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

To: inspbudget who wrote (28503)	1/5/2018 5:15:03 PM
From: sm1th	Read Replies (1) \| Respond to of 34328

Will consider adopting a covered call strategy to lower cost basis I do that where it works, but have yet to see an attractive premium on any utility

To: inspbudget who wrote (28503)	1/5/2018 5:28:31 PM
From: rnsmth	2 Recommendations Recommended By CusterInvestor Graustus Respond to of 34328

I added after the announcement dip. D is a double weight position now with a cost basis a tad over $60 a share.

To: inspbudget who wrote (28503)	1/5/2018 5:57:38 PM
From: JimisJim	3 Recommendations Recommended By B.O. Plenty Graustus rnsmth Respond to of 34328

<"may likely turn out to be a long term hold"> ... I hope everything I buy/bought the last several/ten years turns out to be long term holds -- with the exception of about 4 CEFs I'm holding for maybe a year or two until I "convert" them to "real" stock of some sort. I figure I got it right if everything I buy does what I expected/planned and stays in the PF. I only sell my "mistakes" that failed to do what I intended when I bought them.

To: inspbudget who wrote (28503)	1/5/2018 7:06:36 PM
From: E_K_S	Respond to of 34328

Been looking at D too. Been eyeing this for over 2 years but never pulled the trigger because of the low dividend and low (perceived) growth. All you have to do is look at the stock price chart . . up. up. up. I think it is because this stock has always increased their dividend. The basic CAGR dividend long term hold. So my strategy was to see if there was another small pull back to the SMA(200) daily (almost there w/i $1) and start a small buy. I am sitting on a lot of cash reserves now so it's a good time as ever (for me) to do a small add. Glad to see others thinking the same thing. Good Investing EKS

To: inspbudget who wrote (28503)	1/6/2018 5:33:45 AM
From: Max Fletcher	6 Recommendations Recommended By Graustus inspbudget Kip S maverick61 NAG1 and 1 more member Read Replies (2) \| Respond to of 34328

D Dominion Here are a couple comments on the deal from M* and Wells Farg. M promises a more thorough analysis in their next newsletter. This is a large position for me, largely because of the anticipated 10% Dividend increases for the next several years. As long as those seem secure I plan to maintain the large position. M* We are reaffirming our $87 fair value estimate and wide moat and stable moat trend ratings for Dominion... we think Dominion is 10% undervalued. Thus, even if the deal goes through, we think Scana shareholders have upside as Dominion shareholders. wf Our view of the SCANA deal remains positive for D. The transaction would fortify D’s foothold in the Southeast at a very reasonable price and offer modest EPS accretion with longer-term upside potential in our view (generation investment and pipeline expansion opportunities, synergies, etc.). In addition, the deal would further skew D’s business mix toward high quality regulated utility operations and provide greater regulatory diversity. While the company appears to be stepping into a political hornet’s nest, we do not see meaningful downside risk as D can walk away without penalty if regulatory or legislative provisions negatively impact deal economics.

To: inspbudget who wrote (28503)	1/10/2018 1:02:26 PM
From: E_K_S	1 Recommendation Recommended By CusterInvestor Respond to of 34328

Dominion Energy, Inc. (D) - started position in D w/ shares bought today @ $76.50/share Omega Healthcare Investors, Inc. (OHI) - another small Buy of OHI @ $26.57/share Decided to start a 1% portfolio position in my taxable account in D. My plan is to sell some of my NG plays that pay a similar or lower dividend. I sold some high cost ECA shares (a NG driller) and will probably sell high cost WOPEY shares to further allow me to build up my D position. My thought was that many of D's projects support my NG long term thesis especially their LNG Export facility. The only exposure I have there is w/ WOPEY's Australian LNG facility. That is a 4% portfolio position and also a 4% dividend payer. I like the diversification D provides from their utility business. This may/limit the taxable portfolio growth but helps reduce my exposure to NG/Oil stocks. Did another small add to the IRA/ROTH account of OHI. At a full position w/ OHI representing a 13% portfolio position size in those tax deferred accounts. The plan here is to sell the high cost shares bought at/near $31.00/share and use those as a source of funds for future Buys in REIT/Preferred div payers. Will have Sells in at/above $32.00/share if that price level is tested again. Good Investing EKS