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Strategies & Market Trends : Dividend investing for retirement

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To: chowder who wrote (13366)12/11/2012 6:48:07 PM
From: JimisJim  Read Replies (2) of 34328
 
I haven't made up my mind yet on WM... it's 3-yr. DGR is still 7.99%, coupled with the 4.14% divvy, it is right on the "Mendoza" line for me... but just started my evaluation on it with quick checks to DGR and current divvy as well as a very quick look at divvy history.

SYY had been on the chopping block for the past 3 mos.... just got around to chopping it. Looks like SCG will be going (replacing with adds to SO and AEP)...

Will post if I make any other moves... may use PSEC for cash parking going forward instead of BKCC -- only reason for switch is monthly payout... BKCC served its purpose for cash parking, but makes more sense in that role to have a monthly payer.

Also, finally getting around to shedding the CVE I've had since its spin-off from ECA... was a hybrid spec & divvy play, but just isn't cutting the mustard in either role... will likely add more CVX and COP (again).

Still have cash for the moment left over from CINF and NRP sales from early in the quarter and/or previous quarter... not in a hurry to spend it -- in fact I may drag my feet on all planned replacement buys until after Jan. 1.

When the dust settles, will likely only have 38-40 positions in the DGI portfolio vs. the previous 45.
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