Dividend Contenders: 13 Increases Expected By The End Of July [View article]
I think that you are interpreting it wrong. This is the fifth dividend since the spin-off, all at 66¢. The dividends prior to the spin-off have been adjusted: a pro rata share of each was assigned to COP (at 50.8794¢) and PSX (at 15.1206¢...which PSX has raised three times). On an adjusted basis, the 1st-quarter 2012 dividend was 50.8794¢, so the company (as it exists now) would pay more in 2013, even if it keeps paying the 66¢ rate.
The Business Model Of The Dividend Growth Investor [View article]
"David Fish specifically said while he may not have explicitly referenced earnings in his last posting, he implied that they were important."
Dividends are the payment of a portion of earnings to shareholders, and I have stated repeatedly that rising dividends require rising earnings. In addition, if you go back and look through my "Smackdown" articles, you'll see that the screening steps usually (or often) include the Estimated 5-year Earnings Per Share growth, which I frequently explain as being the source of future dividend growth. Am I supposed to mention earnings in every comment I make?!
Why Passive Index Investing Is Merely An Illusion [View article]
1. Most funds don't beat the indexes. A significant impediment is the fees that they impose, which means that they would actually have to beat the indexes in order to merely match them. 2. Most individuals do even worse than the funds, for two reasons: a. They mainly invest in those funds (that can't beat the indexes). b. They "time" their purchases and sales badly...mainly because individuals fall prey to emotion. They buy when the market is up and sell when the market is down.
Therefore...the most logical way an individual can do better is to avoid using funds that will cost them fees and invest directly in stocks, while getting a handle on their emotions. The first part is relatively easy. The second part takes discipline.
Dividend Contenders: 13 Increases Expected By The End Of July [View article]
No...it still has time to extend the streak, although its increase makes it "overdue." Because of the spin-off, last year's per-spin rate was adjusted lower, making it a year of split rates. So in order for its dividend to be "frozen," it would have to have back-to-back years at the same rate...which wouldn't happen until 2014=2013.
The Dow Hits All-Time Highs, But The Truth Is It Remains Cheaply Valued [View article]
Chuck, Thanks for another great article spelling out what the reality is in terms of valuation. On the one hand, it's unfortunate that many people are still locked into a fearful psychology because of the previous market collapses. On the other hand, that's what gives the rest of us the opportunity to buy top-quality companies at reasonable (or even bargain) levels.
Dividend Challengers: 11 Increases Expected In The Next 11 Weeks [View article]
I agree about HNZ (because of the acquisition) but think that DRI will probably increase the dividend, even if it's just a small amount.
COP is now "overdue" but not facing deletion until next year (since last year's rate was split because of the spin-off), so I'm still hopeful that they'll announce an increase...just on a slightly delayed basis.
Dividend Contenders: 13 Increases Expected By The End Of July [View article]
CAT seems to have settled into a trading range between $80 and $100, but was above $115 early last year. So I think it's a good value, best if you can get it in the low $80s.
The Business Model Of The Dividend Growth Investor [View article]
FYI...Enbridge (ENB) is a regular (Canadian) corporation and the general partner of Master Limited Partnership EEP (which also has EEQ that distributes shares instead of dollars). (Similar to KMI, the general partner of KMP and KMR)
Kimberly Clark: An Underrated Teacher For Dividend Investors [View article]
I also used to like the gum from Wrigley, items from 3M and (I think) KMB. The only such "perk" I still get is a nice calendar every year from Union Pacific (UNP).
Kimberly Clark: An Underrated Teacher For Dividend Investors [View article]
A lot of brokers will reinvest dividends, usually for no charge, but the difference is that company-sponsored DRIPs also allow the participants to invest additional cash, often in amounts as little as $25 or $50, and many charge no fees.
Dividend Contenders: 13 Increases Expected By The End Of July [View article]
On an adjusted basis, the 1st-quarter 2012 dividend was 50.8794¢, so the company (as it exists now) would pay more in 2013, even if it keeps paying the 66¢ rate.
The Business Model Of The Dividend Growth Investor [View article]
Dividends are the payment of a portion of earnings to shareholders, and I have stated repeatedly that rising dividends require rising earnings. In addition, if you go back and look through my "Smackdown" articles, you'll see that the screening steps usually (or often) include the Estimated 5-year Earnings Per Share growth, which I frequently explain as being the source of future dividend growth.
Am I supposed to mention earnings in every comment I make?!
Why Passive Index Investing Is Merely An Illusion [View article]
2. Most individuals do even worse than the funds, for two reasons:
a. They mainly invest in those funds (that can't beat the indexes).
b. They "time" their purchases and sales badly...mainly because individuals fall prey to emotion. They buy when the market is up and sell when the market is down.
Therefore...the most logical way an individual can do better is to avoid using funds that will cost them fees and invest directly in stocks, while getting a handle on their emotions. The first part is relatively easy. The second part takes discipline.
The Business Model Of The Dividend Growth Investor [View article]
Dividend Contenders: 13 Increases Expected By The End Of July [View article]
Dividend Contenders: 13 Increases Expected By The End Of July [View article]
Also, ACE just increased its dividend by 4.1%, to 51¢ quarterly, marking its 21st year of increases.
The Dow Hits All-Time Highs, But The Truth Is It Remains Cheaply Valued [View article]
Thanks for another great article spelling out what the reality is in terms of valuation. On the one hand, it's unfortunate that many people are still locked into a fearful psychology because of the previous market collapses. On the other hand, that's what gives the rest of us the opportunity to buy top-quality companies at reasonable (or even bargain) levels.
Dividend Challengers: 11 Increases Expected In The Next 11 Weeks [View article]
COP is now "overdue" but not facing deletion until next year (since last year's rate was split because of the spin-off), so I'm still hopeful that they'll announce an increase...just on a slightly delayed basis.
Dividend Contenders: 13 Increases Expected By The End Of July [View article]
Dividend Contenders: 13 Increases Expected By The End Of July [View article]
The Business Model Of The Dividend Growth Investor [View article]
The Business Model Of The Dividend Growth Investor [View article]
(Similar to KMI, the general partner of KMP and KMR)
Kimberly Clark: An Underrated Teacher For Dividend Investors [View article]
Kimberly Clark: An Underrated Teacher For Dividend Investors [View article]
Kimberly Clark: An Underrated Teacher For Dividend Investors [View article]
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