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billinsd

billinsd
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  • BP Is A No-Brainer At 13.6x Earnings And 6.4% Dividend Yield, Despite A Weak Q2 2015 [View article]
    They are all no brainers <COP,XOM,BP>
    If oil falls to $30,,we will all be brainless
    I have caught enough falling knives in oil for now.
    Jul 30, 2015. 02:30 PM | 5 Likes Like |Link to Comment
  • Altria's Future Is In Cannabis [View article]
    My feelings are the big tobacco companies will allow the smaller growers to establish themselves and then buy them out.
    No doubt in my mind they will enter this arena when the time is right.
    Time frame ?
    Who knows.
    Jul 30, 2015. 11:19 AM | 8 Likes Like |Link to Comment
  • You're Missing The REIT Point: Investor Sentiment Is On Our Side [View article]
    Brad,

    Your sentiment has not fallen on deaf ears.
    Added WPC and VTR yesterday to a new IRA portfolio I am building.
    I have 500 free trades and 1 year in time to build this portfolio,so will be adding monthly.

    Thanks for all your fine work,
    Bill in San Diego
    Jul 30, 2015. 07:54 AM | 2 Likes Like |Link to Comment
  • How To Never Run Out Of Money In Retirement [View article]
    I agree 10000%
    My only difference is at some point I expect to also withdraw down 4 % once I reach a certain age
    I don't have heirs so there is no need to leave a legacy
    I also re invest 10% on certain dividend payers like O, insuring myself a larger paycheck every year.
    Jul 29, 2015. 05:51 PM | 3 Likes Like |Link to Comment
  • Retired Investors Don't Buy Bonds Until? [View article]
    As noted in previous comments,"T" represents the bond portion of our portfolio.
    "T" wears many hats in my world.
    Jul 29, 2015. 01:27 PM | 3 Likes Like |Link to Comment
  • What Makes A Full Position Or Half Position In A Dividend Growth Portfolio? [View article]
    I suppose to some people my system doesnt make sense.
    My 2 times positioned weighting is based on my feelings of safety and comfort in that particular stock.
    In other words,I cant find a stock better that can serve the same purpose in our portfolio.
    In the case of MO and DUK, they grew into 2 full positions on their own !
    With T and O the heavy weighting is purely a income play.
    I also use T as the bond portion of my account.
    Hope that makes more sense...
    Jul 28, 2015. 10:03 AM | 2 Likes Like |Link to Comment
  • What Makes A Full Position Or Half Position In A Dividend Growth Portfolio? [View article]
    A full position in our portfolio equals $10k
    XOM,JNJ,MO,PM,KO are all at least 2 full positions,double weight if you may.
    T and O are several times a full position.
    AEP,SO,WEC,NEE, all began the year as a full position.
    DUK will be 2 full positions soon.
    Jul 27, 2015. 08:56 PM | 2 Likes Like |Link to Comment
  • Retired Dividend Growth Investors Are Lulled Into A False Sense Of Security [View article]
    Each and everytime I reach for yield,I get burned
    ARCP,LINE,LNCO,VNR,BBEP.
    Set it and forget it only applies if you buy best in class.
    Set it and forget it for me is XOM,KO,JNJ,PG,T
    Jul 27, 2015. 04:25 PM | 6 Likes Like |Link to Comment
  • Buy Realty Income Right Now [View article]
    I read the article.
    I think rates will rise,but very small increases over a very long period of time.
    I agree job numbers are skewed,and most everything is skewed to make the public not realize how they have destroyed this country and its economy.
    As bad as things are,if you look outside our country most others are worse.
    If I told you under the Ronald Regan administration that we would have open borders,military with no weapons,ILLEGALS with more benefits than VETS,and political leaders/friends who steal BILLIONS and dont go to jail,,you would laugh at me....
    That is the "NEW" USA.
    Jul 26, 2015. 12:10 PM | 8 Likes Like |Link to Comment
  • Buy Realty Income Right Now [View article]
    O is our second largest holding and adding more this week with special dividend funds from the Kraft Heinz merger.
    I keep a yellow post it on my computer telling me how much I have invested.
    We dollar cost average,re investing 10% of each monthly check to insure yearly raises.
    Purely a income play for us,we are ahead of our dollars invested number.
    Direct deposit checks come monthly like clockwork.
    We are very happy with O
    Jul 25, 2015. 11:46 PM | 4 Likes Like |Link to Comment
  • Dividends & Income Digest: 3 'Common' Mistakes Dividend Investors Make, Or Do They? [View article]
    Rose,

    As a young boy who lived on the poor side of the tracks,I still remember helping my mom put a shovel of coal on the fire.
    If you put a large shovel on the fire,it would last till morning.
    We would then remove the ashes at the bottom of the furnace and spread them on the driveway for traction in the snow.
    There is nothing about coal that I like,I dont care how much I read how it will always be used in the future.
    Jul 25, 2015. 11:37 PM | 1 Like Like |Link to Comment
  • Patience, Cash And Dividend Growth Investing [View article]
    Patience is even harder if you depend on the dividends for income.
    Each un-invested dollar is not producing income.
    Jul 25, 2015. 10:30 PM | 2 Likes Like |Link to Comment
  • Dividends & Income Digest: 3 'Common' Mistakes Dividend Investors Make, Or Do They? [View article]
    Each and everytime I chase yield,I get burned
    Here are my mistakes:
    ARCP
    LINE
    LNCO
    All realized loss,cut bait moved on.
    BBEP
    VNR
    Large unrealized loss,may sell some at years end for tax purposes.
    Jul 24, 2015. 10:17 PM | 3 Likes Like |Link to Comment
  • Market Timing Is Not Appropriate For Retired Investors [View article]
    Chuck,

    As stated in my previous posts,I use DCA for all of my investing.
    I am never right,I am never wrong.
    While I am always seeking value,I place quality above value.
    KISS works best for me.
    NSRGY,MMM,and PEP are 3 stocks I will be adding to my new portfolio using DCA.
    That portfolio was to begin on 7/20,but Schwab totally screwed up the IRA transfer.

    Thank You for your hard work,
    Bill
    Jul 23, 2015. 12:48 PM | 2 Likes Like |Link to Comment
  • Durability Test: Realty Income [View article]
    Brad,
    Our second largest holding,and I have attended the last two shareholder meetings.
    We purchase O directly thru our shareholder account,and re invest 10% of each monthly check.
    By re investing 10% we guarantee ourselves larger checks every year,even if we dont invest alot of new funds.
    We have full faith and trust in the almighty O.

    Bill in San Diego.
    Jul 23, 2015. 08:26 AM | 1 Like Like |Link to Comment
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