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kolpin

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  • Dominion Resources Is Boosting Returns To Shareholders, But Is It A Buy? [View article]
    D is actually rated a "Strong Sell" and a B quality ranking by S&P, while AEP is a "Hold" and an A-. S&P has an 85% StarMine relative accuracy in evaluating both stocks.

    I don't put a ton of stock in the minute differences of quality/credit ratings between utes, but if you do, you might want to be aware...
    Mar 6, 2015. 11:01 AM | Likes Like |Link to Comment
  • Investing In Utility Stocks The Right Way: Wisconsin Energy Corp. [View article]
    ha! let's see if your luck holds out!

    this is one of those stocks that never does seem undervalued. I may be tempted around $44-45, however. if not, there are a few other utes that are a bit closer to my target buy prices.
    Mar 6, 2015. 10:27 AM | 1 Like Like |Link to Comment
  • Dominion Resources Is Boosting Returns To Shareholders, But Is It A Buy? [View article]
    eric--also take a look at AEP. I bought a few years back due in small part to Josh Peters at M*. He just added to his position recently within the DividendInvestor Portfolio, along with SO. It's one of the utes closer to fair value. I'm not a buyer here yet, but it's towards the top of my list.
    Mar 6, 2015. 09:48 AM | Likes Like |Link to Comment
  • Apple replacing AT&T in Dow Jones Industrial Average [View news story]
    wow. very long AAPL, but surprised they didn't kick out TRV or another tech like CSCO.
    Mar 6, 2015. 09:17 AM | 8 Likes Like |Link to Comment
  • The Dividend Growth Investing Mindset [View article]
    BigIslandBum--

    And I'm your polar opposite! I can't profess to have voluminous knowledge about technology, but I feel quite comfortable with investing in reasonably valued technology stocks (MSFT, AAPL, TXN, IBM, GOOGL) and have done quite well by simply buying and holding these stocks.

    I have been meaning to sell my QCOM and buy CSCO in its place since the beginning of the year, but QCOM refuses to go up and CSCO refuses to come down! I'll get this right one of these days.
    Mar 5, 2015. 10:32 PM | Likes Like |Link to Comment
  • The Dividend House DGI Portfolio: The Good, The Bad, And The Ugly [View article]
    DH--

    Haha, I remember trying to talk you off the SO ledge a few weeks ago!

    http://seekingalpha.co...

    instead of watching day to day market gyrations, why not set a limit buy order for SO for under fair value? that way you'll prevent yourself from making an emotional purchase...
    Mar 5, 2015. 10:21 PM | Likes Like |Link to Comment
  • Recent Buy: ONEOK [View article]
    unfortunately, 2015 OKS DCF will fall below 1.0 x coverage for the first few quarters of 2015. meaning there actually isn't plenty of cash to cover distributions. sorry.

    tim plaehn wrote a great article last night:
    http://seekingalpha.co...
    Feb 25, 2015. 11:07 AM | Likes Like |Link to Comment
  • In Search Of High Yield And Growth [View article]
    oh dear (hand to forehead). you do understand how general partners/master limited partnerships work, don't you?
    Feb 25, 2015. 10:55 AM | Likes Like |Link to Comment
  • In Search Of High Yield And Growth [View article]
    Both WPZ and OKS (the MLP associated with OKE) are on a "Dividend Death Watch" list, which includes other companies which have already cut their distributions (RIG, SDRL, VNR), etc. The author of this article (links provided below) predicted that these companies would cut their dividends well in advance of it occurring, so considering his track record, I would heed his warning that WPZ and OKS may follow suit. He also warns of various cuts with BDCs as well.

    I would stay far away from these companies personally.

    http://bit.ly/12sIcTn
    http://bit.ly/1FUMAff
    Feb 24, 2015. 04:56 PM | Likes Like |Link to Comment
  • Recent Buy: ONEOK [View article]
    Dividend Mantra--are you still long OKE?

    I know you're very wary of potential dividend cuts, so I wanted to share some pretty alarming info I came across. Hopefully this will prove helpful to you and anyone still reading this comment section who are long OKE/OKS or are considering a purchase.

    OKS (the MLP associated with OKE) is on a "Dividend Death Watch" list, which includes other companies which have already cut their distributions (RIG, SDRL, VNR), etc. The author of this article (links provided below) predicted that these companies would cut their dividends well in advance of it occurring, so considering his track record, I would heed his warning that OKS may follow suit. He also warns of various cuts with BDCs as well.

    Also, OKE just lowered its 2015 dividend growth outlook to 4%-8% from 14% and replaced all previously announced guidance expectations and financial forecasts with a revised 2015 outlook. ONEOK reduced its 2015 cash flow available for dividends guidance to a range of USD 570M-USD 650M, compared with a previous guidance range of USD 580M-USD 660M million announced on Dec. 2, 2014.

    hopefully you find this helpful and prevents you from getting hurt!!

    http://bit.ly/12sIcTn
    http://bit.ly/1FUMAff
    Feb 24, 2015. 04:52 PM | Likes Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 4th Quarter 2014 Update And Year-End Review [View article]
    Part-Time--

    are you still long WPZ and OKE? I know you're very wary of potential dividend cuts, so I wanted to share some pretty alarming info I came across.

    Both WPZ and OKS (the MLP associated with OKE) are on a "Dividend Death Watch" list, which includes other companies which have already cut their distributions (RIG, SDRL, VNR), etc. The author of this article (links provided below) predicted that these companies would cut their dividends well in advance of it occurring, so considering his track record, I would heed his warning that WPZ and OKS may follow suit. He also warns of various cuts with BDCs as well.

    Also, OKE just lowered its 2015 dividend growth outlook to 4%-8% from 14% and replaced all previously announced guidance expectations and financial forecasts with a revised 2015 outlook. ONEOK reduced its 2015 cash flow available for dividends guidance to a range of USD 570M-USD 650M, compared with a previous guidance range of USD 580M-USD 660M million announced on Dec. 2, 2014.

    hopefully you find this helpful and prevents you from getting hurt!!

    http://bit.ly/12sIcTn
    http://bit.ly/1FUMAff
    Feb 24, 2015. 04:50 PM | Likes Like |Link to Comment
  • My 2014 Fourth Quarter Review: The Good, The Bad And The Ugly [View article]
    Bob--do you still own SXL?

    SXL is on a "Dividend Death Watch" list, which includes other companies which have already cut their distributions (RIG, SDRL, VNR), etc. The author of this article (links at the bottom) predicted that these companies would cut their dividends well in advance of it occurring, so considering his track record, I would heed his warning that SXL could follow suit. He also warns of various cuts with BDCs as well.

    http://bit.ly/12sIcTn
    http://bit.ly/1FUMAff
    Feb 24, 2015. 04:45 PM | Likes Like |Link to Comment
  • The Dividend Growth 50... Plus 113 More [View article]
    I don't know if anyone is still reading the comment section of this article, but I wanted to post some pertinent information on two stocks mentioned above.

    Both SXL and OKS (the MLP associated with OKE) are on a "Dividend Death Watch" list, which includes other companies which have already cut their distributions (RIG, SDRL, VNR), etc. The author predicted that these companies would cut their dividends well in advance of it occurring, so considering his track record, I would heed his warning that SXL and OKE may follow suit. He also warns of various cuts with BDCs as well.

    Also, OKE just lowered its 2015 dividend growth outlook to 4%-8% from 14% and replaced all previously announced guidance expectations and financial forecasts with a revised 2015 outlook. ONEOK reduced its 2015 cash flow available for dividends guidance to a range of USD 570M-USD 650M, compared with a previous guidance range of USD 580M-USD 660M million announced on Dec. 2, 2014.

    Please invest in these stocks at your own peril.

    http://bit.ly/12sIcTn
    http://bit.ly/1FUMAff
    Feb 24, 2015. 04:42 PM | 1 Like Like |Link to Comment
  • No Dividend Conspiracy At Wal-Mart; Its Growth Has Simply Stalled [View article]
    Eric--if MCD had performed as well as WMT has in the last year on a total return basis, MCD's yield would be closer to 3.1, so I'm not jumping up and down for MCD's higher yield.

    me personally, I want the yield of my stocks to go down due to all the capital appreciation that my investment has generated. in the words of chowder, he hopes the Chowder number comes down after he makes a purchase because that means the company is generating capital gains!
    Feb 24, 2015. 11:57 AM | Likes Like |Link to Comment
  • Express Scripts beats by $0.01, beats on revenue [View news story]
    nice. one of my very few non-dividend payers. consistent, high quality, solid moat, a big beneficiary of Obamacare, and still slightly undervalued. imagine what a monster it would be if it ended up paying a dividend...
    Feb 23, 2015. 08:02 PM | 2 Likes Like |Link to Comment
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