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Debthedivestor

Debthedivestor
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  • Retirement Strategy: Apple Is Not A Dividend Aristocrat, But Is Worth Adding On This Dip [View article]
    Apply may not be a dividend aristocrat now; however, the Company has committed to increasing the dividend each year. There are many reasons to own this stock - significantly undervalued and its ability to earn cash. I believe we will see great things with the health app, payment processing, China Mobile deal, etc. I believe that anyone who buys and holds will be rewarded for their efforts.
    Oct 17, 2014. 03:41 PM | 3 Likes Like |Link to Comment
  • Gilead Sciences' (GILD) President John Milligan Presents At 2014 Robert W. Baird & Co. Healthcare Conference (Transcript) [View article]
    Have any of you heard about when/if the stock might split? Last split was at high 70s. I haven't seen anything but does anybody know about this? I love this company!!
    Sep 5, 2014. 01:29 AM | 1 Like Like |Link to Comment
  • Altria Group declares $0.52 dividend [View news story]
    Yeah. Every dividend raise gets me closer to my retirement goals. Congratulations everyone!
    Aug 21, 2014. 10:31 PM | 6 Likes Like |Link to Comment
  • Dividend Champions For August 2014 [View article]
    David

    Thank you for your hard work in providing the CCC list each month. Your list is the first step of my stock selection process. Great job!!
    Aug 3, 2014. 08:07 PM | 5 Likes Like |Link to Comment
  • Merck & Co. Inc.: I'm Long, But It Screams Overvalued Today [View article]
    Doug

    Thanks. I will check out your article. Good luck.
    Jul 24, 2014. 11:58 PM | Likes Like |Link to Comment
  • Merck & Co. Inc.: I'm Long, But It Screams Overvalued Today [View article]
    Doug

    Thanks for your nice analysis.

    I have owned Merck for a number of years. The stock has rewarded me with spin-off of Medco Health Solutions, which was bought by Express Scripts. Even though it does not currently pay a dividend, I will hold onto Express Scripts for the time being because I think it will continue to appreciate.

    I sold Merck today because my goals have changed. For the past few years, I have been moving towards a dividend growth portfolio. Merck does not fit the profile of a dividend growth stock. The dividend yield at 3% is okay but the dividend increases have been below inflation. I believe the stock price is overvalued. I think this article and doing other research (including listening to the latest earnings call) have pointed out weaknesses that have contributed to my decision to sell the position.

    I used the proceeds of the sale to purchase OHI. I believe OHI is undervalued (thank you Chuck Carnevale Fast Graphs and Morningstar). OHI is a Dividend Contender (David Fish CCC list). The current yield is over 5% and has demonstrated its ability to grow the dividend each year at a rate above inflation.
    OHI strengthens my portfolio. I will continue to accumulate shares until I reach a full position.

    I welcome your comments.
    Jul 24, 2014. 04:23 PM | Likes Like |Link to Comment
  • Merck & Co. Inc.: I'm Long, But It Screams Overvalued Today [View article]
    Doug

    Thanks for the nice analysis. I purchased Merck in 1993. Merck spun off Medco Health Solutions, which in turn was bought out by Express Scripts. Overall, I was happy with the growth in Merck.

    In recent years, my focus has shifted to growing dividend income. With this goal in mind, it no longer makes sense for me to continue to hold Merck. (I still hold the Express Scripts. Even though it does not currently pay a dividend, I think there is upside potential.)

    I sold all Merck shares today and reinvested the proceeds in OHI. I believe OHI is undervalued (per Chuck Carnevale's Fast Graphs). OHI has a yield of 5.5%, is on David Fish's CCC list, and is in line with my dividend growth goals. I welcome all comments.
    Jul 24, 2014. 02:02 PM | Likes Like |Link to Comment
  • Gilead ramps up guidance as Sovaldi sales zoom upward [View news story]
    Any thoughts about a stock split? Stock split 2 for 1 last year when it traded in this range.
    Jul 23, 2014. 05:13 PM | 4 Likes Like |Link to Comment
  • Dividend Champions For March 2014 [View article]
    David

    Thank you for your meticulous and incredibly timely work to provide the CCC list each month. I use it to improve the quality of my portfolio and grow my income stream. Gotta admit that it is a thrill to see more and more of my holdings on the CCC list. Kudos.
    Mar 6, 2014. 02:53 AM | 1 Like Like |Link to Comment
  • My Fourth Quarter Portfolio Review [View article]
    Rokgpsman

    Thanks for your thoughtful post and suggestions. I think that I have learned a valuable lesson from my experience. I thought APPL would bounce back, not necessarily to 705 but at least give me a nice short term profit. We all know that did not happen. Now, after 1 year, I am up just 4%. I'm not going to kick myself - just won't fall under the same spell again. From now on, I am going to stick to the steady process you described so well. My portfolio yield is still under 4% but increasing with each new acquisition and announced dividend increase. Love today's KO announcement! I also need to pay attention to beta. Bob, would you mind sharing how you calculate beta for your portfolio? I am learning more about how to use David Fish CCC list and understanding all the wonderful technical information it contains but have to admit that a big part is still a mystery. Oh well, one thing at a time.
    Feb 21, 2014. 08:15 AM | Likes Like |Link to Comment
  • My Fourth Quarter Portfolio Review [View article]
    Scott

    Thanks for your suggestion. I will be selling some IBM which has a lower yield and replacing it with something with higher yield. I am pretty sure I will also trim some APPL. I agree that it is best to identify a replacement stock before one sells the original position. I usually have more on my shopping list than spending money. This website and wonderful contributors have taught me to purchase stocks at no higher than fair value so I have a built in "safety net". I use FastGraphs and Morningstar to identify fair value.
    Feb 21, 2014. 02:10 AM | Likes Like |Link to Comment
  • My Fourth Quarter Portfolio Review [View article]
    Eric

    Thanks for your response and thoughtful questions. The positions are held in an IRA so no tax consequences. I plan to trim the IBM and APPL positions to be consistent with other holdings. Dividends are currently being reinvested because the shares are significantly undervalued. The dividends from these two are not high enough on their own to put into another position given the $7/trade that Vanguard charges.

    I am not comfortable missing out on capital appreciation because the shares are so undervalued. My problem is similar to many others. I have never experienced a time when I was unable to find a stock to purchase - my problem has been not having cash to fund the purchase.

    Thanks for your help!
    Feb 21, 2014. 02:10 AM | Likes Like |Link to Comment
  • My Fourth Quarter Portfolio Review [View article]
    Maybenot

    Thanks for your post. I am going to take yours and Bob's advice and write out my investment plan this weekend. Thanks for your encouragement and kind words. I'll stay in touch.
    Feb 21, 2014. 02:09 AM | Likes Like |Link to Comment
  • My Fourth Quarter Portfolio Review [View article]
    Emerald

    Thanks for sharing your thoughts. I agree that Apple is a solid dividend player. When I bought the stock in Dec 2012, I was not looking at valuation like I do now. The current yield is below my 3% desired level, but since I purchased at just over $500, I thought I was getting a good deal. In the past year, it has not done much, other than raise the dividend 15% which was great. I am now trying to limit risk through equal weighting my positions and appreciate your advice about max 2-3%. I am actively researching how I will reinvest the funds when I reduce the position. I need to grow dividend income and overall portfolio value over the next 10 years. Seeking Alpha and wonderful contributors have been so helpful and I have learned so much. Thanks for your help! I will keep you posted!
    Feb 21, 2014. 12:56 AM | Likes Like |Link to Comment
  • My Fourth Quarter Portfolio Review [View article]
    Bob, Rose, Maybe

    Thanks for sharing your thoughts. I am in the process of putting my portfolio plan in writing. Sharing your detailed plan has been a big help towards this goal. I know from my past missteps how easy it is to get side tracked if the goal and process are not clearly identified. I guess we chalk it up to experience and move on. As I get closer to retirement (hopefully in 10 years), the missteps can have a greater impact.

    Good points about the tech positions. One of the things that I have discovered as a result of practicing such a straightforward process is that I don't always understand a company as well as I thought I did. Writing out a paragraph about what the company does makes this so clear. The overweight ties up resources that could be better allocated but will not act until I have a clear idea of how I will use the funds. On the other hand, the companies have offered great dividend increases. My plan is do an analysis using David Van Knapp's screening system from his EBook and then listen to the conference calls again. I'm going to put it down on paper and see how things shake out.

    Rose, I'm not a techie either but I do love APPL products. It seems to be coming back in favor - MSNBC no longer seems to be bashing it on a daily basis. Maybe, I have thought about MSFT, but didn't want to add to tech when I am already so overweight. I like the MSFT dividend and will watch to see what happens with the new CEO.

    Bob, I really appreciate how you document your reasoning and process of managing your portfolio. It is very encouraging and I am so glad to see how well you are doing. I'll keep you posted on my progress. Thanks to everyone for the encouragement and feedback.
    Feb 16, 2014. 12:57 PM | Likes Like |Link to Comment
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