Seeking Alpha

David Crosetti

 
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  • Dividend Growth Investing, Total Return, And Indexing: Let's Take Another Look
    Tue, Nov. 25 CL, JNJ, KMB 90 Comments

    Summary

    • Investing is about "time in the market and not about timing the market."
    • Mutual fund managers have a terrible history of performing better than the Indexes.
    • An individual investor is not bound by the same constraints of a fund manager, though.
  • Total Return And Dividend Growth Investing
    Thu, Nov. 13 ABT, CL, JNJ 282 Comments

    Summary

    • There is a myth that DG Investing is not the same as Total Return Investing.
    • An investor can purchase DG stocks with the expectation of Total Returns.
    • Just because someone calls it DGI doesn't negate price appreciation.
  • What Likely Happened To Dividend Growth Retirees In The Recession: Another Point Of View
    Sat, Oct. 25 CLX, KO, MDC 358 Comments

    Summary

    • Setting goals for retirement income is a beginning point and not the end point.
    • Creating a plan to achieve your goals requires that you consider all potential outcomes.
    • Jumping ship on your plan when it goes south on you does not always produce the best results.
    • Of course, if you fail to plan, you plan to fail.
  • Dividend Growth Investing: An Open Portfolio For Your Review
    Tue, Jul. 22 ABBV, ABT, CL 269 Comments

    Summary

    • I enjoy reading articles that discuss real-time portfolios.
    • The advantage of a real-time portfolio article is that it can be open and transparent.
    • The learning curve from real-time portfolios can provide lessons with investing that can't be matched by random stock performance data.
    • Having a real-time portfolio will allow others to see not only good decisions, but also the bad and the ugly as well.
    • This could be a lot of fun.
  • Dividend Growth Investing: Is It A Strategy Of Cliches?
    Mon, Jul. 7 CL, KMB, PG 399 Comments

    Summary

    • There are many different ways to invest your money in the stock market.
    • Whatever method you choose, you should at least investigate alternative methods.
    • By looking at strategies other than your own, you might just find something of value to add to your success.
    • It is easy to let emotions get in the way of making sound investment decisions.
  • Dividend Growth Investing: Creating A Portfolio
    Fri, Jun. 6 ABT, CL, CVX 220 Comments

    Summary

    • When creating a DG portfolio, not only is the dividend yield a consideration, but the Dividend Growth Rate should be a factor as well.
    • With any portfolio, valuation is critical. Ignoring valuations and buying "any stock at any price" is not a good plan for long term success.
    • DG investors should avoid chasing yields, especially when the investor is older. Preservation of capital is often overlooked by some investors.
  • Dividend Growth Investing: Retiring On Dividend Income (Part 2)
    Tue, May. 27 JPM, WFC, CL 222 Comments

    Summary

    • There are many ways to fund retirement besides being invested in stocks and bonds.
    • Every investor is different and every investor needs a retirement plan that accounts for their own situation.
    • One approach to retirement, using stocks is Dividend Growth Investing.
  • Dividend Growth Investing: Creating Your Own Dividend By Selling Shares (Part 1)
    Mon, May. 19 313 Comments

    Summary

    • Many investors use the stock market to create wealth and allow them to eventually fund their retirement years.
    • Traditional retirement advice suggests that an investor can fund his retirement by selling stock in his portfolio to create income.
    • But what happens when the markets correct? Can selling shares be different from "getting a dividend?"
  • The Effect Of Dividends On Stock Prices: Is There A Connection?
    Sun, May. 4 108 Comments

    Summary

    • There are a number of misconceptions concerning the impact of dividends on stock prices.
    • It is important to understand that share price is not the same thing as "company value".
    • Dividends and total return go hand-in-hand, but there is more than one way to profit in the stock market.
  • Dividend Growth Investing: Is Total Return A Useful Metric?
    Wed, Apr. 9 CAT, CTSH, DE 243 Comments

    Summary

    • When measuring performance total return presents an interesting and valuable metric. While no single metric can serve as a complete analytical tool, total return can be very useful in helping.
    • As some would suggest, "beating the market" can be a fool's errand, but there is no excuse ignoring the management of your actively managed portfolio.
    • Regardless of your investing strategy, perhaps the total return metric can help make you become investor.
  • Dividend Growth Investing: An Introduction To Creating Wealth (Part 2)
    Mon, Mar. 24 CL, JNJ, KMB 134 Comments

    Summary

    • Owning dividend-paying stocks can be a sensible part of any investment plan.
    • Dividends generate income, improve yields, and contribute to total returns.
    • Dividend paying stocks provide investors with income, which is important for retirees, but they can also contribute to the long-term growth of your account balances.
  • Dividend Growth Investing: An Introduction To Creating Wealth
    Wed, Mar. 19 CL, JNJ, KMB 287 Comments

    Summary

    • I like to invest in Dividend Growth Stocks.
    • That does not preclude me from investing in stocks that do not pay a dividend.
    • Since I consider myself a value investor, fundamentals matter in any purchase decision that I make.
    • While some people are perfectly content with Index investing or "passive" investing, I prefer a more active role in my own investment practices.
  • Rich And Retired? Why Buying Dividend Growth Stocks Might Not Be Your Best Move
    Mon, Mar. 17 VIG, SDY, DGRW 142 Comments

    Summary

    • When you receive a financial windfall, sometimes the best course of action is to do nothing.
    • It's best to define the "problem" before coming up with "the solution".
    • It pays to take the time to develop a plan of attack and then stick with that plan.
  • The Perfect Portfolio: End Of Year Review
    Wed, Jan. 1 ABBV, ABT, CA 180 Comments
  • Dividend Growth Investing: Misguided And Doing It All Wrong
    Dec. 19, 2013 CAT, COF, COP 294 Comments
  • A Million Dollars Just Isn't What It Used To Be (Part 1)
    Dec. 3, 2013 CA, CAT, COF 307 Comments
  • New Money Is Coming Into The Market: Don't Miss The Boat
    Nov. 13, 2013 CA, CAT, COF 205 Comments
  • Why Beating The S&P 500 Is Irrelevant To Me
    Oct. 22, 2013 SPY 276 Comments
  • Why Do Dividend Growth Investors Like Price Pullbacks So Much?
    Oct. 17, 2013 KO 80 Comments
  • 10 Rules For Investing In Today's Stock Market
    Oct. 15, 2013 CA, CL, CSX 371 Comments
  • Investing In A Market Of Stocks, Not A Stock Market: Why Valuation Is Important
    Sep. 18, 2013 GE, MNK 57 Comments
  • Price Is What You Pay, Value Is What You Get (Warren Buffett)
    Sep. 13, 2013 CAT, COF, CTSH 121 Comments
  • Dollar Cost Averaging: Viable For Individual Stock Portfolios?
    Aug. 20, 2013 JNJ, KMB, KO 262 Comments
  • Why You Need To Be A Dividend Growth Investor: DGI Vs. Growth For The Long Haul
    Aug. 14, 2013 322 Comments
  • Final Thoughts On Beating The S&P 500 Index From A Dividend-Growth Perspective
    Aug. 8, 2013 CL, JNJ, KMB 177 Comments
  • Dividend Growth Investing And Beating The S&P 500
    Aug. 6, 2013 JNJ 364 Comments
  • Social Security And Dividend Growth Make Up A Complete Retirement Package
    Aug. 2, 2013 CLX, EMR, HAS 245 Comments
  • The Portfolio For Do It Yourselfers: Thinking Outside The Box
    Jul. 29, 2013 CA, SWY, SPLS 149 Comments
  • An Example Of Achieving 'Critical Mass'
    Jul. 3, 2013 97 Comments
  • Dogs Of The Dow: Back To The Pound For YTD Updates
    Jun. 30, 2013 BA, DD, HD 34 Comments
  • Don't Let Fear Or Greed Influence Your Portfolio Management.
    Jun. 27, 2013 KO, WAG 126 Comments
  • The Portfolio For Do It Yourselfers: Our Strategy Moving Forward
    Jun. 3, 2013 AFL, CA, CSX 90 Comments