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kolpin

kolpin
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  • Adding High Growth Core Holdings To Strengthen My Dividend Growth Portfolio [View article]
    Canadian--I couldn't agree more with you, in that us younger investors benefit from buying stocks that exhibit dividend growth, with an emphasis on growth over yield. I'm long SBUX and MA, V's sister stock.

    some other stocks in the same vein to consider putting on your watchlist (some overvalued, some not) include: AMGN, CVS, UNH, DIS, SLB
    Feb 13 01:44 PM | Likes Like |Link to Comment
  • Will Boardwalk Pipeline Partners' Struggles Bleed Over To Other MLPs? [View article]
    H20--might i suggest that you follow contributor, David Fish? He posts frequent articles about Frozen Dividends, including one back in November which indicated that BWP's dividend increase was overdue. Such overdue dividend increases often (but not always) telegraph dividend cuts. So BWP's dividend cut did not come out of the blue, in fact.

    Here was his article, and there are many others...

    http://seekingalpha.co...
    Feb 13 01:19 PM | 1 Like Like |Link to Comment
  • Will Boardwalk Pipeline Partners' Struggles Bleed Over To Other MLPs? [View article]
    smurf--have you read morningstar's stock investor and dividend investor newsletters over the past couple of months? They're fairly conservative with their investments, and while they currently hold KMP in their portfolios, they've become less and less rosy with their outlook. they call it a "hold for now," but keeping it on a "tight leash."

    just some food for thought.
    Feb 13 01:14 PM | Likes Like |Link to Comment
  • Dividend Challengers: 12 Increases Expected By The End Of April [View article]
    I'd love to add more to my RTN and LMT positions, but even with this most recent pullback, neither of these stocks corrected. oh well, onward and upward!
    Feb 13 12:28 PM | 1 Like Like |Link to Comment
  • These 6 Stocks Made The 'Top 40 Dividend Growth Stocks' For 7 Straight Years [View article]
    Interesting, I just added to my DOV stake. a Dividend Champion for 58 years and the share price went up by 50% last year. though unfortunately that means the yield is under 2% now.
    Feb 13 11:55 AM | 2 Likes Like |Link to Comment
  • Stocks For 2014: High-Yield And Fairly Valued Dividend Stocks For High Current Income - Part 5 [View article]
    Paul, I struggle with SO (and KMI, as well as my own telecom holdings of BCE, RCI) as well. I believe my underperformers like MCD and KO will return to more robust growth with new initiatives in the next couple of years, but I don't hold out the same hope for my telecoms and other higher yielders. I'm not making any decisions now, but I may jettison a few of the higher yielders by the end of the year.
    Feb 13 11:44 AM | 1 Like Like |Link to Comment
  • These 6 Stocks Made The 'Top 40 Dividend Growth Stocks' For 7 Straight Years [View article]
    as of a week and a half ago, I became an owner of JNJ. As of this AM I own PEP…and now all 6 stocks!
    Feb 13 11:34 AM | 3 Likes Like |Link to Comment
  • The Parity Conundrum [View article]
    JD--always a pleasure reading (and commenting!) on your articles.

    on the subject of parity, I believe it's important not to weight any one stock too greatly in our portfolios, but perhaps you adhere to this concept more rigorously than most of us. I'm not suggesting you weight any one position in your portfolio greater than 8%, but I also don't think you'd expose yourself to any undue risk if you allowed yourself greater flexibility with your weightings, say between 1%-6% per position. And that way you'd still let your winners run a bit more, rather than forcing them into the 2-3% weighting.

    I don't want to speak for Chowder, but at a quick glance, I believe that his Project $3 million portfolio consists of around 30 stocks or so. They seem to range in weightings from 1%-7%, so it does not appear that he's adhering to super strict parity rules either.

    while I understand how you seek to minimize risk via parity, I don't quite understand how you then embrace risk by investing in high yielders that have a history of dividend cuts and 20-30% price declines. It seems to me that you want a safe, growing income stream as you approach retirement, and you're more likely to achieve that with the 4-6% yielders than the 11% yielders (which only yield that much because of price declines). Bob Wells wrote a great article about the danger of high yielders while approaching retirement.

    anyway, this isn't meant as a critique--just some thoughts on taking risks.
    Feb 12 10:33 PM | 1 Like Like |Link to Comment
  • Stocks For 2014: Fairly Valued Dividend Growth Stocks With An Emphasis On Dividends - Part 4 [View article]
    agreed, conjecture is often just that. (but good to be aware of at any rate). though if there were a divvy cut, my sense is that this stock would be severely punished since dividends are probably its primary appeal.

    i'm long BP as my undervalued "high" divvy play in energy.
    Feb 12 04:16 PM | Likes Like |Link to Comment
  • Stocks For 2014: Fairly Valued Dividend Growth Stocks With An Emphasis On Dividends - Part 4 [View article]
    I would urge some degree of caution, Mike.

    Did you see today's news item? http://seekingalpha.co...
    Feb 12 03:46 PM | Likes Like |Link to Comment
  • Reduce Risk Of Buying A Lower Quality Company For A Higher Yield And Return [View article]
    yup, I did read your comment, but unfortunately I didn't find your argument very convincing. no offense meant.

    If the stock price goes up, I have no problem either buying another stock that is at my buy price with that money (which I am almost always able to do--so there's no lost opportunity cost) or buying more of the initial stock at a later time as it increase earnings/dividends and meets my fair value again, even if it's at a higher price.

    I've got 50-60 years of investing left to do, so I'm not worried about missing out on any one stock.
    Feb 11 06:33 PM | Likes Like |Link to Comment
  • Income Investors: Be Ready For More Bargains [View article]
    I deployed about 25% of my cash, though had hoped to use up about 50%. bought JNJ, PM, and MA, among others.

    interesting how many consumer staples stocks tanked, but a lot of healthcare stocks held up quite well.
    Feb 11 06:22 PM | 1 Like Like |Link to Comment
  • Reduce Risk Of Buying A Lower Quality Company For A Higher Yield And Return [View article]
    "price opportunity" is exactly why I'm happy to buy the same stock days/weeks/months after. if a stock is being unfairly punished due to bad news that's more hype than reality or due to a general market swoon, I love nothing more than to average down my cost basis.

    my crystal ball for stock price action is unfortunately only right 55% of the time, so waiting for the exact rock bottom does me no good.

    SDS--Since I'm almost always unsure of the momentum, I always wait for my buy price, buy 20-25%, and then happily buy more if it goes down.
    Feb 11 02:20 PM | Likes Like |Link to Comment
  • Why Altria Group Is A Great Buy At Current Levels [View article]
    I think that one's ability to monitor a certain size portfolio is up to the particular individual's investing style. but it would be an interesting idea for an article to compare the performance of portfolios containing 25 vs 50 vs 75 stocks. is there actually a dilution of performance with 25 vs 75? I'm not sure…but I am curious!
    Feb 11 12:55 PM | Likes Like |Link to Comment
  • Target: Be Greedy While Others Are Fearful [View article]
    I usually don't like to buy a stock ahead of earnings, but because TGT's share price has already been hit so hard, I wonder if all of the doom and gloom news has been baked in already. I'm debating adding a little now, and a little more after earnings if the price continues to drop.
    Feb 10 10:26 PM | Likes Like |Link to Comment
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