Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Dividend Growth Machine

View as an RSS Feed
View Dividend Growth Machine's Comments BY TICKER:
Latest  |  Highest rated
  • Dividend Champions: 4 Increases Expected By July 31 [View article]
    I am long MDT on this list. I'll play the guessing game and predict a 7.7% dividend increase, from $0.26 to $0.28 per share.
    May 16 09:43 AM | 3 Likes Like |Link to Comment
  • The Business Model Of The Dividend Growth Investor [View article]
    Nice article, Dave. I also sometimes think of my dividend growth portfolio as a holding company or business conglomerate. It has a bunch of subsidiaries that each send me cash on a regular basis, which I can then reallocate into whichever businesses I think will provide me with the best returns. If one of my businesses is performing poorly (e.g., the company's fundamentals have deteriorated, it's no longer sending me cash, etc.), then I can sell it off and "acquire" a new company on the open market. My capex is minimal (just occasional trading commissions) and I don't have to personally manage any of the companies. I do have to manage the conglomerate as a whole and monitor the results of the constituents, but as you mention, that can be fun and interesting to do. Dividend growth investing can be a great business.
    May 15 09:24 AM | 7 Likes Like |Link to Comment
  • My K.I.S.S. Portfolio May 2013 Update [View article]
    drcarl: The method can take multiple cash inflows and outflows into account.
    May 13 12:51 PM | 0 Likes Like |Link to Comment
  • My K.I.S.S. Portfolio May 2013 Update [View article]
    To calculate an annualized return that takes into account when new capital is invested, use the XIRR function in Excel. Here is a link to a page that explains how to use it:

    http://bit.ly/165zniF
    May 13 09:10 AM | 3 Likes Like |Link to Comment
  • 3 Blue-Chip DRIP Programs You Should Not Touch [View article]
    Today I came across an interesting item from my brokerage that is relevant to this discussion:

    "Scottrade will soon offer a commission-free flexible dividend reinvestment program that will allow you to invest dividends from most dividend-paying stocks or exchange-traded funds that you own into most stocks or ETFs.

    "The program will be different from a traditional dividend reinvestment program (DRIP), which requires you to reinvest dividends back into the securities that paid the dividends. In the Scottrade program, dividends will accumulate into a pool of funds that you can use to purchase shares of almost any stock or ETF. The choice is yours.

    "The Scottrade program will provide significant flexibility and is designed to let you tailor your dividend reinvestment tactics to your overall investment strategy."

    Source: http://bit.ly/ZSTtIB
    May 10 12:04 AM | 5 Likes Like |Link to Comment
  • Strategies For Dealing With A Possible Market Meltdown [View article]
    I find myself in the "do nothing" camp, unless a particular stock in my portfolio is extremely overvalued, in which case I would give serious consideration to selling it.
    May 7 09:18 AM | 1 Like Like |Link to Comment
  • A Real Dividend Growth Machine: Q1 2013 Review [View article]
    Scottrade currently doesn't have DRIPs. What you'd be looking for is the DRIP that a company mentions on its Investor Relations page.
    May 4 11:58 PM | 0 Likes Like |Link to Comment
  • Dividend Growth Models Update: Dividend Aristocrat+ Gainers And Decliners [View article]
    Jeff: Your contributions to dividend growth investing here at Seeking Alpha are much appreciated. Best wishes on your new opportunity!
    May 4 10:08 PM | 1 Like Like |Link to Comment
  • A Real Dividend Growth Machine: Q1 2013 Review [View article]
    Michael: I currently work as a postdoctoral fellow at a university, but starting in late July I will be an assistant professor at a different university.

    Regarding DRIPs, the DRIP Investing Resource Center (with which David Fish is affiliated) is a good place to check out:

    http://dripinvesting.org
    May 4 08:59 PM | 3 Likes Like |Link to Comment
  • A Real Dividend Growth Machine: Q1 2013 Review [View article]
    Michael: If you're saving about $500 per month, then it would be sensible to make an investment of $1,000 every two months (to reduce the impact of the commission fee). Alternatively, you could look for dividend growth stocks with free DRIPs that allow you to make small, regular investments (e.g., $50 or $100 per month) without any commission fees.
    May 4 05:34 PM | 1 Like Like |Link to Comment
  • A Real Dividend Growth Machine: Q1 2013 Review [View article]
    Michael: Yes, back in graduate school I was probably saving closer to $500 per month. Regarding suggestions about what to do -- are you referring to investing strategy or to increasing savings?

    I think many dividend growth investors look at a combination of yield and dividend growth rate, plus other factors. I don't think the absolute dividend amount per share is particularly important; two companies could pay the same total amount in dividends but have different dividend amounts per share due to different numbers of outstanding shares. The only instance I can think of where dividend amount per share is used in an absolute sense is when doing a Dividend Discount Model calculation to find an appropriate stock price.
    May 3 10:53 AM | 1 Like Like |Link to Comment
  • A Real Dividend Growth Machine: Q1 2013 Review [View article]
    Michael: I have invested $64,800 of personal savings in my portfolio. My portfolio's current value is around $84,800, which means that $20,000 has come from unrealized capital gains and reinvested dividends.

    I use January 1, 2012, as a convenient start date for my portfolio's performance because it wasn't until December 2011 that I had fully transitioned to dividend growth investing. According to my records, I had invested $40,000 in my portfolio at that point, which means that an additional $24,800 has been invested since that time.

    The initial $40,000 reflected savings accumulated over the course of several years, back when I had a lower salary and, earlier than that, when I had a modest stipend while in graduate school. I definitely was not saving $1,400 per month back then... that number is a recent phenomenon. :)
    May 2 11:08 PM | 2 Likes Like |Link to Comment
  • How Can One Trade Be Both Good For Me And Bad For Me? [View article]
    Robert: Great article and comment stream. Even though your trade results in a temporary reduction in dividend income, it has the potential to provide you with a superior long-term total return. Thus, I view it as a good trade.
    May 2 08:13 PM | 3 Likes Like |Link to Comment
  • Dividend Challengers: 23 Increases Expected In The Next 11 Weeks [View article]
    There is a possibility that next week we might hear about a dividend increase from Intel (INTC). Last year's increase was announced on Monday, May 7.

    If a dividend increase is announced, I predict it will be relatively modest -- maybe a 4.4% increase from $0.225 to $0.235 per share.
    May 2 09:06 AM | 1 Like Like |Link to Comment
  • Intel: Something Big Is Coming On May 6 [View article]
    There is also the possibility of a dividend increase announcement. Last year's increase was announced on Monday, May 7.
    May 2 08:58 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1,122 Comments
2,825 Likes