Seeking Alpha

dolson

dolson
Send Message
View as an RSS Feed
View dolson's Comments BY TICKER:
Latest  |  Highest rated
  • A Short List Of SWANs To Own For The Long Haul [View article]
    Brad, thank you for writing. Most of the REITs I own, I purchased based on your reviews including WPC, VTR, OHI, O DLR, HCP. I also own CCP and SNH. You were not too hot on SNH!
    Aug 31, 2015. 10:26 AM | Likes Like |Link to Comment
  • Retirement Strategy: Waiting For A Correction; Surprise! We Are Having One! [View article]
    I like Regarded analysis. the market is not in correction yet, but sectors are. If we go into a true market correction those companies that have already been beat up that are now undervalued may not take much more of a hit, while other sectors that have not yet fallen much will get clobbered. So to buy some undervalued companies at this time will be a good investment longer term. Trying to predict a bottom is a fools game.
    Aug 6, 2015. 10:56 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: Cashing In On The Oil Crash [View article]
    Going forward it would be worthwhile to do an analysis as to which of the big oils is best positioned to take advantage of the coming conversion to renewables. Renewables will gradually replace a larger and larger percentage of the world's energy production. Huge growth potential here.
    Aug 4, 2015. 10:00 AM | Likes Like |Link to Comment
  • 4 Reasons 'AGreekment' Will Fail Greece And The Euro, Plus What It Means For U.S. Investors [View article]
    The really scary part here? Take a look at the condition of the rest of the developed world. What about Japan's enormous debt? I believe if the interest rate that Japan goes up by 1-2% it will take all of the budget just to pay interest on their debt. Of course many other European nations such as Italy, Spain, Portugal, France have huge debt burdens. And what about the US, really now, how can interest rates go up with 18 trillion in debt with each 1% increase another 180 billion hole is blown in our budget. By constantly ignoring the principals of Econ 101, the world has put itself in a precarious position.
    Jul 14, 2015. 09:22 PM | 2 Likes Like |Link to Comment
  • Income Investing, Picking Stocks And Uncertainty [View article]
    In retirement income generation is king for me. I don't want to have to sell assets to generate income. If I invested heavily in ETF's I don't think my income generation would be as high as I want it. I didn't look at yield on your current list of low valuation ETF's and you didn't show yields but I'm pretty sure they aren't 4%. I also think one can reasonably conclude that if a company continued to raise dividends through the great recession and one's core positions are in those stocks the chances of taking a dividend cut in more then just a few of these companies are pretty low. How about coming up with an investment model that will generate 4% without selling and also retaining ownership of all assets?
    Jul 14, 2015. 11:28 AM | 1 Like Like |Link to Comment
  • 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 | 6 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
COMMENTS STATS
73 Comments
93 Likes