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bsorge

bsorge
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  • 3 Keys Why Retired Investors Should Put Maximum Focus And Weight On Dividends [View article]
    Chuck,
    I don't totally agree with your analysis. Don't get me wrong - I like being paid dividends. This goes especially in a bear market which may be upcoming in 2016.
    However, when you are in the early stages of a bull market you really need some growth stocks. What I refer to are ones that produce 100/200% returns over 2/3 years. Stocks like Apple, Biogen, and Actavis.
    In other words, keep your dividend stocks, but in the right markets have your growth stocks in addition. My statements are for those of us that don't totally rely on dividends to live on.
    May 29, 2015. 06:18 AM | 2 Likes Like |Link to Comment
  • Vanguard Natural Resources - Spin That Acquisition Wheel [View article]
    I wound up owning VNR after 2 of my MLP's got acquired. So far VNR has just lost me money, although I made a nice profit when they acquired my original investments. I use to have 20 MLP's which are now down to 11 with acquisitions.
    May 28, 2015. 08:09 AM | 1 Like Like |Link to Comment
  • 3 'Fairly Valued' Dividend Stocks That You Could Buy Today [View article]
    I don't like PG in a strong Dollar world. They have lots of good brands, but many of them have gotten expensive and it will be tough to raise prices. My position n PG was sold and I will await for even lower entry point to establish a new position.

    Exxon could be interesting.
    May 25, 2015. 12:50 PM | 4 Likes Like |Link to Comment
  • Tracking Dan Loeb's Third Point Portfolio - Q1 2015 Update [View article]
    I have noticed that a lot of professionals are better at buying then selling. Very often sold stocks go on to much higher prices.
    Another items is that they will buy 5 new positions with the e pectations that one of them will hit a home run, while the rest will quietly be sold off with a small loss or break even. I see that with wealth managers often. Overall they make money that way so not a complaint, just a trading tactic.
    May 25, 2015. 07:49 AM | 3 Likes Like |Link to Comment
  • Rising Rates Portfolio: 2015 Edition [View article]
    I think the Powershares emerging market ETF could be toxic. I have lost a nice chunk of change on them and only would consider in a high rate environment. Also the currency fluctuations can be quite severe and this alone can reverse any interest payments.
    May 21, 2015. 12:52 PM | Likes Like |Link to Comment
  • Retired Investors: When Dividend Growth Slows What Should You Do? [View article]
    Bob,
    I feel like you wrote an article that I could have penned. I totally agree with your sells. This goes especially for PG and GE. I am now considering selling SYS and VNR. Right now I am on a sell side mentally. I don't see the growth and the dividends are not enough to keep me around with the downside price risk if their is a correction.
    May 21, 2015. 12:41 PM | 1 Like Like |Link to Comment
  • The Market Doesn't Matter: Vanguard Dividend Appreciation ETF [View article]
    Rather,
    Me too. I like these funds after I get to the point of having too many individual holdings to keep track of. I also recently fired my wealth management Company (1% cost). This acts like a replacement for the wealth management component with hopefully more professional traders.
    VIG has done well by me, but the holdings are not very exciting. Sometimes boring can make you money.
    May 20, 2015. 08:25 AM | 4 Likes Like |Link to Comment
  • Williams Becomes A Dividend Growth Juggernaut [View article]
    ClubFord,
    You are missing the point. The immediate gain from the acquisition is that you are now on the hook to pay a nice capital gain which will likely offset this gain if you have owned this stock for some time. Most people hold MLP's for life as the capital gains are extremely onerous. You w on't be smiling around tax time.
    May 13, 2015. 05:37 PM | 6 Likes Like |Link to Comment
  • Why I'm Passing On Procter & Gamble [View article]
    I totally agree with the author and sold my long term shares about 2 months ago.
    Their is no growth and the price of their product are often much higher then the competition. That will hold them back from raising prices. I feel the same about Pepsi/Coke and other wide moat brands who seem to be unable to grow further.
    May 12, 2015. 03:13 PM | Likes Like |Link to Comment
  • Talk Of A Stock Market Crash - How Concerned Should We Be? [View article]
    Junki,
    I totally agree. We have had a bull market for 6+ years and all Pae ratios are above the long term averages. I don't predict a crash, but think your downside risk now is much greater then the upside. The Dow has been in a trading range between 17,700 to 18,300 and I don't expect much upward push until the fall. After that it's all about interest rates and global economics.
    May 11, 2015. 07:56 PM | Likes Like |Link to Comment
  • Republic Services: Cost Optimization And End-Market Opportunity Make It A Smart Investment [View article]
    I think this stock,is going nowhere and I recently sold half of my holdings. The last 2 years have been good for a dividend and that's it. I would say that this goes for the waste industry which has not shown any profit growth.
    May 8, 2015. 01:21 PM | 1 Like Like |Link to Comment
  • Dividend Paying Stocks Struggling Mightily [View article]
    If you think about this it this makes sense. If two similar performing Companies, with similar growth and prospects are compared then the one not paying a dividend should have a superior return. Companies that pay dividends and buy back stock often do so as they don't have a good use for the excess funds. A Company with greater growth can plow back earnings into their operations to further increase earnings. Since they don't pay taxes on dividends that are not paid then you get 100% of the money working for you.

    This is typical of an improving economy. Once growth slows and the stock market tanks then the dividends pay you to stick around and buoy the price of that stock.
    Having said all this it is nice to get a dividend payment even if it means giving up some returns.
    May 8, 2015. 12:58 PM | 1 Like Like |Link to Comment
  • 8%+ Dividend Vanguard Natural Resources Is Back To Business As Usual Despite The Price Crash [View article]
    I won't take part in the ongoing conversation as I believe it does not address the stock at hand now. As a long term VNR holder with numerous ZmLZp holdings I will say this is the worst performing of the bunch. Most of the positions that I presently own were Companies that got acquired by VNR. The results after purchase/acquired have been negative and that is the bottom line over the past 5+ years.
    May 7, 2015. 01:56 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why Avago Technologies Is Still A Buy [View article]
    Since you refer to the upcoming Samsung 6S phone I presume this is a reposting of an earlier article. The 6S has been out for some time now. I disdain older articles brought back with current dates.
    May 6, 2015. 04:37 PM | 1 Like Like |Link to Comment
  • Sysco Stock Heading To $42 Despite Third-Quarter Earnings Miss [View article]
    Emerald, you are absolutely right. As a long term owner this stock just provides a dividend. If you talk to users they say that they can often get better pricing from competitors with better customer service. This is a tough business and restaurant owners are very demanding. I would sell if the price gets to $ 40.-
    May 4, 2015. 06:34 PM | 2 Likes Like |Link to Comment
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