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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Steve Felix who wrote (5927)	9/23/2010 1:44:07 PM
From: CusterInvestor	Read Replies (1) \| Respond to of 34328

O on sale today due to stock offering....

To: Steve Felix who wrote (5927)	9/23/2010 1:52:04 PM
From: Max Fletcher	Read Replies (2) \| Respond to of 34328

I noticed MPW from your list (and see you've mentioned it before) and knowing nothing about it decided to dig a bit. It has a buy rating from S&P (target $12) and conf call notes sound positive. Defensive triple-net leases with earnings growth potential according to a couple analysts. Think I might take a starter position. If you have any further insight I'd be interested. REITs in general and hospital REITs are a relatively new area for me (though I do have some NHP from a couple years ago) but I like the LT need aspects of it. Max

To: Steve Felix who wrote (5927)	9/23/2010 2:19:13 PM
From: chowder	Read Replies (1) \| Respond to of 34328

You must really like SGU, you listed it twice! ... :o) I sold my position in KFT recently. They have now gone 8 quarters in a row where they have not raised the dividend. The CEO has indicated their priority is paying down the debt (not dividends) that Warren Buffett never wanted them to incur in the first place. He's been liquidating KFT, but some of that was to finance buying a new company. It will be interesting to see if he's still liquidating when his next report comes out. I switched from KFT to KMB. KFT - yield 3.7% - 5 year compounded dividend annual growth rate 3.4% and had 8 consecutive years of dividend increases which have seemed to stop. KMB - yld 3.9% - 5 yr CAGR 8.09% - 35 consecutive annual dividend increases. I got a better yield, a better dividend growth rate and a company more dedicated to continuing increasing those dividends. I noticed your utility companies were more of the lower yield, higher dividend growth rate variety. I've taken a different view. People are going to pay their light bill. Utes are going to continue receiving cash. I preferred to take the higher yield with modest dividend growth rates. SO - yld 4.8% - 5 yr CAGR 4.10% - 8 yrs of increasing dividends. NST - yld 4.1% - 5 yr CAGR 6.54% - 10 yrs. D - yld 4.1% - 5 yr CAGR 6.30% - 6 years. You can also get access to the MLP sector without the worry of K-1 forms with TPZ - yld 6.7%. MLP's are the toll roads of oil and gas! Those products can't move without paying the toll to the MLP's! I didn't see any oil companies on your list. RDS.B - yld 5.8% TOT - yld 6.1% CVX - yld 3.5% CVX has been solid as a rock for years! I don't own XOM and the yield is a little low, but it too has provided excellent long term "total return" along with CVX.