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jdhd

jdhd
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  • Asset Allocation For A Dividend Growth Investor [View article]
    DVK,

    Did you know I had these questions?
    Eerie!
    I will retire in a couple of months @ 59 1/2.
    I will have a pension and will draw SS @ 62 unless my dividend growth portfolio allows me to leave it untouched.
    I agree the pension and SS are fixed but was unable to determine their worth. Your method affords that.
    This article is so timely for my personal situation.
    Many thanks,
    jdhd
    Feb 8, 2012. 07:19 AM | 6 Likes Like |Link to Comment
  • 4 Reasons To Avoid StoneMor [View article]
    Todd....lol...now you are just showing off with that last retort:)

    All the best,
    jdhd
    Feb 7, 2012. 10:53 PM | Likes Like |Link to Comment
  • Annaly Capital: What's Next? [View article]
    RS,

    Man, you do write a lot about NLY. You gotta an inch you can't quite scratch:)
    So you think the dividend is coming down again..interesting.
    I saw AGNC did the same and it looks as if they may be coming around to the NLY strategy on the leverage front.
    Still, I will stand on the wall.

    All the best,
    jdhd
    Feb 7, 2012. 10:35 PM | Likes Like |Link to Comment
  • Investing For The Long Term: Dividend Growth Stocks Or S&P 500? [View article]
    David,

    Good article for discussion and the exchange of ideas. I would say that I gather along the lines of David Fish, Norman Tweed, Regarded Solutions, Roger, Plus 5, David Crosetti, Todd Johnson, and David Van Knapp.
    But...they aren't me. They all helped me find me. They have all challenged me with their articles and comments to look at me.
    Individual is singular and therefore ETF and mutual funds are more for the masses. For myself it is quite simple. I went out and worked and saved and that was the hard part. The impossible part for me was to let someone else dictate my investments and learning that lesson the hard way.
    It is sort of like my salads. I like to make my own. If I get one at a restaurant I'm constantly picking out things in the salad that I didn't really want. Some people must really like croutons:)
    Sure that is simplified but what do you want for an analogy.
    So what do you want in your salad..5 things..10.. or 30...it's individual.

    All the best to the band of brothers and yo-yo momma:)
    jdhd
    Feb 7, 2012. 10:24 PM | 5 Likes Like |Link to Comment
  • The Xstrata/Glencore Merger Could Put These Copper Miners In Play [View article]
    Nice article Bret.
    There are usually a lot of "who is next?" when a merger like this comes out and your article carries many valid points.
    SCCO did cut its dividend by about 12 cents.
    When you put together the cash and stock combo dividend payout it comes out to 58 cents or 2.32 annual.
    The stock closed today at 34.93 so that puts the dividend @ 6.6%.
    I'm looking for the stock to pull back and at about $33.00 it comes into the 7% range.
    If the stock price does drop then by the end of the month I'll be given a few more shares at the div pay date.
    Depending on where it is I will look to purchase more shares.
    If VALE gets serious about a merger or buyout of SCCO then the stock will sell at a premium and my problem will become finding another high dividend stock with good cash to cover.
    Not a bad place to be sitting.

    All the best,
    jdhd
    Feb 7, 2012. 09:31 PM | Likes Like |Link to Comment
  • 11 Highest Rated Dividend Stocks [View article]
    Mr.,

    EPD has a company discount when you use the dividend to purchase its stock. I don't know who you have your account with but some recognize the discount and I've heard others say their accounts do not.
    Look into it.
    Mine does, in fact since it is a MLP my account policy is to "only" use the distribution to buy shares.

    All the best,
    jdhd
    Feb 5, 2012. 01:51 AM | Likes Like |Link to Comment
  • 5 Superb Plays With Yields As High As 10% [View article]
    I have SCCO and EPD.
    SCCO in my opinion, is a better bet then FCX and I prefer EPD over KMP.
    Like Tradeinvestor spoke of I was initially taken back by the 19 cent dividend for SCCO, but upon seeing the additional shares with the cash dividend it worked for me.
    SCCO isn't at a full position.
    If you believe in the theory or strategy that a dividend cut is an immediate death penalty for a stock to be sold and move on then it should be sold.
    In SCCO's case both the price and dividend have been volatile over the years, but I have my rolaids on standby:)
    I think it is a fighter stock and a survivor. If it gets knocked down I'll be there to pick up some more shares as it gets up again.

    all the best,
    jdhd
    Feb 5, 2012. 01:35 AM | Likes Like |Link to Comment
  • 4 'Must-Own' Fertilizer Stocks Poised For Gains In 2012 [View article]
    I was sweating it a bit....when Hawk started talking fertilizers.
    When I went down the list I was relieved that UAN wasn't the Hawkinvest fertilizer article.
    Then Chatlos-Roegers gives a nice comment on UAN.
    I agree. It has moved quite a BIT and it has a nice dividend.
    If UAN is an interest then I would wait for a pullback before buying more or even starting a position.
    This is my last comment on any Hawkinvest article. I've read several and in each case he has no positions in those articles. This is not to say he doesn't and perhaps these are areas he simply has on a Watchlist, but I prefer an author who will take some risk and can speak to the reasons he is invested.

    There are several authors who have meat in the game and their articles and I'm a bit hungry .
    LONG:UAN

    so long Hawkinvest and all the best,
    jdhd
    Feb 3, 2012. 02:28 AM | Likes Like |Link to Comment
  • Buy Low, Sell High: A Dividend Investment Strategy Contradiction? [View article]
    ...loved that series on HBO

    If I am included then I call that a blessing..oh yeah, 71 work days till I retire:)
    Feb 1, 2012. 12:38 AM | 2 Likes Like |Link to Comment
  • Buy Low, Sell High: A Dividend Investment Strategy Contradiction? [View article]
    David,

    I've come back to this article several times.
    Whenever I sell or should I say trim a stock position I know it is time to read it again.
    Sometimes I wait because it reminds me to think of the reasons I bought and ask if those reasons still apply.
    Sometimes I trim out the gain because the gain is more then the 3 year minimum I can get from hold and drip or hold and cash.
    I think it was David Van Knapp or David Fish...those two are like brothers and one of them likes Buffalo :)...but one of them said, I believe, that a DG investor is in for the long(er) haul and that doesn't mean 3 minutes or 3 months, more like 3 years. I thought if that was the case I might use that as another basis to trim.
    As stated by many on SA there are multiple strategies for investing and definite reasons for selling. My main reason for selling or trimming a stock position is to build into another position to increase my income stream.
    That in itself is harder to do then to say. I see discipline in DG investing and conviction in a path taken.
    So sometimes I believe that same path when selling seems contrary to it. I'm buying positions, I'm dripping, I'm growing position I have and my income stream and now I may need to sell????...
    Should I stay or should I go?

    On that I should go with many thanks for one of the most helpful articles on SA to aid in answering that question.

    BTW---mbkelly and norman- you guys were the 1st and 2nd posters and I hope I'm not the last:)

    All the best,
    jdhd
    Jan 31, 2012. 05:14 AM | 3 Likes Like |Link to Comment
  • Retirement Portfolio For Do It Yourselfers: January Transaction Updates [View article]
    Dave,

    Just finished Norman's TF valuation article, and caught David's article on his 2012 Report and now yours. A very enjoable meal, but man am I stuffed.
    Long day so I'll have to open the SA frig tomorrow and reread these great leftovers again.

    All the best,
    jdhd
    Jan 25, 2012. 04:58 AM | 3 Likes Like |Link to Comment
  • Retirement Portfolio For Do It Yourselfers: January Transaction Updates [View article]
    Dave,

    Reminds me of the verse..."This is the day that the Lord has made, let us rejoice in super-abundance of happiness"

    Not sure if it is proper to quote a Scripture verse on SA but on the other hand...as you put it previously about your portfolio..it is what it is!

    Great article..thanks for the insights.

    All the best,
    jdhd
    Jan 25, 2012. 04:46 AM | Likes Like |Link to Comment
  • Retirement Portfolio Using Dividend Reinvestment: 3 Auto Parts Stocks [View article]
    Norman...good comment on my company - UPS. I have worked in operations my whole career and currently working in feeder operations...umm..the big trucks:)
    UPS has always stretched the use of their vehicles to DRIP every bit of life out of them. In the larger metro areas they turn them over due to increased miles but here in IOWA we buy and hold our vehicles forever..almost.
    Example: Training a new driver we went into Chicago a few years back and had a problem so we ran over to the shop. The mechanic looked at our tractor, smiled, and then slyly said, " Sorry to see you broke down. Were you on the way to the UPS museum?"
    At the time that old MAC had 1,700,000 miles and needed to be put out to pasture to "stud"..lol.

    All the best,
    jdhd
    Jan 24, 2012. 04:25 AM | 2 Likes Like |Link to Comment
  • Using The 10 x 10 Table To 'Score' Dividend Yields And Growth Rates [View article]
    Folks....I was reading the "Lawrence Rants" and about half way through I took a sip or two out of my 64 oz Max Gulp Kool-Aid container (to suppress my gag reflex) and realized from my sugar high that there WAS a "dislike button" and was surprised no one had seen it but everyone had used it.
    Look hard...it's right next to the "Like" button..see it?....yep 'the "zero"!!

    All the best,
    jdhd
    Jan 24, 2012. 03:45 AM | 4 Likes Like |Link to Comment
  • Should You Put All Of Your Eggs In Apple's Basket? [View article]
    @Internal. The good thing about my house is I live in a midwestern state and the estimated market value has not dropped off (about 5%) as much as in other regions of the U.S. For that I'm blessed and very thankful..and I was "attempting" to be humorous.
    My Harley is a 96 Softail Custom so it is on the rare side or was until Harley brought back the Custom a couple of years ago. She is my joy and the cobweb cleaner for that grey matter I spoke of earlier.
    Road King is a great choice and it has a great look when you strip off the bags and windshield...good lines. If I was to grab another Harley it would be that one because it works better then the Softail for long road trips.
    The thing is I can call both assets but as you said they are illiquid which is fine for now because neither are going up for a market clearing price anytime soon.
    Jan 24, 2012. 02:18 AM | Likes Like |Link to Comment
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