(01-07-2014, 12:33 PM)Dividend Watcher Wrote: Already own but need to add
KO < $39
KRFT < $52.50
TU < US$30
DE < $82 (a long reach here)
NU < $40
UL < $38
O < $37


New positions interested in at least a partial
JNJ < $87
PG < $76
TJX < $50 (this is probably a bear market goal)
AMGN < $100

These aren't hard numbers, when they get close, I'll quickly review the latest news and earnings reports and then put a limit order in. I believe some will reach my price just with the normal bouncing around of prices. All I have to do is wait.

(01-07-2014, 01:14 PM)ronn38 Wrote: Though they're out of tabor now, I have precious few ulititles in my portfolio ( and vertually no consumer defensive). Within a dollar of my limit are:

AEP, SO, SYY

And as I wont have a taxable income from employment after August, I'm thinking of selling off my RDS.B for BWP (also within a $1 of my buy price).

Ronn

(01-07-2014, 12:33 PM)Dividend Watcher Wrote: I'm not finding much I'm interested in that's undervalued. Fairly valued -- yes -- but the damn recency bias is making be a little more patient. I have some dry powder I'd like to put to work (about 4% of the portfolio) and my wife's cash account balance is getting close to the point where I need to invest some of it. I have no problem being fully invested and, to my surprise, I don't really care if we have a correction. I'm just waiting for the stock price to drop into the top end of my value criteria. Here's what I'm watching/waiting for:

Already own but need to add
KO < $39
KRFT < $52.50
TU < US$30
DE < $82 (a long reach here)
NU < $40
UL < $38
O < $37

New positions interested in at least a partial
JNJ < $87
PG < $76
TJX < $50 (this is probably a bear market goal)
AMGN < $100

These aren't hard numbers, when they get close, I'll quickly review the latest news and earnings reports and then put a limit order in. I believe some will reach my price just with the normal bouncing around of prices. All I have to do is wait.

(01-07-2014, 01:24 PM)rnsmth Wrote: Ronn,

Have you looked at WEC? The board has a goal of getting to 65-70% payout ratio in the next few years. Good divvy increases the past 3 years, and I anticipate good ones for a couple of more years.

(01-07-2014, 05:53 PM)Dividend Watcher Wrote:

(01-07-2014, 01:24 PM)rnsmth Wrote: Ronn,

Have you looked at WEC? The board has a goal of getting to 65-70% payout ratio in the next few years. Good divvy increases the past 3 years, and I anticipate good ones for a couple of more years.

You know, when I was researching utes for my mother-in-law's portfolio, I kept thinking WEC has acted like a consumer staple stock the last few years rather than a boring, old utility. Almost seemed too good to last. I really need to look harder at them again.

(01-16-2014, 03:51 PM)DividendGarden Wrote:

(01-07-2014, 05:53 PM)Dividend Watcher Wrote:

(01-07-2014, 01:24 PM)rnsmth Wrote: Ronn,

Have you looked at WEC? The board has a goal of getting to 65-70% payout ratio in the next few years. Good divvy increases the past 3 years, and I anticipate good ones for a couple of more years.

You know, when I was researching utes for my mother-in-law's portfolio, I kept thinking WEC has acted like a consumer staple stock the last few years rather than a boring, old utility. Almost seemed too good to last. I really need to look harder at them again.

Speaking of WEC, they raised their dividend today, but it was only 2.0%. Not enough to keep pace with inflation. http://seekingalpha.com/news/1512131-wisconsin-energy-corporation-declares-0_39-dividend