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Dividend Growth Investor

 
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  • Philip Morris International: Dividend Stock Analysis [View article]
    David,

    That's exactly what I meant - PMI has raised distributions for less than one decade. The stocks I typically focus on have raised distributions for over one decade.
    Apr 23, 2011. 09:11 AM | 7 Likes Like |Link to Comment
  • Building an Optimal Dividend Portfolio: Keep It Simple [View article]
    Not only that, he STOLE the list of stocks from my article from April 14, 2010:

    www.dividendgrowthinve...
    It also appeared on SA here:
    seekingalpha.com/artic...

    JIM TRIPPON is a person who steals others content. The info on the table his article STOLE from my site was outdated. This shows serious investors that Jim Trippon should not be trusted with your money or attention. In addition he seems to be writing about stocks he doesn't own, and doesn't plan on owning.

    I am disgusted by people like Mr Trippon.

    PS This is actually the second time this has happened.
    In an from June 25, 2010 he stole another chart from a previous post I had done back in July 2009:

    The last chart in Mr. Trippon's article comes from the last chart from my blog:

    dividendgrowthinvestor......

    It has also been reposted at Seeking Alpha.

    seekingalpha.com/artic...

    This is the article from Mr Trippon, appearing on SA:

    seekingalpha.com/artic...
    Jan 12, 2011. 10:16 PM | 7 Likes Like |Link to Comment
  • 10 Dividend Stocks That Help Buffett Make Ends Meet [View article]
    Actually this article is factually incorrect. It does not make any sense to have the CEO of a corporation disclose his own personal holdings in his company’s SEC filings. The assets of the CEO and the corporation are separate. Buffett’s personal portfolio includes Berkshire Stock and most probably Wells Fargo (WFC) , which he has mentioned to be a buy in previous interviews.

    I have read reactions to this article all over the net and I am really amazed how people believe that Buffett would post his personal holdings on his company's SEC report. But then many people believe that UFO's exist as well and that Elvis is alive as well ;-)
    Apr 19, 2010. 04:12 PM | 7 Likes Like |Link to Comment
  • 38 Dividend Securities for Well-Rounded Asset Allocation [View article]
    I am also a big proponents of diversification of income risk. If you own a few dividend growth stocks from each of the 10 or 11 sectors in the S&P 500, you should do fine in the long run.

    Check this post out:
    www.dividendgrowthinve...

    Also add in some international exposure for additional diversification and you have increased your chances of survival:

    www.dividendgrowthinve...
    Feb 17, 2010. 05:00 PM | 7 Likes Like |Link to Comment
  • Dividend Investing: 10 Stocks with Above Target Returns [View article]
    That's an interesting screen. Although the rally from March 2009 lows has pushed stock yields to their lowest since 2007, the growing distribution in each of the stocks above will provide for a double digit yield on cost over time.
    Jan 21, 2010. 10:07 AM | 7 Likes Like |Link to Comment
  • Six Double Digit Dividend Stocks Increasing Their Yields [View article]
    I completely agree with you that successful dividend investing is not about picking the highest yielding stocks, but the ones that would provide you with a rising stream of dividend income.
    Another issue is that some of these companies do not have a long history of raising and paying out dividends..

    MCD on the other hand is a true dividend aristocrat, having raised dividends for several decades now..The dividend is up 46.7% for the past 2 years.
    Sep 25, 2009. 09:12 AM | 7 Likes Like |Link to Comment
  • Should You Still Buy and Hold Stocks? [View article]
    I would say buy them on dips. Diversify your holdings, build your positions over time, and re-invest your dividends selectively.
    Jul 22, 2009. 12:54 PM | 7 Likes Like |Link to Comment
  • Must-Know Criteria for Picking Inflation Proof, High Dividend Stocks [View article]
    MLPs are a nice way to generate high yields.However one should not invest everything in MLPs, since concentration i one type of asset is asking for trouble.

    As for dividend investing in general however, one has to ask themselves how sustainable the dividends are before buying that income stock. Most investors were lured by double digit yields in certain canadian income trusts, only to have their dividends cut or eliminated and suffer huge capital losses in the process.

    Special structures such as Canroys, MLPs, Reits are a nice way to generate high current income. But what would happen if tax law changes are implemented which abolishes the current structure of these trusts/partnerships? This has alread happened in Canada in 2006, and after 2-3 years there is still much uncertainty about what would actually happen. If you are a retiree who depended heavily on the income from these Canroys, how would you feel with all that uncertainty?

    When you are investing, you have to visualize different scenarios and construct your portfolio accordingly. I own dividend aristocrats, MLPs, Certificates of Deposit,and some TIPs both in taxable and tax defered accounts, and know that I no matter where the market or the econony goes, I would keep generating enough income to sustain my standard of living.

    Apr 11, 2009. 09:05 AM | 7 Likes Like |Link to Comment
  • The Dividend Stock Bubble [View article]
    I have been hearing about the "death of dividend stocks", the "bubble in dividend stocks" for 4 - 5 years now. Frankly, the goal or the reitred/would be retired investor is to buy a stock, and hold on to it, while enjoying a rising stream of dividend income. The evidence that people are actually looking at dividend stocks as fixed income substitutes is... frankly not there other than anecdotal stories like yours which might or might not be true, and might or might not be representative. I do not invest based on anecdotal evidence, but I know many others do - hence the reason why many investors don't do that well.

    Funny how noone talks about the bubble in Social Media stocks, and some tech darlings - I am not sure how companies with unproven business models can sell for astronomical valuations.
    Nov 14, 2014. 10:11 AM | 6 Likes Like |Link to Comment
  • Dividend Stocks Are Not Expensive And They Beat Cash In The Bank Any Day [View article]
    WallStreetDebunker,

    I was going to respond to you, but then I remembered a nice saying from Charlie Munger:

    "Never wrestle with a pig, for if you do, you will both get dirty, but the pig will enjoy it"
    Jul 8, 2014. 08:48 PM | 6 Likes Like |Link to Comment
  • How To Classify Dividend Increases [View article]
    Haha, why would I apologize to you?

    It is clearly stated that I am long ADP at the top of the article.

    Yet you concluded erroneously that I am short ADP.

    And thanks for calling me names. When your arguments are not strong enough in the first place, it is always best to call people names in order to save face.
    Nov 19, 2013. 04:55 PM | 6 Likes Like |Link to Comment
  • The Case For Owning Digital Realty Trust: When Hedge Funds Don't Know What They Are Talking About [View article]
    Mjvcaj,

    I explain in the article why the dividend is sustainable, and not paid out of the stock and debt being sold. Go read again what I am saying, and why the hedge fund person is feeding BS to the public. Please also do some research about the REIT legal structure.

    I understand that reading financial statements is boring and tedious, but the numbers presented in the article clearly show why Mr Jacobson's arguments are complete BS.

    In regards to Harvard, didn't Jeff Skilling, the Enron "Smart Guy" go there? Also, isn't Harvard the place that REJECTED Warren Buffett?

    So Mr Jacobson is a billionaire - big deal. Last time a famous billionaire hedge fund manager was short a REIT in 2009, he was very wrong - check comments:

    http://bit.ly/12HcTyC

    As far as loans are concerned, when companies sell bonds, they only pay interest on them, not principal. If you have factual evidence to show that DLR is paying off principal, along with interest on the majority of the debt it has sold, I would be happy to learn about it.

    Because if you are correct, that means that DLR is an even better investment.

    As far as market efficiency, markets are always inefficient - you have investors who don't know what they are doing ( ignoring basic fundamental info), you have others who trade on insider information, and you also have investors who openly manipulate markets with their statements.

    Btw, how do you know I am not successful? As far as me being successful or not - I am much younger than Mr Jacobson, so I would say I still have time to prove myself.

    Of course, in the grand scheme of things, is someone who manipulates people and earns billions doing that, truly successful?
    May 17, 2013. 01:27 PM | 6 Likes Like |Link to Comment
  • 'Dividends' Have Become A National Anthem [View article]
    Carlos,

    I choose to purchase companies with wide moats, strong brands, and the ability to increase earnings over time. These companies happen to pay dividends to shareholders, and have a culture of raising these dividend every year. The companies I buy have been around for decades, and will be around for decades after I am gone.

    Now if you want to be a contrarian to my strategy - go for it. But when your growth stocks plummet because their growth dissipates your net worth will suffer. And if you decide to go short of my dividend stocks, then you will essentially be paying ME a higher dividend while my stocks appreciate over time. ( you will probably also have to pay margin to your broker).

    Any takers?
    Oct 1, 2011. 01:25 PM | 6 Likes Like |Link to Comment
  • Kinder Morgan Partners: One Company, Three Ways to Invest [View article]
    KMI doesn't yield 1.90%. It's close to 4% - the quarterly distribution is 29 cents. KMR is trading at a discount to KMP, which is why I own it. KMI will grow dividends at a higher pace than KMP/KMR.
    Jun 20, 2011. 09:59 PM | 6 Likes Like |Link to Comment
  • Wal-Mart: Dividend Stock Analysis [View article]
    Well one decade ago the stock was overpriced:

    www.dividendgrowthinve...

    Now it is attractively valued. And you are getting paid a 2.80% yield that is growing in the double digits.
    Jun 17, 2011. 10:26 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
628 Comments
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