10-02-2013, 08:25 AM
(10-01-2013, 08:45 PM)EricL Wrote: I think you have a great start, many good names on the list.
I own AFL, DLR, WMT, AAPL, LO, NSC, MCD, WAG, MSFT, WFC, PM, COP, MO, CVX and PSX.
I used to own LEG but sold it off after recent disappointing earnings and I didn't like how the dividend growth has slowed recently. Bought PM with the proceeds.
Also used to own INTC but sold it after they also announced disappointing earnings and lowered guidance along with no recent dividend increase. Bought IBM with the proceeds.
Have also considered PEP and KO but went with DPS instead.
I agree on INTC. It used to be one of my largest holdings, sold off half when they didn't increase the dividend. If they don't increase q1 2014 i'm out.
(10-01-2013, 09:04 PM)Kerim Wrote: I also agree it is a fine list of stocks. Love to see AFL right there at the top. Really wish I had bought a lot more of that one when I was getting in.
Thanks. I wish I'd bought more AFL in the lower 40s, when I first bought as well but I bought the last batch @ 58. I still feel it is a good value around there. I'm hoping for a larger div increase out of them this year. It should be announced soon. Long live the duck!