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  • 1993's '100 Best Stocks': How They Fared [View article]
    Hi Kevin,

    That is extremely helpful. I have been using old S&P and Moody's manuals, but did not even think about using SEC filings.

    Based on your input, I think you probably spent more time than I actually thought you did originally.

    Google archives also has decent information on newspapers that have stock quotes.

    I was actually trying to back-test the Dividend Champions of 1991, and got lost in the spinnoffs, mergers, acquisitions of a few companies and just gave up.. Your article gave me inspiration to keep at it.

    I hope you keep writing great articles sir! (like this one)

    Best Regards,

    DGI
    Nov 12 10:26 AM | 4 Likes Like |Link to Comment
  • 1993's '100 Best Stocks': How They Fared [View article]
    This is an awesome article. You probably spent a lot of time performing this research.

    I am curious, what resources did you use to calculate returns of stocks which are no longer listed? I did some backtesting a while ago and came up with some stocks which are no longer here.. So I could not reasonably calculate what happened to them..

    Your input would be very helpful.
    Nov 12 10:03 AM | 3 Likes Like |Link to Comment
  • Lockheed Martin: A High Yield Dividend Growth Stock [View article]
    Those are good points. I am not sure how modern warfare would evolve in 21st century to be honest, but cyberwars are probably going to be big moneymakers.

    There are things to prevent you from buying every time. I get your point on JNJ and KO but I still find them safer. I did this by answering the following questions for myself:

    How many products is KO selling and in how many countries, and what is the product and geographic diversification of revenues vs those of LMT?

    Which one is "safer" - a company dependent on 80% of its sales on a single customer or a company that is dependent on hundreds of million of customers?
    Nov 6 08:54 PM | 1 Like Like |Link to Comment
  • Lockheed Martin: A High Yield Dividend Growth Stock [View article]
    Well, to play devils advocate, many companies that grow EPS and DPS over time end up going higher and higher in stock price.

    However, I do prefer to buy on the way down.. You might get a dip in early 2014, if we get another debt ceiling BS
    Nov 5 07:20 PM | Likes Like |Link to Comment
  • Lockheed Martin: A High Yield Dividend Growth Stock [View article]
    That's good information. But what percentage of annual revenues are derived from the F-35?
    Nov 5 07:18 PM | Likes Like |Link to Comment
  • Lockheed Martin: A High Yield Dividend Growth Stock [View article]
    This doesn't add anything new that wasn't addressed in the article.
    Nov 5 07:17 PM | Likes Like |Link to Comment
  • Lockheed Martin: A High Yield Dividend Growth Stock [View article]
    It is a typo, should have said return on assets.
    Nov 5 07:04 PM | Likes Like |Link to Comment
  • American Realty Capital Properties Finally Getting Noticed [View article]
    If you plan on holding for the next 20 years, any fundamental info data period of less than one year is noise.

    Go Arizona Trader!
    Oct 18 01:49 PM | Likes Like |Link to Comment
  • J.C. Penney: Why It Can Go To $18+ Per Share And Is Good For At Least A Trade [View article]
    I would much rather buy Target from here:

    http://bit.ly/16zt5E7

    Full Disclosure: Long Target (TGT)
    Oct 2 02:58 PM | 2 Likes Like |Link to Comment
  • 6 Notable Dividend Increases So Far In September [View article]
    I meant to insert in the blanks, but never managed to get to it. This has been removed.
    Sep 23 06:33 PM | 1 Like Like |Link to Comment
  • The Tradeoff Between Dividend Yield And Dividend Growth [View article]
    WB,

    The point about caring about price when purchasing assets is spot on. The issue with future generations is that they might not appreciate the hard work that took to accumulate the asset base - whether it is stocks, businesses, farms, mineral rights etc..

    Years ago, my great uncle sold his land and spent most of the money, while leaving a little cash to his children. I wish I had the funds at the time to buy the land, but unfortunately it was before the time I had the means to start accumulating assets.
    Sep 23 02:40 PM | 1 Like Like |Link to Comment
  • The Tradeoff Between Dividend Yield And Dividend Growth [View article]
    You would disagree Retail. But you are totally wrong.

    My family has owned agricultural land for several centuries. (ok, maybe 2 centuries).

    My family has lived off the fruit of that land for those 2 centuries(actually wheat is not fruit, but still, bear with me). The wheat that was harvested in those 2 centuries has paid for the lifestyle of several generations of my ancestors.

    You see, they never cared about the value of their land. All they cared about is how much wheat/income it could produce in a given year. They did not want to sell the land in order to fund their lifestyle, because that would have been a terrible decision for the future generations.

    Since my grandpa moved to the city, all he ever cared about is the check he would get every year, to supplement his retirement income.

    To put this into perspective for you, in case you do not get the link between this story and dividend investing; It doesn't matter if KO trades at $80/share or $40/share or $20/share; all that matters is the earnings it generates and the dividend it distributes to me as the owner.

    If you do not get that, then most anything else I say will never get to you. And that is fine with me.
    Sep 23 09:14 AM | 2 Likes Like |Link to Comment
  • Target Corporation - A High Growth, Attractively Valued Dividend Champion [View article]
    Actually, I like the TGT atmosphere better than WMT's. However, WMT appeals more to people who make less $$$ than TGT. WMT has an incentive to renovate stores in places where there is competitions from the likes of TGT. I used to live in a town where WMT was the only place in town, and it looked bad; I have also lived in a city where WMT was one of the games in town, and the store was spotless and amazing..
    Aug 13 02:44 PM | 1 Like Like |Link to Comment
  • Target Corporation - A High Growth, Attractively Valued Dividend Champion [View article]
    When I wrote the article a few weeks ago, I bought Target around 2.50% entry yield. The stock moved higher by then, so I updated the 69 dollar target..

    I guess in the long run, whether you pay $69 or $70 doesn't really matter. But if you can get in below $69, you might get slightly more TGT for your buck..
    Aug 13 02:42 PM | Likes Like |Link to Comment
  • Karl Popper And Dividend Growth Investing [View article]
    Roger,

    A diversified portfolio of dividend growth stocks is not riskier than a diversified basket of equities that an index fund offers.

    Based on my observations, you are biased against DGI for whatever reason, and are looking for anything against it;

    Instead, you should study the facts, and let them lead you to your conclusions. You might be surprised what you learn.
    Aug 8 07:53 AM | 5 Likes Like |Link to Comment
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