05-20-2015, 09:55 PM
(This post was last modified: 05-20-2015, 10:15 PM by stewardinlife.)
Just bought UNP (10) and OHI (14) today as part of my monthly acquisitions.
Eric, Could you shed some light on your WMT pullout. Just curious, when you say WMT has declining growth rate, are you meaning the stock in general? Is WMT out of your dividend growth rate criteria? What is the typical growth rate you have established personally to be in your portfolio?
From my own research for WMT:
1. It is on Dvivdend Champions list
2. Yield: 2.56
3. It has DGR: 1 yr, 3 yr, 5 yr, 10 yr -- 5.7, 11, 12.6, 14.8 respectively.
Are there any other important metrics that might cause WMT to be a weaker investment?
Your thoughts/elucidation would only help me educate. Thanks in advance.
Paul
(05-18-2015, 06:07 PM)stewardinlife Wrote:(05-18-2015, 01:19 PM)EricL Wrote: I would rank them in order of current attractiveness as UNP, OHI, O then WMT.
UNP is trading at fair value for the first time in about a year and a half and OHI is nice with a 6% yield.
I like O as well, but its still a bit expensive in my own opinion.
I sold WMT last fall due to the declining growth rate and relatively weak dividend yield. Just not enough growth there for my tastes.
Long UNP, O, OHI.
Thanks!
Eric, Could you shed some light on your WMT pullout. Just curious, when you say WMT has declining growth rate, are you meaning the stock in general? Is WMT out of your dividend growth rate criteria? What is the typical growth rate you have established personally to be in your portfolio?
From my own research for WMT:
1. It is on Dvivdend Champions list
2. Yield: 2.56
3. It has DGR: 1 yr, 3 yr, 5 yr, 10 yr -- 5.7, 11, 12.6, 14.8 respectively.
Are there any other important metrics that might cause WMT to be a weaker investment?
Your thoughts/elucidation would only help me educate. Thanks in advance.
Paul