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

To: JimisJim who wrote (24904)	6/29/2016 7:12:28 PM
From: Mannie	Read Replies (1) \| Respond to of 34328

For the last 6 months or so, I have been adding International Paper IP.....great business, not going anywhere, and looks fairly cheap to me. It had been recovering, and got beat down a bit on the Brexit vote yields 4.37

To: JimisJim who wrote (24904)	6/29/2016 11:03:01 PM
From: E_K_S	Read Replies (1) \| Respond to of 34328

FWIW, sold 50% of my GOV (booked a small gain) and started a position in OHI. Mainly for the management. Do not trust the GOV team and their outsource management group. Their management shake out is better but the same group (just under a new company) is still making the calls (and fees). I plan to sell the other 50% when GOV goes xdiv and put into OHI. Also added the CEF THQ, peeled off a few TPZ and want to start a position in the new Gabelli div Trust preferred Series G Aaa rated paying 5.25% PAR. $100mln offer s/s close Friday. That's more of a Bond type hold in the taxable account 15% max tax but seems like a safe place to park some cash reserves. EKS

To: JimisJim who wrote (24904)	6/30/2016 1:10:45 PM
From: JimisJim	1 Recommendation Recommended By Blasher Read Replies (1) \| Respond to of 34328

Forgot to mention one other thing I like about VLO: their retail operations look solid... I know locally, if I can't easily get to Costco to fill up, I often go to VLO as they tend to be cheaper than most. But they also have nicer "stores" and carwashes, too... maybe because so many are relatively new construction... whatever, but I do like their stations... it was a good trader back when I did that sort of thing, but looking at it today, I realize I need to really dig deep on this one as it's being pushed down out of relation to the overall trend for refiners with retail operations, too... don't know what I'll find, but there's likely something there to find.