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Originally posted by billyjoe
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I think you need to find a few more to help balance out the laggards. The only one I'd recommend out of that bunch is MO, its been very steady and reliable over time, even with the occasional lawsuit scare. The reason I don't like the others is that I prefer a balance of dividends with capital gains appreciation over time. I see that one of those has cut its dividend on a pretty regular basis, you want to see them increased and the price increasing as well. -
11 dividend stocks
OK...since we last spoke, about a hour or so ago, I found a list of dividend paying stocks that I think will do ok over the next year. Some of these are under great accumulation and should pull back, but that's why I think its important to have at least 10 stocks so the average return is decent. I'd bet that over the next year this bunch combined will return high 20's~low 30's. By that I mean the dividend and capital appreciation combined. Some may double but there will be laggards too.
FRO
BPT
NAT
PCU
GMR
SFL
AB
SPH
TNH (HOLY COW)
PTNR
ARLPComment
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I can already predict which ones will depreciate in value...bpt for one. Of course I can't predict the future but that seems to be the trend with that trust. I had never heard of TNH until I ran that screen this am...man!!Originally posted by Tatnic View PostComment
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yeah, I agree that TNH looks good. I like ARLP as well, and still own it from when it was a $$MM winner... High dividend payers rock!Originally posted by Tatnic View PostComment
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Considering that over the past two centuries, give or take, over 63% of the gains from equities has come from dividends (from Robert Arnott.."Dividends and the Three Dwarfs"...2003).Originally posted by jiesen View PostComment
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Bouncer?
...here's one with potential, USG.
If we get a bad hurricane season, which I think we will, then this one may bounce 30%~50% from this level ($4
. No position...yet. One could start a position here fairly safely with a stop at 45-7/8 and see what happens. Or you could wait until the weekly rsi pops up above 50. Its really, very deeply oversold at this level so I would be inclined to take a chance on the first play, ie buying here with stops just under 46.
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Cat
Add CAT to that list...I think it could bounce 12%~15$ from here($72).Originally posted by Tatnic View Post...here's one with potential, USG.
If we get a bad hurricane season, which I think we will, then this one may bounce 30%~50% from this level ($4. No position...yet. One could start a position here fairly safely with a stop at 45-7/8 and see what happens. Or you could wait until the weekly rsi pops up above 50. Its really, very deeply oversold at this level so I would be inclined to take a chance on the first play, ie buying here with stops just under 46.Comment
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Usg
Tat,
Warren Buffet believes in USG. Stocking up at under 50, Berkshire Hathaway owns over 17 million shares as of Dec.31 '06. See Sept. story in Seeking Alpha.
--------billyjoeComment
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In this case I'm basing my opinion on price action alone, with some fundamental bias, ie the pending hurricane season. Its a mixed feeling having him like the same stock that I do since I don't think he's been all that hot over the past decade...mutual fund peformance basically. My recollection of his stock holdings brings on a big yawn....Originally posted by billyjoe View PostComment
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Nice stock and play Tatnic. I like it from here if it lives up to what I think it can and will do if the housing markets turn up. Hope you don't mind but I am going to post it over with my charts at StockCharts. I think this is a good time to be looking at some of the housing related stocks and builders in general. Some decent buys on beaten down companies.
THE SKIRACER'S EDGE: MAKE THE EDGE IN YOUR FAVOR
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[QUOTE=skiracer;80827]Nice stock and play Tatnic. I like it from here if it lives up to what I think it can and will do if the housing markets turn up. Hope you don't mind but I am going to post it over with my charts at StockCharts. I think this is a good time to be looking at some of the housing related stocks and builders in general. Some decent buys on beaten down companies.QUOTE]
Ski, be my guest. I think we'll need to adopt an investor mentality with this one however. Just because there's some decent volume coming in right here doesn't mean it will shoot up to 75 in a few weeks. And even though its basing for several months, like you point out, it could continue that vein. Buffet has often said that you should be prepared to see a new purchase drop 50% and not flinch. I think in this case <46 looks like decent support, but then there's the lower low of <43 to catch it. So maybe a partial position here with some left over for a test, or a break above resistance in the 57 area. That's a more conservative play.Comment
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...another housing play
...is OC, Owens-Corning. They should also be important in energy conservations, which offer a pretty decent return on investment.
Of course some of the best housing/construction plays have been MLM, VMC, USLM and FRK.
One thing I'm pretty certain about is that we're gonna see more violent weather, droughts/fires, hurricanes, etc., so we should always see demand in these "supplier" type stocks.Comment
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Originally posted by Tatnic View Post
Glad to see someone else realizing the strength in this sector. I'm 100% with you, Tatnic. Rocks and aggregates cannot be denied their place in history... I love how it has ALWAYS been a key economical element since man became industrious.
FRK is being bought by VMC, so you might want to scratch that off of your list.
Take a look at OGBY.pk They have got some old asbestos issues that should be cleared sometime soon... depends how long the lawyers can drag it out.Hide not your talents.
They for use were made.
What's a sundial in the shade?
- Benjamin FranklinComment
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I believe vmc bot frk.Originally posted by peanuts View Post
Its interesting that these material stocks are also solar plays...maybe not along the lines of WFR but still, someone has to mine the ingredients.Comment
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VMC is in the process of buying FRK, they haven't 'bot' them, yet.Originally posted by Tatnic View PostHide not your talents.
They for use were made.
What's a sundial in the shade?
- Benjamin FranklinComment
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