rnsmth

rnsmth
Send Message
View as an RSS Feed
  • Selling Dividend Growth Stocks: Reluctantly Ending 'Forever' Marriages  [View article]
    AMZN has a PE ratio of 840 - and that is not a typo. It pays no dividend. I will not own it.
    Jan 25, 2016. 09:16 AM | 4 Likes Like |Link to Comment
  • Managing Risk To Help Achieve Long-Term Goals  [View article]
    I have JNJ, KO and GIS also.
    Jan 24, 2016. 07:50 PM | 1 Like Like |Link to Comment
  • Managing Risk To Help Achieve Long-Term Goals  [View article]
    Pleased and surprised to the upside by some of the recent dividend increase announcement - % figures are year over year for O and OHI

    LNT 6.8%
    O 5%
    OHI 7.5%
    D 8.1%
    WEC 8.2%
    Jan 24, 2016. 05:27 PM | Likes Like |Link to Comment
  • Selling Dividend Growth Stocks: Reluctantly Ending 'Forever' Marriages  [View article]
    I would not own AMZN. The fundamentals do not measure up to my standards.
    Jan 24, 2016. 01:29 PM | 4 Likes Like |Link to Comment
  • Realty Income And The Growth Rate  [View article]
    That may be, this selloff, but many of us have huge gains, have been reinvesting dividends and will decide to hold again, collect the dividends and reinvest them at lower share prices just as we did during the previous selloff.

    I have read that the past performance indicates stocks will be all right with rising interest rates up to the 5% level. You could look it up, in was in a David Van Knapp article, I believe
    Jan 24, 2016. 11:50 AM | 4 Likes Like |Link to Comment
  • Managing Risk To Help Achieve Long-Term Goals  [View article]
    <<I have been retired for 18 months and I have raised my budget expenses 5% overall for inflation.

    Retires will see the cost of everything double in price or more in retirement unless they retire late or die young.

    Best wishes to everyone in your retirement.>>

    We live in Mexico and have benefited from the strength of the dollar. About half of our expenses are in pesos, and the exchange rate has gone from 13.3 pesos to the dollar to 18.25. Inflation has been moderate.

    I know that increasing numbers of retirees have been choosing to retire outside of the USA and I expect that trend to continue
    Jan 24, 2016. 11:29 AM | 1 Like Like |Link to Comment
  • Realty Income And The Growth Rate  [View article]
    I have held O for 3.5 years. Held it when it hit $55 a share and rode it down, buying another batch in December of 2013 for less than I paid for the initial batch.

    As long as I judge the dividend to be safe and moderate dividend increases happen, I will continue to hold it and reinvest dividends for now (have been retired for two years). The batches have total returns of 50 and 60 percent.

    I do know investors who sold O near its top and bought back in as it dropped. I think that is another fine way to try to do things, but it was not my way.
    Jan 23, 2016. 11:34 PM | 1 Like Like |Link to Comment
  • The Top 10 Utility Stocks For 2016 And Beyond  [View article]
    LNT, WEC, and D have come through with good dividend increases. Far better than ED's, but I have not been a fan of ED so there is some bias there
    Jan 22, 2016. 05:37 PM | 1 Like Like |Link to Comment
  • Managing Risk To Help Achieve Long-Term Goals  [View article]
    The dividend increases I have gotten in the past year make up for the lack of COLA in SS this year. Part of my decision to go into DGI was for that.
    Jan 22, 2016. 02:22 PM | 6 Likes Like |Link to Comment
  • Retirement Strategy: Facing Facts Is Never A Walk In The Park  [View article]
    I am just continuing to reinvest dividends, as I have since 2012. Seems to work out all right for me.
    Jan 20, 2016. 10:46 PM | 5 Likes Like |Link to Comment
  • Managing Risk To Help Achieve Long-Term Goals  [View article]
    Yes, a plus 4.4%. I missed that dash when I deleted them due to the ambiguity, and then the edit window passed :)

    I plan to continue holding all those utes, and it is fine with me if they do not get acquired. If AVA or LNT were to get acquired, I hope for a good bonus over the then current price and will make decisions about what to do at that time.
    Jan 18, 2016. 12:28 PM | Likes Like |Link to Comment
  • Retirement Strategy: This Is A Dip I Will Not Buy Right Away  [View article]
    I am 64 and have been retired for 2 years. I intend to continue reinvesting dividends back into the companies that pay them for as long as I can. The dip does not concern me greatly, and I think an additional dip will improve our dividend income going forward - but I do not own much energy - have positions in SE and APU and that is it.
    Jan 18, 2016. 11:59 AM | 6 Likes Like |Link to Comment
  • Managing Risk To Help Achieve Long-Term Goals  [View article]
    Boring utilities in my portfolio (data from dividendinvestor.com)

    AVA - current yield 3.8% 3 year dividend growth rate - 4.4%, credit rating BBB

    LNT - 3.8%, 6.9%, A-

    D - 3.8%, 7.1%, A-

    SO 4.6%, 3.5%, A-

    WEC - 3.8%, 13.4%, A-

    The only groups in my portfolio that outperforms them on income are my REITS:

    (HASI, O, OHI, VTR and DLR), but the utilities as a group have better credit ratings.

    And my telecoms (BCE, T and VZ) have higher current yields, but dividend growth rates for T and VZ tend to be a bit lower and the credit ratings for those is is BBB+ across the board.
    Jan 17, 2016. 02:15 PM | 2 Likes Like |Link to Comment
  • Southern Company: Why I Am Still Buying This Fully Valued Utility  [View article]
    Relatively friendly to capital regulatory bodies in multiple states. With its credit rating of A- I do not view it as particularly risky, but to each their own.
    Jan 17, 2016. 09:59 AM | Likes Like |Link to Comment
  • Realty Income Delivers With A 4% Dividend Increase  [View article]
    It may well be too expensive for you now, but I know that every time I had money to invest there were quality dividend stocks available for reasonable valuations.

    If not O, something else
    Jan 16, 2016. 06:46 PM | 1 Like Like |Link to Comment
COMMENTS STATS
3,116 Comments
6,787 Likes