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Strategies & Market Trends : Dividend investing for retirement
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To: JimisJim who wrote (13367)12/11/2012 7:54:43 PM
From: chowder  Read Replies (2) of 34328
 
I agree Jim. WM is borderline. I'm still in the thinking aloud mode. With the dividend increase and the current yield, that puts it at a 6.9% total dividend return. My objective is 8% minimum, but I will allow it to drop to a 6% total dividend return if part of the reason is capital gains causing the yield to lower.

That isn't the case with WM and why I'm leaning heavily to replacing it.

The thing I like about dividend investing is that you can take your time and think things through because you're being paid while you contemplate. ... Ha!

I really think SYY has to go though. I've given it 3 years to start their dividend growth again and it just isn't growing enough. I can get a 4% yield with DRI which is more than SYY, and if DRI cuts their dividend growth in half, I'm still ahead of SYY.

I'm waiting on the dividend from SCG the first of the year before I determine whether it goes or not. I want to see what their next earnings report states. If things are improving, I may hold. It's closer to a sell though because I like the expected dividend growth from LNT which I will use to replace SCG.

I don't own any BDC's, so I can't comment on them.

I've already added to CVX and COP this year, so they are good to go for now.

I sold CINF a month or two ago and let NRP go a while ago! I got rid of ARLP as well back just as coal stocks started diving. I'm not looking to own coal anymore, although I consider ARLP as best in breed.

I'm looking to drop down to 42-45 positions.
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