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gfmn2000

gfmn2000
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  • Dividend Champions: 15 Increases Expected By November 30 [View article]
    Thanks David for your work. I am long MCD, AFL and EMR from this list.
    EMR is one I "discovered" and invested in while using your list back in June 2012.
    Sep 14 10:13 PM | 2 Likes Like |Link to Comment
  • Dividend Challengers: 12 Increases Expected In The Next 11 Weeks [View article]
    Thanks David for the information. I am long V and looking forward to a nice increase.
    Sep 14 10:01 PM | 1 Like Like |Link to Comment
  • HCP Is Climbing Back Up, Should I Get Back In The Game? [View article]
    Why are the health care related reits (HCP, OHI, VTR etc) selling off so much today? Most down 2.5% to 3.5%. Interest rates related?
    Sep 12 12:50 PM | Likes Like |Link to Comment
  • The Best Way To Reinvest Your Dividends [View article]
    PTI,

    Excellent topic and thanks for taking the time to do the study. And I am somewhat surprised by the results. I don't drip but I do accumulate $1000 to $1500 then invest in the best fit and value for my portfolio regardless of whether the market is high or low. So your study confirms that continuing to invest is a good strategy. I prefer to accumulate small amounts and then invest instead of dripping because I think it helps me to stay on top of things. 
    Sep 10 08:55 PM | 2 Likes Like |Link to Comment
  • McDonald's May Serve Up A 10% Dividend Increase [View article]
    My guess would be a 5 cent raise to 86 cents a share. This would be around 6.2% increase which is in line with earnings growth estimates. The payout ratio is high enough so raising above earnings growth would not be prudent IMO. 
    Sep 1 03:40 PM | Likes Like |Link to Comment
  • 5 Rules To Buy Quality Dividend Stocks Over Deep Value Butts [View article]
    Ben,

    Excellent article. Summarizes a great approach to building a core portfolio. A mixture of dividend growth investing, value investing and growth at reasonable price investing all rolled into one. Apply that with identifying high quality, great businesses and you will end up with a core portfolio that will provide you with excellent investment returns. You will rarely have to sell. Just monitor and allow these businesses to work for you.
    Aug 27 08:59 PM | 1 Like Like |Link to Comment
  • Visa: Why Younger Dividend Investors Should Not Ignore Low Yield [View article]
    >>>I think I will wait for serious bear market and watch to see if V doesn't cut its dividend.<<<

    V's payout ratio is less than 20%. Near zero chance the dividend will ever be cut at that rate.
    Aug 26 09:55 PM | Likes Like |Link to Comment
  • United Technologies: A Diversified Dividend Powerhouse To Consider [View article]
    DGI,

    Agree with you UTX. It is a high quality dividend growth company that you don't see in many dividend growth portfolios. I suppose because of the low yield. I am long UTX with a cost basis in the 70's even though I recently added more at around $116. So my timing could have been a little better there. No problem though as I also plan on adding more over the next few years to continue to build my position.
    Aug 25 10:24 PM | Likes Like |Link to Comment
  • Dividends Matter If They Matter To You [View article]
    as10675,

    Sorry to hear about your layoff. But from your comments you are much better prepared than most.

    My Dad was forced into early retirement at 63. He was kind of depressed for a couple of months. Then began to enjoy it and never looked back. Said later he was glad it happened like it did. Gave him a couple more years to enjoy doing the things he liked to do. Like you he was prepared.
    Aug 19 09:05 PM | 2 Likes Like |Link to Comment
  • Emerson Electric: A Business Transformation Play And Increasing Dividends [View article]
    Nice article on EMR. I originally bought EMR at $45.46 a couple of years ago. Added more recently at $63.54. I view it as reasonable in today's market. Not cheap but a reasonable value for a top notch, high quality dividend growth stock. Next qtr we should see an increase in the dividend. I continue to hold and add with the expection of reliable returns in the 8% to 10% range going forward.
    Aug 19 08:52 PM | 1 Like Like |Link to Comment
  • Disney: A Wide-Moat Stock To Hold Forever [View article]
    2Reb,

    I again try to "like" your comment but again it is highjacked by facebook.
    Aug 18 09:48 PM | 2 Likes Like |Link to Comment
  • Disney: A Wide-Moat Stock To Hold Forever [View article]
    I too passed on Disney at dips below $20 in 2002 and 2009 I believe it was.

    Of course now that appears to have been a mistake.

    On another note any one know why my SA has been high jacked by Facebook?
    Today there is a facebook icon by the like button on the comments. When I click the "like" button a little box opens for me to sign in to facebook. I DO NOT have a facebook account. It slows down the loading of articles also, says "waiting on facebook".
    Anyone know how to get rid of it? I am using Google Chrome.
    Aug 18 09:13 PM | Likes Like |Link to Comment
  • Hershey Company: A Wide Moat Dividend Growth Stock To Hold Forever [View article]
    Well HSY did not get to my $85 price target.

    But I did help you all that own it today. Bought another $20 box of the Hershey dark chocolate at Sam's today. And my wife and daughter are addicted to the Reese's peanut butter cups. So dividend growth will continue for the foreseeable future.
    Aug 16 07:48 PM | 1 Like Like |Link to Comment
  • A Closer Look At Plains All American Pipeline's Q2'14 Distributable Cash Flow [View article]
    MMP and EPD are my two largest MLP positions. I like that they do not have GPs. I am in the process of building a position in PAA. Would investing in both PAA and PAGP be equivalent to investing in a MLP that owns it's GP? If that makes sense what % allocation to each would be wise? I have been thinking about 60% PAA and 40% PAGP.
    Aug 16 07:16 PM | Likes Like |Link to Comment
  • Why Gilead Is The Most Exciting Growth Opportunity In 2014 [View article]
    Thanks for the article on GILD. After reading it I like it even more.

    I studied GILD on and off for the past 8 months or so. Kept talking myself out of investing in it. Maybe because I am mostly interested in dividend growth stocks. But still regretted not getting it in the 60's back in April. As the story and earnings potential became clearer I came to the conclusion that not investing was a mistake. So I bought in June ahead of the 2nd qtr earnings at $80.81. A little later bought some for my mother's account and added a little more to mine.

    Aug 16 06:55 PM | 1 Like Like |Link to Comment
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