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drcarl

drcarl
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  • General Electric: Making Hay While The Sun Shines [View article]
    Doc47 is right on the money, to use apt cliche. I cannot accept a dividend freeze; I will gradually sell all holdings as opportunities for alternative investments can be uncovered.
    Apr 28, 2015. 08:50 AM | 2 Likes Like |Link to Comment
  • Chevron A Buy Ahead Of Earnings On Friday [View article]
    I am using 2 cents/quarter in my financial planning and valuation. I am a pessimist on this, I know. I have reduced my holdings, from 7% to 3% of my portfolio.

    I like the company, don't get me wrong, but valuation of energy investments must follow the prices of their raw materials and their ability to price products. With OPEC so aggressively seeking market share, I think only the strong will survive. CVS will be a survivor, but I think we will see a long, hard road ahead.
    Apr 28, 2015. 08:46 AM | 1 Like Like |Link to Comment
  • Rich Kinder: 'The Kinder Morgan Game Plan Is Still On Track' [View article]
    Thank you, UP, for the update. The first sentence of your last paragraph should be memorized by all MLP investors. I am one, but I am fully prepared for the tax bomb. I get payments tax free today, but I will pay taxes on them later (it is held outside a Roth). I accept that, but only because I am aware of the (big) tax implications.

    It is kind like the old "riding a tiger" story. The experience is fun, but getting off is hard.
    Apr 19, 2015. 08:36 AM | 1 Like Like |Link to Comment
  • Rich Kinder: 'The Kinder Morgan Game Plan Is Still On Track' [View article]
    Hi Harry!

    I hope you are right about the $2-plus guesstimate!
    Apr 19, 2015. 08:26 AM | 1 Like Like |Link to Comment
  • Morningstar's dividend guru drops AT&T for lower-yielding Verizon [View news story]
    I find it ironic that Mr. Peterson sells T for VZ because he finds dividend growth too low (among other things). But then he HOLDS GE which publicly freezes the dividend until 2017. WHAT???
    Apr 19, 2015. 08:16 AM | 1 Like Like |Link to Comment
  • Rich Kinder: 'The Kinder Morgan Game Plan Is Still On Track' [View article]
    Just nit-picky note: A total of $2.00 will be declared in 2015. The final payment - adding up to $2.00 - will be paid in January 2016. That is my interpretation of past practices. I could be wrong.
    Apr 18, 2015. 08:46 AM | 5 Likes Like |Link to Comment
  • Ben Bernanke On The Term Premium And The Outlook For U.S. Treasuries [View article]
    In your opening paragraphs you mention Cochrane and DeLong. I really appreciate that balance. Too much discourse on rates is one-sided, motivated, I think, by political predispositions. Thanks for your thoughtful work. I am now a follower.
    Apr 17, 2015. 08:44 AM | Likes Like |Link to Comment
  • The Tale Of 2 Cheaply Valued Net Lease REITs [View article]
    Brad, thank you for your insights. I have a very small position in LXP that is under water. I have waited for a price recovery and collected the nice dividend. I have even given thought to adding to my position because I think LXP is good income play at current levels. But the slow growth of the dividend deters me.

    I will hold because very little of my capital is tied up in LXP. But if it were a large portion of my portfolio, I would have to take some losses and reduce my holdings.
    Apr 6, 2015. 08:50 AM | 1 Like Like |Link to Comment
  • General Electric: A Picture Is Worth A Thousand Words [View article]
    Rich, you prove that sometimes the comments are worth as much as the article. Thank you.
    Mar 18, 2015. 09:13 AM | 6 Likes Like |Link to Comment
  • Why Fears Of Inflation And High Interest Rates Still Don't Worry Me [View article]
    Steven, this is a great article. I agree with the overall thesis and I would add two things:

    (1) Every bit of good news is treated as bad news by the popular media. For example, as oil prices have fallen, the coverage focuses on damage to energy cos' earnings. But consumers got a huge benefit! There are other examples as well.

    (2) Economic recovery has been slow (especially in the labor market) but that is a good thing for overall economic health. (Not good if you are out of work.) Slow and steady helps deflate pockets of extremism as they emerge. Housing recovery is slow, but would we prefer faster recovery that could re-ignite the fires of speculation?

    I liked vinyl1's comment too, but I think he agreed with your ideas at the core.
    Mar 18, 2015. 08:57 AM | Likes Like |Link to Comment
  • The REIT Dividend Delusion [View article]
    Excellent article. Real food for thought. (And not just bananas!)

    Several articles have pointed out that a high initial yield and low or even zero growth has value over an extended period. This is one of those articles. The unknown, of course, is capital appreciation. You deal with this nicely by saying 'if income is your goal, this is the result.'

    So is growing income alone the one thing hard-core DGI'ers should focus on? Isn't that the bedrock of our faith?
    Mar 16, 2015. 08:56 AM | 4 Likes Like |Link to Comment
  • S&P 500 Telecom Services Sector: AT&T Vs. Verizon - Who Wins The Battle Between Growth, Yield And Value? [View article]
    Chiuck - This is terrific article. Pictures say a thousand words and your system has mastered the art of "picturing." My thanks as well for your thoughts.

    For this article and for the whole series.
    Mar 11, 2015. 09:02 AM | 5 Likes Like |Link to Comment
  • Changing My Tone On AT&T [View article]
    I am embarrassed to ask, what is a 'ute?'
    Mar 5, 2015. 01:38 PM | 5 Likes Like |Link to Comment
  • Philip Morris: Big Warning Signs [View article]
    Bill, you didn't find a lot of love in these replies. But I have followed Richjoy and lightened up. Your article caused me to lighten a little more. My problem is the paltry dividend increase. I was projecting 3 cents, now I expect 2 cents at best.

    I will reconsider when the yield reaches 5% ( many readers appear to have missed your point here) but if divi growth still appears under 3% annually, I will require an even high entry point, probably 5.3% to 5.5%.

    The stock now plays a role similar to T in my portfolio - take the generous dividends and invest them in stocks that promise better dividend growth.
    Feb 6, 2015. 08:47 AM | 2 Likes Like |Link to Comment
  • 10 By 10 Revisited: The Interaction Of Dividend Yield And Growth [View article]
    Dave -- great article from a dedicated follower.

    I have begun to add a few high-yield investments with zero growth. I think of this as "seeding" my investments with higher yield because (1) I reinvest earnings now in LYHG investments and (2) I have become ever-more confident that inflation is going to remain below common expectations. This latter may create controversy, but it my considered view that we have entered a period of low price increases (or even declines) similar to the 1890's. I use CEFs and follow such authors as Doug Albo, Scott Kennedy and a few others.

    "This seems to need a little concluding paragraph, but actually, that's all I've got to say." Loved it.
    Feb 5, 2015. 08:37 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
308 Comments
490 Likes