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  • Dividends: A Key Component Of Total Return  [View article]
    as10675,

    I should add, I did as you did with your brokerage, I updated my basis on all stocks held by them. However I have stock gained thru an "Employee Stock Ownership Program" ESOP back I believe without looking in the 1970's. This has been retained by a succeeding company which merged with my original company. I venture to say, they do not have a clue as to my basis which my executor may need.

    Warm regards. I learn much from those (and you) who comment.
    Feb 5, 2016. 03:51 PM | 2 Likes Like |Link to Comment
  • Dividends: A Key Component Of Total Return  [View article]
    as10675,

    What you say is true but. . . . . the executor has to file probate on the deceased's estate. He needs the basis to do so correctly!!!!!!

    While the federal level of probate is significant, it will apply to some people. Also if the state has estate taxes, the level may not be as large as the federal level.
    Feb 5, 2016. 03:34 PM | 1 Like Like |Link to Comment
  • Dividends: A Key Component Of Total Return  [View article]
    Christinebitg,

    Well said!!!!!!! Succinct and to the point.
    Feb 5, 2016. 03:06 PM | 1 Like Like |Link to Comment
  • Dividends: A Key Component Of Total Return  [View article]
    Per this thread on executors,

    Some lawyers will recommend the executor sell a stock portfolio as soon as they can due to possible liability if the portfolio takes a significant drop. The beneficiaries have been known to sue executors if such a thing happens.
    This is a good reason to choose your executor wisely and put a paragraph in your will/trust documents to not hold the executor liable except for gross actions.
    Feb 5, 2016. 02:02 PM | 1 Like Like |Link to Comment
  • Dividends: A Key Component Of Total Return  [View article]
    as10675,

    Concerning brokerage reporting to the IRS. If stock was purchased say 30 years ago, I doubt the brokerage has that basis info unless they are given it by the original purchaser.

    Wasn't the law requiring this type reporting( and that the brokerage keep such info) just put into place in the last 10 or so years?

    I keep detailed buy sell basis info on all stock/mutual funds/etc. I have for when my executor will need it. I certainly won't be around. Some of my info is over 40 years old.

    Wish you successful investing.
    Feb 5, 2016. 01:58 PM | 1 Like Like |Link to Comment
  • Sysco Corporation: Morphing From An Income And Growth To A Growth And Income Stock?  [View article]
    Bruce,

    A very good example of a process to replace a stock in a DGI portfolio with another stock(of perceived equal risk quality) while increasing the dividends.

    I have done this occasionally over the past decade but not very often. My portfolio is in a taxable account.

    Wish you successful investing.
    Feb 3, 2016. 12:38 PM | 1 Like Like |Link to Comment
  • Helmerich & Payne: Dividend Not At Risk In 2016  [View article]
    MB,

    Your article makes a point many may overlook, i.e. cash flow versus booked income!
    The same point can be critical for many O&G producers if they do not have too high a debt load.
    Any capital intensive company (really any company) needs to pay attention to cash flow. Investors also!!!!!!!!!!!!

    Wish you successful investing.
    Feb 2, 2016. 06:34 PM | 2 Likes Like |Link to Comment
  • Retirement Strategy: I Hate This Market But The Team Alpha Retirement Portfolio Keeps Producing More Income  [View article]
    RS,
    I chose to nibble at some stocks during the dip. Bought partial positions in DOV, EV, MMM and XOM. Like you I still think the market has a good chance to drop even further and as a result have a little dry powder left to invest.

    Wish you good investing.
    Feb 1, 2016. 01:34 PM | 2 Likes Like |Link to Comment
  • Retirement Strategy: I Hate This Market But The Team Alpha Retirement Portfolio Keeps Producing More Income  [View article]
    Wilddave86,
    I've had the chicken cartilage in both knees. For me it did not help. Had the right knee replaced last year. It helped. Much of the pain is gone. You do have to work at it though. Good luck. You have about 14 years on me.
    Wish you well in your investing.
    Feb 1, 2016. 01:29 PM | 1 Like Like |Link to Comment
  • Why Crude Inventories Are High Now (And They Better Stay That Way)  [View article]
    Rickdawg,

    Some middle eastern countries do own O&G companies in the U.S. even now. They are drilling in north central OK as we type.

    This is just one example I know of. I'm sure there are others.

    Wish all successful investing.
    Jan 29, 2016. 06:19 PM | Likes Like |Link to Comment
  • Why Crude Inventories Are High Now (And They Better Stay That Way)  [View article]
    jlb,

    In some cases, those stronger firms may be owned by middle eastern countries!!!!!!!!!!!! Such as Saudi Arabia, no???????????
    Jan 28, 2016. 01:05 PM | Likes Like |Link to Comment
  • Selling Dividend Growth Stocks: Reluctantly Ending 'Forever' Marriages  [View article]
    six,

    Was it the internet or high speed broad-band transmission ????????????????????
    Jan 26, 2016. 12:10 PM | Likes Like |Link to Comment
  • Here's A Checklist For Buying A Stock  [View article]
    DS,

    An excellent article. Your description of each step is concise but very well done. A feat not every writer can accomplish. IMHO this is one of if not your best article I have seen to date.

    Wish you continued successful investing.
    Jan 20, 2016. 01:04 PM | 4 Likes Like |Link to Comment
  • Selling Dividend Growth Stocks: Reluctantly Ending 'Forever' Marriages  [View article]
    Mike,
    Enjoyed the article and the comments to date.
    Other than B&H, most have made sales over the past few years. Each of us have our own reasons to sell. Some proper and some wrong. Your sales have been effective to date. Kudo's to you.
    Wish you continued successful investing.
    Jan 19, 2016. 01:50 PM | 1 Like Like |Link to Comment
  • Selling Dividend Growth Stocks: Reluctantly Ending 'Forever' Marriages  [View article]
    DC,

    Glad to see you commenting. Is retirement fun taking all your time such that you no longer have time to write a SA article???????

    Enjoy retirement! When you have time let the crowd know what changes you are making concerning your portfolio's. An inquiring group is waiting to hear.
    Jan 19, 2016. 01:22 PM | Likes Like |Link to Comment
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