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  • Buy Low, Sell High? With Altria, It's Buy Yes, Sell No [View article]
    Two years ago I sold some MO,,<for a nice profit>as I was still in the building and diversification phases.
    While diversification is important,dollar wise it would have been better to never sell.
    As for more spin offs,beyond the Miller deal,there wont be much more to spin off,except possibly reuniting with PM.
    I still believe that big tobacco will enter the legalized maryjane business "when the time is right"
    There is too much money to be made to ignore it.
    Long MO,PM,RAI and enjoying the fruits of that purchase...
    Nov 16, 2015. 04:23 PM | 1 Like Like |Link to Comment
  • Celgene: A Primer On Growth Stock Value Investing (GARP) - Part 2 [View article]
    We use QQQ,BRK-B,and several Vanguard funds for growth.
    I focus my time on the DGI positions.
    KISS reasoning.
    Nov 16, 2015. 09:34 AM | Likes Like |Link to Comment
  • Retirement Strategy: The Simple Beauty Of Dividend Income For Retirement [View article]
    We own lots of real estate.
    We have never fixed a leaky faucet,never had a tenant complaint,and we get paid both monthly and quarterly.
    We offset our real estate risks with DGI stocks.
    We think this is the best way to go for the long haul.

    Hope you are feeling better,
    Nov 14, 2015. 11:21 AM | 44 Likes Like |Link to Comment
  • AT&T: The Most Boring Stock On Earth? [View article]
    When I moved to California in 98,I brought along a exciting and fun lady.
    After 3 months in California she advised me I wasnt tall enough,wealthy enough,smart enough,or good enough in many ways.
    I was the same height and career as when I left Jersey,but somehow California life had changed all of that.
    She also informed me,I was stupid to buy stocks, and real estate,purchased thru her,was the "place to be "
    So she married the taller,more successful architect,bought investment homes including one for her mother,his and hers mercedes,and for several years lived the California life.And then 2008.Then one day my phone rang,she was broke,lost all the houses,needed $3k for a divorce, and was appaled her hubby wanted to sell her momma's home.Smartly I balked at the chance to get used again,invested my money in "T",which is now our largest boring holding.LONG AND STRONG,LOUD AND PROUD,BORING T.I added more @ $32.51 on Friday.
    Nov 14, 2015. 08:47 AM | 36 Likes Like |Link to Comment
  • Buy ConocoPhillips For The 5.4% Yield And Wait For Inevitable Oil Recovery [View article]

    I did buy it below 70,and I sold it at 80,rebought a small position this morning
    Nov 13, 2015. 10:34 AM | Likes Like |Link to Comment
  • Coca-Cola As A Reasonable Investment [View article]
    Eli,I read that article too.
    Im more inclined to go with your thinking,then again I am a eternal stock optimist.
    If undeveloped markets produce better than expected,KO could surprise.
    Nov 12, 2015. 10:05 AM | 5 Likes Like |Link to Comment
  • About Vanguard Natural Resources And Its Distribution [View article]
    Just sold BBEP for my year end tax loss
    Staying and praying on our position in VNR,it would be much more painful than selling BBEP
    Even if they cut distribution Im holding and hoping,at least until next years tax planning.
    Nov 11, 2015. 02:34 PM | 3 Likes Like |Link to Comment
  • I Had Questions - You Had Answers [View instapost]

    My answer may shock you.
    When reviewing my holdings at year end,I often factor in corporate vision for growth along with all of the standard tools <PE,EARNINGS,CREDIT RATING>.
    Why have they slipped ?
    For example last yer my weakest link was MCD,I simply feel the corporate vision no longer fits a up and coming lifestyle.
    I dont need to tell you about the numbers,that part you already know.
    MCD was replaced in our portfolio with SBUX,and I could not be happier with the result.
    Yes we earned less divvies,but overall growth has been fantastic.
    Im sure some people here may disagree,and I respect their right to argue.
    This year the weakest link by far is BBEP.
    We sold all for a tax loss of $7k
    Remaining funds <$900> were rolled into O
    Im sure you are aware of the BBEP story.
    Each and everytime I reach for yield I get burned.
    My whole idea of the weakest link is to identify and eliminate positions before they fall.
    Reducing my risk,rewarding my stronger positions.
    Obviously I should have sold BBEP much sooner.
    We continue to hold VNR,hoping they dont continue to slide and or eliminate divvys.
    I am huge on corporate vision,culture,how a company thinks in crisis.
    As a for instance Im still long on WMT, although a very small position.
    Im also long PFE in spite of the divvy freeze a few years ago.
    PFE shows me they will take the steps necessary to not only survive but grow .
    Nov 11, 2015. 02:26 PM | 1 Like Like |Link to Comment
  • Raising Our Target For Wynn: It's A Solid Bet Now Despite Macau And Rattled Markets [View article]
    I spent a little over 10 years working in the casino industry,I only have 1 thing to say.
    NEVER,EVER, count Steve Wynn out,his vision and thought process are light years ahead of others.
    He is Steve Jobs, Fred Smith <Fed Ex> and Bill Gates <swiped a few ideas in his time> all wrapped up into one person.

    I dont own any gaming stocks,but if I were to bet on one man,it would be Steve Wynn.
    Nov 11, 2015. 11:50 AM | 1 Like Like |Link to Comment
  • I Had Questions - You Had Answers [View instapost]

    No questions,only thanks.
    As you know we live off the divvies and recently were forced to sell shares to cover expenses.
    I follow your work and thinking closely.
    I did go back and research long term returns based on credit ratings.
    The higher the credit rating often equated to superior overall long term return.
    Which leads me to my year end thinking exercise.
    "Find the weakest link"
    As you evaluate credit ratings and year end portfolio values,eliminate the weakest holding and add to the strongest holding with the lowest PE.

    All the Best,
    Nov 11, 2015. 11:24 AM | 4 Likes Like |Link to Comment
  • Buy ConocoPhillips For The 5.4% Yield And Wait For Inevitable Oil Recovery [View article]
    Already bought as the knife fell.
    Question is ,,,will be the divvy be safe ?
    At this point,not committing any more dollars to oil,unless XOM becomes super,super cheap.
    Nov 10, 2015. 07:17 PM | 4 Likes Like |Link to Comment
  • Retirement Strategy: What Is The Best Strategy For Dividend Growth Investors To Take As The Fed Begins Hiking Interest Rates? [View article]
    Added 50 shares of KO today @ $41.51
    100 shares of Stag @ $19.75
    Would love to add XOM @ $75
    Nov 9, 2015. 02:25 PM | 4 Likes Like |Link to Comment
  • Time To Buy The Downturn In Utilities, Telecom And REITs - My Buy Lists Updated [View article]
    Rose keep em coming....
    Nov 9, 2015. 01:08 PM | 2 Likes Like |Link to Comment
  • Equity CEFs: The Chasm Between What Works And What Doesn't [View article]
    Keep em coming Doug,love your expertise..
    Nov 9, 2015. 01:05 PM | Likes Like |Link to Comment
  • What Does 'Growth' Mean In Dividend Growth Investing? [View article]

    This is one of those save and re read articles,magnificent work.
    This past July,I began DCA my way into building a new IRA portfolio with proceeds from a maturing CD.
    Realizing I was now reaching a saturation point in my own brain for keeping up with our holdings,I decided to break this new portfolio down into DGI holdings and purely growth holdings.
    The DGI holdings,I have a goal of 4%.
    The growth holdings,a goal of 6%
    Using the David Fish bible, I cost averaged myself into the best positions available at the time.
    For growth I chose BRK/B, QQQ,with smaller positions in VTI,VXUS,VEA.
    Im curious how you feel about this thinking ?
    Nov 9, 2015. 10:56 AM | 1 Like Like |Link to Comment