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Guitar Man

Guitar Man
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  • Some Thoughts On Relevancy [View instapost]
    I am a DGI. So are many others who read articles such as this one. In article after article (and, I should add, comment after comment), the writers/commenters describe how dividend growth investing has worked for them over a year, five years, a decade, and/or a lifetime.

    With this in mind, the naysayers' comments mean little to me. They're entertainment. It's the same thing over and over and over. Yet the proof is in the pudding: we like dividends, we like companies who grow their dividends, and we stick to our knitting. Some of us reinvest; some of us do not. Some of us focus on dividends (primarily); some of us focus on value.

    We come in all shapes and sizes. Some of us have different stripes. But many of us share the same basic thoughts and tenets.

    And the bottom line is that it works for us. And we're happy. And when something works for you, you're satisfied with it, it's been tested over time, and you understand what you're doing and why, nothing that anyone says can (or ever should) change the way you feel about what you're doing.

    'Nuff said.

    Feb 28, 2014. 05:32 PM | 3 Likes Like |Link to Comment
  • Dividend Buy Of The Month: Target Corp. [View article]
    I'm much more comfortable using a credit card at Target now that this issue is out in the open and being addressed. Logic would dictate that Target's management, having been hit squarely between the eyes on this one, will do anything and everything in its power to avoid a repeat of this problem. They might very well be the least-complacent retailer out there at this time. If hackers are targeting (no pun intended) additional retailers, it would seem logical that they would not go back to the (same) one which now has its radar out in every direction for new potential threats.
    And the parking lot at my local Target continues to be full, with the usual large traffic within the store. No one that I know personally has chosen to stop shopping there. Just one man's observation.
    Feb 8, 2014. 07:41 AM | 4 Likes Like |Link to Comment
  • Intel: Reality Has Set In [View article]
    But the reality is that I'm not losing. Cost basis under 20. Patient investor. I could be wrong, but I'd imagine I'm not the only one (with patience). I respect your opinion, Bill; I'm just saying my experience has been satisfactory
    Thank you for your quick reply and research.
    Feb 5, 2014. 12:22 PM | 6 Likes Like |Link to Comment
  • Intel: Reality Has Set In [View article]
    "Value investors getting frustrated"

    I'm not frustrated at all. Collect dividends, reinvest them, compound annually. INTC just one piece of an extremely diversified port of dividend payers and growers (although INTC has not obviously grown div in 7 quarters, but that's ok with me).

    Frustrated? No.

    Patient? Yes. Extremely.
    Feb 5, 2014. 11:12 AM | 8 Likes Like |Link to Comment
  • Kinder Morgan, Inc: A Steady Dividend Grower With Solid 4.60% Yield [View article]
    Albert and Sumflow -

    Although he owns both, why do you think RK (currently) buys KMI as opposed to KMR?
    Jan 18, 2014. 02:43 PM | Likes Like |Link to Comment
  • Kinder Morgan, Inc: A Steady Dividend Grower With Solid 4.60% Yield [View article]
    Anyone care to share current yield on KMR? Can't seem to find.

    Thank you.
    Jan 17, 2014. 09:02 AM | Likes Like |Link to Comment
  • Stocks For 2014: Something For Everyone: Part 1 [View article]

    Thank you for another excellent, sensible article.

    Given your comment that ITW has moved into "dangerous overvaluation territory," do you plan to remain long or would you be exchanging it for a more reasonably-valued Dividend Champion (or Challenger, or Contender)?

    Many thanks,

    Jan 12, 2014. 01:41 PM | Likes Like |Link to Comment
  • Is The End Of Dividend Investing Coming? [View article]
    Dividend Growth Investing:

    Easy to Understand.
    Easy to Implement.
    Provides increasing income on an annual basis.
    Provides powerful compounding effect if/when dividends are reinvested.
    Allowed me to sleep at night through '08-'09.

    'Nuff said.

    Jan 3, 2014. 08:24 AM | 2 Likes Like |Link to Comment
  • Dividend Growth Investors Should Avoid Intel [View article]

    Excellent comment, from top to bottom. I concur with your logic and reasoning.
    Dec 27, 2013. 07:46 PM | Likes Like |Link to Comment
  • CSX Corporation - An Undervalued Stock Compared To Its Peers [View article]

    Where have you read or seen rumors of NSC being taken over?
    Dec 21, 2013. 07:11 AM | Likes Like |Link to Comment
  • Dividend Growth Investing: Misguided And Doing It All Wrong [View article]
    Elvis is simply awesome.
    Dec 20, 2013. 08:53 PM | Likes Like |Link to Comment
  • 2013 Portfolio Review And 2014 Goals [View article]
    Larry -

    Good article. I enjoy reading your periodic updates.

    Re this statement toward the beginning: "I recently sold KMI after two years of disappointing ownership."

    Did you sell simply because you were disappointed in the price movement? Have you perhaps lost faith in Rich Kinder and his entire KM organization? Or, lastly, were there other reasons why you chose to exit your position? Just seeking some additional detail as to your thinking.

    Thanks very much,

    Dec 20, 2013. 05:16 AM | Likes Like |Link to Comment
  • Kinder Morgan Relative Valuation: KMI Vs. KMP And EPB [View article]
    What is the current yield/distribution rate on KMR (with all distributions made in stock)?
    Dec 17, 2013. 07:16 AM | Likes Like |Link to Comment
  • A 2014 Conviction Buy: Union Pacific Stock Deserves A Spot In Your Portfolio [View article]
    Nice article, Ray.

    I'm long CSX and NSC, and have been for about four years. I don't own UNP, but that's because I own the other two. The dividends - and dividend growth - they provide led me to them, as did their extremely reasonable valuations.

    On a more macro level, I've always believed that we will not have an economic recovery without the rails participating. High barriers to entry and more efficient modes of transportation are two additional characteristics that attracted me to this old-world sector in the first place. And, when Buffett wiped an entire railroad off the NYSE several years ago, he made, in my opinion, a huge statement about the industry in general.

    Railroads are real, live, tangible businesses. There'll always be a need for their services. And, lastly, I'm still a little boy inside, with a never-ending fascination with the rails.

    All the best,

    Dec 11, 2013. 08:12 PM | 2 Likes Like |Link to Comment
  • Why 401K Investors Should Move To Cash [View article]
    The market (as measure by the DJIA) was around 2100 when I first began investing in stocks. Today it hovers around 16000. We've been to hell and back several times since those days of 2100. We've stared into the abyss over and over again. And there've always been reasons given to get out, go to cash, reduce equity exposure, etc. Some of those reasons are - and have been - valid. But the key is that those reasons - as well as their manifestations (downward market moves) have always been *temporary.*

    And there'll be more moves like that. But the important thing to focus on (besides quality investments) is the fact that the long-term moves have always been upward.
    Dec 8, 2013. 06:44 PM | 5 Likes Like |Link to Comment