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heglimp

heglimp
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  • Are Dividend Contenders The Real Champions? [View article]

    Bob, Once again you have produced a very readable and interesting article with many fine and educational comments.

    I started my DGI portfolio (taxable) about five years ago. I reviewed the CCC list and made a spreadsheet with the parameters I wanted on it. As a result, my today portfolio is made up of approx. 40% Champions, 35% Contenders and 25 % Challengers and non CCC stocks. Time will show if one makes the correct decisions. I can live with my errors and hopefully more success than errors.

    Again, good article to provide "food for thought" when picking stocks. I strongly agree with you to consider Contenders to add to a DGI portfolio and not just Champions.

    Wish you successful investing.
    Mar 24, 2015. 12:30 PM | 1 Like Like |Link to Comment
  • Bakken production may surge this summer, North Dakota official says [View news story]
    sparky,

    They need to keep production at "positive cash flow" levels to stay in business in this low oil time frame.

    Wish all successful investing.
    Mar 21, 2015. 12:57 PM | Likes Like |Link to Comment
  • CEO Pay At Coca-Cola: Up Or Down? [View article]
    Rudester,

    I, like you, have come to the same conclusion on the compensation committee. However, I am doing the same for every company I own which are doing the same thing. Most companies, unfortunately, are into excessive pay for top executives. Since they compare their incentive plan to other companies, the process results in an upward spiral of incentive compensation, which in most cases is now excessive.

    Wish all successful investing.
    Mar 20, 2015. 12:47 PM | 2 Likes Like |Link to Comment
  • The Most Unlikely Stock To Build A Retirement Portfolio Upon At Any Age [View article]
    RS,

    Enjoy the series of articles. The comment section on this stock (GE) is interesting. I propose several comments.

    What do the present employees of GE say about the management, direction of the company and their general feelings for the company? Any employee care to respond?????????????????

    I have thought for sometime that an officer of a company should only be in the same position no longer than 5 to 10 years. Typically I believe what a person can accomplish will be done by 10 years at the longest. They should be promoted, demoted or not retained over such a time frame. Of course there are always exceptions but they should be few and far between.

    I am long GE. I plan on holding my shares and possibly increasing them in the next year. I believe a CEO and possibly some director changes could (could) be a positive move for the future.

    Wish all successful investing.
    Mar 19, 2015. 12:46 PM | 3 Likes Like |Link to Comment
  • Retirement Strategy: Selling One Dividend Aristocrat And Buying Another Makes Sense When Reaching For Income [View article]
    RS,
    I have considered selling WBA for some time now due to the low divvy yield and the significant increase in share value. While I'm continuing to hold WBA in my portfolio, I certainly see why you chose to sell and reallocate some of the funds. If I sell I will do exactly the same. Since you purchased a stock with (IMHO), even less risk than WBA, plus adding some dry powder you did quite well.

    Wish you continued successful investing.
    Mar 11, 2015. 03:23 PM | 2 Likes Like |Link to Comment
  • The Dividend Aristocrats: Create Your Own Portfolio Or Invest In NOBL? (Part 2) [View article]
    David Fish,

    Thanks for such a straight forward explanation of a funds costs!!!!!!!!!
    Mar 10, 2015. 11:55 AM | 3 Likes Like |Link to Comment
  • The Dividend Aristocrats: Should They Be A Part Of Your Investing Decision? (Part 1) [View article]
    DC,

    What is the recipe for tomato and avocado grilled cheese??????????????

    Share please!!!!!!!!
    Mar 5, 2015. 12:24 PM | 1 Like Like |Link to Comment
  • The Dividend Aristocrats: Should They Be A Part Of Your Investing Decision? (Part 1) [View article]
    DC,
    Interesting article. Glad to see you writing again. Hope retirement is going well for you. How did we ever have time to go to a job?????

    Like you. while at times I would like to rid myself of portfolio management, I also enjoy doing the task. The hard part is planning when I will not be able or even be here to manage it. Quality and value when purchasing will take care of most but not all future decisions. Hopefully the portfolio will be large enough so any individual stock problem effect will be muted.

    Keep all of SA informed on your status. Wish you successful investing.
    Mar 4, 2015. 01:07 PM | 2 Likes Like |Link to Comment
  • The Dividend House DGI Portfolio: The Good, The Bad, And The Ugly [View article]
    DH,

    I like your article very much. The info is presented in a very straight-forward and clear manner. From a presentation stand-point, I agree with DividendBug, the pyramid would look better if inverted. Not a biggie however.
    Like you, I have a couple of stocks which over time are returning dividends in the 2 % range. I am considering selling and reinvesting in the same risk level stock but with a higher dividend % and divvy growth %. WMT and WBA are two such stocks. It takes me some time before I decide to sell such stocks. Some time I just decide to let them run. After all increased share value is part of the reason they have such a low divvy %. WMT, however, as you stated has only increased their divvy by approx. 2% the last 2 years. I probably will sell it and purchase either or a combination of EMR, HP and/or ETN.
    Keep writing. Wish you successful investing.
    Mar 3, 2015. 10:07 AM | 2 Likes Like |Link to Comment
  • Is Dividend Growth Slowing Down? [View instapost]
    RAS,

    Thanks for the article and your data page. Like you I have been noticing the reducing of dividend increases by some companies. Thanks for providing a single place where I can go to see a comparison among companies.

    Wish you successful investing.
    Mar 2, 2015. 12:22 PM | 1 Like Like |Link to Comment
  • Bogle's Views On Retirement Income [View article]
    as10675,

    I understand what you are doing. I am not negative on this and, in fact, like how you are approaching the opportunity. As I stated I applaud your planning and success.
    Mar 2, 2015. 12:09 PM | 1 Like Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now? [View article]
    Gagorian,
    I initially recommended EMR as a possible addition to replace WMT. Both EMR and ETN are stocks I have liked over the years. As unclephool stated "Depends on what you are wanting out of that position." I like them both for different reasons. To replace WMT, I like EMR. But I would not argue against purchasing both to replace WMT.
    I have not sold my WMT yet, but probably will. I'll make my final determination on which stock or stocks to purchase prior to the sale.
    Wish all successful investing.
    Mar 2, 2015. 11:58 AM | 1 Like Like |Link to Comment
  • Bogle's Views On Retirement Income [View article]
    as10675,

    I absolutely agree with your first sentence in your response. I, like you, have very little to no debt and very good credit if I wanted to incur debt. As I said before, I applaud your planning and the obvious success you have had. What you are doing works very well for you and the debt is a very small percent of your assets. I assure you that you are the exception compared to a majority of the people in this country. Unfortunantly, a large percent of the people do not handle finances very well. They have not been educated or did not desire to learn. It is what it is.

    Please keep commenting. Many are in the "wanting to learn" mode on SA. Your comments can help educate many!!!!!

    Wish you continued investing success.
    Mar 1, 2015. 11:38 AM | 2 Likes Like |Link to Comment
  • Bogle's Views On Retirement Income [View article]
    as10675,

    For you, so far, debt has worked for you. After reading your comments for some time now, I know you think thru and plan what ever you do. It appears you have been very successful over the years using your intellect and planning. Most people are not nearly as well organized. I applaud your success. For the normal person taking on more debt (most have some) to invest is a risk they should not take (imho).

    Wish you continued successful investing.
    Feb 28, 2015. 12:51 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Adding A Stock That Acts More Like A Snail But Is A Dividend Champion [View article]
    RS,
    I understand why you added ORI to this portfolio. My criteria in my portfolio would not let me add it. The annual increases do not meet my criteria. I do have 8 of the FMBP stocks. To each his own. That makes a market.

    Wish you successful investing.
    Feb 25, 2015. 12:52 PM | 1 Like Like |Link to Comment
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