Dividend Stock Investing

[Driftr]

Mar 21, 2011 12:42:36 GMT -5 Driftr said:

Current % of holdings in my brokerage and IRA:
KO 12%
PM 12%
KFT 11%
HNZ 10%
MCD 6%
WMT 6%
DD 6%
PFE 5%
JNJ 5%
DUK 5%
BP 5%
EXC 4%
VZ 3%
FSC 3%
PG 2%
NMM 2%
Oth 3%
Others include Cash, HI, WHX, PTY, PMX, FTR.

It may look like I've got a bit much in the top 4, but I've had a hard time finding quality companies that I want to invest in that typically pay their dividends in Jan/Apr/Jul/Oct. Any help finding more there would certainly be appreciated. 3-4% yield is all I'm 'needing'. A big part of my strategy is trying to even out the income we'll be earning each month once we retire. I didn't list our Treasury holdings in this, but I won't be buying any shares in stocks paying out the second month of a quarter because out Treasury interest will make up for that cash flow shortfall.

Bump for USAne - Some people are specific in what they hold.

[The Virginian]

quality companies that I want to invest in that typically pay their dividends in Jan/Apr/Jul/Oct.

Drifter,

Just curious as to why the dividend date is important to you?

[Driftr]

I'm trying to set my wife and I up to live off dividends and Treasury interest after we retire. In an effort to make our monthly budget easy I would like our monthly income to be approximately the same. Since we get our Treasury interest in month 2, I'm trying to focus the dividend payments in months 1 and 3. I'd like to spread the risk out a little bt more on the stocks that typically pay in month 1 and I just can't seem to find more good ones.

[Deleted]

Drftr

You may want to take a flyer on GE

They really have turned the corner...and raised dividends again yesterday

Still under 3% but GE Capital is going to start paying dividends back to main ops later this year

Still my number one pick for 2011

It comprises 14% of my total but my net avg cost is $ 13.xx

[Driftr]

CL month 2, JNJ month 3. Definite no on the CL because they don't fit my plan. already own JNJ and they're a leading contender if I decide to put some recent dividends to work in June/July.

GE in month 1 would work perfectly except I'm worried about their finance division. Didn't they get a big bail out? Have they tightened up their lending or are they still pulling forward demand by issuing credit to anyone with a pulse? Am I confusing them with GM finance?

[The Virginian]

GM Finance is now Ally Bank - Correct?

As for GE they did take a bailout but the Government forced everyone to take it so we wouldn't know who was up the creek without the paddle. I own GE so my thoughts are they didn't need the bailout but I could be wrong.

[Driftr]

I went back and looked at some old Tickers that Denninger did on GE. Seems they're older than I remember. Time sure does fly. The fact that he hasn't chosen to write any negative tickers on GE for so long does make them seem a bit better (to me). Thanks for bringing them up guys. They will go to top of the list June/July. Slightly ahead of JNJ at this point.

I really wish there were some tech companies paying in that 1st month. I'm so far underweight on Tech it's sad. Whenever we do retire and I invest the amounts currently in generic bond/dow/s&p funds into individual stocks, I'll have to add some. Still a good 8 years down the road though.

[Deleted]

I am underweight on tech also

Hard to find good yields...which is one of my basis points

Great companies...but most are younger...and instead of dividend yield, they put a lot into R&D

Also their PE ratio's are always so damn high.....

Totally understand the issues

[The Virginian]

Tech is hard - I don't know when IBM pays a dividend because I don't track that info but IBM has some good technology coming down the road. If it pans out ( I'm sure it will) it will have huge payouts for the future. I know IBM is hard to think of as "Tech" but they are going to be big in the AI arena in the near future. ( IMO) Once they get "Watson" perfected ( the computer that recently defeated the Jeopardy contestants) They will own that market.

It will be more than a computer that will serve a giving advice and second opinions to doctor diagnoses, serve as advisor's to most professions as it will have most of mankind's knowledge stored in it. That will be a huge platform that almost all businesses and professions will be able to utilize on a "Cloud" type platform. The implications for the future are boundless!

[Driftr]

I think INTC and IBM are both month 3's. IBMs yield is just too low for me to consider them. Could be a nice one for Growth+Dividend though. That's just not the game I'm into these days. I'm in it for a slow and steady finishes the race. I'm no longer interested in trying to 'win'. Just finish with a smile. :-)

[usaone]

Apr 21, 2011 10:33:01 GMT -5 Driftr said:

Mar 21, 2011 12:42:36 GMT -5 Driftr said:

Current % of holdings in my brokerage and IRA:
KO 12%
PM 12%
KFT 11%
HNZ 10%
MCD 6%
WMT 6%
DD 6%
PFE 5%
JNJ 5%
DUK 5%
BP 5%
EXC 4%
VZ 3%
FSC 3%
PG 2%
NMM 2%
Oth 3%
Others include Cash, HI, WHX, PTY, PMX, FTR.

It may look like I've got a bit much in the top 4, but I've had a hard time finding quality companies that I want to invest in that typically pay their dividends in Jan/Apr/Jul/Oct. Any help finding more there would certainly be appreciated. 3-4% yield is all I'm 'needing'. A big part of my strategy is trying to even out the income we'll be earning each month once we retire. I didn't list our Treasury holdings in this, but I won't be buying any shares in stocks paying out the second month of a quarter because out Treasury interest will make up for that cash flow shortfall.

Bump for USAne - Some people are specific in what they hold.

I hear ya, but most are not.

[usaone]

GMAC is now Ally Financial.

I own GE Drftr. ;D

[usaone]

GMAC/Ally took a second bailout late last year of around 5 Billion I think.

[Deleted]

I wouldnt buy GM with SOMEONE else's money

I know...l am being un american

Just cant get past the mistakes from the past....and the management blunders

Track record is important to me.....and GM has a BAD one

[Deleted]

you forgot one category

AIRLINES

omg....really bad investments

[Deleted]

I like little regional banks

Especially ones with good management

Harder to find...and sometimes they get bought up by the bigger banks

But ROI is good, and dividends are good

Problem is float....and number of shares available

[The Virginian]

you forgot one category

AIRLINES

omg....really bad investments

Also agree with Banks, & Insurance....
- Pharmaceuticals - Probably shouldn't but I do own A couple - They keep inventing all this cool diseases to go with the new drugs they have come up with though. ;D

[usaone]

Apr 22, 2011 10:30:10 GMT -5 The Virginian said:

you forgot one category

AIRLINES

omg....really bad investments

Also agree with Banks, & Insurance....
- Pharmaceuticals - Probably shouldn't but I do own A couple - They keep inventing all this cool diseases to go with the new drugs they have come up with though. ;D

Every commercial on TV is either auto related or Drug related! Crazy.

[The Virginian]

Every commercial on TV is either auto related or Drug related! Crazy.

I Know - My Favorite "New" Disease is "Restless Leg Syndrome"

If they "Invent" it people will want the cure for it! It's great to make money off of Hypochondriacs!

[Aman A.K.A. Ahamburger]

14 Dividend Stocks With Growing Yields and Low P/E Ratios:
seekingalpha.com/article/261794-14-dividend-stocks-with-growing-yields-and-low-p-e-ratios?source=feed

[The Virginian]

Found A site that lists Dividend Stocks:

Dividend Detective: www.dividenddetective.com/

[Driftr]

Thanks man. I'll give it a look-see once we get through with closing the month.

[The Virginian]

Molycorp Declares Preferred Dividends
May 4, 2011 9:16 AM ET
Molycorp, Inc. MCP, the Western hemisphere's only producer of rare earth oxides, today announced that its Board of Directors has elected to declare a cash dividend on outstanding shares of its 5.50% Series A mandatory convertible preferred stock in an amount equal to $1.604 per share. Molycorp will pay the dividend on June 1, 2011 to the holders of record of shares of Series A mandatory convertible preferred stock at the close of business on May 15, 2011. As of May 4, 2011, there were a total of 2,070,000 shares of Series A mandatory convertible preferred stock outstanding.

The Board elected to fund the dividend from available cash, in lieu of shares of the Company's common stock, after considering the near-term and long-term outlook for the Company, and with the objective of minimizing dilution to the Company's common stockholders. Molycorp expects the supply and demand imbalance within the rare earths industry, which has driven dramatic increases in the prices of rare earth products, to continue for the foreseeable future.

About Molycorp

Colorado-based Molycorp, Inc. is the only REO producer in the Western Hemisphere and currently produces more than 3,000 metric tons of commercial rare earth materials per year. In addition to its flagship rare earth mine and processing facility at Mountain Pass, California, Molycorp also owns a controlling interest in the Estonia-based Molycorp Silmet AS, which has a production capacity of 3,000 metric tons of rare earth products and 700 metric tons of rare metal products annually and is one of the largest rare metal and rare earth metal producers in Europe. Following the execution of Molycorp's "mine-to-magnets" strategy and the expected 2012 completion of Phase 1 of its modernization and expansion efforts at its Mountain Pass, California processing facility, Molycorp expects to produce at a rate of approximately 19,050 metric tons of REO equivalent per year from Mountain Pass. The Company expects to achieve an annual production capacity at Mountain Pass by the end of 2013 of approximately 40,000 metric tons of REO equivalent per year after the completion of Phase 2. Molycorp intends to provide to the market a range of rare earth products, including high-purity oxides, metals, alloys, and permanent magnets. The company currently sells products to customers in Europe, North and South America, Asia, Russia, and other previous Soviet Union countries.

This press release contains forward-looking statements that represent the Company’s beliefs, projections and predictions about future events or its future performance. You can identify forward-looking statements by terminology such as "may," "will," "would," "could," "should," "expect," "intend," "plan," "anticipate," "believe," "estimate," "predict," "potential," "continue" or the negative of these terms or other similar expressions or phrases. These forward-looking statements are necessarily subjective and involve known and unknown risks, uncertainties and other important factors that could cause the Company’s actual results, performance or achievements or industry results to differ materially from any future results, performance or achievement described in or implied by such statements. Factors that may cause actual results to differ materially from expected results described in forward-looking statements include, but are not limited to: the continuation of high rare earth prices; the ability of the Company to pay dividends in cash on its mandatory convertible preferred stock; the Company’s ability to secure sufficient capital to implement its business plans; the Company’s ability to complete its Phase 1 modernization and expansion efforts and Phase 2 expansion efforts and reach planned production rates for REOs and other planned downstream products; uncertainties associated with the Company’s reserve estimates and non-reserve deposit information; uncertainties regarding global supply and demand for rare earth materials; the Company’s ability to maintain appropriate relations with unions and employees; the Company’s ability to successfully implement its "mine-to-magnets" strategy; environmental laws, regulations and permits affecting the Company’s business, directly and indirectly, including, among others, those relating to mine reclamation and restoration, climate change, emissions to the air and water and human exposure to hazardous substances used, released or disposed of by the Company; uncertainties associated with unanticipated geological conditions related to mining; and other risks discussed in the Company’s filings with the U.S. Securities and Exchange Commission, including the Company’s Quarterly Report on Form 10-Q for the period ended December 31, 2010, which filings are available from the SEC.

Any forward-looking statement you read in this press release reflects the Company’s current views with respect to future events and is subject to these and other risks, uncertainties and assumptions relating to the Company’s operations, operating results, growth strategy and liquidity. You should not place undue reliance on these forward-looking statements because such statements speak only as to the date when made. The Company assumes no obligation to publicly update or revise these forward-looking statements for any reason, or to update the reasons actual results could differ materially from those anticipated in these forward-looking statements, even if new information becomes available in the future, except as otherwise required by applicable law.



Molycorp, Inc.:

Interesting FTI - Can anyone explain Perferred Stocks to me? Not familiar with how they work.

[decoy409]

[The Virginian]

;D

[The Virginian]

How Can Investors purchase Preferred Stock?

[Driftr]

MCPpA looks like it's tradable in my brokerage account. I've never bought any preferred stocks so I don't know if I actually went to execute a trade if it'd work. Also not positive that MCPpA is the ticker for the preferred shares being talked about, but it looks like they are.

What happened to MCP today though? They got whacked.

[usaone]

MCP

Profit taking I think. Volume was a lot higher yesterday on the way up.

[The Virginian]

What happened to MCP today though? They got whacked.

I don't know - Must not have liked their announcement to pay dividends on Preferred Stock!

I like the business though so if I can buy Preferred Stock I will. If not they don't pay a dividend on Common Stock so will probably pass on it. It would help round out the portfolio though.

[Driftr]

I just found out my JNJ dividend will be increasing from .54 to .57 per share. Nice little 5.55% bump. If these dividend increases continue over time with the bucket of stocks I've chosen, retirement may come sooner than initially expected. They were not factored into the equation.

This coming on the heels of last years increase from .49 to .54, but I think I bought it after they raised to .54.