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gfmn2000

gfmn2000
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  • Learning From The Masters: Market Meltdown Edition [View article]
    Nice article. We can always learn something from that group.

    On Monday morning my mother got 60 shares of DIS at $92 and I added a few shares of UTX at $88.17. On Wednesday I added to my CMI at $117.

    Personally I am surprised at the quick rebound in the past two days. I was liking the values we were seeing Monday morning. It will be interesting to see how it goes from here.
    Aug 27, 2015. 10:14 PM | 2 Likes Like |Link to Comment
  • Cummins: Poised To Capitalize On Rapidly Growing Natural Gas Vehicle Market [View article]
    Doing the same. Just added a few more shares.
    Aug 26, 2015. 09:43 AM | Likes Like |Link to Comment
  • Adding Disney [View instapost]
    My mother used money from a CD that matured recently for the XOM & DIS investments.

    You all may end up getting DIS at an even better price the way the markets are behaving.

    JNJ at forward pe around 14.6 and 3.3% yield was pretty nice also.
    Aug 25, 2015. 09:30 PM | Likes Like |Link to Comment
  • Adding Disney [View instapost]
    My mother, who is 78, got 60 shares of DIS this morning at $92. She got XOM last week at $77 & change and wish she had waited a week. I added a little UTX at $88.17. The correction has certainly expanded my wish list. Will be adding to great companies as my dividends accumulate. Good luck to you all.
    Aug 24, 2015. 09:58 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: When There Is Blood In The Streets, Will You Become A Vampire? [View article]
    Sonia,

    Love your comment as that will also be my course of action. Basically sticking to the plan. I have accumulated dividends and contributions in one account and will likely invest Monday morning. Most likely add to UTX. I will add to my core positions. The high quality, financially strongest that I can hold through thick and thin. No use in chasing speculations when excellent companies are trading at fair value and below.
    Aug 22, 2015. 02:43 PM | 1 Like Like |Link to Comment
  • Are MLPs A Good Investment Now? [View article]
    Nice article and I agree with you. I am long EPD, MMP, SEP, PAA, & WPZ that are listed in your table. Also hold APU, SHLX, and TCP.

    I especially like EPD & MMP because they do not have a general partner. Do you know if GEL has a GP? I have started to take a look at it. Thanks.
    Aug 18, 2015. 09:57 PM | 2 Likes Like |Link to Comment
  • 7 Companies Compounding Shareholders' Wealth With Higher Dividends [View article]
    Bought ITW back in 2011 and Yield on Cost (everybody's favorite) already around 4.8%. Share price about double. That is Dividend Growth working.
    Aug 13, 2015. 10:52 PM | 4 Likes Like |Link to Comment
  • Will The Dividend Grow? [View article]
    >>>If you start with David Fish's lists of Dividend Champions, Contenders, and Challengers, you reduce the search space from 10,000 to approx. 700.<<<

    That is certainly true. I use David Fish's list monthly in making decisions on investing accumulated dividends and contributions. It is an excellent resource.
    Aug 13, 2015. 09:20 PM | 1 Like Like |Link to Comment
  • Will The Dividend Grow? [View article]
    >>>>Divers... is necessary, but I would think quality matters more than quantity<<<<

    There are over 10,000 stocks of companies to choose from. Of these you should be able to identify 150-250 or more that are of high quality and that you would invest in at the right price. Over an investing lifetime it should be no problem to find 40 to 60 (or maybe even 100) of these at a value price worth investing in at a particular time.

    My point is that you can have quality and diversification at the same time.
    Aug 12, 2015. 10:15 PM | 2 Likes Like |Link to Comment
  • The Pareto Principle In Dividend Investing [View article]
    >>>The nice thing about dividend stock investments is that the downside is zero, while the upside is unlimited.<<<

    Dividend Growth Investor,
    That is very true. My biggest mistakes have been in selling great companies. I held Washington Mutual to $0 and lost around $6,000. In the 80's I sold investments in Royal Dutch, ATT, Texaco, and others that caused me to miss out on hundreds of thousands in missed profits. Luckily I am learning what you and others here are preaching as I now hold many that are double, triple, quadruple or more my original investment.
    Aug 11, 2015. 09:40 PM | 1 Like Like |Link to Comment
  • The Pareto Principle In Dividend Investing [View article]
    Buyandhold 2012,

    Correct me if wrong but I was thinking you noted in another comment that Philip Morris, Abbott Labs and Mobile were your first three investments. My question is how did you choose those three at such a young age? Were these recommended by your mother, a broker, or someone else, or perhaps researching on your part.

    The reason I ask is that my first broker (a very smart lady) was putting me into these type high quality companies back in the late 70's. But as luck would have it her husband took a job in another state and she moved away after about a year. I lost my way in investing after that for a number of years. My early results would have been much better if I could have had more time learning from her. As you know, who you are listening to and taking advice from matters.
    Aug 11, 2015. 09:23 PM | 5 Likes Like |Link to Comment
  • 10 Dividend Growth Stocks For Your Retirement Portfolio's Aggregate Yield 4.3%: Part 2 [View article]
    Chuck,
    Thanks for sharing your knowledge in your articles. They are a continuing education in value (and dividend growth) investing.
    Aug 11, 2015. 02:31 PM | 2 Likes Like |Link to Comment
  • Magellan Midstream raises DCF guidance, analysts offer support [View news story]
    MMP grew into my largest holding over the past 10 years. Would like to add more at current prices but there are also other bargains to consider
    Aug 9, 2015. 12:51 PM | Likes Like |Link to Comment
  • Cummins: Own The Diesel Engine Leader For Cheap [View article]
    Great company at a fair value. I recently added it to my portfolio.
    Aug 9, 2015. 12:43 PM | 1 Like Like |Link to Comment
  • Oil Companies Offer Short-Term Pain, Then Long-Term Gain For Dividend Investors [View article]
    >>>When those SUVs really get guzzling<<<

    Mike, six,

    I read somewhere today where somebody upgraded GM to buy because of an increase in SUV sales which have higher margins. So maybe its already begun.
    Long term I am not worried about oil stocks of the high quality companies like XOM (unless I see my neighbors start driving solar powered vehicles). Short term maybe there is more pain esp among the lesser quality companies. 
    Aug 6, 2015. 08:48 PM | Likes Like |Link to Comment
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