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rnsmth

rnsmth
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Latest comments  |  Highest rated
  • Southern Company - Another Dividend Hike, But Is There Really Much Appeal Besides Dividends? [View article]
    I know that we, to a great degree, look at companies in isolation evaluating them one by one, but....

    As part of a multi-position dividend growth portfolio SO can work very well. Has in mine anyway. I continue to like the imagery of "portfolio as orchestra," where each player has a role, different roles, in making beautiful music together.
    May 5 08:16 AM | 7 Likes Like |Link to Comment
  • Team Alpha Portfolios For Retirement: When Is Enough, Enough? [View article]
    On enough, this poem by Kurt Vonnegut

    Joe Heller

    True story, Word of Honor:
    Joseph Heller, an important and funny writer
    now dead,
    and I were at a party given by a billionaire
    on Shelter Island.

    I said, "Joe, how does it make you feel
    to know that our host only yesterday
    may have made more money
    than your novel 'Catch-22'
    has earned in its entire history?"
    And Joe said, "I've got something he can never have."
    And I said, "What on earth could that be, Joe?"
    And Joe said, "The knowledge that I've got enough."
    Not bad! Rest in peace!"

    --Kurt Vonnegut
    Dec 25 11:51 AM | 7 Likes Like |Link to Comment
  • 5 Dividend Payers To Consider For 2014 And Beyond [View article]
    sethmc: Do you think most dividend paying companies are going to stop increasing their dividends?
    Dec 25 10:20 AM | 7 Likes Like |Link to Comment
  • Maximizing Profits By Identifying Major Market Turning Points [View article]
    I do not care about maximizing profits.

    I want a reliable and growing income stream from dividends.

    So far I have that.
    Dec 20 05:28 PM | 7 Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    <<The rudeness is only in your imagination.>>

    Nonsense ;)
    Dec 17 10:12 AM | 7 Likes Like |Link to Comment
  • Has General Electric Moved Up Too Far, Too Fast? [View article]
    16% dividend increase announced - 3 cents a quarter

    Doing the happy Snoopy dance :)
    Dec 13 12:11 PM | 7 Likes Like |Link to Comment
  • Why It's A Mistake To Hold Cash In This Market [View article]
    <<Either way you're putting a whole lot of work for a portfolio that for the most part will match the SP500 +/- a few percentage points. >>

    No, that is not correct. The dividend yield and growth of such a portfolio - the income generated by it and the annual growth in income beats the pants off of the index
    Dec 12 07:37 PM | 7 Likes Like |Link to Comment
  • Why It's A Mistake To Hold Cash In This Market [View article]
    << It doesn't really make sense to buy at the bottom and ignore selling at the top especially when the history of the market shows that these measly dividends are magnitudes less than the capital losses during crashes. >>

    Measly dividends? HA!

    Real cash distributions that grow compared to unrealized losses. Not to mention reinvesting dividends at lower prices during corrections.
    Dec 12 10:43 AM | 7 Likes Like |Link to Comment
  • Hawaiian Electric: Several Reasons Why I'm Staying Bullish On This 4.65% Yield [View article]
    They have had the same dividend for years.

    The yield is nice, but WEC, for example, has raised their dividend 27% over the past year. Other utilities, like D, LNT and AVA have been steady dividend increasers.

    I require dividend growth.
    Oct 26 04:25 PM | 7 Likes Like |Link to Comment
  • Intel's Dividend Disappointment: Don't Panic - Yet [View article]
    If you want a reliable and increasing dividend income, you buy a diversified group of companies that increase their dividend on a regular basis and you manage that portfolio.

    Talking about dividends may be irrelevant to your goals, but not to the goals of many investors. Do not make the mistake of thinking everyone has the same goals as you do.
    Aug 4 12:17 PM | 7 Likes Like |Link to Comment
  • Dividend Growth Investing Is A Perfect Strategy For Young Investors [View article]
    <<The dividend growth crowd on SA really is a joke no wonder all the other commenters mock all of you in their comments..>?

    Sweeping generalizations on the menu today? HA!

    The dividends I am receiving each month are no joke.

    The growth in dividends I have seen this year are no joke.

    The share price appreciation I have experienced this year is not a joke.

    <<but wait the dividend grew.......that's all that's important....you go ahead and keep adding $200/month to your portfolio, I've got bigger fish to fry. Why even bother researching when you're investing that type of money, you've clearly got bigger problems you should be focusing on like boosting your income level. >>

    Go fry your fish then, and leave us to our delusions and growing income.
    Jul 8 08:48 AM | 7 Likes Like |Link to Comment
  • Just How Low Can 'O' Go? [View article]
    My entry in O was at $38 and change. I reinvest the divvys and will continue to. The question of share price is not as interesting to me as the question of dividend safety. My judgement is that the dividend is safe. I will be delighted if the share price languishes or goes south a bit for the rest of the year.

    Who expected that O would have been up over 30% over the past 12 months before the recent dip? Who expected that it would still be up over 20% after the decline of the past week?

    I will be happy to keep adding to my O shares each month until we go into the distribution phase in a few years - as long as the dividend continues to show some growth and seems safe from a freeze or cuts. At this time that certainly seems to be the case.
    May 30 08:21 AM | 7 Likes Like |Link to Comment
  • Coca-Cola: Underperforming, Possibly For Good Reasons [View article]
    <<For the last few years, here are the approximate total returns on KO, which do not include the dividend:>>

    If they do not include the dividend, it is not a total return. That is pretty simple. If you are not using dividend or dividend growth as part of your performance report to clients, what the heck are you telling your clients?
    Mar 14 08:08 AM | 7 Likes Like |Link to Comment
  • Why REIT Dividends Are Not A Mirage [View article]
    I hold O, OHI and DLR in REIT space. Every time they pay a dividend I have more shares, but it turns out I have paid higher prices for those new shares. I think that is the share price appreciation part of total return. It could be a mirage, I guess, but.....

    I'm thinking its reality rather than a mirage
    Mar 6 09:25 AM | 7 Likes Like |Link to Comment
  • REITs: Why The Dividends Are A Mirage [View article]
    My REIT capital appreciation rates exceed that of the S&P 500.

    You seem to have a faith-based belief that is not borne out by the facts - by reality - in the case of high quality REITS
    Mar 4 08:58 AM | 7 Likes Like |Link to Comment
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