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  • Dividend Aristocrat Chevron And I Have Parted Company - Here's Why [View article]
    Mr Wagner,

    Thank you for the article. I appreciate your sharing your rational thoughts. Everyone seems to know what the CVX price is doing, but you article attempted to tackle the value of CVX. It was an article worth reading.

    And, I really enjoyed the wit and respect in your replys to comments. I think I was able to do a few LOLs! So, with that in mind, I wish to thank you also for causing the price of CVX to rise!
    Feb 5, 2015. 08:02 PM | 1 Like Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    When I look up a company on the S&P site, I'm seeing 4 ratings: Foreign long and short term, and Local long and short term. Do you look at one in particular, or just use the lowest rating seen in the four, or something else?

    Thanks for the article. I've read Miller's book, but didn't latch onto the quality aspect as much as I probably should have. Your article and Bob Wells' recent emphasis on quality, and my bruises from LNCO have gotten my attention.
    Jan 24, 2015. 09:52 AM | 1 Like Like |Link to Comment
  • The Difference Between Coca-Cola And Anheuser-Busch [View article]
    I remember sending in a card for the IPO from a 6-pack of Sam Adams beer. They let anyone sending in that card get 33 shares for the $15 IPO price. 33 shares came from the fact that Larry Bird on the Boston Celtics was number 33, and the favorite of Jim Koch. I thought I was a genius selling those shares around $90.... :)
    Dec 26, 2014. 11:42 AM | 1 Like Like |Link to Comment
  • Why I'm Not Selling Intel... Yet [View article]
    I'm also holding onto my INTC shares. However, I don't think your rationalization of YoC is a valid reason to hold. If you sold your INTC and bought CSCO (to stay in tech), the yield on your current capital would be higher (3.0% for CSCO vs 2.6% for INTC), and therefore your yield on your initial capital that was originally invested in INTC and then moved to CSCO would be higher than the 4.24% you are so happy about. 2 cents....
    Sep 21, 2014. 12:23 PM | 2 Likes Like |Link to Comment
  • Retirement Strategy: The Buy The Dips Portfolio Continues To Surge [View article]
    Question about the sell process. If the stock increases by 50%, you sell 25%. Then if it increases by 100% (I assume from the initial cost), you sell 50%. If you start with 100 shares, you sell 25 shares, then 37/38 more shares given it doubles, and you are left with 37 or 38 shares. Is this what you meant? The comment about being left with your initial investment makes me think you only sell another 25% of the original purchase, if the stock doubles. Just curious which way you mean. Thanks!
    Sep 1, 2014. 12:50 AM | 2 Likes Like |Link to Comment
  • Constructing A Monthly Income Portfolio [View article]
    Have you been talking to my Dad? He prefers securities that pay monthly dividends. He also thinks that diversifying his portfolio means having 500 shares of each stock he buys, regardless of stock price. Also, he also likes dividends that are even numbers - a security that pays 50¢ a month on a 2% yield is much better than a stock that pays 43¢ a quarter on a 5% yield to him! Thank goodness he cannot figure out how to place buy orders online.....
    Aug 13, 2014. 09:00 PM | 8 Likes Like |Link to Comment
  • A Way To Reinvest Your Dividends Based On Yield [View article]
    I like the strategy, especially given the lack of an available DRIP program. But, I was wondering what else could be done to minimize the commission's. Is there a reason you buy 10 stocks each quarter? Could you buy just 7 or 5, and save on commission's?

    I was also wondering if this strategy would begin to over allocate you in a couple of high PAAY stocks, if they stayed on top of your filter for several quarters?

    But, it is a way to buy low. Thanks for the article!

    Jul 28, 2014. 10:04 PM | Likes Like |Link to Comment
  • My Dividend Growth Portfolio's 6th Birthday Report [View article]
    Can you say more, or point to an article or website, to describe how you determine the top 40? And, is there a reason you create the top 40 only on an annual basis, instead of in more real time, when you need to make a purchase?

    Great article, and congratulations on turning theory into reality.

    Jun 1, 2014. 11:54 PM | Likes Like |Link to Comment
  • How Do You Manage Your 'Low Conviction' Positions? [View article]
    "In my own portfolio currently 70% of it is made up of what I consider high quality positions such as KO, JNJ, PG, XOM, GIS, and XOM."

    I take it you really like XOM! :)
    May 6, 2014. 09:47 PM | 2 Likes Like |Link to Comment
  • Noodles & Company: Long-Term Growth Richly In The Price [View article]
    I can't argue with your analysis. But I also can't argue with my wife on Noodles. Being from Boulder (Noodles home), we have been dining at Noodles from their start. It's our go to restaurant, when we want to go out, and nothing else sounds special - 2 or 3 times a month. My daughter is anxious for a Noodles to open in Las Cruces, NM, where she is in school. She always wants to eat at Noodles, once she comes home at the end of each semester. It's kind of like how I first got into Dayton Hudson (Target) back in the 80's. I was just spending way to much $$ there not to own some stock. As far as Noodles goes, I am doing ok selling covered calls, while I wait for the reality to catch up to the story. Thanks for the article!
    Apr 26, 2014. 09:22 PM | 1 Like Like |Link to Comment
  • Periodic Table Of Dividend Contenders [View article]
    OHI in the last chart is a little misleading. Its last increase was ~2%, but that doesn't take into account the 3 other ~2% increases the previous three quarters.
    Apr 8, 2014. 12:56 AM | 1 Like Like |Link to Comment
  • 3 Dividend Stocks You Can Hold Forever [View article]
    I told my kids that I own a lot of shares of POT. Living in Colorado, they thought I was getting in on the legal marijuana industry. I explained what Potash is. Then I told them I also own a lot of Coke (KO)....
    Apr 1, 2014. 09:32 PM | 16 Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part VIII - A Year Later [View article]

    I would think that 18% in Raytheon is more of a concern than 3% in four different BDCs.

    Thanks for the article. I also enjoy seeing how others get things done!

    Mar 21, 2014. 09:07 PM | 6 Likes Like |Link to Comment
  • Coca-Cola's 2014 Dividend Increase [View article]
    I bought KO a month ago (Jan 24). I just updated my tracking spreadsheet to with the new dividend, and it says my annualized dividend growth for KO is 120%!!! I got awfully excited for a second....
    Feb 20, 2014. 03:31 PM | Likes Like |Link to Comment
  • Shed Some Tiers Over Your Income Portfolio [View article]
    Do you aggregate these risk assessments such that you try to hold a mix of low/moderate/high risk securities in some percentage like 25/50/25 (or some other mix)? I like the idea of trying to quantify the risk of a portfolio. I think I have a good feel for the risk of each of my holdings, and that helps me determine how much I'll invest in something. Thanks for the thoughts.
    Jan 18, 2014. 12:19 AM | Likes Like |Link to Comment