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Plowjockey

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  • There's A Lot Of Value In The Information Technology Sector: The S&P 500 2015: Part 3 [View article]
    Mike----have you looked at IBM??? Lots of negativity right now, with falling revenues, but they have been around forever and Mr. Carnevale thinks quite highly of it. Currrently in a "turn around" mode but I think they will soon make the corner----waiting to hit my "yield point" to trigger a buy.

    Great article Chuck!!!!
    Jan 23, 2015. 10:23 AM | 3 Likes Like |Link to Comment
  • New York Community Bancorp: A 6.5% Yield With A Catch [View article]
    Good morning Eli---recently sold about 40% of my holdings in NYCB because of the nearing "line". My YOC is 7.25%, yield on original investment is slightly over 10% as I reinvested the dividends all along---was reluctant to do so but have to look at the long term. If and when they cut the dividend I will probably sell out, hoping that there is some credence to there $100 billion cutoff that allows them to keep paying. Nice article and I agree---hard to be penalized for success!!!
    Jan 21, 2015. 10:09 AM | 1 Like Like |Link to Comment
  • A Uniquely Positioned REIT You Can Buy Under $10 [View article]
    good morning Brad----in my part of the frozen tundra, we have a REIT based in North Dakota called IRET. I have been following them for years and still haven't purchased---do you know anything about them???
    Jan 12, 2015. 10:16 AM | 1 Like Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    big thumbs up Mike----very interesting concept, I don't sell often but I will when the situation warrants. I stay close to full investment with "double" positions in some "blue chip" stocks that i can sell and purchase something else; literally in minutes. Recently sold some KMP and bought BBL, still have a large core position in KMP. Also have a sell in for another double position hoping to buy IBM, if it gets to a 3% yield point. Have positions in both NLY and AGNC that I have held for quite some time---way behind on capital appreciation but above water with dividend reinvestment, again--in it for the long haul and REITs have much more leeway in my portfolio as long as their fundamentals remain. YOC is an important yardstick for me, how much I am earning on my investment compared to a savings account. No one wants to lose capital; but if you do mot sell, you do not lose---assuming the business model remains viable. Interesting---I own 23 of the above stocks and have 3 more on my short list.
    Will follow along----------
    Dec 18, 2014. 11:08 AM | 1 Like Like |Link to Comment
  • Dividend Growth Investing: How I Derive The Top 40 (Part 2) [View article]
    Good morning David----have you ever cross referenced any of your "top 40" stock picks with the article you did some time ago having to do with the 40 most popular stocks among dividend growth investors??? I would imagine that there will be a significant over lap---if I can find that article, I will do it after your next posting. Great work---thanks!!!!!!!!!
    Dec 11, 2014. 09:44 AM | Likes Like |Link to Comment
  • 52 Fairly Valued REITs For Substantial Total Income For Your Retirement Portfolios [View article]
    Good morning Chuck---let me reiterate the many thanks from above and say that most all of us really appreciate all the time and effort that you put into these articles----such a wealth of information!!!!!! I was looking forward to this specific article because I own HCP and O and am thinking of adding OHI to my wife's Roth account, or possibly WPC. The yields make most of these stocks attractive but I am a stickler for diversification so will add only one. Just a quick question---are you going to do anything with the mREIT sector???
    Thanks again for all your work!!!!
    Nov 26, 2014. 09:38 AM | Likes Like |Link to Comment
  • 75 Fairly Valued High Current Income Dividend Stocks For Your Retirement Portfolios: Part 2 [View article]
    Thanks Chuck---these candidates are more in tune with my investment style, not overly concerned with capital appreciation---rather a growing income stream. I currently own many of the above "candidates" and several more are on my "short" buy list. Am re-balancing my portfolio, pruning some riskier positions and getting "bluer". Looking forward to your next articles as I have a couple of each----thanks again.
    Nov 23, 2014. 10:24 AM | 1 Like Like |Link to Comment
  • The CCC DiviDogs 2011 - Year 1 [View article]
    Good morning Miz---great to hear from you again. Do you follow any one of the above scenario's---I'm assuming one of them, and how has that one done over the course of time??? My "Truck Fund" is returning about 6.25%---much below my expectations---was hoping to be near 10% with dividends. I have CTL and PNNT from your list, actually CTL has been the best performer overall. The rest are REITs and BDCs---some up, some down---PSEC has had a very bumpy ride although the dividends are strong---MTGE has done the worst but the price is coming back. With the FED out of the picture, most of these stocks should do better---they have taken a hit with the uncertainty surrounding interest rates. Fortunately my "long term" portfolios are doing much better--also much less risk!!!!
    Nov 21, 2014. 09:53 AM | 2 Likes Like |Link to Comment
  • Equity Selections For Your Retirement Portfolios: 39 Dividend Growth Stocks For Total Return: Part 1 [View article]
    Good morning Chuck----always read your articles and was going to suggest that 1% doesn't do much to protect against inflation--then comes your part II caption. Looking forward to that article because in retirement I need to stay ahead of inflation---thanks for your great work!!!!!
    Nov 18, 2014. 08:42 AM | 5 Likes Like |Link to Comment
  • Everything You Ever Wanted To Know About Dividend Cuts But Were Afraid To Ask [View article]
    Good morning Bob--may stand corrected on the fallen angel, frozen angel instead. AZN has been good to me, original investment on 3/16/11, was in my Roth account, so only $5000, I was still working at the time. Was one of my first investments after I took over my account and I believe lady luck had a lot more to do with this particular success than any skill on my part. Current value is $9018---up 80.1% on total appreciation including dividends; more important to me is the YOC which is 7.87%. Originally tried accumulating dividends so am missing 3 DRIP investments---numbers would look even better. Should also note that they pay semi annual. I am a strong believer in diversification and that is the biggest reason for AZN being in my portfolio---foreign with no tax implications. Have discarded the "cut and run" philosophy and tend to check fundamentals and give them a chance, much like your "bench", also most foreign companies do things a bit different---a big one then a small one depending on "business" in this case.
    Nov 17, 2014. 09:47 AM | Likes Like |Link to Comment
  • Lockheed Martin Changes Rules, So This Dividend Growth Investor Drops DRiP [View article]
    Good morning Mike----we have been trying to add some stocks for our grand kids but keep running into these charges and I see from Mr Fish above that it is becoming common place, even MCD has started. I have owned LMT for awhile, it has more than doubled in value, and DRIP all dividends through Wells Fargo Advisers---I will check but think they do this with no fees. My YOC is just short of 7%---would have to get 3.4% on any new investment to stay the same so will leave it where it is. Not overly interested in capital gains but sure do like those increased dividends every year.
    Nov 16, 2014. 10:29 AM | Likes Like |Link to Comment
  • Everything You Ever Wanted To Know About Dividend Cuts But Were Afraid To Ask [View article]
    good morning Bob---I have scrounged the "fallen angels" list that Mr. Fish maintains and have invested in a couple---GE in particular has done quite well. I don't think they should be discarded simply because of poor performance during difficult times. Someone above also mentioned WFC, and I have held AZN for several years (British company, maybe do things a little different). Great series coming up--looking forward to it!!!!
    Nov 16, 2014. 10:07 AM | Likes Like |Link to Comment
  • Reinvesting Dividends Turbo-Charges Total Returns And Helps Protect Against Market Panic [View article]
    Good morning David---interesting article and mirrors my investment strategy, also like Mr. Nadels philosophy of auto reinvestment. It is quite easy to do so and smooths out the ups and downs of the market and as stated, allows me to own more of the companies that I have chosen. My plan calls for 3 more years of this strategy and then taking "X" amount of dividends each month for personal use, thereby preserving the principal for the foreseeable future. Using DVKs 10 x 10 graph, I have projected a 6% yield sometime within 15/18 months, anything beyond that is "gravy".
    Nov 12, 2014. 09:49 AM | 2 Likes Like |Link to Comment
  • The Best Way To Reinvest Your Dividends [View article]
    I use the "drip" for all of my common stocks---Have one preferred and two mutual funds that do not; the reason is very straight forward---simplicity---I fish almost daily and hunting season is now open and too much thinking and dickering cuts into my hunting and fishing time. It works for me---some like it hot some like it cold----
    Sep 8, 2014. 12:25 PM | 2 Likes Like |Link to Comment
  • Yield On Cost: A Vitally Important Consideration For Retired Investors [View article]
    Chuck---excellent article, and underlies one of my most important metrics when buying a stock. Without fail, I calculate the estimated yield on the date I intend to draw from that stock, the yield from my current investment times the 5 year DGR. I am currently retired but not drawing on our stock accounts as of yet, plan on starting on 1/1/2017. I have one stock (MO) that has more than doubled in value and is paying over 11% YOC----I have not found any blue chips that would give me the same pay back in dollars if I were to sell and reinvest; I pencil it out every year with the same result. One of my goals is a 6% YOC by 1/1/2017, currently at about 5.3%, should not be a problem. In my opinion, current yield is only important when considering a stock for purchase, I have a minimum yield threshold that I use when considering a stock for investment and equally important to me is the 5 year DGR---how long before the stock gets to my "beat inflation" point??
    Sep 4, 2014. 01:37 PM | 2 Likes Like |Link to Comment
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