I'm long INTC, but those falling earnings on FAST Graphs look a bit worrisome to me. I was aware of their issues, but I guess I never noticed it displayed in such stark relief...
American Realty Capital Properties Is No Mirage: It's Time To Back Up The Truck [View article]
Brad--Can you refresh my memory as to which REITs are in your SWAN portfolio? I imagine O and OHI are in this portfolio and remember seeing several which you were considering for inclusion, but I'm not sure which ones made it in.
Right now I'm long OHI and WPC, have O on my watchlist, and wanted to add one or two others to my watchlist. I've read your recommendations of MPW, DLR, and ARCP among others, but I'm not sure which would add diversification to my portfolio but also allow to me to SWAN. Do you or anyone have any suggestions?
Ross: Stellar Company With High Dividend Growth Now Back In Undervalued Territory [View article]
while ROST seems appealing at first blush, I have a hard time getting past my (admittedly limited) personal experience with their stores. they ones I've been in look like war zones, with merchandise thrown everywhere, stained clothes, long lines, etc. Am I being unfair? have things changed?
How One Retiree Is Muddling Through Dividend Investing: Part V - On Our Way [View article]
gotcha, so it's a dynamic tool. I'm also with Fidelity, and I haven't seen that tool on their website, but I'll search for a 3rd party one anyone can use. thanks.
How One Retiree Is Muddling Through Dividend Investing: Part V - On Our Way [View article]
stupid question, but here goes. I calculate my weighted dividend yield as you mentioned above--by totaling my dividend income, then dividing by my porfolio value. but if I buy and sell various stock positions throughout the year in order to increase my dividend yield, is there a way to recalculate the new weighted dividend yield on the fly? my stock holdings are not of equal weight.
Start Investing Now For Retirement Wealth [View article]
Rich--How do you institute your sell rule during a time when the entire market is tanking, as in Nov or May of last year? I bought several stocks during those time periods, and while they initially tanked, they've now recovered nicely. I often consider selling in light of a time frame, i.e. if Intel hasn't recovered by X amount by Dec 2013, then I'm likely to sell.
Which Of The Top 8 Drug Makers Is Most Attractive To Dividend Investors [View article]
arie--thanks, I've been waiting for an article comparing all of the pharmaceutical companies! where do you feel ABBV fits into this?
also, would you say that pharma companies are unique in that forward #s should be weighted more heavily, because of the promise of new drugs in the pipeline? thus that's esp negative towards LLY and AZN?
Lockheed Martin: A Long-Term Buying Opportunity [View article]
if we do experience a correction within the next month or so, I wouldn't be surprised to see defense stocks drop further than the rest of the market. I'm going to set limit buy orders slightly above their 52 week lows.
great article, especially your #1 point. I wish I knew more about macro industry/sector risks...perhaps it might be a wonderful subject for an article at some point (hint, hint :) for example, you mention that utilities could face headwinds due to regulators, coal, interest rates, etc. which companies are most prepared for these issues and which states are most utility friendly? (I was told that Wisconsin is among them). Would all REITS be affected equally if interest rates rose (I assume mREITS more), and are some companies better equipped to handle it?
Understanding The Taxation Of REIT Distributions [View article]
I was surprised to receive a K-1 from WPC--was that because I made my 1st purchase of it in my Roth IRA before its conversion to an REIT? for some reason, I had assumed only MLPs gave out K-1s...
Transitioning To A Dividend Growth Portfolio [View article]
I totally agree that it's a long term project. I started mid last year, selling off a bunch of poorly performing mutual funds and nibbling at a mix of dividend growth stocks as well as more capital appreciation type stocks, including F and BAC. BTW, I believe that F will continue to perform well, and am determined to pick up more in the next few months on a dip. This year, I've sold off some mutual funds that have performed well, but still must hold onto some so I won't incur too much capital gain in any one year. I also have some stocks I've owned since birth--IBM, TXN, etc. that I'd like to transition away from, but must do it slowly over decades--otherwise the tax bills will be enormous.
To answer your question about watchlists, I'm most eager to buy defense stocks over the next couple of months--because I believe they will present the most value: LMT, RTN, HRS, etc. I'm also eying Canadian banks on a dip, as well as a few REITS like DLR and MPW. BTW, if you have any insight into Canadian banks (are they getting frothy due to skyrocketing Canadian real estate), I'd appreciate it!
I applaud your patience, and believe that it is one of the most important parts of investing. Dips in the market occur several times a year...just be ready when that happens!
Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
I actually remember reading one of JD's articles recently about your 2013 Top 40 List, and he said that LNT had been dropped from it. I was curious why actually, but forgot to ask.
Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
the revised 2013 version now reads: highest percentage of PhDs forced into early retirement in the U.S.
my dad worked at Kodak. growing up, I remember we had free cameras around the house, unlimited rolls of film and unlimited film development. then slowly the film development was taken away and the # of rolls of film were capped. then I bought a Sony camera. if your employees aren't even using your products, then you know it's the end!
My Q4 Portfolio Review - 2012 Wrap Up [View article]
it was $1.90, actually. it's an irregular dividend--the larger of which is paid in Feb. so if you compared this Feb vs. last Feb, it would actually be a decrease from 1.95 to 1.90.
Feb 13, 2013 $1.90 Aug 08, 2012 $0.90 Feb 15, 2012 $1.95 Aug 04, 2011 $0.85 Feb 02, 2011 $1.85
Dividend Challengers Smackdown XXXVI [View article]
American Realty Capital Properties Is No Mirage: It's Time To Back Up The Truck [View article]
Right now I'm long OHI and WPC, have O on my watchlist, and wanted to add one or two others to my watchlist. I've read your recommendations of MPW, DLR, and ARCP among others, but I'm not sure which would add diversification to my portfolio but also allow to me to SWAN. Do you or anyone have any suggestions?
Ross: Stellar Company With High Dividend Growth Now Back In Undervalued Territory [View article]
How One Retiree Is Muddling Through Dividend Investing: Part V - On Our Way [View article]
How One Retiree Is Muddling Through Dividend Investing: Part V - On Our Way [View article]
Start Investing Now For Retirement Wealth [View article]
Which Of The Top 8 Drug Makers Is Most Attractive To Dividend Investors [View article]
also, would you say that pharma companies are unique in that forward #s should be weighted more heavily, because of the promise of new drugs in the pipeline? thus that's esp negative towards LLY and AZN?
Lockheed Martin: A Long-Term Buying Opportunity [View article]
7 Investing Truths [View article]
Understanding The Taxation Of REIT Distributions [View article]
Market Strategies - The Philosophy [View instapost]
Transitioning To A Dividend Growth Portfolio [View article]
To answer your question about watchlists, I'm most eager to buy defense stocks over the next couple of months--because I believe they will present the most value: LMT, RTN, HRS, etc. I'm also eying Canadian banks on a dip, as well as a few REITS like DLR and MPW.
BTW, if you have any insight into Canadian banks (are they getting frothy due to skyrocketing Canadian real estate), I'd appreciate it!
I applaud your patience, and believe that it is one of the most important parts of investing. Dips in the market occur several times a year...just be ready when that happens!
Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
my dad worked at Kodak. growing up, I remember we had free cameras around the house, unlimited rolls of film and unlimited film development. then slowly the film development was taken away and the # of rolls of film were capped. then I bought a Sony camera. if your employees aren't even using your products, then you know it's the end!
My Q4 Portfolio Review - 2012 Wrap Up [View article]
Feb 13, 2013 $1.90
Aug 08, 2012 $0.90
Feb 15, 2012 $1.95
Aug 04, 2011 $0.85
Feb 02, 2011 $1.85