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dolson

dolson
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  • Seeking Alpha Contributors And Commenters Pick The Best Dividend Growers For The Next 5 Years [View article]
    Bob: Wow thank you for the chart regarding the maximum draw down in the S&P per year, quite the eye opener. Additional evidence for not selling during any given draw down. What you describe is exactly what I'm doing, I retired earlier then I planned May 1st at 61. To reduce taxes for the next couple of years we are going to partly fund our retirement by living off of some of the tax free proceeds from our home sale. After that I will begin drawing off dividends as income. And then start drawing from a couple of defined pension plans and social security. Thanks to you and others like Chuck Carnevale on the AF site, over the last five years I have developed a dividend portfolio with 56 positions. I just recently got to a 4% overall yield. Thank you for the great help.
    Jul 1, 2015. 05:18 PM | 3 Likes Like |Link to Comment
  • Dividends Are Not That Reliable [View article]
    You ask good questions. Having recently retired, I'm not aware of an investment strategy that will work better for me then income from dividends. My expected life expectancy is about 20 years, one has to roll the dice on something correct? All investments by their nature carry risk. If a company has been increasing their dividends for 10-50 years and I have a diversified mix of those, 'll take those odds. Maybe someone will come up with more data, all I know is that there is a 100% chance I'm going to die and there is no earthly investment that is going to change those odds.
    Jun 13, 2015. 11:07 AM | 5 Likes Like |Link to Comment
  • 3 Keys Why Retired Investors Should Put Maximum Focus And Weight On Dividends [View article]
    I agree with the premise of the article. Now focusing on dividends, I have avoided making many selling mistakes. Over the last few years you have provided me with a great education. The stat's for ARLP are impressive, but I have never pulled the trigger because it would certainly seem that going forward coal companies are going to be challenged on many fronts. Thank you for another great effort.
    May 29, 2015. 01:17 AM | 2 Likes Like |Link to Comment
  • Is Vanguard Wellesley Income The Only Retirement Fund You Need? [View article]
    This is a good fund, but how do you pull income out without having to sell shares?
    Feb 27, 2015. 10:17 AM | 1 Like Like |Link to Comment
  • Impeccable Quality, But There Are No Bargains Today In The S&P 500 Consumer Staples Sector: Part 8 [View article]
    Take a look at interest rates? People have few options and are treating "safe" dividend companies like bonds. I don't really see how the fed can raise interest rates very much, if you consider our 18 trillion national debt. A 1% increase in bond rates results in a 180 billion additional hole in the budget. But if interest rates rise, then you will be these stable companies stock price come back into the buy range.
    Feb 26, 2015. 10:13 AM | 1 Like Like |Link to Comment
  • New Addition To My Dividend Compounding Portfolio: Duff & Phelps Income Fund [View article]
    Thank You Kang Wei. Very interesting. What I can't understand is how they can generate such a high dividend yield when I am not aware of any utility stocks that pay in the 7% range. As a example take a look at the yield on your portfolio of 4.1%. Especially for someone retired or near retirement, why not throw in the towel and just buy a few funds, instead of owning 40-50 stocks?
    Thank You,
    Jan 8, 2015. 09:38 AM | 2 Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    Will follow...I own 19 of these companies. As has been discussed some are over valued, but you did get good value with some. It might be a good test as to whether it makes a big difference or not to take time to scale into the market over a couple of years as buys present themselves.
    Dec 18, 2014. 09:04 AM | 2 Likes Like |Link to Comment
  • Dividend Growth Investors Focused On Income Earn Higher Total Returns [View article]
    Wow, very powerful presentation and article, thank you so much for helping to educate......
    Dec 13, 2014. 10:02 AM | 1 Like Like |Link to Comment
  • With Dividends 'The First Cut Is The Deepest' - Or Is It? [View article]
    Chowder: Excellent and timely discussion! I got an education here but lost about 4k doing it! Of course SDRL eliminated their dividend, making it almost pointless to own in what could be a fairly long run for lower oil prices. I agree with your discussion on other big oil. One might find some good values for further investment in the oils over the coming months. My only caution would be how fast are alternative energy sources going to reduce demand for oil with folks like Elon Musk producing 500k electric cars per year and installing thousands of solar systems including now on Wal-Mart roofs.
    Nov 27, 2014. 09:22 AM | Likes Like |Link to Comment
  • With Dividends 'The First Cut Is The Deepest' - Or Is It? [View article]
    I have 5 stocks in my portfolio that currently pay over 6%. SDRL, LNCO, TCAP, TCPC, and LXP. SDRL div is currently at 18.70% and they will certainly come out with a big cut. LNCO div is over 14%. TCAP is probably in for some rough sledding. My basis is currently down 16% in SDRL, 39% in LNCO and 11% in TCAP. I am still up in the other positions. I have 43 stocks in my portfolio these are my most speculative except for NEM and IAA which I hold for reasons other then current income. The 5 companies above represent about 10% of my portfolio.

    Most of the companies I mentioned above are certainly beat down (painful). Several will likely experience significant div cuts. But say that SDRL and LNCO cut their div in half so then their yield becomes about 9% for SDRL and 7% for LNCO that is still a darn good yield. I don't believe either of these companies will go away, so I will continue to take my lumps and pray that they keep paying a decent div rate for the funds invested.

    If I sell now I actually realize thousands of lost $.
    Nov 25, 2014. 09:46 AM | 1 Like Like |Link to Comment
  • Triangle Capital Has A Growing Non-Accrual Problem [View article]
    I'll hold and just keep collecting those dividends, even if they have to cut the yield will still be high, I'm happy to wait essentially forever while continuing to collect the income.
    Nov 8, 2014. 07:02 PM | Likes Like |Link to Comment
  • The Dividend Growth Investing Mindset [View instapost]
    Yep.....thanks to you and various SA authors, I learned and now practice this investing approach. Fast Graphs has made it possible in a glance to do much analysis. I'm looking forward to retirement in about 4 years.
    Oct 2, 2014. 06:55 PM | 4 Likes Like |Link to Comment
  • 'Overdue' Dividend Increases (And Other Streaks At Risk) [View article]
    Why isn't Intel on the list looks like like raise was 8/3/12.

    Thanks
    Sep 24, 2014. 03:38 PM | Likes Like |Link to Comment
  • Retired Investors: Learn The Success Secret Of All Great Value Investors: Part 2 [View article]
    Professor Chuck:
    Thank you for the free continuing education and incredibly useful information. You without a doubt have made a significant difference in the management of my retirement account. Fastgraphs is a wonderful tool, which saves me much time for the minimal fee.
    Sep 23, 2014. 12:52 PM | 3 Likes Like |Link to Comment
  • Yield On Cost: A Vitally Important Consideration For Retired Investors [View article]
    Great article, thank you. The other day I sold SXL because it was very overvalued. I had a 63% gain, with a great YOC. How I am thinking perhaps I should have not sold SXL based on this article. I am just a few years from retirement. It's going to be hard to replace SXL with another dividend machine like it. But looking at total return, I was worried about a pullback from an oversold position and losing my gains. In hindsight I don't think I would now have sold SXL. Thank you for your great educational articles....still learning.
    Sep 4, 2014. 01:33 PM | Likes Like |Link to Comment
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