Seeking Alpha
View as an RSS Feed

Dividend Growth Investor  

View Dividend Growth Investor's Comments BY TICKER:
Latest  |  Highest rated
  • HCP: A High-Yield REIT Play On Healthcare [View article]
    You are correct Steve. I meant "do not believe" we will have cuts.

    JStack - If someone tells you they will never make mistakes, they are lying to you and yourself. If you don't get that, then I am fine if you don't trust my judgment.

    Bcrew - I welcome constructive criticism, but my comment was not directed at your comments. I found it interesting that a large part of the conversation came from "readers" who happen to only have a few comments. This is highly suspicious, as it could indicate that someone is creating multiple accounts and replying to each other. Not sure what they would gain from it however.
    May 13, 2015. 03:54 PM | 1 Like Like |Link to Comment
  • My Tortuous Escape From A « Low-Cost » Online Stockbroker [View instapost]
    Actually, an astute reader recommended I sign up for the tiered plan, where I pay 35 cents/trade (Actually it is 0.35 cents/share but the minimum is 35 cents/transaction). If you buy less than 200 shares per transaction, you will come out ahead.
    May 12, 2015. 01:42 PM | Likes Like |Link to Comment
  • My Tortuous Escape From A « Low-Cost » Online Stockbroker [View instapost]
    I love Interactive Brokers. Ever since I switched, I have not made investments with any other broker.
    May 12, 2015. 01:12 PM | Likes Like |Link to Comment
  • Forget About Timing The Market [View article]
    This is a very good article Eli. Time in the market is more important than timing the market. I did a similar calculation but for Johnson & Johnson:

    I did a quick experiment using Yahoo Finance historical data, where we have two investors buying shares of Johnson & Johnson (JNJ) between 1/1/1980 and 12/31/1989. The first investor has $1,200 to put to work each year, and manages to buy Johnson & Johnson shares at the lowest monthly close for each year. The second investor simply puts $100 per month, every month between 1/1/1980 and 12/31/1989. They also reinvest those dividends in more Johnson & Johnson stock in the accumulation phase. The results are very close:
    May 12, 2015. 10:48 AM | Likes Like |Link to Comment
  • Dividend Stock Analysis Of T. Rowe Price Group [View article]
    Thanks everyone for commenting. TROW is a nice company that I will likely add to in coming months/years, especially if it goes down. I also like AMP as well, and for whatever reason I think it has slightly better enduring advantages:

    Good luck on your dividend investing journeys!
    May 8, 2015. 04:49 PM | Likes Like |Link to Comment
  • Forget The Shopping List: Buy What's On Sale (Part 2) [View article]
    So Ian comes out here, insults the intelligence of all Dividend Growth Investors, and throws out straw man comments ( dividend investors are buying only from a wish list and ignoring valuations). In general, you have written interesting items in your articles. However, the way you have presented them, as if everyone else is a moron, but you are the only holder of knowledge is completely out of line.

    And some of his picks have low P/E ratios, but the problem is that not all P/E ratios are created equal

    Should I really have to explain to you Ian that a cyclical company like CAT would always have a lower P/E ratio than a company like say Coca-Cola?

    That being said, I do agree OHI is a bargain today.
    May 8, 2015. 04:03 PM | 1 Like Like |Link to Comment
  • DGI Investing: It's Riskier Than You Probably Think [View article]
    It is funny that I referenced an updown profile where you were obviously testing your “ideas” and you were losing money. You then asked Seeking Alpha to delete that comment, so that you have time to “reset” the Updown profile. Luckily, Updown still kept that data since inception and shows annualized returns as negative 21%.

    I am reposting it again.
    May 8, 2015. 03:55 PM | 1 Like Like |Link to Comment
  • HCP: A High-Yield REIT Play On Healthcare [View article]
    On the other hand a lot of the "negative" comments here seem to come from users with only a few comments. This is highly suspect, and most probably came from one person with too much time on their hands.
    May 7, 2015. 04:39 PM | 1 Like Like |Link to Comment
  • HCP: A High-Yield REIT Play On Healthcare [View article]
    Thanks for everyone who commented. In reality I had written that article on HCP in January 2015.

    It was a mistake to re-post it without making changes 3 – 4 months later. While I personally do believe that the issues will result in dividend cuts at HCP, the reposted article here should have had mentions to the DOJ inquiry, and the rent reduction ( despite the fact that total HCP revenue impact is not material, and that facilities have use beyond the current tenant, there is a wild card that things can change for the worse). PR about rent amendment PR about latest Quarterly results WSJ Article about investigation

    I promise I will make many more mistakes in the future. I will try to not repeat the same mistake more than once/twice however.

    This is why everyone should do their own research, before deciding whether a company is good enough to invest. If you buy a stock after reading about it once on the internet by someone calling themselves “Dividend Growth Investor”, you are doing yourself a disservice.
    May 7, 2015. 12:47 PM | 2 Likes Like |Link to Comment
  • Dividend Stocks Provide Protection In Any Market [View article]
    That's why you select the companies that have a lower chance of lowering dividends when things get tough, and you should also ignore price fluctuations.

    Alternatively you can invest in index funds, and then pray you will get price appreciation and won't have a repeat of 2000 - 2012. No matter what happens to your clients money of course, you would still earn a fee as an advisor, right Dale?
    May 3, 2015. 06:32 PM | 1 Like Like |Link to Comment
  • Dividend Stocks Provide Protection In Any Market [View article]

    The work you have done with the CCC list is of tremendous value for all dividend growth investors. Not only have you created the most complete list of dividend growth stocks available on US exchanges, but you also tirelessly update it every month. You are my hero and deserve a much bigger praise.

    You are a much better person that myself for posting this great resource for FREE.

    Plus, you have inspired people to create the Canadian and UK lists (and there is a European List floating around)
    May 2, 2015. 10:15 AM | 8 Likes Like |Link to Comment
  • Straight Talk On The 4% Rule [View article]
    That was a nice article by DVK on the origin of the 4% rule. I looked at the data and concluded that the reason behind its success is because the average dividend yield was closer to 4% during the study period that Bengen used:

    Based on the data, it could be argued that the four percent rule has traditionally been based on the stability of stock yields and the positive dividend growth that investing in a basket of blue chip common stocks can deliver over time.
    May 1, 2015. 01:44 PM | 12 Likes Like |Link to Comment
  • DGI Investing: It's Riskier Than You Probably Think [View article]

    You need to do more research, before jumping to conclusions.

    When you say that the typical DGI investor is 80% invested in a few companies, you are proving you did not do much research. If you don't do research, you are going to make incorrect conclusions and lose money in the process.

    The reason why you have not been successful at investing is because you make up your mind in advance, rather than use the evidence to come up to a logical conclusion.

    I went through your articles posted on Seeking Alpha, and honestly, I would much rather buy Colgate Palmolive at 30 times earnings, than touch any of the stuff you have written about such as:

    You were dead wrong in three of the articles I randomly selected from your profile at Seeking Alpha. This shows to me that you are not an investing expert (but neither am I). As such, you cannot generalize about what dividend growth investors do or do not do. And more importantly, you cannot tell others that they are following a supposedly bad strategy.

    If this is an attempt of you to gain pageviews, you succeeded. If this is an attempt by you to learn, then you might be on the right path.

    Either way, I sincerely with good luck to you. I hope CIB works for you. I am just hopeful you know what you are doing. I would be interested in learning about why you invested there, and evaluate your knowledge of the financial sector, the Columbian financial sector, and what your expectations for the long-term depreciation of the Colombian Peso versus the dollar.
    Mar 6, 2015. 12:48 PM | 43 Likes Like |Link to Comment
  • DGI Investing: It's Riskier Than You Probably Think [View article]
    Ha, someone talks trash about TheDiv-Net?

    You mean the site where people who were investing in dividend growth stocks in 2007 - 2008 - 2009- 2010 - 2011- 2012 -2013 - 2014 - 2015? Did we "give up" in 2008? Nope.

    You just glanced at the site, and then looked for something to confirm your preconceived belief, didn't you? If not, I would like to see the analysis of all investment ideas presented on Div-Net, and what percentage met your requirements and what percentage didn't? Also, provide a list of your requirements.
    Mar 6, 2015. 12:20 PM | 14 Likes Like |Link to Comment
  • Exxon Mobil Is A Solid Dividend Champion To Consider For Long-Term Investing [View article]
    Buffett also bought Exxon around 1984/1985, and held on for just one year.
    Feb 18, 2015. 09:32 AM | 2 Likes Like |Link to Comment