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heglimp

heglimp
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  • 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 | Likes Like |Link to Comment
  • ONEOK Bails Out On Planned Dividend Growth For 2015 [View article]
    Tim P.,

    My take on this announcement is the management being open to its shareholders. This management (imho) is a conservative group which are fairly straight shooters. I have competed against and with OKE over the years in one of my former positions. However this is a new different management team that I have not worked with or competed against.
    That being said, I do think it is possible they are sandbagging the numbers somewhat and by the end of the year they may pay out more than they indicate. That would make them look better in the eyes of many investors or potential investors. In other words take a little hit now for a pat on the back later. Only time will tell.
    Wish all successful investing. I'm long both OKE and OKS.
    Feb 25, 2015. 12:09 PM | Likes Like |Link to Comment
  • ONEOK - What Happened To The Dividend Growth? [View article]
    Albert,

    Thanks for the article. I am long both OKS and OKE and plan to hold shares.

    I agree with Akaralph in his assessment of this being a possible "sandbagging". It will not surprise me if the increases are higher than presently stated.

    Wish all successful investing.
    Feb 24, 2015. 12:02 PM | Likes Like |Link to Comment
  • My ONEOK Fourth Quarter Earnings Prediction [View article]
    AA,
    You are referring to OKE as a utility. Up until they divested of OGS, I would have agreed with you. Now, however, OKE is the general partner of OKS, a MLP (Master Limited Partnership). OKE's revenues now strictly depend on OKS's revenues. OKS is involved in natural gas gathering, processing, transportation, ngl marketing, ngl fractionation, ngl and ng storage, among some other energy business.
    I am long both OKE and OKS. In my former career I competed against OKE and worked with OKE. I like you believe OKE is a decent buy at the present time. I believe they will continue to be profitable not only in the short term but long term.
    Wish all successful investing.
    Feb 22, 2015. 12:15 PM | 8 Likes Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now? [View article]
    Mike,
    While OKS is an MLP both WMB and OKE are C-corps.

    Wish you successful investing.
    Feb 21, 2015. 12:36 PM | Likes Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now? [View article]
    Mike,

    I have the same thought as you of potentially selling WMT shares. I tried to purchase various stocks over time but were too high. Recently I did purchase some EMR (Emerson) stock. It is near or is at fair value now (IMHO). You might have a look at this divvy champion!!

    Wish you successful investing.
    Feb 20, 2015. 02:13 PM | 2 Likes Like |Link to Comment
  • The DGI 'Factual 48' Versus 'The Favored 44' [View article]
    Dividend House,
    I have found over the past several years that as10675 is one of the people on SA which know their own portfolio and its parameters as well as anyone. as10675 has a very clear picture of what they want to do and how to get there. As you are, I am also envious.

    Great job as10675. Keep commenting and let others learn.

    Wish all successful investing.
    Feb 16, 2015. 01:14 PM | 2 Likes Like |Link to Comment
  • Spectra Energy: Delivering Record Gas Throughputs To Northeastern Markets [View article]
    MF,

    Appreciate this article. Have wondered about Spectra for some time but did not take the time to do any DD on it. Been in the industry and somewhat familiar with the older pipes but it has been a few years. Keep writing and thanks.

    Wish you successful investing.
    Feb 13, 2015. 01:42 PM | 3 Likes Like |Link to Comment
  • People Often Want What They Don't Absolutely Need - Consumer Discretionary Sector: Part 6 [View article]
    Paul L.,

    Great synopsis of JCI. Would love to own some but the divvy % does not meet my criteria at the time. I have followed JCI as a company (not as an investor) for decades and always had a high opinion on their performance and products installed.

    I appreciate your update to me of what JCI has been about in the near past. Just wish their divvy was a little higher.

    Wish you successful investing.
    Feb 13, 2015. 12:52 PM | 1 Like Like |Link to Comment
  • Balancing The Yield And The Dividend Growth Rate [View article]
    PTI,

    I like this article and comments. I won't repeat some of the comments above. You will have read them.

    My advice is you have done very well using your existing guidelines. Why change now? If you want to add some stocks for share appreciation set up some guidelines to do that. Do not modify your DGI portfolio guidelines to accommodate such stocks. Dave Crosetti purchases stock from time to time because of the value of the stock and has been successful at it. Kudos to DC for doing it. Use such a method to increase your dollars available to purchase DGI stocks at a later more advantageous time.

    Whatever you do, I wish you successful stock investing.
    Feb 9, 2015. 12:52 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: The Frothy Market Beginners Portfolio Grows Cash By Doing Nothing But Owning Shares [View article]
    RS,

    You might consider EMR or KMB. Emerson, IMHO, looks a better investment now than for some time. Even so I suggest you consider KMI. Richard Kinder has publicly stated KMI's divy will be increasing (I think 10% per year) for the next several years. It is presently approx. 4 %. It is not a champion, yet, but is headed in that direction.

    Wish you successful investing. Good hunting!
    Feb 6, 2015. 12:30 PM | 7 Likes Like |Link to Comment
  • Leggett & Platt, Inc. Dividend Stock Analysis [View article]
    D4L,

    Thanks for your response. Always appreciate your taking the time to answer.
    Feb 6, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • Leggett & Platt, Inc. Dividend Stock Analysis [View article]
    D4L,
    I have approx. 4% of my DGI portfolio in LEG. While I love its dividend paying record I am somewhat concerned by its price volatility i.e. cyclical nature. I am thinking of selling 1/2 of my shares(it has approx. doubled in price since purchase) and move into a similar safe dividend paying stock with a better present dividend rate. My question for you, do you from time to time do something similar? or if not do you just accept the cyclical nature of LEG and take the dividends and not sell any shares?

    Wish you successful investing.
    Feb 5, 2015. 01:10 PM | 2 Likes Like |Link to Comment
  • The DGI 'Factual 48' Versus 'The Favored 44' [View article]
    DH,

    Great article and comments. I'm so glad I am one of your followers. This article gave me several stock ideas to look into in the future.

    One error in your article is stating LNCO is a MLP. It is a C-corp. LINE is the MLP. I own LNCO but am not adding any shares at this time. With the drop in crude prices, LNCO is potentially a questionable investment at this time, at least IMHO.

    Wish you successful investing.
    Jan 31, 2015. 01:28 PM | Likes Like |Link to Comment
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529 Comments
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