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kolpin

kolpin
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  • A Young Investor's Portfolio - 2013 Review [View article]
    PEP is another one to add to your watchlist, as it recently pulled back and fits the mold of the stocks you listed above.

    echoing Rich's comment above, perhaps you might want to consider a fewer faster growing, but perhaps lower yielding stocks to add to your portfolio. I recently purchased MA (but would've been happy to own V) and SLB, am a long time owner of SBUX, and would like to acquire AMGN at some point.
    Feb 16 08:24 PM | 1 Like Like |Link to Comment
  • Will The Allure Of Dividend Growth Continue? [View article]
    there's a lot of great advice on SA about building the solid foundation. but after you've done that, that's what I'm really interested in hearing about what other investors do. some investors just keep on building and building that foundation but never branch out, some add one or two fancy bricks, but do any add on whole new rooms or floors?

    investing in growth stocks seems to be a beast of a different sort, which involves much more luck, timing, and monitoring than DG investing. but it's certainly a tempting beast once you've laid that foundation--and I haven't quite figured out how I want to approach it.
    Feb 16 12:36 PM | Likes Like |Link to Comment
  • Wal-Mart Earnings Preview: Headwinds Need To Subside For Consistency To Resume [View article]
    thanks for the article! hope this isn't too off-topic, but what's your take on TGT? Is the current price a gift, or do you think their upcoming earnings call could go even worse than expected?
    Feb 15 09:15 PM | Likes Like |Link to Comment
  • Will The Allure Of Dividend Growth Continue? [View article]
    adam--thanks for the shout-out to younger investors. I'm always thirsting for more articles that are tailored to the younger investor who has more than a few decades of investing ahead.

    My sweet spot of investing blends DG with some higher earnings growth/lower yielding stocks (MA, GILD- no divvy, SBUX, etc.). I'd love to see what you or other people recommend in terms of what percentage of a 30something's portfolio should comprise of traditional DG stocks vs growthier stocks vs higher yielders (REITs and the like).

    perhaps 70/25/5 feels about right?
    Feb 15 04:48 PM | Likes Like |Link to Comment
  • My Fourth Quarter Portfolio Review [View article]
    yup, they raised it:

    http://roge.rs/1d2zegn
    Feb 15 11:16 AM | 1 Like Like |Link to Comment
  • 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
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