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hjtheuns

hjtheuns
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ABT, AFL, CAG, CAT, CBRL, CL, COP, CVS, CVX, DE, GE, GIS, HAS, HDV, IBM, KMB, KO, KRFT, LEG, MCD, MDT, MKC, MRK, NKE, PFE, PG, PM, PSX, RAH, ROST, SPY, SYY, T, TEI, TGH, TIP, VFC, WAG, WFC, WMT, XOM
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  • Kraft Offers Tempting 4.4% Yield [View article]
    I’ve owned KFT since the spinoff from Altria and plan on keeping both KRFT and MDLZ. Does anyone know why it takes several days for the shares to show up in a brokerage account? I would think that it should be able to happen much quicker. Perhaps there is a financial benefit for the brokerage house. Just wondering.
    Oct 3 12:31 PM | Likes Like |Link to Comment
  • 4 Attractively Valued Dividend Stocks To Consider [View article]
    I am long all of the stocks you mention. I added to my JNJ position recently but am finding what I believe are better opportunities than PEP, PG and PM presently. Other “dividend aristocrats” stocks that I find to be attractive would include APD and EMR. APD has a very constant history of dividend increases of better than 11% and EMR will be raising their dividend around the first of November which will bring the current yield to around 3.5%. I believe that all of the liquidity being added will be boosting the economy so I am focusing more on the industrial stocks.
    Oct 3 08:17 AM | Likes Like |Link to Comment
  • Top 10 Net Payout Yield Stocks For October [View article]
    "The net buyback yield adds stock repurchases and subtracts shares issued. The yield is calculated using the amount of buybacks over the last four quarters divided by the current market cap."

    Please define how you are obtaining the amount of buybacks over the past four quarters. Are you using the dollar amount the company authorizes or the actual amount purchased? Thanks in advance for the clarification.
    Oct 1 04:34 PM | 1 Like Like |Link to Comment
  • It Doesn't Matter Where Returns Come From: More Realistic Modeling Of Dividend Growth Investing [View article]
    Using a dividend growth approach early in the accumulation phase has advantages. There are many expenses that are competing for investment dollars. A significant benefit of DGI is that it produces an increasing amount of dollars to supplement what a young person can set aside for investment. My recommendation would be to focus a higher percentage of your portfolio on the challengers and contenders while you are young and transition into a higher percentage of champions as you approach retirement. If you are successful in your selection process some of your challengers will be champions when you are ready to retire. Best of luck!
    Sep 29 12:45 PM | 5 Likes Like |Link to Comment
  • It Doesn't Matter Where Returns Come From: More Realistic Modeling Of Dividend Growth Investing [View article]
    AC - Thanks for your efforts in describing the various scenarios. I enjoy reading these predictive model articles; always wishing that investing was that simple. If you forecast an investment in which the share price increases 100% and that increases the dividend by 25% each year for 40 years you’ll find that you would become very rich. Of course, the difficulty is in identifying that company today. Stock investing success always comes down to stock selection. Focusing on dividend growth stocks makes the selection process easier and provides income for investment. That is the benefit of the DGI approach. The companies that DGIs are interested in are at least likely to still be in business 40 years from now.
    Sep 29 08:27 AM | 9 Likes Like |Link to Comment
  • 5 Stocks To Trade, What's Next For The Market [View article]
    When LMT announced the 15% dividend increase it was trading around $91.75 and immediately went to $92.40. LMT is now yielding close to 5%. Why someone would recommend shorting a stock with that yield is beyond me. I guess that is what makes a market. I'll stay long!
    Sep 27 06:54 PM | Likes Like |Link to Comment
  • Getting The 'What' Correct In Your Portfolio [View article]
    Eli - Your Buffett quote: “People will forever exchange what they produce for what others produce.” is sound economic wisdom that is becoming less understood. This “trading” of goods and services is threatened by today’s altruism. We now have 35% of our population receiving means tested welfare. In other words, what some produce is being given to others who produce nothing. The situation has gotten so extreme we hear Obama saying greed and corporations are what is wrong with America and Hilary Clinton traveling the world saying that the elite contribute nothing. Are these words just political fodder for the recipients of the alms or do they not understand that the noblest act is creating better products and services and earning the wealth that comes from this process?
    Sep 26 12:29 PM | 1 Like Like |Link to Comment
  • 5 Stocks To Trade, What's Next For The Market [View article]
    LMT is expected to announce a dividend increase on Thursday, September 27. The increase may be substantial as the 5-yr average is 21%. An increase of 12 - 15% is probable so being short is dangerous.
    Sep 25 08:28 PM | Likes Like |Link to Comment
  • Getting The 'What' Correct In Your Portfolio [View article]
    Eli, interesting article. I tend to invest when I have money to invest but try to maintain discipline with my strategy. It was a lot easier to have conviction in March 2009, than it is today, that I was buying at very reasonable prices. But even at today’s higher valuations, good companies can be found that meet my purchase requirements. For instance, I utilize the 12% rule (5-yr DGR + current yield > 12%) and the current yield should be 3.5% or greater. Several stocks jump out. Namely, LEG, CLX, JNJ and SYY. I purchased CLX today at $71.45 and have purchased LEG and JNJ within the past couple of months. I didn’t think that CLX was cheap, but it meets the criteria, added grater balance to my portfolio and I believe I will be very happy to receive the increasing dividend for years to come. Sometimes, the hardest thing for investors is jumping in.
    Sep 25 07:31 PM | 1 Like Like |Link to Comment
  • Sell Colgate Palmolive: A Dividend Stock With Expensive Valuations, High Debt [View article]
    "recommend selling the stock at this time, and waiting for the right entry point"

    This is extremely poor advice. CL may go down in price from here (or up) but CL is one of the bluest of blue chip stocks (as close to a buy and hold for ever stock as there is).
    Sep 25 01:25 PM | 2 Likes Like |Link to Comment
  • Aflac On A Tear, 30% Near-Term Upside Remains [View article]
    Ayn Rand had it right in the theme of Atlas Shrugged: “From each according to his ability, to each according to his need.” Educating the public about basic economics is going to be a tough uphill battle. We saw today how the press responded to Romney’s truthful remarks. Unfortunately, Romney further confused the issue. It’s not the 47% not paying income taxes that are the real burden on our society. Part of that 47% is older people who worked most of their lives and are now living off of Social Security. The real problem isn’t even the majority of the 35% who are collecting means tested welfare and have no desire to become contributing members of our economy. It’s that these people are placated to by the media, the so called liberal intellectuals and our elected officials. Until we end free welfare and stop raising the safety net, this problem will only worsen.
    Sep 18 11:42 AM | 1 Like Like |Link to Comment
  • Aflac On A Tear, 30% Near-Term Upside Remains [View article]
    Thanks for your insightful analysis of AFL. I was fortunate to go long AFL in April and am looking forward to the dividend increase due the end of October. A 12% increase in the dividend would bring the yield to 3%, a threshold for many DGIs, at today’s $49.50 price.
    Sep 17 11:35 AM | Likes Like |Link to Comment
  • Revisiting Philip Morris' Dividend Growth [View article]
    My strategy is to hold my dividend stocks unless there is a fundamental change in the company or they don’t increase their dividend. I’ll continue to hold companies like MO, PM, LMT, and MCD; accumulating the dividends and purchasing great companies on corrections.
    Sep 13 04:30 PM | Likes Like |Link to Comment
  • Revisiting Philip Morris' Dividend Growth [View article]
    I added to my position in PM in March of 2011 at $63.12. With today’s dividend increase those shares now yield 5.39%. I believe that PM is one of the companies that may be able to increase their dividend at an average of 10% over the next 10 years; so the author’s 8% estimate may be conservative. Two other companies, MCD and LMT are also capable of averaging 10% dividend increases over the next 10 years. Both are expected to announce dividend increases within the next 10 days as their last increases were announced on 22 September last year.
    Sep 12 02:22 PM | 2 Likes Like |Link to Comment
  • Dividend Stocks Overvalued? 4 Reasonable Blue Chips To Consider [View article]
    DM - Excellent article. Stock investing is about selecting individual companies for investment. Some stocks are overvalued, some are fairly valued and some are undervalued. This is true whether they pay a dividend or not. The key to long-term investment success is inherently about selecting good companies at reasonable valuations. You have provided four companies whose valuations are not excessive. My personal favorite would be AFL and I would add DE and DOV to your list for further evaluation.
    Aug 30 07:56 AM | 1 Like Like |Link to Comment
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