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

To: JimisJim who wrote (27893)	9/4/2017 3:41:03 PM
From: rnsmth	1 Recommendation Recommended By JimisJim Respond to of 34328

Regulated utilities are 31% of our portfolios. Consumer staples come in at 19%, closely followed by REITS (DLR, VTR, O, AMT). T and VZ and BCE make up about another 9%.

To: JimisJim who wrote (27893)	9/4/2017 8:31:23 PM
From: maverick61	Read Replies (1) \| Respond to of 34328

Thanks. I would be curious what stocks are on your list of regulated utilities you own. I have had positions in the following for some time (not sure if all these fit in the regulated category as some are holding companies for regulated and non regulated subsidiaries LNT PPL UTG (not really a utility but I put this fund here) ATO CNP FE PPL SO I have been considering either adding to the above or adding a position in D DUK ED I just took a look at TPZ - seems like they hold a mix of roughly half stocks and half bonds in teh energy infrastructure setting

To: JimisJim who wrote (27893)	9/15/2017 9:42:33 PM
From: Max Fletcher	3 Recommendations Recommended By E_K_S Oblivious rnsmth Read Replies (1) \| Respond to of 34328

Utilities: I appreciate this post of yours, Jim. It led me to start a position in D Dominion a few weeks ago. I plan to make it a full position after this report from Morning* today: We think some are valuing wide-moat Dominion like a narrow-moat company. Our $85 fair value estimate is 9% above the current stock price and 7% above the median consensus price target. The market also underappreciates what we believe are near-certain 10% annual dividend increases and moatworthy growth opportunities driving high-single-digit EPS growth. We think the dividend yield and earnings growth have the potential to deliver low double-digit total annual returns for conservative investors for the foreseeable future.