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  • The 3 Paradoxes Of Income Investing [View article]

    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]

    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
  • Johnson & Johnson: Buying More Shares [View article]
    Dividend Dreams,

    I first bought JNJ in Feb 2006 at $57. Added more this Feb 2015 at similar valuation based on pe, dividend yield etc. During this time JNJ dividend has more than doubled and the share price has went from my original purchase price of $57 to a little over $100. I expect to see similar results over the next nine years. Good luck to you in building your dividend growth portfolio!
    Mar 28, 2015. 09:08 PM | 2 Likes Like |Link to Comment
  • Mr. Valuation's Best Valued Ideas For Retirement And Dividend Growth Portfolios: Cisco [View article]
    Thanks for the excellent analysis of CSCO.

    I can remember adding it to my Mother's account in 2011 right around the time they announced starting the dividend. Added it to my own account in 2013. It is a good high quality addition at a dividend growth portfolio.
    Mar 27, 2015. 07:05 PM | Likes Like |Link to Comment
  • The Great 401(k) Experiment Has Failed? [View article]

    LOL, that puts it in proper perspective.
    Mar 24, 2015. 08:33 PM | 2 Likes Like |Link to Comment
  • The Great 401(k) Experiment Has Failed? [View article]
    Most people I know spend more time choosing toilet paper than understanding retirement options such as 401ks.
    Mar 24, 2015. 06:58 PM | 14 Likes Like |Link to Comment
  • 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]

    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]

    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