Once my positions are up by 30%+ or more, than I feel ready to expand the number of positions.

    Chuck or anyone else with an interest in writing an article, I'd be very interested in a deeper discussion of strategies for managing growth stocks within a DG portfolio--how many positions to own, how to value them vs. your DG stocks, how to determine when to sell or trim, how to let your growth stocks run, etc. I think there are definitely a solid contingent of us DGI investors who find growth stocks appealing…now's the time to discuss investing in them on a deeper level!
    Jun 5, 2015. 12:20 PM | 4 Likes Like |Link to Comment
  • 10 Reasons Why Growth Stocks Can Be Appropriate For Retired Investors [View article]
    scoots--May I ask what percentage of your portfolio you allocate to growth stocks like PCLN, SWKS, AMBA, BIIB, etc.?
    Jun 5, 2015. 11:31 AM | 1 Like Like |Link to Comment
  • The No. 1 Stock In The World - Part 3 [View article]
    I say better to get single digit returns than negative returns!

    it's very possible that we'll slip into another bear market within the next 10 years, so I'd rather have JNJ to protect me on the downside even if it means giving up some upside during a bull market.
    Jun 4, 2015. 06:27 PM | 1 Like Like |Link to Comment
  • Recent Buy: Union Pacific Corporation [View article]
    DH--in the last few years, there have been near-constant rumors of the demise of railroads, somewhat reminiscent of the demise of the defense industry. i believe that railroads have an extraordinarily large moat (ya can't beat RRs for shipping freight on the cheap and they have a nearly unassailable barrier to entry) and volume declines are primarily driven by the decline in coal and now weak oil prices. volumes of intermodal, autos, and other products are up year over year.

    obviously RRs are very cyclical stocks and hugely dependent on the economy's health--so I would be prepared for large price swings. but i'm definitely not worried about the future of railroads--I think they'll be around for many years to come.
    Jun 4, 2015. 06:12 PM | 3 Likes Like |Link to Comment
  • Recent Buy: Union Pacific Corporation [View article]
    I really don't need to add UNP to my portfolio since I already am a long-time CSX and NSC owner, but at these prices, it is getting interesting. I've got a limit order at $98 and change…let's see if it triggers.
    Jun 4, 2015. 05:04 PM | 1 Like Like |Link to Comment
  • Dominion Resources Is Boosting Returns To Shareholders, But Is It A Buy? [View article]
    DH--did you buy more D?

    I have an open limit order at $65.20, but I'm the Queen of readjusting limit orders, so I'm open to adjusting upward to $67 or downward depending on the market.

    Accidentally added to my WPC this morning on an old limit order at $61.70, so I'm not in any real rush to buy more utes/REITs---think there still could be more downward pressure on stocks affected by interest rates.
    Jun 4, 2015. 12:09 PM | 1 Like Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    Mike--

    I just flew back from my trip late last night, so I haven't had a chance to read your #1 stock series yet. I really want to thank you for including me in it!

    As usual, it looks like your articles generated a robust comment stream, and apologies for not being able to participate in it while being out of town. Can't wait to catch up!
    Jun 4, 2015. 10:45 AM | Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    i know I wouldn't mind that kind of quality name to my portfolio, but I'm hoping to buy a bit closer to a 2.5 yield. we'll see if it gets a bit closer.

    chowder--you wouldn't make an exception for a name like HSY? I seem to remember that for certain core positions, you don't mind buying around fair value? is HSY not one of those names, or is it just that you still want some small discount to FV from both firms?
    Jun 4, 2015. 10:39 AM | Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    chowder--have you considered ESRX or repurchasing CTSH as your growth plays? I've been long ESRX for a few years, but missed out on CTSH since I decided that my IBM position overlapped with CTSH. now I regret not purchasing it!
    Jun 4, 2015. 10:29 AM | Likes Like |Link to Comment
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