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  • A Real Dividend Growth Machine: Q1 2014 Review [View article]
    Sum02006: Thanks for the feedback -- I hope your first quarter also went well.
    Apr 17 09:12 PM | Likes Like |Link to Comment
  • A Real Dividend Growth Machine: Q1 2014 Review [View article]
    James: Thanks for your comment. I see that today you published a quarterly update for your portfolio, so I will go over and take a look at it. Best wishes with your investing!
    Apr 17 09:11 PM | Likes Like |Link to Comment
  • 3 Mispriced Dividend Growth Stocks [View article]
    If a stock's current yield is less than its 5-year historical yield, then it is not trading at a dividend discount -- it is trading at a premium on that metric. I suggest re-evaluating this aspect of your screening process.
    Apr 15 09:30 PM | 2 Likes Like |Link to Comment
  • The 25 Best Authors On Seeking Alpha [View instapost]
    Tim: Thanks for including me on your list. As others have mentioned, you deserve a spot on it, too.
    Mar 25 07:58 AM | 1 Like Like |Link to Comment
  • Bloomberg: Unilever's $2B Ragu attracting host of suitors [View news story]
    Hormel paid about 1.9x sales for Skippy last year. If Ragu brings in about $480M in sales (based on the information above), then a similar multiple would imply a purchase price of around $912M. Considering that Ragu sales have been declining, it doesn't seem to warrant a higher multiple than Skippy. What is the source for the $2B estimate given in the article?

    That aside, at the right price I think Ragu could be a good acquisition for Hormel, which has been nicely expanding its Mexican food category.
    Mar 23 11:29 AM | 2 Likes Like |Link to Comment
  • HCP, Inc: A Healthcare REIT For My Dividend Growth Machine [View article]
    Steffen: I am not worried about HCP's interest coverage ratio, which I think is reasonable. I would be concerned if it were hovering around 1.
    Mar 20 06:32 PM | Likes Like |Link to Comment
  • A Real Dividend Growth Machine: 2013 Review [View article]
    rr76012: Thanks for your comment. I try to avoid making macro-level predictions about the stock market and interest rates because even the experts fail to make accurate predictions. I prefer to keep my focus at the micro-level of individual companies and their business prospects going forward. I remain cognizant of macro-level changes when they actually happen, but I don't let them rule my investing decisions. Best wishes for your investing in 2014, too.
    Mar 20 10:48 AM | 1 Like Like |Link to Comment
  • A Real Dividend Growth Machine: 2013 Review [View article]
    Shootsports: I use Scottrade. I did some research on various discount brokerages and it seemed to have everything I wanted: no annual fees, reasonable trading fees ($7 per trade), good customer service, and an easy-to-use website. Overall, I have been satisfied with them.
    Mar 16 09:52 PM | 1 Like Like |Link to Comment
  • Dividend Champions: 24 Increases Expected By The End Of March [View article]
    HCP, Inc. (HCP) is increasing its quarterly dividend by 3.8%, from $0.525 to $0.545 per share, putting the company on track for its 29th consecutive year of dividend growth. News release:

    http://bit.ly/1iRdjOp

    My prediction (see above) was too high. I am a bit disappointed that the increase is smaller than it was last year; recent growth in FFO and FAD would support an above-average increase. The company seems to be continuing to lower its payout ratio over time.
    Jan 30 06:53 PM | 2 Likes Like |Link to Comment
  • Dividend Contenders: 34 Increases Expected In The Next 11 Weeks [View article]
    Canadian National Railway (CNI) is increasing its quarterly dividend by 16.3%, from C$0.215 to C$0.25 per share, putting the company on track for its 18th consecutive year of dividend growth. News release:

    http://bit.ly/1a4RVCd
    Jan 30 06:50 PM | 1 Like Like |Link to Comment
  • A Real Dividend Growth Machine: 2013 Review [View article]
    rasm0101: Thanks for your comment. I am not considering an investment in AAPL at this time. I am cautious when it comes to tech stocks in general, which is why they make up a relatively small part of my portfolio. In the case of AAPL, I wonder about its long-term business prospects, given that its product acceptance depends on continuous innovation and customer willingness to pay a premium for its products.
    Jan 28 08:17 AM | Likes Like |Link to Comment
  • Dividend Growth Investing: Myths 16-20 [View article]
    David: Thanks for a superb article. I think you have done a great educational service to Seeking Alpha readers by debunking these myths.
    Jan 27 03:06 PM | 4 Likes Like |Link to Comment
  • A Real Dividend Growth Machine: 2013 Review [View article]
    retailinvestor: Despite reading over the linked page in your point c, I am not sure how to do the unitized calculation for total return. However, I did some additional reading and came across a time-weighted rate of return calculation:

    http://bit.ly/LViEqg
    http://bit.ly/13m9dXW

    I was able to do the time-weighted calculation for my portfolio, using the amount and timing of new capital investment on a monthly basis throughout the year. Here are the results calculated separately for the past two years (TWR = time-weighted return; IRR = internal rate of return originally calculated by Excel):

    2013
    TWR = 32.9%
    IRR = 31.3%

    2012
    TWR = 8.1%
    IRR = 7.6%

    I am not sure which method is superior from a validity standpoint, but it is nice to see that the methods produced similar results for each year.
    Jan 22 04:11 PM | 1 Like Like |Link to Comment
  • A Real Dividend Growth Machine: 2013 Review [View article]
    Niners 4 Life: Thanks for your comment. Monthly dividend stocks can be great additions to a portfolio, provided the dividends are safe and the businesses are stable. Regarding financial stocks, I am leery of the sector in general, but I have considered V and MA as possible investments.
    Jan 21 07:57 AM | Likes Like |Link to Comment
  • A Real Dividend Growth Machine: 2013 Review [View article]
    UTA: Thanks for your comment. I started a position in ARCP late last year and I look forward to seeing how it performs as a much larger, self-managed entity. I will need to look at HTA in more detail, but I already have exposure to healthcare REITs through HCP and VTR.
    Jan 16 05:02 PM | Likes Like |Link to Comment
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