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Dale Roberts  

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  • Thanks Burger King For The Whopping Profits: Here's Where The Money Went [View article]
    Tim's does well when it moves slow down there, though it's certainly not a raving success. Give 'em time in the North East.

    Dale
    Sep 9, 2014. 08:12 PM | Likes Like |Link to Comment
  • Thanks Burger King For The Whopping Profits: Here's Where The Money Went [View article]
    I am also thinking that owning Tim's again is a distinct possibility - once the boys are done playing around with it. Maybe I can own it, short it, own it. lol

    Dale
    Sep 9, 2014. 08:12 PM | Likes Like |Link to Comment
  • Thanks Burger King For The Whopping Profits: Here's Where The Money Went [View article]
    stop in, it's pretty good. but it tastes better in Canada - a brand will do that.

    Dale
    Sep 9, 2014. 08:11 PM | Likes Like |Link to Comment
  • Thanks Burger King For The Whopping Profits: Here's Where The Money Went [View article]
    Hi, remaning 3 individual holdings are TRP, ENB and AAPL. Core holdings are indexes.

    Dale
    Sep 9, 2014. 10:03 AM | Likes Like |Link to Comment
  • Thanks Burger King For The Whopping Profits: Here's Where The Money Went [View article]
    Thanks Gao, I doubt I can access them as a Canadian, but that's a great point, I will certainly investigate.

    Dale
    Sep 9, 2014. 08:39 AM | Likes Like |Link to Comment
  • Update: How To View The Transaction From A Shareholder's Perspective [View article]
    I sold all of my Tim's in two lots first and second day of announcement. Article to follow on moves, but over half went to BRK.B, ironically, but not because of the Tim's pref's, though that doesn't hurt the cause.

    BRK.B and Vanguard's Dividend Growth ETF VIG.

    Dale
    Sep 8, 2014. 03:26 PM | 1 Like Like |Link to Comment
  • Yield On Cost: A Vitally Important Consideration For Retired Investors [View article]
    I think that would have been the experience for many if not the majority of dividend investors. But in the least, the risk and reality of dividend cuts should be addressed. Risk should never be ignored.

    The price drops are important as well. I would be the 'watching the dividends' goes out the window real quick for too many investors, when the portfolio falls 25% or 35%.

    Dale
    Sep 8, 2014. 09:55 AM | Likes Like |Link to Comment
  • Dear Americans & Canadians, It Will Be Ok [View article]
    It is called rationing of care. Barbaric. Really.
    Sep 8, 2014. 07:21 AM | 1 Like Like |Link to Comment
  • Dear Americans & Canadians, It Will Be Ok [View article]
    No, the U.S. model is just much more expensive, but much better all the same. Our is not very good by international rankings.

    The best systems in the world combine public and private in competition. Private is largely illegal in Canada (though it certainly exists, family doctors are essentially private businesses but they can't charge a market price). Our surgeons go on vacation after they reach their billings limit, instead of treating patients.

    Dale
    Sep 8, 2014. 07:21 AM | 1 Like Like |Link to Comment
  • In Defense Of The Shiller CAPE Ratio - It Works! [View article]
    Ha, thanks for that. Let's call it a dose of reality.

    Dale
    Sep 8, 2014. 07:16 AM | Likes Like |Link to Comment
  • Allocation Or Stock Selection - An Example [View instapost]
    Yup, no banks in that stock picker portfolio. Largely not what occurred back heading into the recession. Banks were dividend darlings and widely held. Yikes.

    Dale
    Sep 8, 2014. 07:14 AM | 1 Like Like |Link to Comment
  • Yield On Cost: A Vitally Important Consideration For Retired Investors [View article]
    Also for clarity, wondering if you would share what your allocation to banks and financials was in 2007, and what was the effect on income for any dividend cuts, reductions or eliminations.

    The recession was tough times for all investors.

    Thanks, Dale
    Sep 8, 2014. 07:08 AM | Likes Like |Link to Comment
  • Yield On Cost: A Vitally Important Consideration For Retired Investors [View article]
    Hi Chuck wondering where is the allocation to the financials (banks) that cut or eliminated their dividends? You had stated in a previous article that your model (or selection process) had directed you to a healthy allotment to the financials heading into the recession. Of course, many of those were the dividend growth darlings of the day.

    I think you'd agree the majority of dividend investors would have had a reasonable allocation to financials? Just like us Canadians who still hold many of the big banks and insurance companies as staples.

    Wondering why (for financials) you picked an insurance company that did not cut its dividend for the analysis?

    Dale
    Sep 8, 2014. 07:06 AM | Likes Like |Link to Comment
  • Allocation Or Stock Selection - An Example [View instapost]
    Wondering what the numbers would be for the simple dividend aristocrats index? Impressive I would imagine.

    That beats the market, and hence most (almost all?) investors. lol

    Dale
    Sep 8, 2014. 06:56 AM | Likes Like |Link to Comment
  • Allocation Or Stock Selection - An Example [View instapost]
    Great article and no surprise of course. Throw in 2-3 years of total spending in cash - and the results would likely be better for all portfolios? I hope Chuck allowed for the average draw downs and dividend reductions (income) through the recession?

    Hopefully there was no hand picking of those companies that did not experience cuts? ha, I will have to go have a read.

    That cash is important for dividend growth retirees as well.

    Thanks, Dale
    Sep 8, 2014. 06:54 AM | Likes Like |Link to Comment
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