Seeking Alpha

David Van Knapp

 
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  • Dividends Matter If They Matter To You
    Editors' Pick • Thu, Aug. 14 VIG, SDY, NOBL 494 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 239 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 366 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 1002 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 SDY, VYM 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 134 Comments
  • Dave Van Knapp Positions For 2014: The Best Dividend Growth Stocks Will Pay Out More This Year
    Editors' Pick • Fri, Jan. 10 KO, SPY, MCD 339 Comments
  • Is It [Low D]?
    Dec. 18, 2013 JNJ, KO, O 143 Comments
  • Can You Uncouple Your Investment Success From Mr. Market?
    Nov. 20, 2013 JPM, VIG, SDY 65 Comments
  • Stop The Presses: Academics Confirm That Buffett's Success Is No Mystery
    Nov. 18, 2013 BRK.A, BRK.B 219 Comments
  • Why Low Beta Stocks Are Like Bonds For Dividend Growth Investors
    Oct. 29, 2013 229 Comments
  • Bogle On Favoring Dividends And Capitalizing Social Security
    Editors' Pick • Oct. 25, 2013 278 Comments
  • Which Popular Dividend Growth Stocks Are 'Always' Undervalued?
    Oct. 8, 2013 AAPL, BBL, COP 108 Comments
  • Which Popular Dividend Growth Stocks Are 'Always' Overvalued?
    Oct. 7, 2013 KO, KMI, EMR 307 Comments
  • 10 By 15: What Happens With Low-Yield High-DGR Stocks
    Oct. 1, 2013 105 Comments
  • Dividend Growth Portfolio: Semi-Annual Review
    Sep. 23, 2013 BBL, CVX, DGP 170 Comments
  • Pyramid Of Success For Dividend Growth Investing
    Sep. 16, 2013 47 Comments
  • High DGR Dividend Growth Challengers
    Sep. 10, 2013 DRI, SWY, LAZ 129 Comments
  • Considering High-DGR Dividend Growth Stocks
    Sep. 3, 2013 ATRI, CASY, FAST 168 Comments