3 Most Attractive Dividend Opportunities Among 20 Strongest Banks In The World [View article]
something is really messed up with your BNS yield and PE in your chart :P its def not at 49x and 150% payout unless you're counting some one time items.
5 Canadian Companies Rewarding Investors With Dividends And Buybacks [View article]
i prefer CNI and RCI out of all these. they present the most compelling cases when taking into account both valuation and dividend growth potential.
i like MGA and THI as well as businesses, but at current stock prices, THI seems a bit lofty and MGA's yield + growth rate isnt where i'd like it to be. i look for yield + div growth in the mid teens mainly :)
great names overall though, and proud to be canadian!!
Building A Portfolio From Core Positions, Part 1 [View article]
thank you :) personally i have around 6-10% per core holding, and 6 core holdings. i hope to go into more detail into how i allocate my portfolio in the future.
Building A Portfolio From Core Positions, Part 1 [View article]
southern is a utility company. i didnt mean to come across as saying these picks were undervalued or anything. i just wanted to use them as examples :) if i had to pick 1 or 2 to buy right now i'd probably go with JNJ and maybe PG as being somewhat under/fair valued.
Building A Portfolio From Core Positions, Part 2 [View article]
hi Zach
that is an excellent point.
there are many businesses that will benefit from the emergence of the global middle class, definitely more than just the ones i talked about.
in China for example (i'm just using this as an example since i have some personal experience there), there is china mobile (CHL), china unicom (CHU), china telecom (CHA). CHL is the biggest by subscriber and coverage area, but CHU has the most compatible and best 3G network with foreigners. I buy a local sim card and use china unicom's 3G service every time i am in china visiting.
one word of caution about investing in chinese companies. the government can turn on a dime, reassign bands/networks and change your entire investment thesis. in the case of china mobile , they also force the company to use home-grown technology, thus making their network incompatible with many foreign phones (like my own galaxy s2)
Building A Portfolio From Core Positions, Part 2 [View article]
i guess you could say i am a novice income investor :)
unlike many of the income investors on SA, i'm relatively new, and don't have as many rules or guidelines. i generally just try to look for businesses with promising prospects that are valued attractively.
most of my investments do pay dividends, but i do not use an auto-reinvestment plan. i just let them build up along with new funds and then buy something that is attractively valued.
Building A Portfolio From Core Positions, Part 1 [View article]
thank you for the kind comment! i dont have a lot of time to write, but i will try to make time for it :)
i agree that many defensive names are not undervalued currently. my reason for choosing them for the article was because they are big and well known to everyone
as the blog i am helping with progresses, more in depth topics will be discussed. i hope to learn much from comments from here as well as my friend's writings, as i'm still young and relatively inexperienced!
Intel's Going To Pull Back - Here's How To Profit [View article]
a sustained multi-week move above $28 is certainly interesting. INTC last traded above $28 in 2005, and only for 2 weeks.
i think if it can push and stay above 28, there isn't much resistance up until 35. i'm crossing my fingers for a decent dividend raise sometime soon though, as i think that would make the move more sustainable. it just dipped under the 3% mark on today's push higher
How Is Dividend Growth Investing Like Rental Property Investing? [View article]
i totally agree that the 2 are very similar. the main differences to me are that it is easier to leverage up in real estate, but easier to diversify among different sectors in dividend equities.
i believe a long term investor should have exposure to both, and not be solely in one or the other. the two have some very nice synergies that are very good to have, in the long run, for a young person :)
Retirement Investing: Dividends For The Long Haul [View article]
i own EXC and XOM myself, but i've been rethinking my position in XOM lately after the rise in my holdings (bought it in the low 60s).
i think someone mentioned that XOM's historical dividend increase rate going back 20-30 yrs is basically 6%, which is kind of low. their management is generally competent, but i wish they'd emphasize the dividend more, and the share repurchase less.
at 2.1% yield, 6% div growth rate, i feel i could do better elsewhere, that i can get either better yield, and similar div growth rate, or better growth rate, at that yield....
do you have any thoughts on this? 'this' being the observation that Exxon's current yield + growth rate puts it in a low yield low growth rate category that leaves much to be desired...
Abbott: New Reasons The Split Could Tank Stock [View article]
with the split, it loses much of its diversification, and the run up means it is no longer as undervalued as before either.
i havent sold my position yet, but am def. considering it as the investment thesis is weakening.
3 Most Attractive Dividend Opportunities Among 20 Strongest Banks In The World [View article]
5 Canadian Companies Rewarding Investors With Dividends And Buybacks [View article]
i like MGA and THI as well as businesses, but at current stock prices, THI seems a bit lofty and MGA's yield + growth rate isnt where i'd like it to be. i look for yield + div growth in the mid teens mainly :)
great names overall though, and proud to be canadian!!
Building A Portfolio From Core Positions, Part 2 [View article]
thank you!
Building A Portfolio From Core Positions, Part 2 [View article]
Building A Portfolio From Core Positions, Part 1 [View article]
personally i have around 6-10% per core holding, and 6 core holdings. i hope to go into more detail into how i allocate my portfolio in the future.
Building A Portfolio From Core Positions, Part 1 [View article]
thanks!!
Building A Portfolio From Core Positions, Part 2 [View article]
that is an excellent point.
there are many businesses that will benefit from the emergence of the global middle class, definitely more than just the ones i talked about.
in China for example (i'm just using this as an example since i have some personal experience there), there is china mobile (CHL), china unicom (CHU), china telecom (CHA). CHL is the biggest by subscriber and coverage area, but CHU has the most compatible and best 3G network with foreigners. I buy a local sim card and use china unicom's 3G service every time i am in china visiting.
one word of caution about investing in chinese companies. the government can turn on a dime, reassign bands/networks and change your entire investment thesis. in the case of china mobile , they also force the company to use home-grown technology, thus making their network incompatible with many foreign phones (like my own galaxy s2)
thanks for reading! :)
Building A Portfolio From Core Positions, Part 2 [View article]
unlike many of the income investors on SA, i'm relatively new, and don't have as many rules or guidelines. i generally just try to look for businesses with promising prospects that are valued attractively.
most of my investments do pay dividends, but i do not use an auto-reinvestment plan. i just let them build up along with new funds and then buy something that is attractively valued.
Building A Portfolio From Core Positions, Part 2 [View article]
i will try to make time to write more articles :)
Building A Portfolio From Core Positions, Part 1 [View article]
Building A Portfolio From Core Positions, Part 1 [View article]
i dont have a lot of time to write, but i will try to make time for it :)
i agree that many defensive names are not undervalued currently. my reason for choosing them for the article was because they are big and well known to everyone
as the blog i am helping with progresses, more in depth topics will be discussed. i hope to learn much from comments from here as well as my friend's writings, as i'm still young and relatively inexperienced!
thanks!
Intel's Going To Pull Back - Here's How To Profit [View article]
i think if it can push and stay above 28, there isn't much resistance up until 35. i'm crossing my fingers for a decent dividend raise sometime soon though, as i think that would make the move more sustainable. it just dipped under the 3% mark on today's push higher
How Is Dividend Growth Investing Like Rental Property Investing? [View article]
i believe a long term investor should have exposure to both, and not be solely in one or the other. the two have some very nice synergies that are very good to have, in the long run, for a young person :)
Retirement Investing: Dividends For The Long Haul [View article]
i think someone mentioned that XOM's historical dividend increase rate going back 20-30 yrs is basically 6%, which is kind of low. their management is generally competent, but i wish they'd emphasize the dividend more, and the share repurchase less.
at 2.1% yield, 6% div growth rate, i feel i could do better elsewhere, that i can get either better yield, and similar div growth rate, or better growth rate, at that yield....
do you have any thoughts on this? 'this' being the observation that Exxon's current yield + growth rate puts it in a low yield low growth rate category that leaves much to be desired...
thanks!
-Cerina