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  • Dividend Increase: GE On Tap To Bring Good Things To Investors [View article]
    I've been giving some serious thought to adding a little more GE. I was guessing the increase would push it up to 94 - 96 cents. I wouldn't be entirely dissatisfied with that. If it goes to a dollar, so much the better.

    I looked at a Jefferson Research report on GE today. I noted that their "Cash Flow Quality" rating for Q3 was "strong". The three quarters prior to that, the rating was either "weak" or "weakest". The report may not mean anything in the big picture, but it seems positive from a dividend perspective.

    Nov 22, 2014. 08:05 PM | 2 Likes Like |Link to Comment
  • Dividend Stocks Are Not In A Bubble, But Many Of Them Are Pricey [View article]
    David and David:
    I'm a total DGI novice compared to you two, so I can't profess as to the long haul success of using a yield point as part of an evaluation. However, I have been doing exactly that with JNJ, KO and PG (for example). I won't buy any of them at less than a 3% current yield.

    I first bought JNJ in 2006, KO in 2010 and PG in 2011. I classify them all as successful investment decisions. My focus is on steady dividends, but I can't complain about the overall returns either. As you already stated, I think the yield point criteria may be somewhat useful for some stocks.
    Nov 22, 2014. 07:42 PM | 3 Likes Like |Link to Comment
  • 75 Fairly Valued High Current Income Dividend Stocks For Your Retirement Portfolios: Part 2 [View article]
    Allow me to join the chorus and say thank you for the article. I've been looking for places to spend some money. This list will keep me busy for a little while.

    Nov 21, 2014. 10:09 PM | 4 Likes Like |Link to Comment
  • ModernGraham Annual Valuation Of American Electric Power Company Inc. [View article]
    Agreed, giofls. It's been in our portfolio for about 3 years and has a 5.7% YOC, along with a 54% unrealized gain. I'm content to just take in the divvy for now. I think the stock is about $10 too high at the moment. My buy price is set at $48. In that AEP's allocation is already over 3%, I'll need a little bit of a bargain before I'll want to add more.
    Nov 21, 2014. 09:12 PM | Likes Like |Link to Comment
  • Dividend Stocks Are Not In A Bubble, But Many Of Them Are Pricey [View article]
    As part of my effort to create an investment business plan, I want to include a section for my DW as to how to handle the portfolio if I no longer can. She has no interest in looking at stocks either.

    I was giving serious thought to including something like SCHD in the plan. Have you considered this type of ETF versus a pure indexing scheme? I'm curious what your thoughts are on this topic.

    Nov 21, 2014. 08:52 PM | 1 Like Like |Link to Comment
  • When Opportunity Knocks, It's Wise To Open The Door - Low Valuation Trumps Growth [View article]
    Great comment, Chowder. TGT is about 3% NAV of our portfolio. I bought too early at an average cost of about $60. Could have had in the mid-50's but my allocation was filled. Still, I'm content to hold it and am now sitting on a nice gain to boot. Gains are nice, but I'm in this for the dividend and I agree with you that selling now would be counterproductive.
    Nov 20, 2014. 01:58 PM | 2 Likes Like |Link to Comment
  • Dividend Aristocrats In Focus Part 39: AT&T [View article]
    Since the author "flubbed" so badly, perhaps you should offer your input as to the impact of a possible 'Iusacell' acquisition.
    Nov 20, 2014. 01:01 PM | 8 Likes Like |Link to Comment
  • Wal-Mart Third Quarter Results + Why You Should Buy This Stock [View article]
    I wish I could even consider buying more WMT stock. However, the current yield is far too low. WMT is a small holding for me. After the last puny dividend increase, I put the stock on probation which means I don't buy more. I'm just watching for now. If the next increase isn't at least in the upper single digits, I'll be giving serious thought to a sell.
    Nov 17, 2014. 09:20 PM | Likes Like |Link to Comment
  • Everything You Ever Wanted To Know About Dividend Cuts But Were Afraid To Ask [View article]
    Thanks for your reply. I did open an IRA (401K rollover) at Fidelity a few weeks ago. My wife and I have Roth accounts with Ameritrade, so I decided to cover more bases and use a second brokerage.

    I read good things about Fidelity's research and it prompted me to select them for my IRA. I haven't yet explored all their research options but I'll certainly be adding the Jefferson reports to my list. Thanks again.

    Nov 17, 2014. 04:52 PM | 1 Like Like |Link to Comment
  • Everything You Ever Wanted To Know About Dividend Cuts But Were Afraid To Ask [View article]
    If I might ask, what source do you use for Cash Flow Quality? Thanks.

    Nov 17, 2014. 01:37 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Annuities Vs. Dividend Growth Investing For A Lifetime Income [View article]
    I tend to agree with that. My wife and I are fortunate in that we both have pensions. In a year I will be drawing SS. That's as far as I need to go with annuity-type income. In my view, insurance companies are always going to stack things in their favor and they are clearly not in business for my benefit.

    Our Roth accounts and my IRA will be devoted to income producing stocks. I'm a bit annoyed with stock prices at the moment in the we have WAY too much in cash. I want a correction asap.

    Nov 16, 2014. 10:11 AM | 2 Likes Like |Link to Comment
  • Does Berkshire's Duracell Deal Mean That Buffett Thinks P&G Is Overvalued? [View article]
    Buffett almost always gets a better deal. Being a billionaire investor does seem to have some perks.
    Nov 15, 2014. 10:40 AM | 2 Likes Like |Link to Comment
  • Third Quarter Portfolio Review: Continuing To Build Dividend Growth And Quality [View article]
    His profile is here:
    Nov 12, 2014. 09:34 PM | 1 Like Like |Link to Comment
  • Moynihan: BofA not about to lower mortgage standards [View news story]
    Indeed, iclarius! Walking away from 3% equity is much easier than walking away from 20% equity. Also, it helps protect the lender because they only need to recover 80% of the home's value in a foreclosure sale.
    Nov 12, 2014. 09:21 PM | 4 Likes Like |Link to Comment
  • Realty Income: Don't Reach For This Yield Play [View article]
    Three months? Really? Well, perhaps it will take me a while too. I still haven't shut off the work mentality yet. I feel like I'm just getting some days off. I don't feel "leisurely" yet, but I'm looking forward to it.

    I did have a small breakthrough. I let the dogs out in the morning and noticed the traffic zooming by. I thought to myself, "hey, they're all going to work, and I'm not". I smiled and shuffled back into the house.

    I don't know about Venice. The Gelato sounds wonderful, but I'm terrified of flying (I also despise the seats in commercial airliners). A friend of mine gets drugs from his doc for flying. He sleeps the whole flight and he recommended it highly. We shall see.
    Nov 12, 2014. 07:16 PM | Likes Like |Link to Comment