To: chowder who wrote (3523 ) 1/27/2010 10:48:41 PM From: Steve Felix Respond to of 34328 "that reflect my business model" - There it is. I don't think any two people on the board will think or invest exactly the same. I try to keep the engine on the track, and would like to hand down some great stocks to my daughters, but at times I find something in a sector where I have no holdings, or something with a nice dividend where it appears the stock is going to move up. If I am getting paid well I can wait and swap it out later. Some of what I consider solid stocks won't show here because they are in my taxable account: CLX, COP, KFT, KMB, MCD, MSEX, and UPS among others. Non-qualified dividends in my IRA should give it a higher return. As an example of not exactly being on the track, anyone looking at the list will wonder ( among other things I'm sure lol! ) what SUG is doing there with a 2.6% yield. 01/30/2009 13:37:42 Bought 100 SUG @ 13.04 At that price it was a 4.6% yield. In 2007 they raised their dividend 11%. In 2008 33%. Their payout rate seemed much lower than their peers. Alas, they haven't raised since. I could trade it now for something with a higher yield, but it is a very small holding, and I have decided I can be happy with the yield on investment of 4.6% for a while to see if this comes to fruition: From S+P: "We like SUG's growth strategy, as well as its investments in LNG, storage and pipelines. The company operates the largest of only a handful of LNG terminals in the U.S., and has contracted the capacity so that it gets paid whether or not the facility is used. While current plans to form an MLP from SUG's gathering and processing business are on hold, we think a recovery in the equity markets would lead the company to go forward with the process. In addition, SUG is interested in making more acquisitions."