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  • Realty Income Stock Analysis [View article]
    "Question is, who gave hi ho silver a total of 4 "Likes"?"

    Hmmm. A "robo-liker"?? It has to be. Anyone reading an article on O is very unlikely to be interested in Silver's comments.
    Nov 17, 2015. 10:10 PM | 4 Likes Like |Link to Comment
  • Realty Income Stock Analysis [View article]
    Agreed. I want to add some more O and may start nibbling at $44 or below. $41 would be even better.

    Nov 17, 2015. 05:07 PM | 5 Likes Like |Link to Comment
  • 3M Is A Wonderful Company But Not A Buy Here [View article]
    Yup, I messed up. I hold no MMM, though I want to. I foolishly held out for $136, when I should have made my initial buy at $139. Stubborn or stupid? Either way, I'll kick myself for a while.
    Nov 16, 2015. 05:51 PM | 1 Like Like |Link to Comment
  • Income Investing And Tax Management For The Retired Household [View article]
    Thanks for this article, Bruce. I will receive my first SS check next month. I will have to meet with our tax guy and figure out the best way to deal with all this. Your article helps clarify a lot of it and helps me in knowing what questions to ask.
    Nov 16, 2015. 05:44 PM | 1 Like Like |Link to Comment
  • Key Factors To Pick Strong Dividend Growth Stocks [View article]
    I'll join you in the "not an expert" category. :-) I have watched CMI on and off for a while. I like seeing the price get closer to a good value, no doubt. The div is pushing 4% which is certainly tempting.

    I am cautious in that it is a cyclical and could easily drop another 10 or 20% from here. It is about 20% below fair value already though, if one is to heed M*/S&P. It seems like a well run company that has increased dividends at a stellar rate.

    This might be a good company to slowly average into, with the dividend yield being what it is. I do expect to see a serious slowdown in dividend growth though, so I may have missed the really good yield growth. OTOH, a 4% current yield is nothing to sneeze at.

    I'm adding CMI to my watch list. Thanks for bringing it to my attention.

    Nov 14, 2015. 05:11 PM | Likes Like |Link to Comment
  • Retirement Strategy: Dividend Aristocrats In My Buy Zone Today [View article]
    I want O to be one of my core holdings, with at least 5% NAV weight. It's currently less than 2%, so I have room to add. My target buy level is $44, though I might sneak in some small buys at $45. REIT analyst I'm not, but that seems to be a feasible buy price. Even then, it's on the lower end of historical yield. Perhaps Hillary will announce that she is going to put an end to the excessive profits of REIT companies and we can back up the truck.

    I've already got too much XOM, CVX and T. Might be looking at a small PG add in the near future though. Good luck to us all.

    Nov 14, 2015. 09:21 AM | 3 Likes Like |Link to Comment
  • Emerson Electric: Stick With A Company With 59 Consecutive Years Of Dividend Increases [View article]
    Yeah, I'm down a total of 15% or so on EMR. Not horrible, but it certainly could get worse I suppose. It holds a 3.7% NAV weight at the moment and I want the maximum to be around 5%. I've got room to add a little more, but waiting it out for now. Looking for $44 or below. A solid correction in the market could accomplish that pretty easily.
    Nov 13, 2015. 08:41 PM | 6 Likes Like |Link to Comment
  • Key Factors To Pick Strong Dividend Growth Stocks [View article]
    Thanks, RAS. I gave the list a cursory glance. Lots of stocks there <g>. I'll start perusing this list a few stocks at a time. If I come across anything that peaks my interest, I'll let you know. Thanks for making this information available.

    Nov 13, 2015. 01:51 PM | 1 Like Like |Link to Comment
  • Coca-Cola As A Reasonable Investment [View article]
    To your three points, I would say.... yup, yup and finally... yup.

    In my case specifically, KO is already nearing 8% NAV weight. I simply can't add more without a great price to push me into it. Right now, I'm watching for $36. Probably ain't gonna happen, but anything is possible.

    Nov 13, 2015. 01:36 PM | 3 Likes Like |Link to Comment
  • Key Factors To Pick Strong Dividend Growth Stocks [View article]
    Agreed. I'm in the "older investor" group and look for decent yield before all else. However, I've also come to the realization that almost all my stocks are slow dividend growers. I'm now keeping my eyes open for higher div growth at a decent price. I won't load up on them, but I figure it might add a little spice to the dividend income picture. For example, I'm still kicking myself for not buying a little MMM when it dropped below $140. I was stubbornly, perhaps stupidly, holding out for $136. Guess I just have to wait for a good correction to take place.
    Nov 13, 2015. 12:47 PM | 3 Likes Like |Link to Comment
  • Key Factors To Pick Strong Dividend Growth Stocks [View article]
    When it comes to MMM, I understand that the payout is about 50%. What I have to wonder about is whether or not MMM will allow the payout to go much above that level. They haven't shown a propensity to do that in the past.

    Nov 12, 2015. 08:46 PM | 1 Like Like |Link to Comment
  • PepsiCo Is Very Tempting At $99 [View article]
    PEP does carry a 6.7% NAV weight in our portfolio, so I'm obviously not in any hurry to add to it. That bias aside, I think a decent price is closer to $90 or less (mid 80's would be better). It might take a solid correction to get it there, but I'll just keep on waiting. In the meantime, I'll just be glad that PEP stock has treated us so well.
    Nov 10, 2015. 06:08 PM | 1 Like Like |Link to Comment
  • Lanny's Recent Purchase - HCP [View article]
    HCP had 2% NAV weight for me. VTR was slightly less than 1%. Both were tempting and seem to offer the potential for nice future dividends, but today I added to VTR at just under $50 and brought it up to 3%. I'm holding off on further HCP buys for now. The REIT sector might just keep on dropping, even though it sure seems like an overreaction to what will likely be a trivial rate increase by the Fed.

    Nov 9, 2015. 08:52 PM | 6 Likes Like |Link to Comment
  • Retired Investors: Apply A Value Investing Strategy And Earn More Income And Higher Returns [View article]
    Hi Scott,

    Thanks for the article link. I've got it bookmarked for later detailed review.

    VTR is a little under 1% NAV of our portfolio and has been held since early last year at a price of $61. Just been collecting the dividends. Nice decision on your part to sell around $80. Based on everything I've read, I had VTR tagged for an add at $52 or below. I may add a bit tomorrow as well. Nice yield and it seems to be well run (but again, I'm no expert on that).

    I have been following Brad for some time now. His articles are pretty helpful at guiding me through the world of REITs. Without people like him, I afraid I would be even less comfortable owning REIT stocks.

    I also took a look at your blog. Good stuff... interesting reading. Take care.

    Nov 8, 2015. 01:22 PM | 1 Like Like |Link to Comment
  • Retired Investors: Apply A Value Investing Strategy And Earn More Income And Higher Returns [View article]
    REIT analyst I'm not. I understand the basics, but lack the ability to look in depth at the workings of each REIT. Even so, I must admit to being tempted by some of these stocks. VTR keeps popping up as a possibility, though several research firms have it as a hold or sell. HCP has a very high yield that exceeds 6%. I usually get nervous over 6%. Makes me wonder what I'm missing (besides Manor Care) if the market is allowing the yield to get that high.

    I need to learn more about REITs so as to avoid value traps. The "gobs of cash" you refer to are calling to me, and I hope to avoid having the "gobs" disappear from my account rather than the other way around.

    Nov 8, 2015. 11:56 AM | 1 Like Like |Link to Comment