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gfmn2000

gfmn2000
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  • Dividend Growth Investing: Myths 16-20 [View article]
    >>>>However, if my portfolio has higher total return, then several years down the road I can sell my stocks, buy exactly the same securities you own, and have higher dividend income than you. Focusing on GD as a means of achieving high div. income at retirement makes no sense.<<<<

    pat12357,

    That's a mighty big "IF" there.

    What "IF" you don't have higher total return? Then I guess I will have higher income.

    Just because an investor seeks "total return" doesn't mean he is going to get "more return". Most likely he has just as good a chance of getting less returns.
    Jan 27 09:54 PM | 5 Likes Like |Link to Comment
  • McDonald's: Don't Buy For The Dividends [View article]
    Happo,

    Thanks for the reply and the great advice. I am 55 and I suppose a little past the midway of my investing life. Around 2006 I consciously decided to focus on dividend and dividend growth investing. I wish it had not taken me so long to get it. I am now seeing the benefits you mention in your comments. JNJ, which I bought in early 2006 now pays double the dividend income it paid when I first bought it.

    My plan has evolved to be much like what you describe. I want high quality companies, I want to buy at reasonable value and I want to own them as long as they continue to create value. So far I have not sold any stock I have bought with this strategy.

    Your experience is great encouragement for those of us in the building stage as it is proof that it does work.
    Jan 25 11:33 PM | 1 Like Like |Link to Comment
  • Metrics For Dividend Growth Investors [View article]
    richjoy,

    Thanks and I agree with you. A combination of both strategies seems to work well together. I tend to have a higher allocation in the lower yield/ higher growth as those are the companies I have the most confidence in. The higher yielding holdings do play an important part however.
    Jan 25 04:16 PM | 1 Like Like |Link to Comment
  • There's No Way I Can 'Butter My Bread' With This Healthcare REIT [View article]
    Mr. Hales,

    I read over your other comments and see you have done really well in REITs during your retirement. Your 18% annual returns are impressive. My exposure to reits right now are around only 5%, but I plan to increase that in retirement for the extra income. Hope you don't mind, I tagged to follow you so maybe I can learn a little more from your input.
    Jan 25 04:07 PM | Likes Like |Link to Comment
  • McDonald's: Don't Buy For The Dividends [View article]
    Happo,

    Because of your comment above I clicked on your profile and read through your other comments.
    You state a lot of good common sense for the long term investor. Thanks and keep them coming.
    Jan 25 01:13 PM | 4 Likes Like |Link to Comment
  • Metrics For Dividend Growth Investors [View article]
    Landsharks6,

    In about 17 years the 3% yielder growing 6% will catch up with the 8% yielder. (income per year that is)

    But keep in mind if the 3% yielder is still yielding 3% and growing 6% after 17 years (this assumes earnings are growing in step at around 6% which allows the dividend to grow) then every $10,000 invested will be worth around $27,000.

    Whereas the 8% yielder that is not growing (assumes earnings are constant but not growing) will still be around $10,000 for each $10,000 invested. The numbers will vary somewhat of course depending on how the market is valuing a dollar of earnings at the time of valuation.
    Jan 24 10:04 PM | 3 Likes Like |Link to Comment
  • Coca-Cola Yields 3% And Everyone Should Know It [View article]
    I consider my yield at purchase to be based on the first dividend payment I receive.

    Not based on the last payment that was made before I bought it.

    So if I buy before the announcement it potentially could be the same or higher or maybe even lower than the last dividend paid.
    Jan 24 08:55 PM | Likes Like |Link to Comment
  • Is Holding Cash A Good Idea? Will It Pay Off? [View article]
    mustard goes great on spam also. so it does have a value (unlike mpt I suppose).

    to determine how much mustard you need just spread it all over the spam then taste it. if u still taste the spam just add more mustard.
    Jan 24 08:42 PM | 2 Likes Like |Link to Comment
  • Snowball Down A Hill: My Dividend Growth Portfolio 2013-2014 Report [View article]
    One important lesson I would like to point out (esp to younger or new investors) is provided in your Total Performance graph. The quick 20% or more drop in the portfolio could cause many to panic and bail on an investment strategy. You were well rewarded for sticking to your plan with higher portfolio values and increasing income. Those who would have bailed near the lows and moved to safer ground (money market or CD,s) would find there portfolios (& income) still below the beginning value.
    Jan 23 10:02 PM | 4 Likes Like |Link to Comment
  • Snowball Down A Hill: My Dividend Growth Portfolio 2013-2014 Report [View article]
    Thanks Dave for the article and the update. These real life examples provide the best opportunities for learning. And I like how you have expanded the portfolio to be more diversified. Excellent study for anyone starting, building or maintaining a DG Portfolio.
    Jan 23 09:12 PM | 1 Like Like |Link to Comment
  • Coca-Cola Yields 3% And Everyone Should Know It [View article]
    KO is just about the surest way to get 7% to 10% returns over the next 10, 20 or 30 years. Can you do better? Of course you can. But you can also do a lot worse with a lot more work. So just buy it with the forward yield above 3% and forward pe around 16 (forward pe according to Morningstar). That is what I am planning on doing just as soon as enough $$$ gets accumulated in my account. Long KO and buying a little more.
    Jan 23 07:53 PM | 3 Likes Like |Link to Comment
  • Should Income Investors Give General Electric Another Chance? [View article]
    DGI,

    You will catch a lot of crap for writing anything positive about GE. But I think your article is right on target. I started buying it in 2011 and am averaged in around $19. But I think as you state it is still a decent value at today's prices of around $26 to $27. If forward estimates hold they will top 2007 earnings sometime around 2017 or so. That should lift the shares to the $35-$40 range with an estimated dividend of $1.10 to $1.25. Not bad in today's market.
    Jan 20 09:25 PM | 8 Likes Like |Link to Comment
  • There's No Way I Can 'Butter My Bread' With This Healthcare REIT [View article]
    Brad,

    Thanks for the detailed article of the pro's and con's of owning SNH. I have owned SNH since 2005. I was aware of the big picture concerns concerning RMR. But not the high % of revenue from FVE.

    A question about the conflicts of interest concerning Barry Portnoy, you point out that he holds 201,622 shares of FVE. Per Morningstar he also holds 242,042 shares of SNH (nearly 5 times the $ value of his FVE holdings). Would this reduce the chances of conflicts of interest or misalignment of interests as far as SNH is concerned?
    Jan 20 09:02 PM | 2 Likes Like |Link to Comment
  • Coca Cola Company (The) -- You Can Do Better Than Owning “Coke”! [View instapost]
    KO is just about the surest way to get 7% to 10% returns over the next 10, 20 or 30 years. Can you do better? Of course you can. But this does not mean it should be sold. If you are a long term investor buy it when the yield gets around 3% or better and the pe is less than 18. Then let it work for you. It is one of many high quality companies that should be the foundation of a long term, high quality diversified portfolio. Once the foundation is built you can then branch out and search for higher rewards. Of course these come with higher risk.
    Jan 20 07:22 PM | 2 Likes Like |Link to Comment
  • Is Holding Cash A Good Idea? Will It Pay Off? [View article]
    >>>Next time I go back to 1929, I'll be sure to buy some VWELX...;)<<<

    David, on your way back to 1929 stop by 1978 and drop me off a copy your CCC list.
    Jan 19 10:08 PM | 2 Likes Like |Link to Comment
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