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  • Dividend Champions, Contenders And Challengers With 10-Year Declining Dividend Growth Rates [View article]
    Cordes,

    There is a Morningstar Credit Rating. For example, Coca-cola has a Morningstar Credit Rating of AA-. Head over to: http://bit.ly/1Gdfkk0

    You can find it under the graph, right next to Profitability.

    Cheers,
    Canadian
    Apr 20, 2015. 01:23 PM | 2 Likes Like |Link to Comment
  • Dividend Champions, Contenders And Challengers With 10-Year Declining Dividend Growth Rates [View article]
    DVK, I also compare the 1-yr, 3-yr, 5-yr, and 10-yr growth rates, paying more attention to the first three and the rate of the most recent increase.

    Thank you for putting the list together! An interesting list for sure.
    Canadian
    Apr 18, 2015. 08:18 PM | 1 Like Like |Link to Comment
  • Dividend Champions, Contenders And Challengers With 10-Year Declining Dividend Growth Rates [View article]
    Along with BoomBoom's mention of Royal Bank (RY), Telus Corp. (TU) has also increased dividends for 11 years. Their DGR declines on this list are due to the high USD. Both are great, profitable businesses. For Telus, the 1-yr & 3-yr DGRs in Canadian currency are 11.8% & 11.3%, respectively.
    Apr 18, 2015. 08:17 PM | 1 Like Like |Link to Comment
  • Stay The Course: See Income Compounding Results In The Early Years Of A Dividend Growth Strategy [View article]
    prd255, tikigod,

    I admire people like you who knows what they're doing with options. I haven't picked out the knowledge and skills to do that yet. It certainly sounds nice to create a 'synthetic dividend' though.

    Best,
    Canadian
    Apr 13, 2015. 07:27 PM | Likes Like |Link to Comment
  • Dividend Growth Portfolio - Spring Checkup And Semi-Annual Review [View article]
    OHI down. Could it be related to Ventas spinning off most of its SNFs?
    Apr 10, 2015. 03:33 PM | Likes Like |Link to Comment
  • Dividend Growth Portfolio - Spring Checkup And Semi-Annual Review [View article]
    Hey Rose, and anyone else interested. Here's Ventas' news release on the spinoff:

    http://bit.ly/1ciZvvr
    Apr 10, 2015. 03:15 PM | 2 Likes Like |Link to Comment
  • 7% Raise For The Dividend Growth 50 [View article]
    Mike, enjoyed your article and the humour and the comments that followed. Look forward to your next one. :)
    Apr 7, 2015. 10:10 PM | 1 Like Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Qniform,

    "Looking at a potential lower entry price is no different than you are doing already, CDGI." -- lol If you put it this way, I have nothing to say.

    "As for buying the dips, I like your strategy. Dips in share price have nothing (necessarily) to do with value, but they are a good place to start. However, before I rely on a M* fair value estimate, I'd look at how they arrive at it first. For instance, sometimes estimates simply change what multiples they apply to earnings! I've seen S&P do this without any real change in the business analyzed." -- I agree analyzing the business is more important. The use of this method is to shorten the list to one that can be handled, and analyzing the business from there, as it's impossible time-wise to look into detail of all companies in the list.

    Of the stocks mentioned, only EMR is close to my blended calculations of FV. -- That's the thing about analyzing stocks. Focusing on different metrics, or even changing a multiple as you mentioned will lead to different fair value ranges. Both M* and F.A.S.T. Graph are good tools to use. And when they agree, they're most likely right.
    Apr 7, 2015. 07:35 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Hi Hing, you're welcome. Glad you find it useful.
    Apr 7, 2015. 07:29 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Show Me,

    Thanks for adding color about ETN.

    For simplicity, I only used M* information for this article. My initial approach was to use both M* and F.A.S.T. Graph as tools with valuing the companies, but F.A.S.T. is more subjective.

    For example, with a 15-year look, the graph looks fair value for EMR and slightly undervalue for ETN. And the 10-year and 5-year graphs look fair value for both. ETN's earnings estimate in the near-term is higher than EMR.

    Some company's fair value estimate between M* and F.A.S.T. are widely different. So, again, to keep it simple, I only used M* for this article.
    Apr 7, 2015. 07:28 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Hing, according to M*, ETN has narrow moat vs. EMR's wide moat. Additionally, ETN is a little overvalued vs. EMR is priced at a discount.
    Apr 7, 2015. 03:26 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Joan, UNP went ahead of its valuations when it hit the $120s. It still went "Choo! Choo! Choo!" except it was going downhill for awhile. No train always goes up.
    Apr 7, 2015. 12:16 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Thanks Dividend Dreams. Good choices.

    Best,
    Canadian
    Apr 7, 2015. 12:11 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    Hi Joey, CAT is experiencing some headwinds as its primary markets, mining and energy aren't doing so well. In the near-term, it may experience more downward pressure.
    Apr 7, 2015. 12:10 PM | Likes Like |Link to Comment
  • Buy The Sector Dips Portfolio: The Industrials Sector [View article]
    ShellVpower, your comments maybe more relevant for short-term traders, which is different from my longer-term view. Nonetheless, thanks for your comments.

    Best,
    Canadian
    Apr 7, 2015. 12:02 PM | Likes Like |Link to Comment
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