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  • Asset Allocation For A Dividend Growth Investor [View article]
    jersey27fan, thanks for your comments. I totally agree that you need a margin, if possible, given eventual increase in taxes or deceases in itemized deductions. I am retired and work at creating cash flow in my investment portfolio. P.S. You are never "overeducated" if you use that knowledge to benefit yourself and others.
    Feb 8, 2012. 02:35 PM | 2 Likes Like |Link to Comment
  • Asset Allocation For A Dividend Growth Investor [View article]
    I understand your sentiment, but I sold some of those great buys from 2008 and used the gains to purchase additional cash flow. I feel better capturing the dead money of capital gains. Kudos to "The Prisoner" and be seeing you again No. 11!
    Feb 8, 2012. 01:58 PM | 1 Like Like |Link to Comment
  • Asset Allocation For A Dividend Growth Investor [View article]
    Given the overriding need to "monetize" the national debt via inflation, I see inflation on the horizon over the next decade. Short term, flat or modest deflation. Interest rates will rise in another year or two and steadily increase to where the ten year Treasury will yield somewhere ion the range of 4.5%. The next bond bull market is a long way off.
    Feb 8, 2012. 01:56 PM | 1 Like Like |Link to Comment
  • Vale S.A.'s 7% Yield Is Set To Grow [View article]
    Long term holder of both VALE and BHP. In 2011, I received USD $1.69 in VALE dividends and a 4.92% yield on my basis.
    Feb 7, 2012. 12:26 PM | Likes Like |Link to Comment
  • Seadrill Offers Enticing 8.9% Dividend Yield [View article]
    I too am long PVX and look forward to merger with Pembina and the economies of scale. Also own PWE, ERF, SDRL.
    Feb 7, 2012. 11:12 AM | Likes Like |Link to Comment
  • Yum Sets Up For A Disappointment, But Presents A Buying Opportunity [View article]
    I like the company and its prospects, but recently sold half my position due to YUM trading significantly above fair value. YUM is a buy on a 10% pullback.
    Feb 6, 2012. 11:55 AM | Likes Like |Link to Comment
  • How Does Cisco Stack Up Against Its Competitors? [View article]
    Cisco is making a serious attempt to restructure itself and get back to its core business. I am skeptical and own a few shares. I like your valuation methodology.
    Feb 3, 2012. 01:42 PM | Likes Like |Link to Comment
  • Wall Of Worry Wednesday: View From The Top [View article]
    proberts99, I think you missed Phil's point. Both parties are bought and paid for by da boyz. Each party claims they represent their constituencies, but watch how they vote. A Democratic president signing a bill that allows him and future presidents to detain any citizen indefinitely on a loose pretext? Warrantless wiretaps? High frequency trading with computers next to the exchange? Unbelievable? No, reality in 2012.
    Feb 2, 2012. 11:20 AM | 4 Likes Like |Link to Comment
  • Find Healthy Income With Multifamily REITs [View article]
    You will see significant new construction over the next five years to absorb the demand for apartments. A number of apartment REIT's are selling at very high multiples to cash flow as in high 20X. AVB at 28 times cash flow is not a good investment, even though AVB is a very well run company. Long: EQR (At a significantly lower basis)
    Feb 1, 2012. 12:29 PM | Likes Like |Link to Comment
  • How I Morphed Into A Dividend Zealot [View article]
    Nuff SEd, I prefer steady dividend growers and am always suspect of companies that focus on buying back shares, especially tech companies. I own a few shares of Cisco, but not for the dividend. Cisco has spent millions buying back shares with little positive effect on the stock price. They do this mainly to keep the stock float constant due to issuing large amounts of options to employees. Show me the money and keep buybacks to a minimum!
    I agree "free cash flow" is an excellent metric and own PEP and KO. As to following so called market wizards, the internet will report stock holdings that are usually three months old and they may have sold since then. Be careful out there.
    Jan 31, 2012. 10:24 AM | 1 Like Like |Link to Comment
  • High Yielding Stocks Boosting Distributions [View article]
    I would not buy any stock today that has a dividend yield less than the inflation rate, especially 2% or less. I don't want to lose my purchasing power. Also, a few of these stocks are at or above what I consider fair value, such as MMP.
    Jan 31, 2012. 09:47 AM | 1 Like Like |Link to Comment
  • 9 Reasons Why Dividends Always Matter, 11 Stocks That Prove It [View article]
    Thanks for the article. I'm waiting for the usual correction to buy more and, as Five Plus notes, the herd will move on to "growth" stocks soon.
    Jan 31, 2012. 09:42 AM | 1 Like Like |Link to Comment
  • 5 Stocks Sporting Lofty Yields As High As 16% [View article]
    I don't know when this was written, but last week Inergy (NRGY) management said they were looking to realign their dividend to current cash flow. This means a dividend cut of approximately 40% is coming soon. The stock was down significantly last week and was dropped by MLP newsletters. I sold mine this morning.
    Jan 30, 2012. 11:17 AM | 1 Like Like |Link to Comment
  • How I Morphed Into A Dividend Zealot [View article]
    Not sure I totally agree about the 99%. There has been a decent amount of money flowing into dividend paying mutual funds and the price of many blue chips has run up quite nicely in the last two years, i.e. KMB, INTC, etc. Granted, overall fund flows have been out of equities.
    Jan 29, 2012. 03:38 PM | Likes Like |Link to Comment
  • Strategy For Reducing Impact Of Taxes On Dividend Stocks [View article]
    Why not fund a Roth IRA directly if you are making a non deductible contribution to a Traditional IRA?
    Jan 27, 2012. 12:01 PM | 1 Like Like |Link to Comment