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  • Retirement Strategy: Did You Freak This Week? [View article]

    No changes for me. But yes I was worried - so much so that I stopped checking my balances daily.

    I did periodically check prices of stocks on my watch list including XOM and PG and I could be a buyer in the near term.
    Aug 28, 2015. 01:28 PM | 2 Likes Like |Link to Comment
  • Kohl's Is A Buy Into Earnings, Price Target $89 [View article]
    It looks like $89 will have to wait.
    May 14, 2015. 03:32 PM | 1 Like Like |Link to Comment
  • Buh-Bye Wal-Mart, Hello Emerson Electric, Qualcomm And AbbVie [View article]

    I really enjoy your respectful and well-articulated articles and comments.

    Regarding -
    "Over time, we'll see if AbbVie, Emerson Electric and Qualcomm were the right ones for us."

    I think that when we all follow our plan that IS the right choice. And we don't need to second guess that.
    Mar 10, 2015. 01:35 PM | 2 Likes Like |Link to Comment
  • My Fourth Quarter Portfolio Review [View article]

    Thanks for the quarterly review and for being such a valuable part of the DGI community. You were definitely missed and in our thoughts.

    I too sold LNCO after it recovered (mostly) and replaced it with O. Great minds!
    Feb 13, 2014. 05:31 PM | Likes Like |Link to Comment
  • Realty Income - Scared Money Never Wins [View article]

    I believe investors are scared of rising interest rates and taper talk and the pressure these events place on REITs.

    I've done well with my REIT positions in the past. Back when I was an ETF investor I put $15k in VNQ at 75. I watched it drop to 25. So what did I do then? I put another $15k in at 25. That decision made all the difference to me.

    Time will tell if my recent O purchase at $40 was a good entry point.

    BTW per your comment -

    "Then I got a break - two eights - and the dealer had a ten and a five. I knew it was my turn; the book says split 'em."

    So how did you know the dealer's hole card before you bet??
    Nov 22, 2013. 12:33 PM | 2 Likes Like |Link to Comment
  • Take Advantage Now Of Compound Dividend Reinvesting Before It's Too Late [View article]
    I agree with both reasons that companies may pay dividends.
    Oct 12, 2013. 01:33 AM | Likes Like |Link to Comment
  • Team Alpha Retirement Portfolio: Is There Finally Some Value In Annuities? [View article]
    I've looked at for quotes before. But feel the returns will look better in a higher interest rate environment. Not for me right now.
    Oct 12, 2013. 01:29 AM | 1 Like Like |Link to Comment
  • Bogle's Views On Retirement Income [View article]
    I love the economy of words in this comment. Keynes would be proud.
    Jul 20, 2013. 02:21 AM | 2 Likes Like |Link to Comment
  • Why Coach Is Better Than Its Competitors [View article]
    Now I'm feeling better about putting 500 shares at just under $49 in my wife's account in Feb. Of course she wants to celebrate by buying a new handbag.

    This stock may get even more of a DGI following in a year or 2 when it starts showing on David Fish CCC list. Some investors want to see a 5-yr minimum history of dividend increases. Currently at 3 years.
    Apr 23, 2013. 05:00 PM | Likes Like |Link to Comment
  • The Facts Are In - MLPs Work Great In IRAs [View article]
    Did you happen to sell any of your MLPs that have been held in your tax deferred accounts? I'd like to know how long they were held and how big the tax bite is in that case.

    I've read that the sale of MLPs held in IRAs (even Roth IRAs) is the real concern which can dwarf the UBTI issue.

    Thanks for the article.
    Mar 26, 2013. 08:48 PM | 2 Likes Like |Link to Comment
  • The Wisdom Of Not Reinvesting Dividends [View article]
    Tim I like your reasoning. And David Van Knapp doesn't auto-reinvest the dividends in his real life portfolio either.

    On the other hand I believe Chowder wrote an article recently on his instablog where he does DRIP.

    For me it comes down to my goals during my accumulation phase. I'm trying to add positions for diversification, so I collect as cash for now.

    Once I feel I have enough companies I'll probably turn on the DRIPs (at least for any companies I feel are very undervalued). And that way I'll save on commissions. Some companies like EPD also offer discounts for DRIP.

    Finally the tax burden for cost basis someone mentioned is no longer applicable. Starting last year brokers are now required to keep track of your cost basis even including any auto-invested dividends.

    But for now I'll continue to collect them and add new positions once I've accumulated enough for my purchase amount. And this way at a glance I can judge performance (excluding dividends) when looking at my portfolio since all my purchases are started with the same $ amount.
    Mar 20, 2013. 07:13 PM | 2 Likes Like |Link to Comment
  • Which Of The 4 Top Aerospace/Defense Companies Is Most Attractive To Dividend Investors? [View article]
    I rank them as RTN, LMT, GD, NOC. I own the first two as well as GE and CSX in the industrials space.

    Thanks for the article.
    Mar 9, 2013. 01:28 AM | 1 Like Like |Link to Comment
  • Is Facebook The New Large Cap Growth Tech Stock? [View article]
    I agree with your analysis and opened a position on the pullback yesterday morning. I don't mind that FB is spending money to acquire growth in the mobile space. I think the company clearly has a wide moat and will be valued along the lines of an Amazon. It will continue to gain market share by being relevant and accessible through multiple platforms.

    Up 6% yesterday (at least my stake), down 4% today. It looks to be a bumpy ride.
    Feb 1, 2013. 04:41 PM | Likes Like |Link to Comment
  • 19 Things I Like About Dividends [View article]

    Thanks for the list of advantages of dividiends/dividend paying companies.

    A couple more to consider - dividends are ubiquitous as they exist in companies of every S&P sector. This means that investors looking to build income streams aren't limited to selection from say Utilities.

    Investors can easily assemble a diverse portfolio of stocks with an average projected yield of 4% which can be valuable to investors seeking income.

    To add to your point #17 - investors choosing to reinvest dividends in the same company (DRIP) can do so without any added fees/commissions. Some companies (I believe EPD) offer discounts to DRIP investors. Brokerages like Fidelity allow investors the granularity to decide which companies to DRIP and which to collect the dividends as cash.

    Thanks again.
    Jan 31, 2013. 03:58 PM | 2 Likes Like |Link to Comment
  • Generall Mills Dividend Stock Analysis [View article]
    Thanks for the analysis. I like the company products and the stock's low volatility. I acquired a position last June on a pullback to mid 37's and am glad you still think it's a good value. I'd like to see higher earnings growth but have no reason to sell at this time.
    Jan 30, 2013. 01:25 AM | Likes Like |Link to Comment