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  • The Pigs Get Fat And The Hogs Get Slaughtered  [View article]
    I agree FULLY with you, Brad! Just because it has held up well in the market downturn, and is near an all time high, does not mean you need to sell it. Heck, if I sold all my long term holdings when they (usually temporarily) approach all time highs, I would have NOT been able to grow my portfolio to $5 M in DG stocks. Many of the gains occurred slowly over long holding periods- 10+ years. I put O in the same group as JNJ, KO, CL, WMT, etc. Realty Income (O) is one of the few REITS you buy and "stick it away", and let the compounding action work it's wonders.
    Feb 5, 2016. 10:03 AM | 2 Likes Like |Link to Comment
  • Shell promises more cuts as profits tumble  [View news story]
    My only concern is 2/3 of your retirement accounts??? Boy, that's a gutsy (or reckless???) call!
    For your sake, I hope it works out. I sure wouldn't want to be that concentrated in oil/ gas. I have around 19% in energy (3X the S&P- mainly XOM, smaller amounts in RDS.A), and that's a "heavy tilt", in my humble opinion.
    If you're wrong, and "low oil" goes on for 5-10 years (or more), what will that do to your portfolio/ retirement/ savings???
    Feb 4, 2016. 09:12 AM | 5 Likes Like |Link to Comment
  • Weyerhaeuser And Plum Creek Merger: Growing Money On Trees  [View article]
    sorry for the typos, typing on this phone is frustrating!
    Feb 3, 2016. 05:33 PM | Likes Like |Link to Comment
  • Weyerhaeuser And Plum Creek Merger: Growing Money On Trees  [View article]
    WY is one of the few REITS that are OK to hold in a taxable account fue to the dividends being taxed as LT cappital gains instead of "ordinary income" tax rates. great long term buy/ hold!
    Feb 3, 2016. 05:32 PM | 1 Like Like |Link to Comment
  • 3M raises its quarterly dividend by 8.3% to $1.11 dividend  [View news story]
    Great stock to own for the LONG term! Thanks for the pay raise!
    Feb 2, 2016. 05:29 PM | 5 Likes Like |Link to Comment
  • I Love This Market Because The Fill-The-Gap Retirement Portfolio Keeps Producing More Income  [View article]
    I enjoy reading your articles and looking at your investment choices. I also own several of the same stocks. However, I worry that your portfolio is "quite heavy" in it's allocation to REITS, which (so far) have been good for performance. I understand the rationale, as REITS (and especially "stronger moat" REITS) are great income producers for retirees.

    If rates start rising (which they eventually will do), REITS will start to run in to headwinds. Have you thought about lowering your total allocation to REITS? That is something I would do if I were running your portfolio. Thanks!
    Feb 2, 2016. 08:55 AM | 1 Like Like |Link to Comment
  • AbbVie's Dividend Growth Machine Keeps Rolling  [View article]
    It's volatile due to two reasons-
    1) general volatility associated with ALL pharma stocks right now- in the election cycle it is convenient to "pick on" Pharma. stocks as "greedy pigs".
    2) the specific fears about ABBV being a "one trick pony", with it's only big seller being Humira.
    Everyone wonders "what if" Humira loses it's patent protection?

    What people don't realize is that Humira has multiple patents for different indications/ diseases/ conditions. It should be "OK" for several more years, while ABBV expands their pipeline of other drugs. Veikera Pak probably will NOT be a major seller for ABBV (especially since MRK has a new "serious" competitor to Gileads Harvoni/ Sovaldi). BUT, Imbruvica will amount to a huge seller in Cancer (Leukemia) for years to come. There are several other late stage drugs which will help ABBV diversify away from Humira.
    Long ABBV for years
    Feb 1, 2016. 08:34 PM | 1 Like Like |Link to Comment
  • Dividend Aristocrat Beating The Market, Just Reported Strong EPS Growth, Estimates Rising  [View article]
    I agree with some of the above comments, great dividend growth stock and they seem to have turned the corner form another soft patch. Good company to buy when they are "undervalued" and put in your portfolio for 20-30 years. BUT, very expensively priced right now, I'd wait for a pullback before adding any further.
    Disclosure: long MCD for years
    Jan 31, 2016. 08:52 AM | 2 Likes Like |Link to Comment
  • Bloomberg: Apple developing extended range wireless charging  [View news story]
    Don't forget the iRobot "personal assistant" that will be able to do everything for you- dishes, laundry, drive the kids to/ from school, go to work (and do a better job than you), etc.
    They're in a "lull" between products, and someone is trying to generate a little "buzz" to turn the stock around. It is getting pretty cheap!
    Jan 29, 2016. 07:04 AM | 2 Likes Like |Link to Comment
  • Activists Gone Wild: NRF/NSAM Winter Break Edition  [View article]
    Glad I don't own this stuff!!! Gives me something to add to my "gratitude list"!
    Jan 28, 2016. 08:40 AM | Likes Like |Link to Comment
  • Activist pressure at Johnson & Johnson  [View news story]
    I agree with the above statements- leave our company alone!!! I will vote NO so quick it will make their head spin. Long JNJ since 1991, no plans to sell this "bedrock stock" of my portfolio any time soon. Probably leave it to our children for the stepped up cost basis, as my basis is like pennies on the dollar.
    Jan 28, 2016. 08:31 AM | 5 Likes Like |Link to Comment
  • BHP Billiton: Is There Enough Blood In The Streets?  [View article]
    It's pretty hard to buy more after losing a pile of money so far this past year. Some of it is actual losses I took to offset some profits elsewhere, the rest is still "paper losses". Still holding a smaller position, but really waiting to see before I buy any more. Unfortunately, we won't know when the bottom is until long after it has occurred.
    Jan 27, 2016. 10:11 PM | Likes Like |Link to Comment
  • Another Dividend Aristocrat Beating The Market, With Estimates Rising, Reports This Week  [View article]
    AT&T also has strong presence in Internet via it's Uverse plus ATT Internet plans. Plus, Verizon seems to be emphasizing it's wireless cell holdings versus it's FIOS holdings. Personally, we (my wife and I) own BOTH- I own VZ and she owns T. You really can't go wrong with either one as far as a "conservative high yield dividend grower". Just don't expect dividend growth to be very fast, as they both are growing earnings VERY slowly, and have significant CAP EX (and debt) to pay each year.
    Jan 25, 2016. 09:50 AM | 2 Likes Like |Link to Comment
  • Can You Profit From Prisons?  [View article]
    Great article Brad, as usual!

    I am also "troubled" by the overall growth in our prison population in the US, and understand why you have some reservations concerning investing in the "for profit" side of the prison business.

    From an investment standpoint, I worry that this company's yield may be a "sucker" yield, it just seems too high to fit my SWAN screen. Also, it is very new as a REIT, too short of an operating history. Like "bmc123" above, I'll watch GEO (and put it on my watch list), but pass for now.
    Jan 25, 2016. 08:04 AM | 1 Like Like |Link to Comment
  • Union Pacific- Train Ride Heading To The Final Train Wreck. Updated 12/29/15  [View instapost]
    I am one of those who has lost a significant amount as UNP has gone down- I started in the mid 90's, and continued to add as it dropped. I am considering buying some more now that it is in the 60's, then selling my higher cost basis shares in 31+ days for the capital losses, which I can use for other highly appreciated stocks. At a P/E in the very low teens, it is "pretty cheap" based on current earnings. I would imagine it will not drop below 50-60 range, so it should be within 10-15% of it's low. Just my "humble' opinion. I'm in it for the long run- 10+ years. Dividend growth potential still looks real good.
    Jan 23, 2016. 11:41 PM | Likes Like |Link to Comment