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David Fish

 
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  • My Dividend Growth Portfolio Business Plan [View article]
    Excellent business plan and compliments on your PAAY metric, which allows a stock to be measured against its own history.
    Sep 15 05:02 PM | 2 Likes Like |Link to Comment
  • AT&T And Consolidated Edison A 'Tell' Of 2 Champions: Part 3 [View article]
    "Over 80% of the S&P500 companies pay dividends."

    If dividends don't matter, then why do over 80% of the S&P 500 companies pay them? Shouldn't they know better...or are 400+ companies simply led by dummies?
    And...if over 80% of the S&P 500 companies pay dividends, then why is the S&P 500 yield so paltry at less than 2%?

    Your second sentence is too convoluted to warrant a comment.
    Sep 15 12:01 AM | 4 Likes Like |Link to Comment
  • 25 Dividend Champion Investment Opportunities: Something For Every Retired Investor, Part 1 [View article]
    There are about a dozen Canadian companies and several European companies that are in the CCC, with some others at Near-Challenger status. It appeared that several might be deleted due to adverse currency effects, but a recent examination showed that the majority should continue to be listed.
    Sep 14 11:43 PM | 4 Likes Like |Link to Comment
  • A New Nifty Fifty States Stock Index [View article]
    I'm not even sure what the seven territories would be...D.C., Puerto Rico, Guam, American Samoa, U.S. Virgin Islands, and...???
    Sep 14 12:34 PM | Likes Like |Link to Comment
  • Dividend Challengers: 12 Increases Expected In The Next 11 Weeks [View article]
    LINE is interesting as a monthly payer, so it'd be nice to see it keep increasing its dividend. Even if it doesn't announce an increase, it could "back into" Challenger status, as long as there's no decrease, since its 2014 total payments would exceed those of 2013. If that happens, it'd appear on the Challengers list with Red (Overdue) dates.
    Sep 14 12:32 PM | 2 Likes Like |Link to Comment
  • Dividend Challengers: 12 Increases Expected In The Next 11 Weeks [View article]
    Same here. I've started to "dabble" in new Challengers (WU, RCII, etc.) with mixed results...but those results are very short-term so far.
    Sep 14 12:30 PM | 1 Like Like |Link to Comment
  • Dividend Contenders: 16 Increases Expected By The End Of November [View article]
    Even if UTX delays the increase until early 2015, I'll be updating its Number of Years to 21, as it would "back into" an increase for the year (in total), compared with 2013.
    Your estimate for MSFT seems quite plausible.
    Sep 14 12:27 PM | 1 Like Like |Link to Comment
  • Dividend Champions: 15 Increases Expected By November 30 [View article]
    That would seem to put the yield in the 3.6%-3.7% range...depending on how the shares trade...and making MCD a tad more tempting.
    Sep 14 12:24 PM | 1 Like Like |Link to Comment
  • Dividend Challengers: 12 Increases Expected In The Next 11 Weeks [View article]
    Thanks...I find the Challengers and Near-Challengers especially interesting because they have so many years ahead to develop into Champions.
    Sep 14 01:24 AM | 2 Likes Like |Link to Comment
  • Dividend Contenders: 16 Increases Expected By The End Of November [View article]
    Agreed...although the stock has gotten a little pricier, but the 3% yield is still comforting and the dividend should keep rising.
    Sep 14 01:22 AM | 1 Like Like |Link to Comment
  • Dividend Contenders: 16 Increases Expected By The End Of November [View article]
    You may be right, as that has been their pattern. I include it here simply because it is coming up on the 1-year anniversary of the previous increase.
    Sep 14 01:20 AM | 2 Likes Like |Link to Comment
  • Dividend Champions: 15 Increases Expected By November 30 [View article]
    Hawkins12,
    I think that there are some nice instructional videos, etc. at Chuck Carnevale's site. Meanwhile, just reading his articles is an education in itself...:)
    Sep 14 01:18 AM | 1 Like Like |Link to Comment
  • Dividend Champions: 15 Increases Expected By November 30 [View article]
    MCD is one of those great stocks that I never "got around to" owning...not because there was any problems, but because it always seemed overvalued when I had some cash to invest and more attractively priced when I didn't have the cash. Maybe it'll finally find a place in my portfolio soon...:)
    Sep 13 01:10 PM | 3 Likes Like |Link to Comment
  • Dividend Champions: 15 Increases Expected By November 30 [View article]
    I've also owned AFL for almost as long as you and it has been among my best company-sponsored DRIPs for returns. Having said that, you make a lot of good points about its reliance on Japan and the currency issue, so it's understandable that the shares haven't appreciated more. But AFL seems to be one of those stocks that hold up over time and gradually pay off better than expected. Let's hope that continues.
    Sep 13 01:08 PM | 2 Likes Like |Link to Comment
  • Dividend Champions: 15 Increases Expected By November 30 [View article]
    The good news is that I recently reviewed the ADRs more closely and, rather than a "worst case" scenario of having to delete about 20 companies, it looks like more than half are on pace for higher payments in 2014 (in US$) and only a handful are "too close to call."
    Sep 13 01:05 PM | 5 Likes Like |Link to Comment
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