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gfmn2000

gfmn2000
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  • 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
  • Warren Buffett And Ordinary Stocks [View article]
    PTI,

    Excellent article on how to put investing in proper perspective. No need to make it complicated. No reason to try and reinvent the wheel. Just hitch a ride with companies that are great at what they do, that earn great profits, and that share those profits with shareholders. Enjoy having them work for you and spend more time fishing or hiking or whatever it is you like to do.
    Oct 28, 2014. 10:20 PM | 1 Like Like |Link to Comment
  • When Opportunity Knocks, It's Wise To Open The Door - Low Valuation Trumps Growth [View article]
    Chuck,

    Your article is an excellent lesson in value investing in a high quality dividend growth company that is taking it's lumps. The uncertainty about IBM's future earnings and direction have lead to a value pricing in the shares. Your value investing method finds these types of situations in the market. And they provide investors with reasonable margins of safety in high quality companies. Right or wrong about IBM, only time will tell. But I like the chances of a good outcome. Long IBM.
    Oct 24, 2014. 10:50 PM | 1 Like Like |Link to Comment
  • I Feel Like A Thief Buying IBM At Today's Low Valuation [View article]
    >>>Hahahaha...oh they'll have to be patient alright.<<<
    >>>and gfmn2000 who actually SUPPORTED his views<<<

    1GreatCFA,

    I have no problem with having to be patient.
    And for the record I still support Chuck's views.
    Oct 21, 2014. 10:42 PM | 1 Like Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    Great idea for an article and I am looking forward to part 2. I have 24 of the top 50 and 26 of the top 60.
    Oct 15, 2014. 08:50 PM | Likes Like |Link to Comment
  • Dow Jones Today Shows Warning Signs [View article]
    Stocks go up and stocks go down. But the long term trend for high quality companies is always up.

    In terms of investing with great companies, I fear missing the upside more than I fear having to hold during corrections.
    Oct 10, 2014. 11:16 PM | 1 Like Like |Link to Comment
  • Should You Still Sell Apple And Expect A Market Crash? [View article]
    manny,

    the stocks are listed in his profile.
    Oct 5, 2014. 02:53 PM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 09:55 PM | Likes Like |Link to Comment
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