tag:blogger.com,1999:blog-6097510160054715524.post7879085301549424520..comments2024-01-03T21:42:28.979-08:00Comments on DivGro: Recent Buy: Macquarie Infrastructure CompanyFerdiShttp://www.blogger.com/profile/05008021146951839361noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-6097510160054715524.post-1350436973420198942015-05-25T21:48:46.703-07:002015-05-25T21:48:46.703-07:00Thanks, BeSmartRich -- a somewhat riskier one but ...Thanks, BeSmartRich -- a somewhat riskier one but I'll enjoy the ride if it goes like it has done in the past 5 years...FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-29956432040418056252015-05-25T21:47:57.988-07:002015-05-25T21:47:57.988-07:00Please do your due diligence and let me know what ...Please do your due diligence and let me know what you find I'm not a FastGraph subscriber, so I can't see what you mean by "strange". MIC certainly is riskier than many of my other DivGro holdings. Personally, I like to mix things up a little bit. With 45 holdings, one holding represents between 2% and 4% of my portfolio (some are doubled-up). I like to hear about other dividend growth investor's strategies. Yours seem very sound. Adding only when valuations are in order...FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-48692200205636610152015-05-25T18:12:10.005-07:002015-05-25T18:12:10.005-07:00I think that was a great buy. 5% of dividend yield...I think that was a great buy. 5% of dividend yield at less than 6 P/E is amazing. I will keep MIC in my watchlist.<br /><br />Thanks for the analysis.<br /><br />BeSmartRichBeSmartRichhttp://www.besmartrich.comnoreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-60603580129891712492015-05-22T11:42:16.904-07:002015-05-22T11:42:16.904-07:00Interesting purchase DivGro. Never heard of the c...Interesting purchase DivGro. Never heard of the company and the FastGraph chart seems strange so I would need to do a lot of further DD myself. However, I am always on the lookout for a high-yielder with high growth. My portfolio only consists of 15 companies at this time and although all companies carry some risk, I don't consider any of mine very risky. There are also some more established less risky-- high yielders near my strike points. HCP (Champ) is already there, XOM & CVX (Champs) are there, T is close, SO is close, PG is close, etc. At the beginning of the year I set a goal of expanding my portfolio by 5 names but have only been able to add two due to valuations. I am content just loading up on who is discounted for now. Always enjoy the blog. Unknownhttps://www.blogger.com/profile/10109778105179617546noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-59176281810558086652015-05-21T08:11:33.931-07:002015-05-21T08:11:33.931-07:00Thanks, Dividend Dreams -- I pointed out some of t...Thanks, Dividend Dreams -- I pointed out some of the risks with MIC, but I believe it is worth taking some of those for the chance of earning a great yield and have some excellent dividend growth prospects.FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-8085066428002623612015-05-21T08:03:44.618-07:002015-05-21T08:03:44.618-07:00Nice buy Ferdi. I think you will see others buy t...Nice buy Ferdi. I think you will see others buy this stock soon as well, now that it is a challenger.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-66219558914424478662015-05-20T20:41:04.792-07:002015-05-20T20:41:04.792-07:00Thanks, Ken -- its good to hear that someone else ...Thanks, Ken -- its good to hear that someone else picked up on MIC's attractive elements. I bought TROW earlier this year, so that's a good one, too!<br /><br />Cheers<br />FerdiSFerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-21789757745297677662015-05-20T20:39:27.074-07:002015-05-20T20:39:27.074-07:00You're welcome, R2R. MIC only recently popped ...You're welcome, R2R. MIC only recently popped into my radar when it raised its dividend to $1.07 and so became a Dividend Challenger. Except for stocks in my portfolio, my watch list only contains stocks with a streak of 5 years of dividend increases. <br /><br />Take care!<br />FerdiSFerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-83945230554472462062015-05-20T11:10:55.773-07:002015-05-20T11:10:55.773-07:00This is an excellent buy. MIC was towards the top...This is an excellent buy. MIC was towards the top of my most recent CCC screen. I had to decide between MIC and TROW and I picked TROW for now. I will be adding MIC soon though. Thanks for the write up.<br /><br />KenDividend Empirehttp://www.dividendempire.com/noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-44566082114929641302015-05-20T11:08:51.157-07:002015-05-20T11:08:51.157-07:00Infrastructure is probably a good place to put you...Infrastructure is probably a good place to put your money toward these days. I have been looking into a couple of names that are associated with global infrastructure...but they seem pretty overvalued. I hadnt heard of MIC before - thanks for bringing this to my attention.<br /><br />Best wishes<br />R2RRoadmap2Retirehttps://www.blogger.com/profile/14379818667071736766noreply@blogger.com