Seeking Alpha

gfmn2000

gfmn2000
Send Message
View as an RSS Feed
View gfmn2000's Comments BY TICKER:
Latest  |  Highest rated
  • 5 Best U.S. Dividend Growth Stocks [View article]
    I own 4 of the 5. Don't own GPC. Just always thought the auto parts business was too simple with too much competition. Just goes to show that a well managed company can differentiate themselves and excel in any business.
    Apr 15, 2015. 09:03 PM | 1 Like Like |Link to Comment
  • 7% Raise For The Dividend Growth 50 [View article]
    >>Teach a man to fish and all he does is spend all day drinking in a boat.<<

    Robert,

    LOL, I was thinking that was funny until I pictured them drunk wannabe bass-masters flying up and down the lake at 75 mph in those 250 hp bass-boats. (with them drunk jet skiers zigging and zagging in between)
    Apr 15, 2015. 08:15 PM | 1 Like Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 1st Quarter 2015 Update [View article]
    Congratulations on your 1st quarter performance.

    Where are you most likely to make your next investments...adding to existing positions or do you have some new ideas in mind?
    Apr 12, 2015. 09:20 PM | 1 Like Like |Link to Comment
  • 7% Raise For The Dividend Growth 50 [View article]
    >>>CDK is now up 60%<<<

    Dang! I will add this to my list of stupid sells. I too own ADP. I sold off the CDK and bought a little more ADP. Just checked and that purchase is up just 17%. I need to listen to BuyandHold and remove sell from my investing options.
    Apr 10, 2015. 09:44 PM | 5 Likes Like |Link to Comment
  • 7% Raise For The Dividend Growth 50 [View article]
    >>>You can take pictures???????<<...

    gabby,

    And for some reason phone pictures make the fish look bigger. Caught a 3 lb bass and everyone thought it was 6 lbs. So now I don't catch anything under 5 lbs and everyone thinks I am a trophy bass fisherman.
    Apr 10, 2015. 09:28 PM | 6 Likes Like |Link to Comment
  • 7% Raise For The Dividend Growth 50 [View article]
    >>>And you can even make a phone call with it.<<<

    Robert,

    Just proves nothing is perfect. Nothing more annoying than getting a phone call while fishing. (of course I don't answer it, unless its from my wife of course).
    Apr 10, 2015. 09:24 PM | 2 Likes Like |Link to Comment
  • 7% Raise For The Dividend Growth 50 [View article]
    >>>Do you have a smart phone?????????????<...

    I think I got one of those. It tells correct time without winding it and I can flip it open and take pictures of the fish I catch.
    Apr 9, 2015. 10:07 PM | 7 Likes Like |Link to Comment
  • How Much Money Will You Need To Retire? [View article]
    >>>Taxes on average size suburban home 14k.<<<

    Good grief! Where you all live! Come on down to SC (everyone else seems to be). Tax on average size home (1700 to 2000 Sq/ft) about $600 to $900.
    If you feel guilty that you are not paying enough you can move over to the lake in one of those big new houses and pay $3000 to $5000 or so I am told.
    Apr 7, 2015. 10:15 PM | 2 Likes Like |Link to Comment
  • 7% Raise For The Dividend Growth 50 [View article]
    Drew,

    When did Exxon last cut the dividend? The information I see is that they have raised it for 32 years in a row. Oil has dipped many times over that stretch. With a low payout ratio and great financial strength they can afford another raise this year.
    Apr 6, 2015. 09:28 PM | 8 Likes Like |Link to Comment
  • 7% Raise For The Dividend Growth 50 [View article]
    3.03% yield increasing at an average 7% rate is certainly an excellent start. It will be interesting watching her grow.
    Apr 6, 2015. 08:18 PM | 1 Like Like |Link to Comment
  • How Much Money Will You Need To Retire? [View article]
    >>>I will need a minimum of $100,000 in dividends each year,<<<

    Buyandhold 2012,

    Just wondering will your investment strategy of buying and holding Dividend Aristocrats get you to this goal? Or maybe you are already there?

    I will be happy with around 40-50k in dividends with a portfolio yield of around 3 to 3.3% that grows 5 to 7% per year. Many variables could change this number. But whatever the number at some point between 62 and 65 I plan to retire and be happy with it.
    Apr 4, 2015. 08:47 PM | 1 Like Like |Link to Comment
  • The 3 Paradoxes Of Income Investing [View article]
    Mike,

    You make some good points. When my stable value fund was paying over 4% I was content to leave it there. At retirement I was planning on continuing to use it for diversification from stocks by moving it to bonds or CD's.

    But over the last several years the return has dipped below 1.9%. With retirement 5 to 8 years away I am leaning on letting the markets determine how I will invest it. If interest rates rise significantly I will likely use it as a hedge to ride the rates up. If however the stock market corrects by a significant margin I will likely move it to dividend growth.

    Another possible outcome is that rates remain relatively low and the stock market continues to move up slow and steady. In this case I would probably leave it in the stable value fund and draw my first 3 to 5 years of retirement income from it while continuing to reinvest dividends wherever I can find some value.

    Wish we had that 3% minimum guarantee.
    Mar 29, 2015. 09:52 PM | 1 Like Like |Link to Comment
  • The 3 Paradoxes Of Income Investing [View article]
    IamBill,

    In Feb and March I have added to EMR, BAX, XOM and started new positions in TROW and DOV.

    I too am straddling the fence on this one. The re-investments are accumulated dividends (around $1000 each). The new positions are money moved from mutual funds. And I do have around 14% in a 401K stable value fund that I hope to deploy during the next significant market correction.
    Mar 29, 2015. 07:16 PM | 1 Like Like |Link to Comment
  • A Closer Look At Magellan Midstream Partners' Distributable Cash Flow As Of Q4 2014 [View article]
    >>>How long will it take for 10% distribution growth to eventually give a 7% return on today's market price?<<<

    If my calculator is operating properly here I would say 7 years and 2 months.
    Mar 29, 2015. 07:00 PM | Likes Like |Link to Comment
  • Mr. Valuation's Best Valued Ideas For Retirement And Dividend Growth Portfolios: Cisco [View article]
    I like this series and the first two ideas (EMR & CSCO).

    Another along these lines to consider presently would be DOV. I made my first investment in it earlier last week. The headwinds of their energy division (about 26% of business) has provided a value opportunity in a Dividend Champion. Current pe around 15, forward pe around 13 (which could change plus or minus depending on results in energy) and dividend payout ratio of 33.6%. I do realize some in retirement may dismiss it because of the 2.36% yield which is only slightly above the market average. However it is a reasonable value in a high quality Dividend Champion.
    Mar 29, 2015. 06:42 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
819 Comments
1,215 Likes