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

To: Ditchdigger who wrote (25183)	7/30/2016 12:05:38 PM
From: E_K_S	1 Recommendation Recommended By CusterInvestor Read Replies (1) \| Respond to of 34328

Tekla Healthcare Opportunities Fund (THQ) - peeled off 20% of my high cost shares to book a small gain THQ booked a new recovery high and it's previous 52wk high is at $20.49 w/ their all time high at $21.46/share. THQ still yields 7.75% but one must be careful as they carry a lot of losses (that may turn into gains) from prior Buys that is not reflected in their NAV. I now own a lot of low cost shares (below $16.00/share) so I s/d have a safety of margin to exit if things turn sour. Many of my Drug/pharma stocks continue to move higher too. Even GSK which has been a lagger is at/near a 52wk high. They had pretty good earnings last week. Glaxo (GSK) Beats Q2 Earnings Estimates, Revenues Up Y/Y (GSK was my latest Buy 10/2015 and the others; MRK 1 buy 2005, 3 buys 2008-2009; PFE 1 buy 1999, 2 Buys 2010 & BMY buys 2005 & 2008). Hindsight I s/d have bought more (especially BMY) and held my JnJ and ABT. They continue to pay good dividends as well as appreciate in value. We had some nice earnings for the drug companies last week and they still continue to grow despite the little to no growth in the world's economies. The dividend yields are still quite attractive w/ GSK 5.06%, SNY 3.92%, PFE 3.26%, MRK 3.14%, JNJ 2.56%, ABT 2.38% and BMY 1.99%. Yield chaser may find GSK attractive but I have no plans to add and/or sell any of my Drug/Pharma shares. THQ is my yield play and that get's sold first if the sectors sells off. Good investing EKS

To: Ditchdigger who wrote (25183)	7/30/2016 3:06:13 PM
From: robert b furman	Read Replies (3) \| Respond to of 34328

HI ditch, I'll second that emotion. There is a lot of money chasing dividend aristocrats. They not only are chasing them they are bidding them up. I'm of the mind that the lower tier stocks that have a consistent track record of continuous dividend payments (albeit not increasing the dividend) can offer a better value. When you pay 15% to 20 % more for a stock to get 1% more in yield,market actions to price can be a loser for much more than 1 % strived for. I have to give E_K_S his due as I have just taken positions in my accounts in Armanina Foods of distinction - AMNF. With an 8 cent dividend that yields 3.69 % and the price is steady as a rock - its a nice comforting stock to own as I only wish it would show be a 4% dividend yield. Ditto TIS as I hope to add to it also. I have two horses I constantly ride that yield in the 4% -6% depending on how well you buy on the dip with BRKS and CY. These are great balance sheet companies esp BRKS riding under the radar of most investors. I'll sleep better at night taking a little less yield and solid price action vs high yield high volatility - even a great dividend growth stock like HCP has spooked me out with the resignation of the CFO in March and now the CEO this last month. Too much drama for me - I'm a scardy cat investor. I even took a wild flier on CMTL for what appears to be too much dividend - so that the wild side in me. Bob