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

To: maverick61 who wrote (28957)	4/14/2018 8:12:32 PM
From: rnsmth	3 Recommendations Recommended By Graustus lizardK Steve Felix Read Replies (1) \| Respond to of 34328

<<I would have expected D management to be smarter than this.<< I am not sure about the nature of the relationship between the smarts of D's management and short term fluctuations in the share price.

To: maverick61 who wrote (28957)	4/14/2018 10:51:06 PM
From: JimisJim	Read Replies (1) \| Respond to of 34328

To be fair, D is part of the ute sector that on average has all been "punished" during rotation out as interest rates began to rise and people (IMO incorrectly) assumed the best days were behind the regulated utes in general as tsy paper yields rose... but now we see the FED hiking interest rates, but real bond yields and LT paper like mortgage yields are falling again? LT Tsy bond curves looking wonky vs ST? And yet utes are still being taken out and shot? Smells like LT opportunity to me, but I could be wrong since I am definitely not perfect in ST market trends -- the reason I concentrate now on LT DGI instead... I see no reason to change horses now... indeed, I feel like acquiring more horses to carry me onward in my retirement...

To: maverick61 who wrote (28957)	4/14/2018 11:03:13 PM
From: Steve Felix	Respond to of 34328

Opinions are like a...... but I think D is going to be a great stock for those reinvesting. The company has stated they stand behind their previous estimates. IF they raise the div 10% the next two years, I don't think they trade at a 6.29% yield. Like my earlier post on SHW, we won't know until we know. Amazon eating Targets lunch was a great time to reinvest in TGT, all the way down to $49. Didn't follow analyst targets, but I doubt they were the $80+ they are now. CVS got a big hurrah when they first announced they were buying Aetna. Now they are down about $ for $ the same as D since Jan. 1st. They were already down $30+ since Sept. 2015. Dividend raises are on hold until after the deal is done. Their two previous were 20% each. Lowest earnings I see for 2019 are $7.17, for a 29% payout ratio. A 20% raise would still have the payout ratio under 31%. Credit Suisse has 2020 @ $9.19. I plan to add more D, but hopefully CVS first. Hope D share issuance will hold it down a little while.