Seeking Alpha

rnsmth

rnsmth
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AAPL, ABT, AGNC, AMRE, APU, ARCP, AVB, BAX, BMO, BOH, BX, CAT, CBRL, CLX, CM, COP, CPL, CSCO, CTL, CVS, CVX, D, DD, DLR, DRI, DUK, ED, FTR, GE, GG, GIS, GOOD, GOV, HAS, HCP, HE, IBM, INTC, JNJ, KMB, KMI, KMP, KO, KRFT, LAG, LLY, MCD, MKTX, MO, MSFT, NLY, NTIOF, O, OHI, PAYX, PEP, PG, REG, RY, SDRL, SDY, SE, SEP, SNH, SO, SPY, STAG, T, TGT, TUP, UN, UTX, VIG, VOD, VZ, WAG, WEC, WFC, WFM, WM, WMT, WU
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  • Walgreen Stock Is Overvalued And It's Time To Take Profits [View article]
    If I only had 10 positions and WAG was 10% of my portfolio, I would consider selling 1/2 if and using the money for another position. That depends, of course, of what its overall weight is in all your accounts, since you say it is in a IRA and mention another account

    We have 34 positions and none of them is over 5% of the total. WAG is about 2.5% of the portfolios, which is about an equal weight position.
    Jan 23 06:53 PM | 1 Like Like |Link to Comment
  • Walgreen Stock Is Overvalued And It's Time To Take Profits [View article]
    I think WAG's investments this year in ABC is going to pay off over the next couple of years. It is fairly valued according to its historical PE ratios, not over valued. In addition, it has produced double digit dividend increases over the past decades. It's dividend CAGR is over 14% from 1977 through 2012 - and its most recent dividend increase was 14.5%. What is not to like for it to have a place in a dividend growth portfolio.

    I also bought it at a 3% yield and I am holding it as long as the dividend and the dividend growth rate appear safe and sustainable.
    Jan 23 05:26 PM | Likes Like |Link to Comment
  • Snowball Down A Hill: My Dividend Growth Portfolio 2013-2014 Report [View article]
    Thanks Dave,

    Real life portfolios are nice and helpful. I am into my second year of dividend investing - the past year has been tweaking things toward dividend growth. Your writing has been helpful to me.

    Ron
    Jan 23 04:54 PM | 3 Likes Like |Link to Comment
  • Can You Retire On Less Than $1 Million? [View article]
    My wife and I have three small pensions between us.

    Recently about 20% of workers in the USA had pensions. It is likely a little less than that now.

    My brother, who worked his entire career at Continental airlines, has a pension (from days gone by) and a 401k. He took the first as a lump sum and rolled over the second.
    Jan 23 03:37 PM | 2 Likes Like |Link to Comment
  • Retirement: The Forgotten Pieces Of The Puzzle [View article]
    Good article and comment stream.

    Thanks
    Jan 23 08:46 AM | 2 Likes Like |Link to Comment
  • Walgreen Stock Is Overvalued And It's Time To Take Profits [View article]
    <<Walgreen's current PE ratio has expanded to its highest level in years to where today it's approximately 20 times earnings. Walgreen's normal PE is more in the range of 14-15.>>

    FAST Graphs has its normal PE ration quite a bit higher than 14*15

    Over a 20 year view, it is 25.1
    Over a 10 year view it is 19.4

    I'm holding
    Jan 23 08:32 AM | 2 Likes Like |Link to Comment
  • Stocks For 2014: Something For Everyone: Part 1 [View article]
    I don't shop anywhere relentlessly :)
    Jan 22 03:52 PM | 3 Likes Like |Link to Comment
  • Spectra Energy: Gas Utility With Plenty Of Catalysts [View article]
    On Morningstar's DividendInvestor service - yes, I do agree that is great. It and FAST Graphs are the only two services I pay for, and both have value way beyond what I pay for them - and by value I mean the information I have gained has allowed me to make more money with my investments.
    Jan 22 09:21 AM | Likes Like |Link to Comment
  • My Dividend Portfolio: 2013 Year In Review [View article]
    Have you used the proceeds of your sales to initiate new positions (or add to existing ones) yet?
    Jan 22 09:17 AM | 1 Like Like |Link to Comment
  • Spectra Energy: Gas Utility With Plenty Of Catalysts [View article]
    I opened a SE position in March, 2013 and have been quite pleased with it. It is one of several positions I have opened due to Morningstar's DividendInvestor newsletter recommendations.
    Jan 22 08:20 AM | 1 Like Like |Link to Comment
  • Shed Some Tiers Over Your Income Portfolio [View article]
    <<probably wiping out a about 5 of your winning guesses (stock picking is a guessing game).>>

    Maybe the way you do it it is a guessing game. I suggest doing it as a research game.

    Thinking probabilistically about stocks and the growing dividend income and total returns they can provide is not the same as guessing.
    Jan 22 07:54 AM | 4 Likes Like |Link to Comment
  • 9 Dependable Stocks For Yield And Growth In 2014 [View article]
    I own 6 of them. I do not own T or HCP, but I do own BCE, RCI and OHI in those general spaces. T's dividend growth, frankly, sucks eggs.
    Jan 20 07:40 PM | Likes Like |Link to Comment
  • Why Dividends Matter, Part 3 [View article]
    <<That is true that dividends are more stable but you only get to spend the total return. >>

    No, you get to spend the dividends and keep the share price appreciation.

    How can someone as smart as you write something so dumb.
    Jan 19 08:44 PM | 6 Likes Like |Link to Comment
  • Stocks 2014: Investing For Growth - The Power And Protection Of High Compounding Earnings Growth - Part 2 [View article]
    I own 15 of chowder's 30 names - out of a total of 34 companies in my portfolio. I think that means I am on the right track. It also means that I have benefited from chowder's writings and his DD. I appreciate his open sharing.
    Jan 19 10:26 AM | 5 Likes Like |Link to Comment
  • Why Dividends Matter, Part 3 [View article]
    What I fail to grasp is your inability to listen to others and your inability to respect their choices, particularly since, according to you, it does not make any difference.
    Jan 18 10:21 PM | 3 Likes Like |Link to Comment
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