Seeking Alpha
  • David Jackson
    If you own dividend stocks like $INTC $JNJ $MSFT $NVS $DLN $DGS, note Vanguard's warning: http://seekingalpha.com/c/1fk0z
    2/6/12
    Reply (13)
    • Canary Cash: Good stuff David. btw any chance of a working link to the pdf?
      2/6/12
    • J. A. Saglimbeni: INTC, JNJ, MSFT, etc, all trading at low P/E...lower than the S&P...I rearely listen to mutual fund companies when it comes to select stocks
      2/6/12
    • Regarded Solutions: Hi David, I wouldnt call the article by Vanguard a warning. I believe they are far more interested in pushing their funds, IMO.
      2/6/12
    • J. A. Saglimbeni: Totally in agreement with RS, on this one...I stopped investing in mutual funds (for the most part) when I realized I am better than average
      2/6/12
    • David Jackson: Here's another attempt at the link: http://bit.ly/ydSJjq
      2/6/12
    • David Jackson: rs, note Vanguard has (VIG), and I'm generally not a fan of dismissing an argument by trying to trash the credibility of who says it.
      2/6/12
    • David Jackson: Also, of all funds Vanguard is incredibly shareholder friendly, and its commentary in this case is grounded in quantitative data.
      2/6/12
    • David Jackson: ja-sagmlimbeni, Question of valuation is really about P/E/G, not just P/E, right? And they might be warning for the future, not now.
      2/6/12
    • J. A. Saglimbeni: Agreed, but INTC and MSFT are seeing growth ahead, and as for JNJ..I'd rather own it than the S&P index..3.6% and a div champ...
      2/6/12
    • J. A. Saglimbeni: I have respect for Vanguard, as well as many fund companies (that keep their fees low), but I rather invest in their stocks...TROW
      2/6/12
    • Canary Cash: Thanks David, that one worked.
      2/6/12
    • J. A. Saglimbeni: David, by the way a very good read by Vanguard...highly recommended
      2/6/12
    • Regarded Solutions: I use Fidelity, even like some funds, the business mod of these firms are geared for the bottom line. Not bad, just an opinion of mine
      2/6/12