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Author: TMFMurph Big gold star, 5000 posts Old School Fool Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 8750  
Subject: Re: My DG Portfolio - Work in Progress Date: 2/21/2013 1:15 PM
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Hi psamtani!

Fine looking list...here are a few random thoughts:

If your KMP is held in a taxable account, you may want to switch it for KMR...whose distributions are paid in tax-deferred shares versus cash and are thus not taxed until you sell them.

( I think maybe brucedoe was confusing KMB ( Kimberly Clark ) with one of the KMI/P/R symbols, thus his question of "why both" )?


Also, you may want to add some more from the healthcare sector ( beyond JNJ ), maybe a REIT like HCN on a pullback ( they have periodic secondaries that usually result in short-term price pullbacks )..or maybe Vanguard's healthcare fund ( VGHCX ) which has low expenses and decent performance over the long haul. Demographics favor this sector, despite all the recent political junk and program changes.

Consider adding to utilities if SO ever has a major pullback...more population pressure in their geography than WEC/ others...but, IMHO, SO is overpriced now. Maybe wait until a rise in interest rates puts a scare in utility prices before adding much in this sector, since they are ( IMHO ) overbought.

Consider something in the resource/commodity space. One smaller name that has worked well for me is BIP....but it is pricey now. A larger name is FCX. Both are riskier and subject to commodity pricing risks, etc, but might help balance out things a bit.

Other names to consider if they ever come down to reasonable values might be: CL, MMM, DEO, MKC, among others.

Just ramblin' a bit....thoughts worth precisely what you paid for them. ;-)

Cheers!
Murph
Home Fool
( who doesn't speak for TMF....just himself
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