Dividend Plays that "pay"

[Deleted]

Drftr

We were both thinking chemicals, but i bought the other one

I added a position in DOW last week....avg price around 24 bucks

I think chemicals were beaten down too far, and Dupont was second choice behind DOW

[Driftr]

Oct 18, 2011 15:47:29 GMT -5 @gdgyva said:

I added a position in DOW last week....avg price around 24 bucks

Nice pop in DOW today. I'd congratulate you, but I know you're not likely to sell it.

[Deleted]

You are right....

Long term i see it as a keeper

I added another stock for LONG term also

Take a look at MAS (Masco)

Yield just over 3%....and the price is so beat down over last 3 yrs

Entry @ $ 8.50 approx per share and i think its a 4 star over next 3-4 years

[Driftr]

Daang man. I though I saw DOW missed when I was watching Bloomberg this morning while getting ready. Must have upped their guidance going forward or something. They're flying today.

[Deleted]

DOW blew the revenue number out the door

They missed by a penny on earnings that had been revised UP

I think the overall market sentiment...and shorties covering their butts is the reason for the pop

But i am not complaining....lol

Good day for my holdings

MTW & MAS also rocketing up

[frankq]

Driftr,

Bet you're glad you bought some EXC today...

[Driftr]

Oct 27, 2011 16:44:59 GMT -5 frankq said:

Driftr,

Bet you're glad you bought some EXC today...

Happier about the DD, but the EXC will work. Actually, my kids would be happier if they only knew.

For my wife & I, the price increase means the yield just dropped, so unless they up the dividend to keep the yield up, price increases actually hurt us in our investing plan. Who'd have thunk...

A slow steady Bear market for the next 8-9 years (with no change in dividend payout amounts) would suit us just fine. Follow that with a nice ramp for the 20-30 years we're living off the dividends and it's win/win for us and the kids.

[flow5]

BARRON'S

Investors should also give equities a second look because some stocks are paying juicy dividends, thanks to corporate balance sheets laden with cash. Intel (ticker: INTC) has a 3.4% yield while its 10-year notes pay about 3%. And Lockheed Martin (LMT) pays 5.1% while its debt offers only 3.4%.

[Driftr]

Recent VZ dividend received was .50 instead of the .4875 I'd been expecting. Nice unexpected 2.5% 'raise'. I suppose I could pay more attention to dividend announcements, but it's kinda fun figuring out why I've got more cash than expeted in the accounts from time to time.

[Deleted]

Reading this thread, it appears that many of you know for more than I do, even so, I'll risk posting my thoughts on div. paying stocks.

For the past 10 years we have been in and out of REITs. They pay a good dividend, and usually higher than others due to their 90% payout rule. A good monthly paying REIT is Realty Income, symbol is O. It is paid the 15th of each month.

After being out of the market completely for the past 3 years, we are now cautiously buying, and this time have set our target as REIT preferred. We feel the preferreds are safer (with luck) and also pay a higher interest than their counterpart common. www.quantum.com is a good site to investigate preferreds.

We are adding to our portfolio this week, as we have a couple of CDs that mature today. Being retired for over 15 years now, we need more than the current CD rate than 2%. We haven't worried about whether the payout is monthly or quarterly, as we will let the money pile up in our Ameritrade MM account and take it as we need it. This might not be the best option, but it keeps bookkeeping for me much simpler.

I look forward to being able to read here frequently.

[Deleted]

Welcome granny

Not sure if we know more....

Most of us on here, tend towards the mega cap dividend payers. There are exceptions....but that seems to be the trend

REITS to me are scary. Especially over last 3-4 years as real estate prices plummeted in areas. I have owned a few over the years...but just couldnt see the dividend be maintained in such a down market

With this site...we all have our favorites.....and i look forward to any and all good ideas. I learned long ago, that i definitely can use all the help i can get in the world of investing.

[Deleted]

Letting my dividend income sit for now.....

Back up to 8% cash and rising

Lot of turmoil in market now.....and i will wait for a better time to add to positions

So many good companies....and all going on sale

[Driftr]

Fell behind updating my excel investment schedules. Got in the habit of copying the prior quarters dividend payment down to the current payment when tying out the cash balance. Something didn't jive after I updated for recent EXC and JNJ dividends in my IRA. Got all excited when I saw the EXC was for more than last quarter. Thought they'd seriously increased the dividend. Then realized I recently bought more and the payout per share had stayed the same. Oops...

[usaone]

GE had a nice bump up in their dividend!

[Driftr]

Dec 13, 2011 13:33:23 GMT -5 usaone said:

GE had a nice bump up in their dividend!

Yes. A 13% increase is a welcome sight to these sore eyes. I don't typically notice those things until I get paid. I like the surprises. Stop spoiling mine...

[Deleted]

From .15 share to .17 i believe

Nice

GE is my largest holding.....with avg cost a little over $ 9.00 per share

Now if i can get my other companies to do as well.....

[Driftr]

I really need to re-invest our recent dividends. I've been way too busy/lazy. All three accounts now have cash balances > the 0.5% of commission cost threshhold that I like them to get to before I re-invest. Yes, I'm aware that if I were at Schwabb they would allow me to auto-reinvest, but I like having the control over timing and which companies to invest in. It's the way I plan to re-balance without the need for selling off portions of one stock to get more of another.

That said, I need to spend some time picking a couple-few to put some cash into. Leaning towards more INTC for my wife's IRA. Probably more VZ in the brokerage. Maybe more DUK or EXC in my IRA. Other possibilities are JNJ/PG/MCD/DD. I am no longer looking at smoothing monthly income. Quarterly will work for us. Just accumulate the first quarter's dividends without re-investing the quarter before we retire and live off that for 3 months seems to be the ticket. Rinse and repeat every 90 days. That frees me up to buy more of the names I liked originally but I'd been avoiding because of payment date. No plans to add any new positions at this time.

Got a little bad news on the FSC I bought the first go-around when I started this. They finally lowered their monthly dividend. Dropped about 10% from .1066 a month to .0958. I figured they'd need to do that at some point. That stock and WHX are the two I would like do-overs on if I were just starting today. Actually, even though the NMM is still above where I bought it, and the yield is still nice, I probably would have stayed away from it too if I knew then what I know now about it's volatility.

[Driftr]

Oh yeah. I also forgot to schedule a USTN purchase this month which is the only month (3rd) of the three where I can't make it up on the same cusip. Gonna be a little messy in 10 years when I need to decide what to do with the maturity proceeds. Just annoyed at myself for forgeting. Will double up next month and won't even mention it to my wife because I know we're going to have a 'talk' about it in 10 years whether I tell her today or not, so why have two talks about the same thing..

[Aman A.K.A. Ahamburger]

LOL.. Putting of a "talk" for Ten years. Now that is long term planning....

GE/TRP/BCE... IDK They all pay decent quarterly dividends though.

[Driftr]

Just got the INTC for my wife's IRA and some more PG for the brokerage account. Will decide on Monday what to do with my IRA. Waiting for some KFT dividend cash to settle until Monday. It'll be WMT, PFE, JNJ, or DD. Leaning towards WMT or JNJ.

After that I don't expect to have any buys until Aug-Sep timeframe. Gonna skip a quarter to see if the sell in May and go away trend works again this year. If so, I lose a quarter's dividends, but get the next batch of stock at a discount. If not, I lose a quarters dividends on those stocks and get to pay more.

[Driftr]

Ended up getting the JNJ for 'my' IRA.

I was just fiddling with my spreadsheet updating it for newer ex divs and pay dates and found PFE increased their dividend from .20 to .22. That's a nice 10% 'raise'. Shwing!

[The Virginian]

Drifter are you still buying only Stocks that pay on a certain date or have you opened it up to all dates now?

[Driftr]

Jan 12, 2012 12:35:42 GMT -5 Driftr said:

I am no longer looking at smoothing monthly income. Quarterly will work for us. Just accumulate the first quarter's dividends without re-investing the quarter before we retire and live off that for 3 months seems to be the ticket. Rinse and repeat every 90 days. That frees me up to buy more of the names I liked originally but I'd been avoiding because of payment date. No plans to add any new positions at this time.

Switched to quarterly. Made the decision months ago, but posted it a few weeks ago. I'm crushed you didn't read my post on the 12th.

[The Virginian]

Sorry,

I don't get over here that much any more!
I think you made the right decision though - for what it is worth ;D!

[Driftr]

BP dividend increase. Up 14%. :-)

www.sfgate.com/cgi-bin/article.cgi?f=/g/a/2012/02/07/bloomberg_articlesLYZ80E0YHQ0Z01-LZ0JP.DTL

[tyfighter3]

EPD, I recommended this stock several months ago when it was around 39 to 40 dollars, now $50 and pays 5%. This stock will go up because we have to KEEP up with the Oil Patch's production increases.
investing.money.msn.com/investments/stock-price?symbol=epd&ocid=qbeb

[Aman A.K.A. Ahamburger]

Nice Ty. G, feel free to move this thread to the "new" market talk if you want...

[Aman A.K.A. Ahamburger]

This is one of my Favorite companies right now. Glad I own part of them..

BCE reports 2011 Q4 and full-year results, announces 2012 financial outlook
www.marketwatch.com/story/bce-reports-2011-q4-and-full-year-results-announces-2012-financial-outlook-2012-02-09-7000

MONTREAL, Feb. 9, 2012 /PRNewswire via COMTEX/ -- BCE Q4 net earnings attributable to common shareholders of $486 million, up 52.8%; Adjusted net earnings(1) attributable to common shareholders of $484 million, up 8.5%

Bell revenue up 12.6% and EBITDA(2) up 10.3%, reflecting strong contributions from Bell Wireless and Bell Media

Strong Wireless revenue and EBITDA growth trajectory - service revenue increases 6.4% on 4.1% higher ARPU and postpaid net additions of 131,986; Wireless EBITDA up 9.6% and service margin expands 1.1 percentage points

Wireless data revenue growth of 32%, driven by rapidly increasing smartphone adoption and higher usage of mobile content and other data services

Bell expands next generation LTE mobile network to 7 more urban centres, now serves far more Canadian cities with LTE than its major wireless competitor

Bell TV additions increase 20.4% as Fibe TV gains 27,726 net new customers

Continued strong execution on cost control with Bell Wireline operating costs down a further 5% in Q4

All 2011 financial guidance targets met; 2012 outlook builds on positive momentum and focused execution of Bell Strategic Imperatives

[TD2K]

All three accounts now have cash balances > the 0.5% of commission cost threshhold that I like them to get to before I re-invest. Yes, I'm aware that if I were at Schwabb they would allow me to auto-reinvest

If you auto-invest, don't you end up with a mess trying to determine the cost basis when you do sell?

Don't mean to hijack the discussion here.

[Driftr]

Mar 12, 2012 22:07:32 GMT -5 TD2K said:

All three accounts now have cash balances > the 0.5% of commission cost threshhold that I like them to get to before I re-invest. Yes, I'm aware that if I were at Schwabb they would allow me to auto-reinvest

If you auto-invest, don't you end up with a mess trying to determine the cost basis when you do sell?

That makes sense to me.