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billinsd

billinsd
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  • Time To Dump Intel From The Ultimate Sustainable Dividend Portfolio? [View article]
    Sold my months ago
    DONE with tech stocks
    DONE
    It is a sector I avoid completely
    Aug 8 11:21 AM | 1 Like Like |Link to Comment
  • Team Alpha Portfolio: The World Is Fraught With Risk, So Is Dividend Investing [View article]
    I have never followed ETR.
    Nothing to share,but they are up nicely today.
    Sorry
    Aug 7 01:50 PM | Likes Like |Link to Comment
  • Challenging A Dividend Growth Investing Myth With A Hybrid Portfolio Of Stocks And ETFs [View article]
    Bob,
    I use the following funds in my DGI portfolio.
    PRBLX,VLAAX,UTG,AMANX,...
    While it may seem I am over diversifying, I can move money in and out of several funds without a sales charge after 90 days.
    Several of these funds provide me monthly income.
    I do not keep more than 3k in any of the above funds,and if I see a stock entering my buy zone, these funds have acted as a holding account.
    Works for me.
    All my best
    Bill
    Aug 7 12:47 AM | Likes Like |Link to Comment
  • The Strongest REIT Opportunity Of This Earnings Season: Omega Healthcare [View article]
    Looking for OHI in the 29-30 range
    LOVE this sector,no matter what happens to Obamacare.
    I am a boomer and watching my boomer friends get old too.
    Aug 6 10:17 PM | 1 Like Like |Link to Comment
  • Lorillard Inc: Fundamental Stock Research Analysis [View article]
    Long LO,MO,PM and small position in VGR
    I think Maryjane may be 10 years away,but is the next great revenue producer for this sector.
    By then you will be smoking a doobie and filling your vehicle with XOM natural gas.

    LONG on the "big picture"
    Aug 6 10:12 PM | Likes Like |Link to Comment
  • Dividend Growth Investing And Beating The S&P 500 [View article]
    Dave,

    While you can not speak for all dividend growth investor,you do speak for many.
    I have drawn up a "mission statement" and I have also drawn up a "marry me" list of dividend growth stocks.
    Each time I get the least bit tempted to buy the next LINE or LNCO <still licking my wounds>, I re read my mission statement.
    Last night I cashed out 2 long time losing mutual funds and re directed the funds into 78 shares of CVX.
    I did so after reading Mr Fish's list,using The Chowder rule,and Tweed factor.
    Thanks for your hard work
    Aug 6 10:07 PM | 1 Like Like |Link to Comment
  • Team Alpha Portfolio: The World Is Fraught With Risk, So Is Dividend Investing [View article]
    RS,

    Great article and great advice.
    I have 6 years plus pay in 2.7 and 3.0% CD's which will mature in a staggered fashion.
    In my humble opinion,if and when the interest rates rise the bond market will be hit hard and if rates rise quickly the stock market will correct hard.
    While I share many of your choices,I would replace NLY,NEM,INTC with DUK,SO,and AEP or NEE.
    I also like healthcare REITS very much as 10,000 people per day are turning age 65 with or without Obamacare.
    Thanks for your hard work.
    Bill
    Aug 6 09:56 PM | 2 Likes Like |Link to Comment
  • 5 Recession Proof Dividend Stocks For Income Investors [View article]
    Sold my positions in KMB , MCD,and BMY
    Maintain my position in SO and KO,and always adding on dips.
    LMT is on my add list as of now.

    I will re buy both KMB and MCD if and when the price becomes reasonable.
    WAY over valued in my opinion
    Aug 5 11:27 AM | Likes Like |Link to Comment
  • Avoid The Poor House With Dividend Growth Stocks [View article]
    Todd,

    10,000 us citizens are turning 65 each day.
    That is why I LOVE healthcare reits, HTA,UHT,HCN.
    JNJ,PFE for stocks
    I have SNH on my radar too.
    As for retirees,I personally feel MREITS are too risky.

    Just my opinion,
    Still the student and not the teacher,
    Bill
    Aug 5 11:22 AM | 2 Likes Like |Link to Comment
  • Social Security And Dividend Growth Make Up A Complete Retirement Package [View article]
    Dave,
    Great stuff as always.
    I was reviewing my DRIP purchase of LMT this week end.
    Because we live on the dividends we are more direct purchase than drip.
    My first direct purchase of LMT was on 10/12/12 @ $91.24.
    Last weeks direct purchase was at $123.10.
    The beauty of this account is,I dont even know the share prices until I do my review.
    It removes emotional decisions <or in my case impatience> from my portfolio.
    With my scottrade account,Im always trying to improve it,therefore often second guessing myself and dropping the ball.
    No doubt in my mind,DRIP investing and investing from Mr. Fish list is the way to go.

    All of my best,
    Bill
    Aug 5 10:21 AM | 1 Like Like |Link to Comment
  • Is The Financial Crisis Over For Financial Stocks? [View article]
    Chuck,

    Thanks for another great article.
    WFC is about the only one I would consider.
    In touching on the Canadian banks,you mentioned how they did not suffer thru the greed filled recession/depression like ours.
    BINGO
    The Canadians have more integrity.
    I would strongly suggest anyone looking to add banks to their portfolio research the Canadian banks first.
    I LOVE this country,but see the truth.

    Bill in San Diego
    p.s.
    Chuck I will be home shopping in the Tampa area beginning 8/12
    Inbox me if you have suggestions
    THANKS
    Aug 3 12:52 PM | 2 Likes Like |Link to Comment
  • The 7 Habits Of Highly Effective Dividend Growth Investors [View article]
    Eddie,
    Great article and should be required reading for all DGI investors.
    I plead guilty to impatience.
    I owned JNJ,KO,HD,MRK back in the early 90s
    They were flatliners and the dividend on each was less than a money market.
    So, I sold all 3 and went into mutual funds.
    I still battle patience,I have bought and sold XOM,MAIN,COP,several times over.
    Along with your article <I do have my mission statement>, I am compiling my list of "Marry Me" stocks.
    This list will be much shorter than the rest of my portfolio,and will be comprised of stocks I will hold forever.
    Thanks for the re-enforcement.
    Bill in San Diego
    Aug 1 09:08 AM | Likes Like |Link to Comment
  • It's Time To Play Ball (Part 2): Building A Winning Dividend Growth Roster [View article]
    Mike,
    I share many of your picks.
    Bought AFL at 41,sold at 45, I just didnt see the big picture.
    Another time I wasnt patient enough.

    GOOD LUCK
    Keep us updated
    Bill
    Jul 30 02:57 PM | Likes Like |Link to Comment
  • The Absurdity Of Not Investing In Dividend Stocks For Retirement [View article]
    R.S.
    Im a believer
    LOVE your stuff
    Jul 27 09:46 AM | 4 Likes Like |Link to Comment
  • Retired Investors: Is It Time To Consider A New Investment Strategy? Part 4 [View article]
    Bob,

    Keep them coming.
    Love reading your updates.
    Jul 27 08:49 AM | 1 Like Like |Link to Comment
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