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rnsmth

rnsmth
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  • Retirement Strategy: Did You Freak This Week? [View article]
    There are no socialists in the government here. That is just not the case
    Aug 30, 2015. 07:37 PM | 4 Likes Like |Link to Comment
  • Is Dividend Growth Investing (DGI) A Fad? [View article]
    Hopefully, to the extent they listen to advice, they listen to good advice.
    Aug 29, 2015. 05:05 PM | 3 Likes Like |Link to Comment
  • Measuring The Success Of Your Dividend Portfolio [View article]
    <<Almost half the dividend stocks that were part of dividend lists in 2007 cut or failed to increase dividends in the past 8 years.>>

    Bob Wells wrote a very good article on Dividend Champions whi cut their dividends back than. It was not near half.

    Which specific lists are you referring to?
    Aug 29, 2015. 02:53 PM | 3 Likes Like |Link to Comment
  • Is Your SWAN REIT Really A SWAN REIT? [View article]
    You're so vain
    I bet you think this book is about you :)
    Aug 29, 2015. 01:29 PM | Likes Like |Link to Comment
  • 10 Dividend Growth Stocks For Your Retirement Portfolio's Aggregate Yield 4.3%: Part 2 [View article]
    <<z and varan keep talking about people boasting about superior performance. I challenge them to show such a statement.>>

    I have done well and have written about that, in more of a factual manner than a boastful one.

    Much of our success was due to the publication of the Morgan Stanley Mobile Internet research report in December, 2009. Quality work. We picked a horse and rode it. The ride was transformational.

    I have never been particularly money motivated, but we do want to take care of ourselves and not be a burden to family or to society. I think we will achieve that goal.

    In mid-2012 we started the transition from riding that one horse to a 30+ position dividend growth portfolio. That horse is a member of that portfolio, but is no longer dominant. So far, so good. I appreciate the early mentoring that Chowder did back then, and what I have learned from being a member of the loose DGI community here. We do not march in lockstep, like I used to back in boot camp over 40 years ago, but here there are a lot of good ideas and information exchanged.

    Folks are free to invest in anyway they want to and they are free to write about it in anyway they want to. I do not like it when some folks intimate that others are unethical or less than honest about what they do as investors, but it is also their right to do that, I suppose. Its their karma.
    Aug 28, 2015. 06:07 PM | 6 Likes Like |Link to Comment
  • Retirement Strategy: Did You Freak This Week? [View article]
    I am a retiree and I am nowhere near to harvesting the dividends and shares. Once again, you make broad global statements that may be true for some, but are not true for others.
    Aug 28, 2015. 02:07 PM | 16 Likes Like |Link to Comment
  • Retirement Strategy: Did You Freak This Week? [View article]
    I did not freak out and did not sell anything. August is my biggest month every for dividends, and all were reinvested back into the companies that paid them.

    I did quite a bit of adding in July, but not so much last week.
    Aug 28, 2015. 01:24 PM | 4 Likes Like |Link to Comment
  • 10 Dividend Growth Stocks For Your Retirement Portfolio's Aggregate Yield 4.3%: Part 2 [View article]
    <<It's funny how nobody owns/owned MLPs, drillers, REITs, GE, BAC, and whatnot. Hindsight is 20/20 as they say.>>

    That is just silly. Many of us own stocks in those categories.

    A lot of us post our holdings in our profiles. Some have written extensively about their holdings. A quick check of those and you could avoid making such statements.
    Aug 28, 2015. 12:18 PM | 3 Likes Like |Link to Comment
  • 10 Dividend Growth Stocks For Your Retirement Portfolio's Aggregate Yield 4.3%: Part 2 [View article]
    << A large number of these people have loaded up on high yield dividend stocks that have crashed since they bought them (LINE, SDRL, NLY, PSEC, BHP, etc).>>

    I know very few regular DGI contributors and commenters who hold those things.
    Aug 28, 2015. 01:09 AM | 5 Likes Like |Link to Comment
  • Is Your SWAN REIT Really A SWAN REIT? [View article]
    I have some REITS.

    O, OHI and DLR are overweight positions. I consider O and OHI core, and DLR near core.

    HASI, LXP and the combo of VTR/CCP are underweight and I consider the first two more speculative and the latter less speculative.

    I am full up on REITS and not planning any changes to the position in the near term, though VTR is a candidate for an add when funds become available
    Aug 27, 2015. 12:55 PM | 1 Like Like |Link to Comment
  • High-Quality Dividend Shopping List For This Pullback [View article]
    Have had JNJ and PAYX for some time. No interest in QCOMM
    Aug 26, 2015. 10:06 PM | 1 Like Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? - Part 2 [View article]
    I am wondering if I will buy back some CVX
    Aug 26, 2015. 08:53 PM | Likes Like |Link to Comment
  • 10 Dividend Growth Stocks For Your Retirement Portfolio's Aggregate Yield 4.3%: Part 2 [View article]
    <<Then you don't follow these comments often. BuyandHold2012's strategy is always have dry powder and "buy low", enabling him to outperform the market for 40+ years (no cash drag?)! Others claim they can see dividend cuts coming for miles away, and simply sell bad companies ahead of the cut. These things aren't easy to do for us normal people. ??>>

    BH 2012 has his portfolio rules and he follows them. They are pretty stringent and seem to serve him well. I do not know anyone else with those rules, so citing one person as representative of all DGI investors does not really work.

    Some of us have sold bad companies ahead of dividend freezes or decreases. I did with SDRL. Sometimes we have waited for dividend freezes to sell, other times not. Some of us are more aggressive in doing that, others not.

    There is no cookie cutter DGI. I am sure you know that if you have been following comments and articles.
    Aug 26, 2015. 05:11 PM | 3 Likes Like |Link to Comment
  • 10 Dividend Growth Stocks For Your Retirement Portfolio's Aggregate Yield 4.3%: Part 2 [View article]
    :), I guess it brought out the interfaith theologian in me.
    Aug 26, 2015. 04:55 PM | Likes Like |Link to Comment
  • 10 Dividend Growth Stocks For Your Retirement Portfolio's Aggregate Yield 4.3%: Part 2 [View article]
    <<Exactly. You can have $21,000 extra dollars in income, or you can have $79,000 in extra capital gains.

    This is the crux of all the arguing. It's hard to understand why someone would choose the former, especially when those who choose it claim to be impeccable market timers as well expound the virtues of compounding (pro tip: $79,000 compounds faster than $21,000). It's always "personal goals".>>

    Yes, it is personal goals. The 79k in cap gains can evaporate more quickly than the 21k in income. That should be evident after the past week, when share prices dove but none of my 34 companies froze or decreased their dividends.

    I do not know any dividend growth investors who claim to be impeccable market timers. In fact, I do not know any investors of any stripe who claim that.

    One does not need to be impeccable in order to do pretty well at meeting personal investing goals, though. Good thing.
    Aug 26, 2015. 04:01 PM | 5 Likes Like |Link to Comment
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