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  • 84 Attractive Dividend Growth Stocks For Your Retirement Portfolios: Part 2A [View article]

    Wow. The article is certainly full of valuable info for anybody starting, adding to or in the maintenance stage of dividend growth investing. Looking forward to part 2B to learn of your views as I have tried to shy away from the extremely high yield area.
    Oct 8, 2015. 10:05 PM | 6 Likes Like |Link to Comment
  • My Third Quarter 2015 Portfolio Review - Doing Some Buying [View article]

    Thanks for the update. It is a valuable education in seeing how you are managing your portfolio. I like your push to fine tune toward even higher quality and more stable income. I have been adding to what I consider my higher quality energy names as they have come down. Recently adding to XOM, CVX, MMP & last week adding to SEP. Also like your CMI pick. I recently also started a position in it.
    Oct 8, 2015. 10:37 AM | Likes Like |Link to Comment
  • Finding Common Ground Between Passive And Active Investing Strategies (Part 1) [View article]
    Genius is the ability to reduce the complicated to the simple.
    -----C. W. Ceran


    The above quote by C. W. Ceran can certainly be applied to stock market investing.

    And your article suggests ways to do just that.
    I like spending my time finding high quality, financially strong companies that pay growing dividends that are supported by growing earnings. Then let them work. Then enjoy life, go fishing or to the gym. Fairly simple. Some will not be satisfied with that as they will continually try and find new ways to make it more complicated.

    Looking forward to part 2.
    Oct 7, 2015. 10:35 PM | 3 Likes Like |Link to Comment
  • Quirky Or Sensible? Weighting A Dividend Growth Portfolio By Quality And Income [View article]
    >>>sold it at a slight profit and now and kicking myself!<<<

    I have chronic pain in my foot & rear end from doing a LOT of that over the years.
    Oct 6, 2015. 01:37 PM | 4 Likes Like |Link to Comment
  • Quirky Or Sensible? Weighting A Dividend Growth Portfolio By Quality And Income [View article]
    >>>Setting up our portfolio so that our highest-quality companies produce the most income sure seems like common sense to me.<<<

    Mike, that certainly makes sense to me and that is how I try to do it also. Along with JNJ, GIS, MMM, KO etc I hold APU, SNH, and TCP among others. My "extras" are usually higher yielding with a little more risk so they take a smaller position in my portfolio. Usually like 1/3 to less than a 1/2 position of say a JNJ or KO.

    I do have some "role players" (like MMP, ED, ITW & GD) that have outgrown some of my "superstars". I am not trimming them. I will continue to hold & monitor of course. Maybe someday I will give them a promotion.
    Oct 5, 2015. 10:14 PM | 2 Likes Like |Link to Comment
  • Consolidated Edison's Place In A Dividend Growth Portfolio [View article]
    >>>Time in the market is your friend. Trying to time the market is your enemy.<<<

    $how Me The $$$,

    I agree with that as I am the polar opposite of market timing. I stay invested, accumulating dividends and contributions and make regular investments as they reach $1000 to $1500. But I try to invest in the best value that fits my portfolio at the time. I just do not want to start an investment in ED at the current valuation as I think there are better values out there.

    I see above you are "Generationally long ED". I am sure that has been a great investment for you considering the reliability of the company.
    Oct 4, 2015. 12:49 PM | 2 Likes Like |Link to Comment
  • Consolidated Edison's Place In A Dividend Growth Portfolio [View article]
    ED is one that I would like to own in retirement for income. But I too want it at a better value. Around a PE of 14 with a yield of 5% or better is my target. It got close back in June but then rebounded back up. Whenever we get the eventual rise in interest rates I believe I will have an opportunity here.
    Oct 4, 2015. 01:10 AM | 2 Likes Like |Link to Comment
  • Designing A Dividend Growth Portfolio For A Specific Retirement Yield Objective: Part 1 [View article]
    >>>You might think of diversifying along yield and DGR lines.<<<

    Thanks David for the comment. That has kind of been my plan although over the past several years it has tilted toward the lower yield/faster growth. I keep thinking at some point we will finally see interest rates rise and I can add some higher quality utilities and reits at good yields that will raise my income level.
    Oct 3, 2015. 05:45 PM | 1 Like Like |Link to Comment
  • Designing A Dividend Growth Portfolio For A Specific Retirement Yield Objective: Part 1 [View article]
    Just this morning I was doing calculations testing various yield targets to see where I may end up when in retirement which is 5 to 8 years away. I am continually torn between the higher yield/more risk vs the lower yield/faster growth. I go through this thought process each time I make new investments with accumulated dividends. Usually the highest quality with the best value that I can determine wins out. Currently my portfolio is around the 3.2% to 3.3% range as I hold some low yield names such as V, MDT and GILD. My higher yielding holdings are on the conservative side for higher yield such as T, O and EPD.

    Looking forward to the next article.
    Oct 1, 2015. 10:05 PM | 2 Likes Like |Link to Comment
  • Dividend Growth Investors: Stick To Your Process [View article]
    Thanks David for the timely and reassuring article.

    I too am sticking with the plan and adding to quality positions. With retirement 5 to 8 years away the correction in prices is welcome. Making good decisions here will only add to the dividend income we receive in retirement.
    Sep 30, 2015. 09:48 PM | 1 Like Like |Link to Comment
  • Pepsi's Biggest Weakness Is A Passion For Junk Food, But They Can Change [View article]
    Fruit juice is not 100% sugar. There are about 33 grams of sugar in OJ. About 59 grams in Grape juice. But I agree eating fruit is better than drinking the juice.
    Sep 30, 2015. 03:18 PM | Likes Like |Link to Comment
  • Why I Fell In Love With Dividend Growth Investing, Part 2 [View article]
    >>>The world's most successful living investor is not a dividend growth investor.<<< >>>Buffett does not look at regular dividend streaks to make his investment decisions.<<<


    In Mr. Buffett's own words below he speaks of KO DIVIDENDS, how they INCREASE and projects that GROWTH well into the future. He certainly talks and thinks much like a Dividend Growth Investor.

    >>>>In Buffet's 2010 Letter to Shareholders he writes about KO dividends:

    "Coca-Cola paid us $88 million in 1995, the year after we finished purchasing the stock. Every year since, Coke has increased its dividend. In 2011, we will almost certainly receive $376 million from Coke, up $24 million from last year. Within ten years, I would expect that $376 million to double. By the end of that period, I wouldn't be surprised to see our share of Coke’s annual earnings exceed 100% of what we paid for the investment. Time is the friend of the wonderful business."<<<...
    Sep 18, 2015. 01:58 PM | 11 Likes Like |Link to Comment
  • Realty Income launches 12M-share ATM stock offering [View news story]
    Could you just post your cousin's portfolio?
    BTW, what brand gas does he buy?
    Sep 11, 2015. 02:07 PM | Likes Like |Link to Comment
  • My 'I Want To Buy' Stock List With Prices And Yields Desired For Purchase [View article]

    Excellent idea for an article during this time. In my portfolio I have recently been adding to CMI, CVX, UTX, & T. I would also like to add to my positions in CCP, VTR, EMR, JNJ, MDT, NSC, OXY, SEP, TROW, UL, DOV, MMM and XOM.

    As for my wish list, I have many that I would like to own at some point. Some of them are ABT, BIIB, CSL, HON, HSY, UNP, MKC, NNN, NVO, SO, and ED.

    There are many great companies to choose from as values are getting more and more reasonable.
    Sep 6, 2015. 09:40 PM | 3 Likes Like |Link to Comment
  • Is The Market Overly Bearish On T. Rowe Price? [View article]
    I am long TROW.

    I have read that TROW will be offering ETF's at some point. Here is a link with some information from Sept 2013.

    You would think 2 years is enough time to get the ETF's launched.
    As noted above TROW has excellent metrics and now trading at near 3% yield with forward pe around 13 it appears to be a good value.
    Sep 2, 2015. 10:17 PM | 1 Like Like |Link to Comment