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gfmn2000

gfmn2000
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  • Dividend Champions For March 2015 [View article]
    Thanks David for this most appreciated information. I download the spreadsheet each month and use it as I deploy accumulated dividends. More often than not my new investments are names found on your lists. Most recently I have added to JNJ, EMR, HCP and XOM.
    Feb 28, 2015. 10:59 PM | 1 Like Like |Link to Comment
  • I Am Buying The Pullback In Johnson & Johnson For Yield And Break-Up Potential [View article]
    I have owned JNJ since early 2006 and my hope is that it is not broken up. Hope to own this one into and throughout retirement.

    Also added 12 more shares today at $99.50.
    Feb 17, 2015. 01:43 PM | Likes Like |Link to Comment
  • Medtronic Investment Recommendation: Hold [View article]
    MDT reported nice results today. Long MDT.
    Feb 17, 2015. 01:24 PM | Likes Like |Link to Comment
  • Gilead Sciences Or Celgene, Which One Is A Better Investment? [View article]
    Arie,

    Thanks for the comparison. I have voted with my investment dollars by accumulating GILD over the past 8 months or so. I chose GILD over CELG, AMGN, & BIIB. All great companies. Wish I had room for them all.
    Feb 17, 2015. 01:16 PM | Likes Like |Link to Comment
  • Coca-Cola: What's The 2015 Dividend Raise? [View article]
    My guess would also be a raise to $0.325. To me anything less would be viewed as a negative outlook by the board and much more would not be prudent under current conditions. Don't want the payout ratio getting too high.
    Feb 17, 2015. 01:10 PM | 1 Like Like |Link to Comment
  • 4 Solid Midstream MLPs Positioned For Continued Performance [View article]
    Dirk,

    I agree with you on these selections. MMP & EPD have grown into my two largest holdings and I am building my position in PAA.

    By the way I see in your profile you are a Nuclear Engineer. I have an Uncle who was a Nuclear Engineer in the 60's, 70's & 80's. He was a project manager on the NERVA program back in the 60's and early 70's.
    Feb 15, 2015. 09:43 PM | Likes Like |Link to Comment
  • Preliminary Review Of Magellan Midstream Partners' 4Q 2104 Results [View article]
    Thanks for the article and update on MMP. It is my best performing MLP and I have owned it since March 2007. I too consider it a core holding as it has grown into my largest holding.
    Feb 11, 2015. 10:21 PM | Likes Like |Link to Comment
  • Emerson Electric: A No-Brainer For Long-Term Investors [View article]
    Nice summary of the positives of EMR. It makes an excellent addition to any dividend growth portfolio. 58 years of dividend increases and counting. And currently selling at a reasonable value.

    And congratulations on your first article.
    Feb 8, 2015. 10:10 PM | 6 Likes Like |Link to Comment
  • Recent Buy: The Walt Disney Co. [View article]
    DIS is one of my mistakes.... for not investing in it. I can remember considering it in the $20 range in 2002 or 2003. I have taken vacations to Disney World 7 times since 2003 as my daughter has grown up and enjoyed every one of them. Great company.
    Feb 7, 2015. 09:51 PM | 5 Likes Like |Link to Comment
  • Retirement Strategy: The Frothy Market Beginners Portfolio Grows Cash By Doing Nothing But Owning Shares [View article]
    RS,

    Sticking with high quality dividend champs I would add EMR. At current price of around $57 it yields around 3.3% and has forward pe of around 13.4. And has raised the dividend 58 years in a row.
    Feb 6, 2015. 09:03 PM | 2 Likes Like |Link to Comment
  • The DGI 'Factual 48' Versus 'The Favored 44' [View article]
    Dividend House,

    I am 55 so I have 7 to 10 years until retirement. In my portfolio listed in my profile I have some higher yielding REITs and MLP's to balance out the lower yielding faster growth holdings. I do not shy away from the lower yields if the companies are of high quality and nice growth. Among these I like BDX, MDT, and V etc.

    I see from your profile that you have moved from mutual funds to DGI in the last year or so. I must say you have an impressive portfolio for such a short time.

    Two ideas I am starting to look at in the lower yielding area are ALB and RAVN. They are on the CCC list and have raised their dividends 20 years (ALB) and 28 years (RAVN). They are small to mid size companies and well below their 52 week highs. Anyone have a strong opinion on either of these?
    Jan 31, 2015. 10:04 PM | Likes Like |Link to Comment
  • The DGI 'Factual 48' Versus 'The Favored 44' [View article]
    Dividend House,

    Articles like this are always interesting to read. If I counted correctly I own 13 of the sweet 16, 21 of the factual 48 and 26 of the final 56 listing. A few more I have done well with that are not on any of the lists are GD, UL, APD, K, & ITW.

    Current plans for this year are to add to BAX, CVX, XOM and possibly T, GE, or IBM. Just depends on valuations at the time of course.

    And I too like it when authors and commentators post their portfolios. Gives a little more meaning and provides more insight into the articles and comments.

    Thanks for the article.
    Jan 30, 2015. 11:32 PM | 1 Like Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    Young and old investors would be wise to learn and put into practice your investing methods for Dividend Growth Investing. Many of my mistakes could have been avoided by paying more attention to Quality and by not chasing yield. Invest in Great, High Quality Companies and let them work for you.
    Jan 22, 2015. 10:14 PM | 6 Likes Like |Link to Comment
  • Time To Add Growth To Your Dividend Growth Portfolio [View article]
    >>>Once energy stops making headlines<<<

    Speaking of energy, there are some tempting values beginning to appear. With oil making lows do you think now is a good time to add to these positions or may they fall further? I am thinking of shifting my next re-investment of accumulated dividends into some I already own. Such as XOM, CVX, or MLPs like PAA or MMP.
    Dec 10, 2014. 10:00 PM | Likes Like |Link to Comment
  • Time To Add Growth To Your Dividend Growth Portfolio [View article]
    Doug,

    Nice article and thought process. Thinking along these lines I added two lower yield/higher growth (BDX & V) positions along with one pure growth (GILD) earlier this year. All three have done well so far. And I too believe when rates do rise we will have an opportunity to purchase some of the higher yield/slower growers at better prices. I am not selling anything but will add as the opportunities come along.
    Dec 9, 2014. 09:45 PM | 1 Like Like |Link to Comment
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