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  • Conservative Investors, Consider General Mills For Your Portfolios [View article]
    Thanks for the write up.

    Just started a position this morning on the dip, just before I found your article. It has been on my radar for some time. Hoping that this will become one of my core positions, as I am just a couple of years away from retirement.


    Aug 16, 2013. 02:06 PM | 1 Like Like |Link to Comment
  • Why You Need To Be A Dividend Growth Investor: DGI Vs. Growth For The Long Haul [View article]
    Thanks for sharing your experience, but you are still unique.

    You must have a very high salary in order to increase your wealth from 21K to $710K in 7 years. Either that or you hit the jackpot in Vegas. That rate of return DID NOT come from investing in conservative DG stocks. It had to be supplemented by portfolio additions.

    Furthermore, you say:

    "Average time to double my portfolio value with additional contributions was 4 years."

    Again, that must be disproportionately "additional contributions" as opposed to organic portfolio growth.

    My only point is that not everyone has this ability to save that much. One might claim that it all comes down to priorities, and in some cases that is true. Look at how many pro athletes end up broke not too many years after they retire.

    But for most of us, this kind of growth is not realistic, insofar as we can't afford to put in such hefty contributions.

    Nonetheless, your numbers are impressive.


    Aug 15, 2013. 02:49 PM | Likes Like |Link to Comment
  • A Cheaper Alternative To U.S. Utilities Yielding 7% [View article]
    Do you know how Italy treats dividend distributions to U. S. stockholders? If they have a significant withholding, and one owns the stock in a tax-sheltered account, as I would need to, then every penny they withhold is money lost forever.

    Thanks in advance,

    Aug 13, 2013. 07:58 PM | 4 Likes Like |Link to Comment
  • Excessive G&A: Implications And Opportunity For One Liberty Properties [View article]
    Thanks Dane.

    I've spent my whole life looking for a job where I could vote myself a raise using someone else's money, unlike an entrepreneur, who has to earn the money or an employee, who has no control over his/her raises.

    Looks like the folks at MPM have found a way to do just that.

    Disclosure: No positions in OLP and definitely no intent to open any positions in OLP, after reading this article. I may, however, apply for a lucrative job at Majestic Property Management.

    Aug 10, 2013. 10:06 PM | 1 Like Like |Link to Comment
  • BDC Earnings Summary Q2 2013: Part 1 [View article]
    Buzz, this is the sort of article that keeps me coming back to SA for more. No rash opinions or indefensible projections or comments.

    Just the pure facts. I greatly benefit from your research, and greatly thank you for sharing it with the rest of us.

    Long: MCC


    Aug 6, 2013. 09:10 PM | 1 Like Like |Link to Comment
  • Intel: This Is Your Last Chance To Buy [View article]

    Mind if I ask what you bought?

    Aug 2, 2013. 02:17 PM | Likes Like |Link to Comment
  • Intel: This Is Your Last Chance To Buy [View article]
    Time for Intel to wake up and smell the coffee! Too many investors own this stock for the dividend. Like Bill Bixby said in one of the "Incredible Hulk" episodes, "Mr. McGee, don't make me angry. You wouldn't like me when I'm angry". I would strongly suggest that Intel not mess with its most loyal stockholder base, the dividend (growth) investor. NO raise and you just might make us angry enough to sell. And you wouldn't like that.

    I'm certainly not holding onto INTC for the capital gains, or any other kind of non-existent gains.

    There are just too many 3.90%+ yielding stocks out there, with at least some expectation of capital appreciation, for me to own one stuck in a 5-year narrow trading range.

    INTC, you are now on probation. Take note!!

    Aug 2, 2013. 01:54 PM | 3 Likes Like |Link to Comment
  • This 'Boring' Stock Has Raised Its Dividend 57 Years In A Row [View article]
    That's one good approach. It's hard to tell how a rental customer might treat the car (put the petal to the metal, etc.), but the rental agencies do take pretty good care of them.

    Personally, I prefer lease buy backs from a dealer, because there is a mileage penalty on a lease, so they come back in pretty low, once the lease expires.

    Just my 2 cents worth.

    Jul 27, 2013. 06:28 PM | 2 Likes Like |Link to Comment
  • This 'Boring' Stock Has Raised Its Dividend 57 Years In A Row [View article]
    Nice, reassuring article. When I bought my original positions at between $65 and $70 (two limit orders), I had to swallow hard to keep from choking. I was convinced that I was paying way too much.

    Now, almost 20% later, I feel like I have a little "cushion", since a pullback is always a possibility.

    I just recently stopped dripping the dividend, because I have better opportunities above 2.6%. However, I continue to hold onto my original position, at least for the time being.

    This was intended to be one of my "core positions", around which I would build my DG portfolio.

    All I can really say is "so far, so good".

    Good luck to all.

    Jul 27, 2013. 02:37 PM | 2 Likes Like |Link to Comment
  • All Dividend-Growth Investors Are Not Created Equal [View article]
    Petrarch, you make some fine points, but nothing you said refutes the truth of this article, namely that there will be some DGIs who have to sell stocks shares at some time during their retirement (other than RMDs).

    Those in that category cannot ignore the volatility of the market, and will not have the luxury of waiting until the next business cycle moves the market "higher". They need the income, and they will need it immediately.

    And, as Bob Well's fine article from yesterday points out, even with all of his fine due diligence and great research, he has two positions down substantially from his purchase price, and that's with the DOW and S & P pushing new highs. No one will be immune from this phenomenon, so we would be wise to face up to it.

    This is a great article for many reasons, but the main one is the fact that it strips away the "noise" we hear so often on this website, where it is unfortunately almost always preached that if one doesn't end up wealthy enough to never be forced into selling a position (other than RMDs), then he/she has done something wrong.

    That is a falsehood, and one that's being addressed here.

    A healthy does of reality is a good thing to have.


    Jul 21, 2013. 10:35 AM | 3 Likes Like |Link to Comment
  • The High-Yield BDC Portfolio [View article]
    Great article. This article contains much needed help for the person trying to analyze this sector.

    But, am I missing something? I see the risk column, and I understand that the higher the number, the lower the risk. Given that, FSC and TCRD don't have the higher risk you suggest they should have as "high-yield" candidates. In fact, MCC is also shown in the lower 50% for risk as well.


    Jul 17, 2013. 07:58 PM | 1 Like Like |Link to Comment
  • Dividend Stock Wars, Fizzy Lift Edition: Coca-Cola Vs. PepsiCo [View article]
    And, the winner is (drum roll please) . . . . . . . . . . . . . . . . . DPS!!!!!

    Have a nice one,

    Jul 11, 2013. 12:32 PM | Likes Like |Link to Comment
  • Buy Quality Companies At Lower Prices With Rising Dividends [View article]
    I've wanted to start a position in this one for some months now, but I am now looking elsewhere.

    FAST graphs shows the stock to be substantially overpriced. Fair value is roughly $42.60/share. Don't see that kind of correction coming any time soon; at least not in the low beta utility sector.

    Good luck to all.

    Jul 7, 2013. 04:19 PM | Likes Like |Link to Comment
  • Linn Energy: Many Ponzi-Like MLP Blow-Ups To Follow [View article]
    I'm fairly new to SA, and am learning a ton . . . . But today is something else.

    My heavens. I left the Yahoo! message boards many years ago because of the lack of quality and civility. It got to the point that I had to read many dozens of posts to glean any useful investment information.

    This thread is getting dangerously close to that same measure.

    As Sgt. Friday said, "Just the facts ma'am.".

    Today is a sad day for Seeking Alpha.

    Jul 5, 2013. 02:03 PM | 6 Likes Like |Link to Comment
  • Is It A Mistake To Only Hold U.S. Dividend Growth Stocks? [View article]
    It was a mistake to be holding LINE today.

    What a mess.

    Jul 3, 2013. 03:46 PM | 1 Like Like |Link to Comment