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Golferdood

Golferdood
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  • Johnson & Johnson: Growth-Growth-Growth; Win-Win-Win - Part IV [View article]
    I took a 6.5% position back in 2010-2011 when JNJ had one problem after another. I really wish I'd bought a bit more but I'm good with my position. I though about adding some at $97 last week but instead added to BAX at $68.
    Oct 25 12:33 PM | Likes Like |Link to Comment
  • 9 Stocks Sending A Strong Message With Higher Dividends [View article]
    Big ABBV increase of 17% was completely unexpected!
    Oct 25 12:15 PM | 2 Likes Like |Link to Comment
  • Why I Trimmed My Position In Altria [View article]
    I started buying MO back in 1997, never sold any just added when appropriate. Never sell!!
    Oct 24 11:27 AM | 3 Likes Like |Link to Comment
  • I Believe Wal-Mart To Be Undervalued Right Now [View article]
    Walmart is a horrible shopping experience, and I've shopped them all over the country. Overcrowded with people and so much stuff for sale nobody knows what to buy. So most shoppers stand around looking stupid and do nothing. The shoppers that do know what they want have to fight their way through!

    I'm all for saving a few bucks but c'mon man!

    I sold my shares about a year ago when they announced the penny raise, around $78 I think.
    Oct 22 03:55 PM | Likes Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    Same here. I have owned MO since 1997 and have added shares when it was appropriate, never sold. 14% MO, 8% PM.
    Oct 21 10:00 PM | Likes Like |Link to Comment
  • Is BP A Bargain? [View article]
    I own a 2% position at $37, I might add to it if the price goes much lower.
    Oct 18 10:36 AM | 4 Likes Like |Link to Comment
  • ConocoPhillips Trades At A Compelling Valuation, Yields 4.4% [View article]
    COP can sit at $65-$70 forever as long as they pay a 4.5% dividend and raise it 5% a year. But $90 sounds pretty good too.
    Oct 17 08:59 PM | 7 Likes Like |Link to Comment
  • Philip Morris: Improvement Reaffirms Faith [View article]
    Good article Bill, thanks and keep the faith. Owned PM since the spinoff in '08 and added to it a few times. I own more of it than I should (and MO) but I'm a believer.
    Oct 17 08:52 PM | Likes Like |Link to Comment
  • Digging For Dividends With Caterpillar [View article]
    I have to agree. I have a position at $83 for a year or so and while I enjoyed watching it go to $112, I didn't believe it. Nice dividend and increases so I'll hold on for the time being. If we ever get going look out though!
    Oct 17 08:46 PM | Likes Like |Link to Comment
  • Don't Underestimate Kraft's Dividend [View article]
    Nice article Eli, thank you. Long KRFT for a couple of years. I think this might be a stock for the buy and forget portion of the portfolio, at least it is in mine. Of course I'd like to see a bit bigger dividend increases but 5% is OK when coupled with the smooth ride.
    Oct 17 08:38 PM | Likes Like |Link to Comment
  • ConocoPhillips Trades At A Compelling Valuation, Yields 4.4% [View article]
    Good article, thanks. Added to my position at $74 and $65. I didn't need to but I did.
    Oct 17 08:27 PM | 3 Likes Like |Link to Comment
  • ConocoPhillips Has The Better Earnings Potential Than Its Peers [View article]
    Nothing wrong with a dissenting opinion as long as you don't wear it out.
    Oct 17 06:16 PM | Likes Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    I wouldn't do it either, but with a gun to my head I'd pick MO.
    Oct 17 01:51 PM | Likes Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    Mike I didn't mean to imply you were an equal weight guy. Doesn't make sense to me - at least for now.
    Oct 17 01:49 PM | 1 Like Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    I agree around 30 stocks should max it out but that's just me. I own 21 and sometimes I think that is too many. It's all in how you size it all up and how much attention you pay.

    Whatever number an investor settles on, I can't understand weighting them all the same, just doesn't make sense to me because some stocks just rate more weight than others. While MO and WEC might be hold forever stocks I cannot see weighting them the same, or even close for that matter.

    I guess it just depends on risk tolerance, and how tidy you like your portfolio.
    Oct 16 08:14 PM | Likes Like |Link to Comment
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