Dividend Plays that "pay"

[Deleted]

Since V moved the original thread, i am beginning this one

The original Dividend thread on MSN was started by me

V thought it was Drftr's and wasnt sure he was coming, so he started it over here

I am a MT poster...not a IBB poster

Now on to profiting

I went from 14% cash to 5% this morning

I added shares in
GE
CAT
MTW
AVA

The market is still in turmoil....but bargain prices are just that......bargains

[Driftr]

Good for you man. Hope it ends up working out. I'll get my holdings & % listed again here after the current quarter closes.

[usaone]

Q3 went quick.

[frankq]

gdgyva,

I couldn't agree more.

[usaone]

Sept 22, 2011 9:52:30 GMT -5 @gdgyva said:

Since V moved the original thread, i am beginning this one

The original Dividend thread on MSN was started by me

V thought it was Drftr's and wasnt sure he was coming, so he started it over here

I am a MT poster...not a IBB poster

Now on to profiting

I went from 14% cash to 5% this morning

I added shares in
GE
CAT
MTW
AVA

The market is still in turmoil....but bargain prices are just that......bargains

Couldnt agree more. When everyones getting into cash I'm getting out.

I'm might be crazy but I'm still buying Apple on the dips too.

[frankq]

I picked up some RDSA and some PFE. Both paying 4.5% Good stuff is on sale for sure.

[Aman A.K.A. Ahamburger]

From seeking alpha, and from BTI ... I was reading about DUK and dividends and this was at the end of the post...

seekingalpha.com/article/295172-5-utility-stocks-yielding-5-or-more?source=yahoo

Brookfield Infrastructure Partners L.P. (BIP) - With a global footprint, BIP has been popular with investors looking to diversify risk across multiple geographical markets. Even with the stock price up 36.33% year to date the company’s trailing twelve month price to earnings ratio of 7.16 is much lower than the 13.90 industry average. Along with cheaper earnings, BIP offers an attractive dividend of 5.14%, leading to the potential for strong total return. The company’s dividend falls in the middle range among competitors, including Constellation Energy Group, Inc. (CEG) and Lenenergo OAO (LSNG), which offer yields of 2.45% and 15.65% respectively. According to BIP’s August 2011 investor presentation, management has targeted yearly dividend increases of between 3% and 7%. Apart from financial metrics, many value investors are drawn to BIP because of the dynamics of the industry within which it operates. Competing in the global infrastructure industry (ports, railroads, coal terminals, etc.) is very cost intensive, making it difficult for new firms to enter the marketplace.

[tyfighter3]

EPD is very good too.

[Aman A.K.A. Ahamburger]

What's their story?

[tyfighter3]

Here you go. They are paying around 6%.
investing.money.msn.com/investments/stock-price?symbol=EPD&ocid=qbeb

[Aman A.K.A. Ahamburger]

Nice gotta luv that 6%!

[tyfighter3]

WHX, little more risk involved with this one, but still think it will be fine for another 3 to 5 years. Right now paying 17.5% yield.
investing.money.msn.com/investments/stock-price?symbol=EPD&ocid=qbeb
I would wait till oil bottomed, then really take a look at it. JMO

[Aman A.K.A. Ahamburger]

Nice, how are the books, do you know? That is an insane yield!

[Aman A.K.A. Ahamburger]

PM is one I'm watching. I used to smoke cigs. I would be great to get some money back from those guys!!!

[tyfighter3]

There are a lot of stocks that can make you more than 1% in a money market account. I still think the best time to buy Dividend stocks is not when the market is selling off but after it does. jmo

[Aman A.K.A. Ahamburger]

That's an excellent point. I was listening to a guy that works for a fund that manages 50 B. They don't care about being the first guy in the door, once there is a floor and some traction then they go in.

[Driftr]

Current Holdings in our Brokerage and IRAs as of 9/30/11. Does not include Treasury, physical metals, or current ER 401(k) balances. Need to rework the schedules to get those included some day.
PM 9.89% 1
DVY 9.33% 2
KO 9.15% 3
KFT 8.83% 4
HNZ 7.81% 5
DUK 5.88% 6
MCD 5.10% 7
WMT 4.02% 8
JNJ 3.70% 9
GE 3.65% 10
EXC 3.30% 11
DD 3.09% 12
BP 2.65% 13
DEX 2.50% 14
PGP 2.41% 15
PFE 2.32% 16
VZ 2.14% 17
CSCO 1.92% 18
INTC 1.82% 19
COP 1.71% 20
PG 1.71% 21
MON 1.63% 22
FSC 1.26% 23
NMM 1.03% 24
Cash 0.73% 25
HI 0.71% 26
WHX 0.68% 27
PTY 0.58% 28
PMX 0.37% 29
FTR 0.09% 30

[Deleted]

Drftr

A lot of great companies....a few interesting picks

Have you ever considered rebalancing some?

I sold my MO & PM a few months back....

I love the companies...but see problems for both further down the line

Seems like the %'s could change on a few (PG, COP higher) (PM, DVY,KO lower)

[Aman A.K.A. Ahamburger]

Great info thanks guys..

Oct 2, 2011 21:47:52 GMT -5 Aman A.K.A. Ahamburger said:

Some reading.

5 'Must-Own' Dividend Stocks For The Next Decade
seekingalpha.com/article/294004-5-must-own-dividend-stocks-for-the-next-decade?source=feed

Dividends As An Alternative To Low Bond Interest Rates
seekingalpha.com/article/295807-dividends-as-an-alternative-to-low-bond-interest-rates?source=feed

For defensive players, dividends are in the pipelines
www.theglobeandmail.com/globe-investor/investment-ideas/for-defensive-players-dividends-are-in-the-pipelines/article2179985/

5 Rallying Large Caps Being Bought Up By Smart Money
seekingalpha.com/article/296341-5-rallying-large-caps-being-bought-up-by-smart-money?source=feed

26 High Yield Stocks Delivering Strong Income
seekingalpha.com/article/296342-26-high-yield-stocks-delivering-strong-income?source=feed

8 Solid-Yield, High-Margin, Low-Valuation Companies Worth Considering
seekingalpha.com/article/296338-8-solid-yield-high-margin-low-valuation-companies-worth-considering?source=feed

5 Must Own Dividend Stocks For 2012
seekingalpha.com/article/297097-5-must-own-dividend-stocks-for-2012?source=feed

8 Low Priced Oil Giants Paying Yields Above 4%
seekingalpha.com/article/297068-8-low-priced-oil-giants-paying-yields-above-4?source=feed

The Highest-Yielders of the Dow
seekingalpha.com/article/297064-the-highest-yielders-of-the-dow?source=feed

3 Stocks With Rising Dividends In Times Of Economic Uncertainty
seekingalpha.com/article/297101-3-stocks-with-rising-dividends-in-times-of-economic-uncertainty?source=feed

[Driftr]

Sept 30, 2011 16:06:11 GMT -5 @gdgyva said:

Seems like the %'s could change on a few (PG, COP higher) (PM, DVY,KO lower)

I appreciate the input. I am still trying to decide whether my initial strategy of evening out the income monthly during retirement is the best way to go. I still like it in principle, but in practice it is getting tough to accomplish.
That's the reason why there are stocks like KO and PM that appear so overweight in the Port (that and they've outperformed many others) and why something like PG is so underweight. PG pays in that second month which is the same month we get our Treasury interest. For that reason, even though I love the company, I've been trying to stay away from them. Same for VZ (or possible new position in T).
The COP was a newer position I added when I invested all my wife's old 401(k) $ that we moved to an IRA. I add it to the BP in my head when looking at our total for that type of stock. I don't want too much in oil. They also both pay in month 3 and that month is still bringing in a bit more cash than month 1.
The DVY was a wife-IRA purchase too and was just meant to be a 'safe' play to offset the wild plays in PGP & DEX.

If I decide to ditch the monthly income strategy and go with a quarterly plan, I will be using dividend proceeds to add to PG & VZ first. If I stick with the monthly, I'll need to overweight KFT/HNZ/PM/KO even more or build GE up to an equivilent overweight position.

[Driftr]

Oct 3, 2011 9:00:47 GMT -5 @wxyz said:

Driftr

May be a dumb post, but I dont get the idea of this monthly or or even a quarterly plan. Yeah I get the concept but you are allowing the month or quarter to control what investments you make and what companies you buy and hold. Seems like the cart pulling the horse to me. Why not go on a "yearly plan" and buy the best most attractive companies that you like regardless of pay out date and use the accumulated income to live on over the next year.

Personally, I would prefer to buy what I wanted to put together the absolute most perfect portfolio for myself and my needs and not have it controlled by artificial constraints like the month or quarter of dividend payouts. I am sure you could get by for the first year and after that on a yearly plan the pay out dates would be irrelevant.

It is not a dumb post, and it is worth taking under advisement.

[inhouston]

My Dividend worksheet -

1) I use the Old Harry Domash site as a starting point - to locate high yielding companies.
www.dividenddetective.com

2) Then I run them through a screener like Finviz ; www.finviz.com

3) After that - I run those picks through the stock screeners to find a low P/E (alwalys below 15 - most below 10) ; Debt / income (never over 1.0) & Book value (always below 2 to 1)

4) Lastly - the stocks that are left - I run through Yahoo or Google Stock quote chart - to see how long the Dividend has been paid out - and at what rate. (I look for a 3+ yr payout with little fluctuation)

Now and then I just get too overwhelmed - and let Fluffy do it all for me.



Fluffy - still doing better than my old advisor - Ms Cleo

[inhouston]

Personally, I would prefer to buy what I wanted to put together the absolute most perfect portfolio for myself and my needs and not have it controlled by artificial constraints like the month or quarter of dividend payouts. I am sure you could get by for the first year and after that on a yearly plan the pay out dates would be irrelevant.

Which shows that - we all have unique investing styles and requirements.

The one thing I like about monthly payers - is that if the dividend is cut or suspended - you get to know that a lot quicker as opposed to quarterly.
(I have about 1/3 monthly - 2/3 quarterly)

[usaone]

Cant beat a monthly dividend but they are getting hard to find.

[inhouston]

usaone - I have not done any due-diligence on them - but these came up on my list for me last night;

IVR 21.9%
AGNC 20.5%
CYS 18.1%
NLY 16.6% (I already have)
HTS 15.7%

These two also - but both on the dividend DEATH LIST - (not enough income & too much debt to keep paying at this rate)

Best of luck ; cheaper stock prices = higher Dividend yields
(but I am sure you already know that)

ARR 19.4%
CIM 18.1%

[inhouston]

Monthly dividends - yes - harder to find

[Driftr]

FSC pays monthly. It has performed poorly since I bought it last year though.

If you have any interest in CEFs, PGP & DEX both pay a nice yield each month. DEX really got hit hard today comparatively speaking.

[Driftr]

Just found out my MCD dividend got bumped up 14% from .61 to .70.

[Driftr]

Just bought more EXC (@42.85) for my IRA and more DD (@43.95) for our Brokerage account today using recent dividends received. Next buys probably won't be until late December or early January.

[frankq]

Good move by me Driftr. I bought more EXC a couple of weeks ago. One of my favs.