tag:blogger.com,1999:blog-1893129263573703047.post8931762375076071518..comments2024-03-28T00:13:55.918-07:00Comments on A Frugal Family's Journey: Collection of RECENT BUYS (November 2015 Summary)A Frugal Family's Journeyhttp://www.blogger.com/profile/05093532273552790517noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-1893129263573703047.post-20868330628337873802015-12-09T05:55:56.385-08:002015-12-09T05:55:56.385-08:00Hey yeah as of today KMI cut the dividend, and it ...Hey yeah as of today KMI cut the dividend, and it is not looking good for them. I almost initiated a position in them this year, but instead bought OHI. It was a safer bet with less risk. Good luck. ELhttp://www.moneywatch101.com/noreply@blogger.comtag:blogger.com,1999:blog-1893129263573703047.post-11985362902028381942015-12-06T10:50:22.877-08:002015-12-06T10:50:22.877-08:00You're welcome Lanny. HCP yield sure look jui...You're welcome Lanny. HCP yield sure look juicy at 6.32%! We have our eye on it but a bit hesitant to pull the trigger. Great history of dividend increase but the payout ratio concerns me a bit. Hopefully, they can continue with their current streak of 29 years.<br /><br />KMI is another interesting one. I think we might see a dividend cut in the near future with KMI but crossing my fingers management decides to keep status quo. <br /><br />Best Regards, AFFJA Frugal Family's Journeyhttps://www.blogger.com/profile/05093532273552790517noreply@blogger.comtag:blogger.com,1999:blog-1893129263573703047.post-55872126848296861202015-12-06T10:43:44.998-08:002015-12-06T10:43:44.998-08:00Keith - Glad you find these articles informative. ...Keith - Glad you find these articles informative. I can't blame you for picking up shares in various REITS lately as they are currently offering great value for us long term investors. <br /><br />We have our eyes on ADM as well. Looks pretty attractive at 3.11% yield, 39 consecutive years of dividend raises, and a low payout ratio of 41.5%. ADM is certainly a top prospect for an upcoming buy. <br /><br />Thanks for visiting. Best wishes. AFFJA Frugal Family's Journeyhttps://www.blogger.com/profile/05093532273552790517noreply@blogger.comtag:blogger.com,1999:blog-1893129263573703047.post-18711445003871861632015-12-06T10:38:55.315-08:002015-12-06T10:38:55.315-08:00You're welcome ADAM...in return, thanks for yo...You're welcome ADAM...in return, thanks for your weekly summaries! :)<br /><br />As for HCP, I think REITs in general have been popular lately given the prospect of FEDs raising interest rates soon. Its possible that health care REITs are simply seen to hold the greatest value in this sector. <br /><br />Thanks for stopping by. Best wishes buddy! AFFJ A Frugal Family's Journeyhttps://www.blogger.com/profile/05093532273552790517noreply@blogger.comtag:blogger.com,1999:blog-1893129263573703047.post-61956174890118640572015-12-06T10:35:19.199-08:002015-12-06T10:35:19.199-08:00Thanks for the feedback Vivianne. We also own sha...Thanks for the feedback Vivianne. We also own share in UNP and would certainly welcome you as a fellow shareholder. :)<br /><br />Best wishes! AFFJA Frugal Family's Journeyhttps://www.blogger.com/profile/05093532273552790517noreply@blogger.comtag:blogger.com,1999:blog-1893129263573703047.post-15771040114749744952015-12-06T10:33:52.236-08:002015-12-06T10:33:52.236-08:00Thanks Ben. All great companies and it looks like ...Thanks Ben. All great companies and it looks like quite a few others agree with your WMT purchase as they did the same this past month. <br /><br />Thanks for stopping by. AFFJA Frugal Family's Journeyhttps://www.blogger.com/profile/05093532273552790517noreply@blogger.comtag:blogger.com,1999:blog-1893129263573703047.post-90160178198517941332015-12-06T10:30:54.485-08:002015-12-06T10:30:54.485-08:00AFFJ,
Thanks again for sharing. I like the big p...AFFJ,<br /><br />Thanks again for sharing. I like the big pounce on HCP - an aristocrat in a huge industry of healthcare. Interesting to see multiple purchases of KMI, eh? I think I may be in that boat as well - what the heck is going on with them though? Debt really that bad? Dividend cut looming?<br /><br />Big days ahead. Thanks again!<br /><br />-LannyDividend Diplomatshttps://www.blogger.com/profile/14920248039296961145noreply@blogger.comtag:blogger.com,1999:blog-1893129263573703047.post-52349995194972258282015-12-04T23:35:09.483-08:002015-12-04T23:35:09.483-08:00I agree that it's always interesting to see wh...I agree that it's always interesting to see where the money is flowing among the DGI community. November was a big REIT month for me as I added to each of my holdings HCP, HCN and VTR in early Nov. Of course, now the focus is on ADM after being beaten down so badly in recent times. Thanks for compiling.DivHuthttps://www.blogger.com/profile/02437642929198374070noreply@blogger.comtag:blogger.com,1999:blog-1893129263573703047.post-23167308010043902292015-12-04T12:40:10.378-08:002015-12-04T12:40:10.378-08:00Thanks for putting this together each month. I am ...Thanks for putting this together each month. I am still not sure why HCP is such a big hit. I need to read up on that more. Also thanks much for the mention! I do appreciate it much!<br /><br />-AdamAdam - IWTRShttps://www.blogger.com/profile/13494393889774751702noreply@blogger.comtag:blogger.com,1999:blog-1893129263573703047.post-1165452459815746112015-12-04T11:05:41.508-08:002015-12-04T11:05:41.508-08:00A very comprehensive list. I'm going to add so...A very comprehensive list. I'm going to add some of UNP at some point with the downgrade. viviannehttp://wellroundedinvestor.comnoreply@blogger.comtag:blogger.com,1999:blog-1893129263573703047.post-88036499326829661922015-12-04T10:29:45.592-08:002015-12-04T10:29:45.592-08:00Interesting article! My 3 most recent purchases a...Interesting article! My 3 most recent purchases are: WMT, GWW, CMI.Ben at Sure Dividendhttp://www.suredividend.comnoreply@blogger.com