tag:blogger.com,1999:blog-2800029095243726187.post1666877314427379265..comments2024-02-10T04:36:02.792-05:00Comments on Dividend Growth Machine: Stock Bought: CVXDividend Growth Machinehttp://www.blogger.com/profile/13304571550687216360noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-2800029095243726187.post-85329474602096116682013-11-15T07:50:03.185-05:002013-11-15T07:50:03.185-05:00DM: Thank you! I agree that the energy sector has ...DM: Thank you! I agree that the energy sector has some of the more attractively valued stocks in the market at the moment. Like you, I'm also interested in some retail names, including TGT.<br /><br />KMI has a mix of attractive features (good yield, high dividend growth, favorable IDR) and unattractive features (heavy leverage, interest rate sensitivity). The influx of rollover money into my portfolio reduced its weight quite a bit, so my latest purchase brings the weight up to around 6%, which is acceptable. However, I'm leery to go much higher than that, simply to maintain adequate diversification in my portfolio.<br /><br />I look forward to seeing what you buy next!Dividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-51094523262412866942013-11-14T19:37:28.760-05:002013-11-14T19:37:28.760-05:00DGM,
I like the buys here! I think energy offers ...DGM,<br /><br />I like the buys here! I think energy offers some of the best values on the market right now, so you made a great move concentrating your efforts there. I also like the retailers here a bit, and I'm currently looking at TGT. <br /><br />I think KMI is particularly compelling. That yield and growth rate is simply ridiculous. However, it's already a large part of my portfolio and the heavy leverage within the partnership structure leaves me leery on adding any more. I go back and forth on things like this sometimes. :)<br /><br />Best wishes!Dividend Mantrahttp://www.dividendmantra.comnoreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-65830149564827103792013-11-14T17:04:50.231-05:002013-11-14T17:04:50.231-05:00Edge: I'm glad I bought XOM in September and O...Edge: I'm glad I bought XOM in September and October. It was nice to finally increase my CVX position.<br /><br />I noticed the action in CSCO today, but I haven't done much due diligence on the company. MSFT has quickly turned out to be a great investment for me: I bought shares in January and February, and in less than a year my total return is about 40% and I'm receiving a nice dividend.Dividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-74314841024340170622013-11-14T16:58:53.019-05:002013-11-14T16:58:53.019-05:00BidAsk: I haven't looked at BBEP, but I'll...BidAsk: I haven't looked at BBEP, but I'll check it out. It would be nice to have some diversification in this sub-sector.Dividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-74068612590150860002013-11-14T10:34:45.093-05:002013-11-14T10:34:45.093-05:00I have owned Chevron for about three months and ha...I have owned Chevron for about three months and have been considering buying more or possibly some Exxon on a pull back. I missed a good opportunity to buy Exxon in the mid 80s last month. <br /><br />What do you think about CSCO on a big earnings miss today? I bought MSFT on a similar miss a couple of months ago and it has paid off with a big divvy increase as well as a nice price increase. Slight Edgenoreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-28772438219033163412013-11-14T10:24:15.543-05:002013-11-14T10:24:15.543-05:00Great purchases. I'm currently supplementing m...Great purchases. I'm currently supplementing my KMI holdings with Breitburn (BBEP). Have you looked into it? Solid growth with 10% yield and safer than Linn.BidAskDividendshttp://www.bidaskdividends.comnoreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-35294179638990521342013-11-14T08:01:50.589-05:002013-11-14T08:01:50.589-05:00RBD: Thank you -- it will be nice to get a dividen...RBD: Thank you -- it will be nice to get a dividend from CVX so soon after my purchase.Dividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-77101268432566963022013-11-14T08:00:41.031-05:002013-11-14T08:00:41.031-05:00w2r: The decision to buy two energy stocks was bas...w2r: The decision to buy two energy stocks was based mainly on valuation. I am looking at a few possibilities in the REIT sector and various stocks spread out over other sectors. I don't strive for any specific sector allocation; instead, I just focus on individual stocks and whatever sectors they happen to be in. I tend to favor some sectors (consumer staples, healthcare, and energy) over others (financial and technology), but I honestly don't pay much attention to what percentage of my stocks are in each sector. As you point out, being in the accumulation phase, I'm better off looking for the best stocks regardless of sector. Underperforming sectors tend to change from year to year, so at any given time the best opportunities might be concentrated in just a few sectors, but over a longer time period there will likely be good buying opportunities in all sectors.Dividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-12781748629005439192013-11-14T06:20:57.167-05:002013-11-14T06:20:57.167-05:00Both good buys here. And I like the timing on Chev...Both good buys here. And I like the timing on Chevron. Had to keep track of all those dates. <br /><br />-RBDRetire Before Dadhttp://www.retirebeforedad.comnoreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-35945102020694798512013-11-13T23:22:30.656-05:002013-11-13T23:22:30.656-05:00Wow, not wasting any time at all in deploying capi...Wow, not wasting any time at all in deploying capital. As with KMI, I like the purchase. Was it just by chance or valuation that drove the two energy purchases, and will you be looking to the REITS you mentioned on your KMI post or any other sectors in general for future puchases? I guess, are you concerned at all with asset allocation at this point or does your position in the accumulation phase allow you the flexibility to invest in the best position possible regardless of sector?writing2realityhttp://www.writeyourownreality.comnoreply@blogger.com