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  • Amgen Increases Dividend 30% And Has Had Lots Of Capital Appreciation During 2014 [View article]
    Jan 3, 2015. 06:25 AM | 1 Like Like |Link to Comment
  • I'm Waiting Till The Carnage In Biotech Stocks Subsides To Buy Amgen [View article]
    I thought the same thing. I wouldn't call this carnage...long AMGN & GLD.
    Dec 26, 2014. 09:22 PM | 1 Like Like |Link to Comment
  • Best S&P 500 Energy Stocks According To Graham Principles: ConocoPhillips [View article]
    Bought into COP back in 2010 and have yet to consider selling it. World class management and same for its spin-off PSX. I bought more COP last week @ $62 increasing my position by approximately 50%. I think I will buy more if prices go lower than $60. Great article as always from this author. Merry Christmas to all.
    Dec 23, 2014. 10:16 PM | Likes Like |Link to Comment
  • Amgen Product Approvals Have Me Holding The Stock Tightly [View article]
    Finally bought some recently. Should have pulled the trigger when it was in the $1teens earlier this spring. Instead I bought IBM. Great lesson on value vs. value trap.
    Dec 20, 2014. 09:35 PM | Likes Like |Link to Comment
  • The Criticality Of Dividend Reinvestment Timing [View article]
    Thank you for illustrating for me the sometimes not-so-technical side of investing. There are a lot of great articles by a number of brilliant people on this site, which I really enjoy diving into the analysis part.

    However, I believe your article illustrates that one can over-think the basics. I enjoyed ur article.
    Dec 9, 2014. 08:50 AM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Chevron Corporation [View article]
    When will that be? What will it bottom at? Is it possible that oil stocks could go up in anticipation of higher oil prices b4 the actual price goes up? I'd like to play that game but have found that I'm not smart enough to know when that bottom has come.
    Nov 30, 2014. 10:39 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson Vs. BP: Ignore Dividend Growth Rate At Your Own Peril [View article]
    I agree NeedMoreCoffe. We talk about the benefits of diversification w/ investments all the time. Too bad we can't say the same of differing views, ideals, etc.
    Nov 26, 2014. 10:58 AM | 1 Like Like |Link to Comment
  • General Electric's Divesting Activities Positive For Shareholders [View article]
    Ratbert, maybe u should have actually asked a question in your first post instead of "badgering" the author with questions in ur second. I see a bunch of statements in ur first post, no questions.
    Jul 26, 2014. 11:41 AM | Likes Like |Link to Comment
  • General Electric Has Bigger Fish To Fry [View article]
    Too bad you missed your chance to add-on to your position while GE traded in the single digits, let alone the teens. Your share price may be down 50%, but those of us who saw a screaming deal in 08-09 are sitting on 300% + gains today. Long GE, Long Immelt.
    May 31, 2014. 10:14 PM | Likes Like |Link to Comment
  • Retirement Strategy: ETF Portfolio Vs. The Stock Only Portfolio: Surprise, Surprise! [View article]
    BTW, enjoy this comparison. Looking forward to future updates.
    May 31, 2014. 09:59 PM | 2 Likes Like |Link to Comment
  • ConocoPhillips: A High-Yield Dividend Paying Stock [View article]
    I don't know about all this buying and selling though. 50 shares at a time-even with trades at 9.95, what does this mean for cost and therefore drag on returns? What are the tax implications if owned in a non-qualified account and the subsequent drag on returns? What about missed dividends due to selling just prior to the ex-dividend date? What about missed profit-taking becuase I waited to get past the ex-div date? I'm afraid this strategy would make my head spin.

    Do I believe that T, COP or whatever stock I own will continue to grow its dividend in-line or better than peers in the future? If I do, why not just add on the dips but leave out the selling? I have more regrets for sales I have made than investments I have made in my short investing lifetime. Selling seems only to deter me from building meaningful positions in high-quality names.

    This strategy may work for stocks that dont pay dividends where Im looking for price appreciation to make money. With dividend-payers I look for three things, in this order of importance:
    1) Did the company maintain the scheduled dividend for this quarter?
    2) Did the company raise the scheduled dividend for this quarter? How much relative to prior increases, EPS growth, etc.
    3) What is the stock price doing? If I can answer yes to 1 & 2 above and the stock is down in price, I probably need to look at buying.
    May 31, 2014. 09:55 PM | Likes Like |Link to Comment
  • Retirement Strategy: ETF Portfolio Vs. The Stock Only Portfolio: Surprise, Surprise! [View article]
    Im pretty comfortable buying big blue chips that pay dividends and grow them. Generally speaking I have found that the longer I hold a company the happier I am with it. I use indexes and ETF's for the small, mid-cap, emerging markets positions. But for large caps, Im looking for dividends, so I am comfortable picking these names and then adding to them. I think I can do pretty well over time with this strategy. I do not believe for one minute though that I can pick and choose which small companies to buy or even worse, emerging markets when so little information is available on many of these names.
    May 31, 2014. 09:26 PM | 3 Likes Like |Link to Comment
  • Phillips 66: An Outstanding Dividend Growth Stock [View article]
    Thanks for the reply. I think that I like PSX.P of the two as well. As for whether it is undervalued or overvalued, I think that it is a high-quality name that will provide long-term value. So, in 15 years I probably won't look back and think "Man, if I'd just waited X days/months/years (or worse, never) to buy it at $50 instead of $60. I tend to be a buyer. I usually have to get a map out to find the sell button...

    Thanks again.
    May 31, 2014. 09:01 PM | 1 Like Like |Link to Comment
  • Phillips 66: An Outstanding Dividend Growth Stock [View article]

    Are you a proponent of PSX.P ownership as well as ownership in PSX. I guess that the way I view it is that with PSX being the general partner, I will benefit as a PSX shareholder.

    I would be interested to hear your thoughts on this. I currently own no MLP's but own PSX and VLO and are considering the two MLP spins.

    Looking forward to your response.
    May 20, 2014. 10:01 PM | Likes Like |Link to Comment
  • Phillips 66: An Outstanding Dividend Growth Stock [View article]
    I would love to go back and read some of those articles from 2012 and the naysayers saying to sell COP before the spin. It would never work, so they said. The management of both COP and PSX have executed on their plans extremely well.

    Michael, I was reading recently that PSX is moving towards more of a logistics and marketing company. Can't recall where. Can you speak to this at all? Just curious.
    May 18, 2014. 09:32 PM | 1 Like Like |Link to Comment