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  • Realty Income: Excellent Dividend Growth REIT [View article]
    Realty Income is one of my positions in my dividend growth portfolio. Another REIT i own with a similar business model is NNN.
    Jun 29, 2009. 11:13 AM | 5 Likes Like |Link to Comment
  • Why Buy and Hold Is a Dreadful Mistake [View article]
    If you added the effect of reinvested dividends on the investment in S&P 500 at the end of 1996, a $1000 investment would have turned into something like 1510, excluding taxes and commissions.
    The SPY ended 1996 at 73.84 and has thrown out $22.30 in dividend income since then.

    Buy and hold does work. Most of the people who try to "time" the market are always on the lookout for bear markets, and most often they miss out on the bull runs.

    Another fact to miss is that an investment in a properly diversified mix consisting of US large, mid and small caps plus some international stocks plus some domestic and international bonds could have done a little better than the S&P 500 over the past 12 years. Isn't that what most passive investors purchase in their diversified portfolio mix?
    In addition to that, chances are that few investors ever entered their whole positions all at once - chances are they bought stocks/mutual funds etc over time..
    Jun 28, 2009. 11:07 AM | Likes Like |Link to Comment
  • Four Inflation Hedging Investment Strategies [View article]
    The best inflation hedge available to investors is common stocks. Stock represent small portions of real businesses which buy and sell stuff/services to consumers. If a business sells a hot dog at $1 and it costs $0.50 to produce it, then it earns $0.50/hotdog. If inflation happens, a hot dog could sell for $2 and it could cost $1 to produce. At the same time the liabilities ( debt, accounts payable) of the business would be worth less, while its fixed assets would be worth more.
    Jun 26, 2009. 05:01 AM | 6 Likes Like |Link to Comment
  • Eli Lilly: Dividend Stock Analysis [View article]

    I am not saying that Lilly is going down. Just that the market is pricing some sort of information that some of us fundamentalists might not have an idea about. Could be that the stock was overpriced 10 years ago, and is a bargain now, I would know when EPS hits $4 for 2009.


    Since the EPS were negative in 2008, the Dividend Payout Ratio was going to be negative, but I didn't wanted it to be. It wouldnt' have added much value to distort the dividend payout ratio graph further.
    Jun 22, 2009. 02:13 PM | 1 Like Like |Link to Comment
  • The 30 Best U.S. Traded International Dividend Stocks [View article]
    That's because the company hasn't increased dividends regularly for the past 5 years.
    Jun 12, 2009. 02:48 PM | 1 Like Like |Link to Comment
  • A Look at Target's Dividend Increase [View article]
    Target typically slows down on dividend raises during tough times, and tries to compensate with much rapid dividend growth during good times. The yield on the retail sector is low however. Speaking of FDO, WMT and TGT..
    Jun 12, 2009. 11:26 AM | Likes Like |Link to Comment
  • 5 Companies with Potential for Higher Dividends [View article]
    Well i guess cash is king. I do find the yields just right. Most of the highest yielding stocks of 2008 are currently spotting lower yields on cost or zero yields. The picks in this article have the potential to grow their distributions over time.
    Jun 11, 2009. 01:04 PM | 4 Likes Like |Link to Comment
  • Microsoft Squandering Cash on a Meaningless Product [View article]
    I am a non-believer of technology dividends. Most technological innovations come and go, which makes it difficult to predict the next Microsoft, Cisco or Intel. The companies that truly benefit from technological breakthroughs are users of technologies, as they get to reinvest in their business by making it more efficient, which translates into higher earnings are hopefully higher dividend growth.
    Jun 9, 2009. 07:59 AM | 3 Likes Like |Link to Comment
  • Best Investments for Rising Oil? High Dividend Energy Stocks [View article]

    While I am a big fan of most pipeline MLPs, they won't necessarily earn higher profits if prices of oil and gas increase. They earn their money from transporting oil and gas. Very few of them have any exploration and production per se.

    I do however like the stability in their distributions, as well as the distribution growth potential in some of the largest pipelines.

    Best Regards,

    Dividend Growth Investor
    Jun 8, 2009. 10:32 AM | 10 Likes Like |Link to Comment
  • BreitBurn Energy Partners Generates Income, But What About Dividends? [View article]
    BBEP is an exploration MLP, while most of the other MLPs are pipelines. Thus its distributions are relatively riskier, and more dependend on fluctuations in the commodity prices. Pipelines are virtual monopolies that simply transport oil/gas and get paid a lot for that. Oil and gas consumption is relatively stable, thus pipeline MLPs could generate stable distributions.
    Jun 5, 2009. 09:39 AM | 2 Likes Like |Link to Comment
  • Dividend Investors: Running with the Bulls [View article]

    While it is true that these stocks are not yielding a lot, a dividend which grows would likely surpass the dividend that a higher yielding stock offers, even if you start at a low initial yield.

    These stocks could be something to look at if their prices get beaten down as well.
    Jun 1, 2009. 02:27 PM | 1 Like Like |Link to Comment
  • GM: Trading on Bankruptcy Expectations [View article]

    The stock would trade on the pink sheets ,rather than NYSE if delisted. Options would probably still be traded so you would have the time to exit the position. If the stock is no longer traded, your options would most probably be settled.


    That's an interesting view. I never thought that GM problems are a result of the baby boomer's parents not being an active consumer base anymore.
    Jun 1, 2009. 02:23 PM | 1 Like Like |Link to Comment
  • Commodities for Income Investors [View article]
    The S&P 500 is consolidating between 929 and 875. A decisive move above/below these levels would be bullish/bearish. I wouldn't call the rising move from 680 to 930 a "range" however.
    May 29, 2009. 01:48 PM | 6 Likes Like |Link to Comment
  • Richelson: 100% Bond Allocation Is Appropriate [View article]
    I would only put my emergency fund which I could need anytime within the next 12 months in 100% fixed income.
    Other than that putting 100% of your net worth in fixed income would have been horrible had you been an investor in almost any european country over the 20th century.
    May 29, 2009. 05:23 AM | 1 Like Like |Link to Comment
  • Why You Don't Want Berkshire to Pay Dividends [View article]
    That's an interesting discussion. Now that BRK.A is so huge, I seriously doubt it would be able to outperform the S&P 500 by a significant margin over the next 2 decades. Why not return some of the cash to shareholders instead?
    May 28, 2009. 07:56 AM | 5 Likes Like |Link to Comment