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

To: Bocor who wrote (10337)	11/8/2011 7:38:43 AM
From: Bocor	Read Replies (1) \| Respond to of 34328

What The Market Is Telling Us About MLP Valuations seekingalpha.com Every bull market eventually comes to an end. The catalysts pushing profits, dividends and share prices higher ultimately dissipate. Equity valuations become so high that the expectations built into them become almost impossible to achieve. Finally, the air goes out of the balloon. Growth slows to a crawl or shifts into reverse. Share prices start to come down slowly. Then, the selloff accelerates as investors lose heart and bail out. Expectations eventually go so low that it’s nearly impossible for companies not to beat them. At this point, the cycle begins anew on the upside. The current bull market for master limited partnerships (MLPs) eventually will end. Investors’ expectations will ratchet up to levels where almost any news is a disappointment. The massive deficit in energy infrastructure will become a surplus as MLPs overbuild to meet anticipated demand, rather than inking contracts with customers beforehand. Prospective returns on new projects will fall as capacity becomes cheap, even as capital costs rise and squeeze profits. Distribution growth will slow to a crawl, and some MLPs will slash their payouts. Finally, share prices will head lower. The bull will at last be broken. Today, however, is not that day.

To: Bocor who wrote (10337)	11/8/2011 8:43:37 AM
From: Triffin	Read Replies (1) \| Respond to of 34328

Bocor .. RE: WM .. What's changed with the company since this post ?? Message 27650608 The stock price was higher in April 2010 than where it is currently, but they've been pretty consistent with the annual dividend increases .. I'm holding for now, how about you ?? Triff ..

To: Bocor who wrote (10337)	11/8/2011 8:49:28 AM
From: chowder	Read Replies (1) \| Respond to of 34328

Re: WM ... I am currently down 9% on WM. I don't think I want to sell them though. I'm not saying I won't at a later date, but my train of thought is that they can right the ship in time. At least I hope so. Since I'm reinvesting dividends, and the dividend is still intact, I think I'll be a little more patient with them. My focus isn't on capital gains anyway, my focus is on the income stream that my companies afford to me. So far, WM keeps paying the dividend and they did raise it 8.0% this year. I have no problem with share price staying flat or being down 9% at this time. I do care about that dividend and what the next increase will be. Ha! I'm not trying to sell WM here to others. I'm simply explaining my thoughts. I can handle a situation like this because of the number of equities I own in my portfolio. If I owned 10 or less, and WM was one of them, I'd be concerned! Thanks for sharing that article. I might have missed it otherwise.