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OntheRock

OntheRock
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ABT, BBL, BHP, BIP, CL, CLX, COP, EXC, HSY, INTC, JNJ, KMI, LINE, MCD, MMM, NSC, PG, PM, RCI, RTN, SO, T, TIP, VOD
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  • Brookfield Infrastructure Partners: A Global Infrastructure Play [View article]
    Thanks for your comprehensive update on BIP. I started a position in 2011, after reading your article, and have been very pleased with the performance of the stock and the regular dividend increases. I hold BIP in my IRA; correct me if I am wrong but I believe that the company does not generate UBIT, so is suitable to hold in an IRA.
    Feb 13 11:25 AM | Likes Like |Link to Comment
  • Dividend Reinvestment [View instapost]
    Chowder, I am glad to see you present the reinvestment side to DG strategy, as most articles lean the other way. The numbers for 3 year CAGR are impressive.

    I have 29 stocks spread over 6 different accounts, and it would be very complicated and time consuming to track the cash dividends and accumulate enough to buy shares in undervalued stocks. I just reinvest automatically, which costs nothing in my Vanguard accounts, and the money is working all the time. After three plus years, I am amazed how many shares I got for "free," and I hope that as time goes by, the compounding effect will really get going.
    Feb 6 08:36 PM | 2 Likes Like |Link to Comment
  • Utilities: Boring Dead Weights Or Solid Long-Term Investments? [View article]
    My mother, who just turned 90, is living comfortably off of the dividend income of a portfolio of utilities that my dad put together for her before he died 21 years ago, and that she has not touched. While I don't recommend that kind of investment management, it does show that some of these utes are great long term investments. She has mostly D, SO and NEE.

    I am long D, SO, NEE, AVA.
    Feb 5 08:25 PM | 1 Like Like |Link to Comment
  • Procter & Gamble: Breakout? [View article]
    Thanks for the article, I never thought of PG as a cyclical. I have been long since 2009, and have been surprised at the recent run up.
    Feb 4 12:11 PM | 1 Like Like |Link to Comment
  • How To Mislead Investors With New Non-GAAP Measures [View article]
    Robert,
    Thanks for highlighting an issue that I had not given much thought to before. Certainly something to consider when evaluating potential candidates for purchase.
    Feb 1 11:26 PM | 1 Like Like |Link to Comment
  • Managing Your Portfolio - Weightings [View instapost]
    Chowder, your philosophy has influenced my strategy. I always ask myself what would happen if one of my positions were to go completely bust, could I live with the consequences? I look at percentage of portfolio as well as percentage of income stream. Right now, I have 29 positions, but it has taken me a couple years to get here.
    Jan 24 01:28 PM | 1 Like Like |Link to Comment
  • Managing Your Portfolio - Selling [View instapost]
    This is a great article. I started my DG portfolio about three years ago, and establishing a sell strategy is the hardest task for me. I am so happy to see you are doing a blog, as I always seek out your comments, you have really helped educate this novice investor! Thank you!
    Jan 22 11:28 PM | 5 Likes Like |Link to Comment
  • Rising Dividends: My Dividend Growth Portfolio 2012-2013 Report [View article]
    Glad to see you are writing articles again. I have been enjoying the latest edition of your book. Thanks to you, I am now going into the third year of my DG plan, and it is working out very well. Still lots to learn, and I look forward to more articles and great commentary.
    Jan 22 09:30 PM | 2 Likes Like |Link to Comment
  • Lessons Learned: A High-Income, Low-Risk Portfolio - 2012 Review [View article]
    Thanks for sharing your results. I hope you continue the series and show the changes that you make in 2013.
    Jan 17 01:05 PM | 1 Like Like |Link to Comment
  • Norfolk Southern - High Yield Link In The Railroad Pipeline [View article]
    Norman,
    It's good to see you back, and I was glad to see the 5 year table for NSC. I started a position in NSC in November at 57.10, and thought I would be able to add to it at that price or better if the fiscal cliff was not settled. It has done nothing but go up since, but i am hoping that I will get another shot as I am pretty sure Congress will manage to spook the markets with the debt limit, sequestration, etc.

    Enjoy your new grand baby!
    Jan 15 03:53 PM | 1 Like Like |Link to Comment
  • MLPs Offer High Yields And Growth, Building Energy Infrastructure [View article]
    Interesting article. I started positions in LNCO and KMI last year, and would like to add to them. Any thoughts on attractive entry points?
    Jan 14 04:08 AM | Likes Like |Link to Comment
  • The Portfolio For Do It Yourselfers: What We Are Buying (Part 2) [View article]
    Thanks for the update, a very enjoyable and helpful read. I bought NSC in November when it was around $57 and am now kicking myself for not having bought more. Glad to hear that you (and other commenters) feel it is a good pick for a DG portfolio.
    Jan 10 08:05 PM | Likes Like |Link to Comment
  • Kinder Morgan Inc.: Dividend Analysis [View article]
    This is a really excellent article. I have been looking to start a position in KMI, and it is very helpful to see the pros and cons laid out so clearly. Thank you.
    Jan 9 03:33 PM | 4 Likes Like |Link to Comment
  • Tracking Dividend Growth At The Portfolio And Stock Level [View article]
    I use Vanguard and the reinvestment occurs the same day as the issuance of the dividend. As to price, I noticed that it is not the closing price; in fact, it varies -- I hold the same stocks in different accounts and I have seen the reinvestment price vary between accounts as much as $.13 for the same stock.
    Jan 5 01:31 PM | 2 Likes Like |Link to Comment
  • 5 Utilities To Add To The Core Of Your Portfolio For Bond-Like Returns [View article]
    I believe that The Board announced the 2013 dividend will be $2.25, or a 6.6% increase.
    Dec 28 12:57 PM | Likes Like |Link to Comment
COMMENTS STATS
185 Comments
359 Likes