Seeking Alpha

David Van Knapp

 
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  • Dividend Growth Investing FAQ
    Wed, Dec. 17 JNJ, VIG, SDY 107 Comments

    Summary

    • Basic concepts about dividends and dividend growth investing.
    • Who might be interested in dividend growth investing, and why.
    • Pros and cons, risks and benefits.
  • Dividend Growth Investing: How I Derive The Top 40 (Part 3)
    Thu, Dec. 11 ACN, CLX, KMI 89 Comments

    Summary

    • Identifying 50 Finalists.
    • Valuing them.
    • Final thoughts.
  • Dividend Growth Investing: How I Derive The Top 40 (Part 2)
    Wed, Dec. 10 104 Comments

    Summary

    • Finishing the screening process for Company Excellence.
    • An introduction to grading companies.
    • The results.
  • Dividend Growth Investing: How I Derive The Top 40 (Part 1)
    Editors' Pick • Mon, Dec. 8 AAPL, T, HCP 164 Comments

    Summary

    • How do you reduce more than 11,000 stocks to a few dozen of interest?
    • Recipe: Start with the CCC, then use screens and grading systems.
    • Here is how I do it.
  • 3 Reasons I Prefer Dividend Growth Investing
    Wed, Dec. 3 SPY, JNJ 280 Comments

    Summary

    • Most financial planners direct you towards investing for best total return. When you get to retirement, you can buy the income you need.
    • That suggests that investing for income during your accumulation years, rather than highest total return, is stupid.
    • Here are three reasons that I don't think that dividend growth investing is stupid.
  • Is VDIGX A Good Dividend Growth Investment?
    Mon, Nov. 24 VDIGX 102 Comments

    Summary

    • VDIGX has outperformed, in total returns, the S&P 500 for over a decade.
    • However, its yield is barely distinguishable from the S&P 500's yield.
    • Its income generation is about half of the typical dividend growth portfolio. Its yield is hurt by its expense ratio.
  • Dividend Stocks Are Not In A Bubble, But Many Of Them Are Pricey
    Thu, Nov. 20 CBRL, D, MO 334 Comments
  • Reinvesting Dividends Turbo-Charges Total Returns And Helps Protect Against Market Panic
    Tue, Nov. 11 BRK.B, CVX, JNJ 155 Comments

    Summary

    • During accumulation, reinvesting dividends is a core process in building assets.
    • Dividend reinvestment significantly improves total returns compared to price returns. Examples of doubling or tripling are not uncommon.
    • The improved results from reinvesting dividends can help you stick with your plan if you look past price charts to see your true total returns.
  • Solving The Mystery Of 10 By 10 - How Does A Dividend Growth Investor Get From Point A To Point B?
    Mon, Oct. 20 CVX, HAS, JNJ 124 Comments

    Summary

    • Great question from reader leads to greater insight.
    • How can a portfolio get to 10x10 if no stock in it gets there?
    • The answer is in the article!
  • Dividend Growth Portfolio Fall Checkup And Semi-Annual Review
    Tue, Oct. 14 HAS, KMI, KO 107 Comments

    Summary

    • My Dividend Growth Portfolio [DGP] is a real portfolio designed to demonstrate dividend growth investing.
    • The main goal of the portfolio is to generate growing dividends from excellent companies that raise their dividends regularly.
    • The portfolio is managed for income optimization over a very long term. Short-term market noise is generally ignored.
    • Now over 6 years old, the DGP is on track to meet its 10-year income goals.
  • Are SCHD And NOBL Good Dividend Growth Investments?
    Thu, Oct. 2 SCHD, NOBL 92 Comments

    Summary

    • SCHD and NOBL are two fairly new dividend ETFs.
    • The two ETFs are analyzed in a similar fashion to previous ETFs that have been examined in this occasional series of articles.
    • One of them is pretty good and the other is pretty bad.
  • How A Dividend Growth Investor Can Cope With Risk
    Editors' Pick • Fri, Sep. 19 KO, PG 142 Comments

    Summary

    • Investors must be risk-aware to cope with risk.
    • There are techniques that can be used to deal with risk.
    • The main idea is to tilt the odds in your favor, then hold your emotions in check.
  • What Is Risk For A Dividend Growth Investor?
    Fri, Sep. 19 84 Comments

    Summary

    • Risk is not confined to price volatility.
    • The traditional risk-reward curve is incomplete.
    • True risk must account for investor behavior, not just investment performance.
  • Dividends Matter If They Matter To You
    Editors' Pick • Thu, Aug. 14 VIG, SDY, NOBL 650 Comments

    Summary

    • Recent articles have debated whether dividends matter during accumulation or retirement.
    • Some articles state that dividends don't matter, while others state that they do.
    • "Do dividends matter" is the wrong question. The correct question is "Do dividends matter to you?"
  • Frothy Market, Impending Correction - What's A Dividend Growth Investor To Do?
    Wed, Aug. 6 JNJ, LNT 255 Comments

    Summary

    • SA's new Performance statistics are short term in nature.
    • Short-term statistics may be of little relevance to investors using long-term strategies.
    • If you are a long-term dividend growth investor, you may view an impending correction as a short-term event holding little interest for you, and certainly not as something to be feared.
  • You Are Responsible For Your Investing Decisions
    Wed, Jul. 2 VIG, SDY, NOBL 400 Comments

    Summary

    • Individual investors are responsible for their own choices.
    • Many financial firms sell products. As an individual investor, you are responsible for due diligence on anything you might consider buying.
    • Own your due diligence process and the results that flow from the decisions you make.
  • Realty Income's Business Model Is Similar To Mine As A Dividend Growth Investor
    Mon, Jun. 23 O 60 Comments

    Summary

    • Realty Income's business model is similar to my own business model as a dividend growth investor.
    • Our central goal is the generation of an increasing stream of cash dividends.
    • We use similar methods to achieve our goals. Each step is described.
  • My Dividend Growth Portfolio's 6th Birthday Report
    Sun, Jun. 1 BBL, CVX, HAS 220 Comments

    Summary

    • This Dividend Growth Portfolio was created six years ago to demonstrate dividend growth investing.
    • The portfolio has a long-term income goal - to generate 10% yield on cost within 10 years. Through six years, the portfolio is on pace to meet that goal.
    • Strategies, practices, and specific portfolio moves are discussed, along with total return and lessons learned.
  • Why Selling A Few Shares Is Not The Same As Getting A Dividend
    Thu, May. 8 1033 Comments

    Summary

    • It is commonly stated that one can create his own dividend by selling a few shares.
    • Likewise, it is said that receiving a dividend is the same as lowering your investment in the company that sent it.
    • Both notions are false.
  • Are Any High Quality Companies Decently Valued At The Moment?
    Mon, Apr. 28 JNJ 221 Comments

    Summary

    • In an earlier article, 24 stocks were identified as being "high quality" using five evaluation methods.
    • A reader asked if any of them are fairly valued.
    • The valuation of all 24 stocks is estimated using common tools.
    • Some of the companies are, indeed, undervalued or fairly valued right now.
  • What Is 'Quality' In A Stock?
    Editors' Pick • Thu, Apr. 24 JNJ, QUAL, SPHQ 295 Comments

    Summary

    • There are many concepts of what represents quality in a stock.
    • Five methods are discussed for determining quality.
    • One stock passes all five methods.
  • Dividend Growth Portfolio: Spring Checkup And Semi-Annual Review
    Tue, Apr. 8 DRI, SJR 103 Comments

    Summary

    • Dividend Growth Portfolio (DGP) is a real portfolio, funded by the author, designed to demonstrate dividend growth investing.
    • The main goal of the portfolio is to generate growing dividends from excellent companies that raise their dividends regularly.
    • The portfolio has a long-term outlook, and it is managed in a way that tries to ignore short-term market noise.
    • Going on 6 years old, the DGP is on track to meet its long-range goals.
  • Periodic Table Of Dividend Contenders
    Sun, Apr. 6 BBY, CAT, CHRW 28 Comments

    Summary

    • Dividend Contenders are companies that have paid higher dividends for 10 to 24 straight years.
    • The Periodic Table ranks the Contenders by yield and dividend growth rate (DGR).
    • Of 222 Contenders, 114 have yields greater than 2.0% and/or attractive DGRs.
  • Periodic Table Of Dividend Champions
    Wed, Apr. 2 CVX, EMR, JNJ 70 Comments

    Summary

    • The Periodic Table ranks Dividend Champions by yield and dividend growth rate.
    • Of 105 Champions, 36 have yields greater than 2% and/or attractive dividend growth rates.
    • A few of the 36 have announced dividend increases for 2014 that are significantly below their 3-year rates.
  • Why Aren't The Dividend Aristocrats And Dividend Champions The Same?
    Sun, Mar. 30 ABT, ABBV, CAH 78 Comments

    Summary

    • Both the Dividend Champions and Dividend Aristocrats cover stocks with 25 or more consecutive years of dividend increases.
    • But there are significant differences between the two compilations. It is noteworthy that 55 Dividend Champions are not members of the Aristocrats.
    • Most of the differences can be explained by whether a stock is a member of the S&P 500.
  • The Positive Psychology Of Dividend Growth Investing
    Thu, Mar. 20 JNJ, SPY, CVX 177 Comments

    Summary

    • Many investors sabotage themselves with poorly timed trading.
    • Investment media push individuals in the direction of trading more, not less.
    • Dividend growth investing draws attention to growing dividends and can help reduce the temptation to over-trade.
  • How You Can Invest Like Warren Buffett
    Mon, Mar. 10 BRK.A, AAPL, BRK.B 400 Comments

    Summary

    • Warren Buffett's recent letter to shareholders presents several investing principles that most individual investors can use.
    • Some of the most important principles are to see yourself as a capital allocator, look for wonderful companies, and always consider the price compared to value.
    • Run your investing like a business, because that is what it is.
  • Are VYM And SDY Good Dividend Growth Investments?
    Editors' Pick • Mon, Feb. 24 VYM, SDY 253 Comments
  • These 6 Stocks Made The 'Top 40 Dividend Growth Stocks' For 7 Straight Years
    Mon, Feb. 10 KO, PEP, MCD 86 Comments
  • A Dividend Growth Investor Looks At AAII's Stock Screens
    Tue, Feb. 4 SPY, HP, CHD 54 Comments
  • Dividend Growth Investing: Myths 16-20
    Mon, Jan. 27 JNJ 292 Comments
  • Snowball Down A Hill: My Dividend Growth Portfolio 2013-2014 Report
    Thu, Jan. 23 INTC, MCD, PEP 135 Comments