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Dakota3496

Dakota3496
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  • Stop Using The 'All-Time High' Excuse [View article]
    Eli and Mike,

    Thanks for the follow-up. Must have glazed over the final sentence about valuation. Senior moment? I totally agree that price and valuation are different animals and I do subscribe to buying stocks at an appropriate valuation. I tend to follow Chowder's philosophy and look for stocks at slight discounts to their fair value. The pickings are pretty slim right now. btw, i have read Chuck's articles and they as always are right on point with my approach
    Oct 6 08:16 AM | Likes Like |Link to Comment
  • Stop Using The 'All-Time High' Excuse [View article]
    Eli,

    I appreciate what you are saying but....having been schooled by many SA contributors in DGI and closely following the thoughts put forth by Chuck Carnavale, i am sitting with lots of cash waiting to add to my positions as great companies become more reasonably valued. I use Fast Graphs as a key tool and it appears that most of the great dividend companies that are close to or at new highs appear overvalued to me. Until that changes i guessI will be using the excuse in your headline. I thought valuation matters?
    Oct 5 08:15 AM | Likes Like |Link to Comment
  • Why Dividends Are Irrelevant [View article]
    As a young retiree and someone relatively new to the DGI philosophy of investing I feel like you have missed the point of what role dividends play for many shareholders like me. I hopefully have another 30 years left before my demise and during this future period I expect the market to go through a few more ups and downs. What I am counting on is that the dividend stocks I have chosen are stable enough to continue thier dividend payments to me no matter what their stock price is, and as a result I will NOT have to sell shares to maintain my income stream.

    So while in your opinion dividends do not create value they do create stable income streams if you choose the right companies to invest in; and that for me creates stability which is very "high value" to me (and many others). Just my opinion of course.

    Dave (Dakota3496)
    Feb 20 08:30 AM | 20 Likes Like |Link to Comment
  • These 6 Stocks Made The 'Top 40 Dividend Growth Stocks' For 7 Straight Years [View article]
    David,
    I am long all seven and took advantage of the recent dips to buy more CVX, MCD and PG. My portfolio is now up to my 50 stock max and I am going to start taking some profits from some of the over-valued positions to add to my other positions in order to improve yield as I will start needing some of the income produced in 2015.

    I was pleased to see that many of the stocks I had purchased in the past three years (based on reading your book and reading and exploring the wealth of advice generously imparted by you , Carnavale, Chowder, Crosetti, Fish, Wells and more) made the top 40 again in your 2014 book. I looked at your book this year as positive reinforcement for the strategies I am employing (and cheaper than a therapist :>)....Fast Graphs is my other therapist!

    Thank you for the continuing education.

    Dave J
    Feb 11 09:42 AM | 1 Like Like |Link to Comment
  • How To Calculate The Intrinsic Value Of Your Common Stocks: Part 1 [View article]
    Chuck,

    Thanks for a great article that further validated my decision to signup for Fast Graphs a few days ago. I have been following your work and appreciate the efforts you have gone to create a tool that offers a very quick view of a stock's fundamentals that make sense to me and help me to perform the due diligence necessary for me to make buy/sell decisions. MPT and Graham are great theories to explore and understand but my attention span and focus is a bit less than they require.

    Using your tool, DVK's book, DF's spreadsheets, Chowder's wisdom and Bob Wells experiences have allowed me to "say goodbye to my financial advisor" (two weeks ago) and take control over my own destiny (I hope). Now if only my favorite stocks have some momentary hiccups in order for me to buy some more shares :>)

    Well Done! (and thank you)
    Sep 22 08:30 AM | 4 Likes Like |Link to Comment
  • Social Security And Dividend Growth Make Up A Complete Retirement Package [View article]
    Dave, thanks for sharing the calculator as well as providing the great article and commentary. My friends thought I was nuts when I told them i was planning on being 100% invested in DGI stocks because SS and my pension are "fixed income" instruments. Your article provides me with more ammo to support my asset allocation. Thanks :>)

    PS: Thanks to articles like this and that of the other Davids, Chowder, Wells and Carnavale I have been a DGI investor (in my own portfolio) for the past two years and have slowly been acquiring many of the great stocks mentioned in SA. I only wish I had jumped in more fully when the valuations were much lower! My investment advisor should worry as my portfolio is beating his by a wide margin! Not ready to pull the plug on him yet but wondering why i am paying that fee every year!
    Aug 3 09:00 AM | 5 Likes Like |Link to Comment
  • Market Strategies - Rules Of The Game [View instapost]
    Chowder,

    Thanks for another great blog post. My wife and I are slowly acquiring a DGI portfolio using your rules and that of DVK, and Bob Wells as a foundation for analysis and action. As a young retiree (59...pre- pension and SS) living out of my bank account the next few years are critical for us to assemble the right core group of DG stocks so your thoughts are very much appreciated.
    Feb 26 02:03 PM | 1 Like Like |Link to Comment
  • A Sleep Well At Night REIT That Is Growing Up: HTA Hits A New Closing High [View article]
    Brad,

    Just wondering why you do not own any shares of these two stocks?

    Dave
    Feb 20 08:40 AM | Likes Like |Link to Comment
  • There Is No New Paradigm In Mortgage REIT-Dom, Just Risk [View article]
    Hi Brad,

    Very informative article. Thanks for providing the foundation to my REIT investing education. I am new to REITS (have not yet pulled the trigger) and plan to include them in my portfolio as they become more reasonably valued.
    Feb 9 04:05 PM | Likes Like |Link to Comment
  • Can You Retire With A $1,000,000 Portfolio? [View article]
    RS...surprise...you are not unique! My wife and I have had the same discussions. Given the short time we are all here on the planet we are trying to live life to the fullest NOW and not wait till later. As younger retirees (60) we have a modest nest egg and we hope a reasonable spending plan. We monitor it carefully and plan on leaving as little as possible behind. Seeking Alpha articles (yours and others) help us to revisit our thinking and modify on the fly.

    Having said that, our only responsibility is to each other (we have no kids). She will most probably outlive me so other than making provisions for that it's "live in the moment" and enjoy.

    Keep up the great articles. We recognize they do not tell the whole story, but prompt us to THINK and sometimes challenge our thinking.

    Happy New Year.
    Jan 1 06:12 PM | 1 Like Like |Link to Comment
  • For Dividend Growth Investors - Now Is Not The Time To Buy [View article]
    Larry,

    Thanks for sharing your thoughts. I spent the last years of my formal career turning around (successfully) 2 different failing small businesses and know that overpaying even a little bit for anything has a definite impact on the bottom line. As a result, I fully agree with your thoughts on paying close attention to company valuations when deciding on pulling the "purchase" trigger.

    I have been a DG investor for only the past two years. I am using cash from bailing out of mutual funds at appropriate times to take charge of my own future income stream using DG stocks as the foundation. It has been challenging for me to buy DG stocks at valuations I am comfortable with, but thanks to the education provided to me from DVK's book, Chuck Carnavale, David Fish, and many more folks like you, I have been able to accumulate positions in AFL, COP, INTC, PG, KO, JNJ, and a few more that are frequently mentioned here on SA.

    I am currently sitting on cash looking for more buying opportunities and am learning all about patience...a quality I have flirted with but never mastered before. So thanks again for your timely (for me) article.
    Oct 5 09:26 AM | 1 Like Like |Link to Comment
  • 8 High Yield Stocks Going Ex-Dividend This Week [View article]
    You are quite right. As one who has spends 2-4 months each year in Buenos Aires for the past 5 years, I cut my stay short this year. Inflation is having an impact. Restricting imports to keep dollars from leaving the country and also reducing the government's dwindling cash reserves, is playing havoc with the economy. There is a tension that's in the air that has people talking about the last financial crisis and the problems that resulted from all the government intervention.
    Apr 10 09:57 AM | 1 Like Like |Link to Comment
  • How Dividends Build Wealth Even In Down Markets [View article]
    That's fine if you are building a retirement portfolio for sometime down the road. If you are retired and living off the income generated by dividends you are not increasing your number of shares and are mainly concerned with a steady state of income, dividend growth, and capital preservation.
    Jan 9 12:15 AM | Likes Like |Link to Comment
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