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  • Why I'm Considering Selling My Core Position In Coca-Cola [View article]

    I echo many of your feelings about KO, but for MCD--and frankly, the only reason why I'm still holding MCD is for its juicy yield. I haven't wanted to sell, but over the past couple of years, there's been no evidence of a turnaround. My plan is to start trimming next year and hope that a new CEO is hired in the meantime, so it'll give me a reason to stop trimming my way to a 0 position.

    As far as KO's prospects, I think they've made enough inroads into healthier, diverse product lines, that I'm still keeping the faith. MCD's attempt at innovation has been to sell their McCafe coffee in grocery stores…I personally am not buying it.
    Dec 2, 2014. 02:23 PM | Likes Like |Link to Comment
  • Rarely Discussed: The Double Margin Of Safety Dividend Approach [View article]
    a special shout-out to MA today, which raised its dividend 45.5%. the forward yield is still a minuscule .74%, but I'll take it!
    Dec 2, 2014. 01:33 PM | 2 Likes Like |Link to Comment
  • Equity Investing Or Index Investing [View article]
    chowder--I don't own LNCO or SDRL, but do own MAIN, arguably one of the highest quality BDCs. It's not covered by Jefferson Research, but Fitch just downgraded the entire sector's rating for 2015. When a credit ratings agency issues a dismal outlook on a sector, it seems to me that it's the equivalent of slapping a big warning sign on an already speculative sector.

    I know you don't invest in BDCs to begin with, but would you interpret this new outlook the same way? I've been thinking about selling my position in MAIN for awhile, while I'm up about 15% on my investment.

    Here is an excerpt from Fitch's downgrade:
    Dec 2, 2014. 01:05 PM | 2 Likes Like |Link to Comment
  • Microsoft beats by $0.05, beats on revenue [View news story]
    Beat on earnings, beat on revenue, plus a recent 11% dividend increase? cha-ching!
    Oct 23, 2014. 05:53 PM | 4 Likes Like |Link to Comment
  • The Bloggers' Dividend Growth Portfolio: Popular Dividend Growth Stocks Trading On U.S. Exchanges [View article]
    thanks for the thorough research!

    off the top of my head, I was surprised not to see a few stocks on the list, since I often see them discussed.

    MAIN (vs PSEC, which interestingly is more popular--prob bc of yield) AMGN, BRK.B, COST, HCN, HAS (apparently MAT is more popular--perhaps people bought on the dip), GD, F, PSX, SLB, MA, LNCO, GILD.

    did you notice a lot of mREITs or BDCs in portfolios? Did any investors own non-dividend payers as well?
    Oct 22, 2014. 06:37 PM | Likes Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    small---you may own these stocks already, but if you're thinking about buying more "speculative" stocks for capital gains, perhaps take baby steps with more reasonably valued growth stocks with real earnings, like AAPL, GILD, GOOGL, CTSH, ESRX, etc. Mr. Carnevale has a nice long list of them in his various articles.
    Oct 21, 2014. 04:10 PM | 1 Like Like |Link to Comment
  • Solving The Mystery Of 10 By 10 - How Does A Dividend Growth Investor Get From Point A To Point B? [View article]
    I've become a serial Part-Time dripper. A couple of years ago, I dripped almost 100% of my portfolio, then scaled it back to about 3/4 of my positions, and now I reinvest dividends for about half of my stocks while collecting the other half as cash.

    I reinvest dividends automatically for stocks which are undersized positions in my portfolio--regardless if they're under or over fair value. stocks which are full positions in my portfolio generally don't get dripped, unless I believe they're drastically undervalued.

    Whenever we enter our next bear market and prices drop precipitously, be it one year or 5 years from now, I'll probably revert back to dripping everything.
    Oct 21, 2014. 12:30 PM | 1 Like Like |Link to Comment
  • McDonald's beats by $0.13, misses on revenue [View news story]
    when is the last time MCD actually beat on the top line? their poor performance is getting kinda ridiculous.
    Oct 21, 2014. 11:22 AM | 1 Like Like |Link to Comment
  • AbbVie makes its split with Shire final [View news story]
    hey, at least we won't be stuck with a huge cap gains tax now. yippee!
    Oct 20, 2014. 10:30 PM | 3 Likes Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    for me, the decision to buy DOV, EMR, PSX, GOOGL, DIS, COP, BAX, UTX, VZ, UL, and T last week (3 of which were new positions, the rest were top-offs) came down to a simple question of what I'd regret more---a) purchasing them too early and watching them continue to tank or b) not purchasing them and seeing the market jump back up and missing the opportunity to buy them completely.

    For me, the bigger regret would be b), since that has happened to me many more times than a). and when a) has happened, the regret is usually temporary and subsequently forgotten because these quality stocks almost always bounce back over time.

    now my only regret is not buying more DIS when I had the chance!
    Oct 20, 2014. 08:07 PM | 5 Likes Like |Link to Comment
  • Dumpster Diving The Dividend Champions [View article]
    rose--that's exactly what I do. it usually takes me about 4-5 purchases to build up a full position, allowing for a 5% drop (give or take) between each purchase. it's especially a good strategy if the market is falling and taking every stock with it.

    for example, I just purchased a small GOOGL position at $525, so my 2nd order will probably be right around $500. if the market jumps instead, I'll be equally happy that my GOOGL is green.
    Oct 18, 2014. 10:27 AM | 2 Likes Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    same here, rudester, I'm getting dangerously low on cash. maybe have room to top off a few more positions, but that's about it.

    I kind of felt like an idiot in the aftermath of making so many purchases this week and actually still do. a small part of me is convinced that this bounce is a fake-out and we'll make a final dip down to 1800. however for your sake and mine, I'm hoping that small part is wrong!
    Oct 17, 2014. 11:21 AM | 3 Likes Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    great minds think alike. I'm long AMGN too.

    And maybe for the heck of it, I'd throw MA and DIS (a proud new owner as of Wednesday!) on my Nifty Fifty list too.
    Oct 17, 2014. 11:18 AM | Likes Like |Link to Comment
  • Dumpster Diving The Dividend Champions [View article]
    thanks for the article, Eric. isn't dumpster diving fun? I'm not ashamed to admit I did a lot of dumpster diving yesterday and the day before, though hopefully I didn't blow my cash stash too quickly: DOV, EMR, PSX, GOOGL, DIS, COP, BAX, UTX, VZ, UL, and T. I think that energy and industrial names have been very beaten down and was happy to scoop them up at under fair value.

    now that I'm 80% out of my cash stash, I'll need to rub 2 pennies together to get some milk at the store.
    Oct 17, 2014. 11:00 AM | 2 Likes Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    Mike--this is truly a creme de la creme article!

    i especially want to thank you for including younger contributors like Tim and Scott. investing in one's 20s-40s vs. investing near retirement can really make all the difference in one's investing style.

    And even though this article was "Nifty Fifty: Div Growth Style," I was really impressed to see choices like GILD, BRK.B, and GOOGL among the picks. The first two are two of my largest positions and I am a new small owner of GOOGL as of today. Even though none of these pay dividends, I think that many would agree that they are all reasonably valued quality stocks with growing earnings and big moats that will be around for many years to come. Think of them as future CCCers!
    Oct 17, 2014. 10:47 AM | 4 Likes Like |Link to Comment