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  • Dividend Progress Report: October 2009 [View article]
    David: Purchases are primarily new money. As you noted, it also includes reinvested dividends and any sold securities. It is roughly 90% new money 10% dividends reinvested, with any sales layered on top of that.

    Best Wishes,
    D4L
    Nov 08 16:49 pm |Rating: +1 0 |Link to Comment
  • Weighing Free Cash Flow Payout vs. Dividend Payout [View article]
    Levered free cash flow subtracts out interest payments on debt. Generally, it is a good number except when there are uneven interest payments. I prefer to look at free cash flow as a source of cash and look at upcoming debt/interest payments separately as a use of cash.

    Best Wishes,
    D4L
    Oct 16 19:40 pm |Rating: +4 0 |Link to Comment
  • Six Double Digit Dividend Stocks Increasing Their Yields [View article]
    Mike: You are correct, I am long in MCD. I had originally wrote the article with 5 companies before MCD's announced last night. After MCD's announcement of its dividend increase, I quickly updated the article, but failed to update the disclosure.

    Best Wishes,
    D4L
    Sep 25 13:01 pm |Rating: +5 0 |Link to Comment
  • Getting Ready for Retirement [View article]
    Mad Hedge Fund Trader: I found your recommendation of PCY intriguing. Having never looked at it before, I ran some quick numbers on its dividend comparing it to LQD. Surprisingly, its standard deviation from 11/07 to 9/09 was 0.01489 compared to 0.02817 for LQD over the same period (Yahoo data + iShares to fill in some LQD blanks). LQD is one of my core bond holdings, but it is quickly approaching full allocation, so I've been looking for some other alternatives. A higher yield and lower standard deviation on its dividend makes PCY worth looking deeper into.

    Thanks for mentioning it!

    Best Wishes,
    D4L


    On Sep 22 02:51 PM Mad Hedge Fund Trader wrote:

    > mgx A number of readers have asked me to come up with a safe, high
    > yielding investment in which to hide out in case the equity markets
    > swoon again. That means they are looking for a security that offers
    > a high fixed return, denominated in a strong currency that will benefit
    > from future upgrades that will boost the principal over time. All
    > of that is another name for the Invesco PowerShares Emerging Market
    > Sovereign Debt ETF (seekingalpha.com/symbo...). The fund
    > has 40% of its assets in bonds issued in Latin America and 31% in
    > Asia, with the bulk of the maturities exceeding ten years. The two
    > year old fund now boasts $340 million in market cap and pays a handy
    > 6.42% dividend. This beats the daylights out of the nine basis points
    > you currently earn for cash, the 3.40% yield on 10 year Treasuries,
    > and still exceeds the 6.42% dividend on the iShares Investment Grade
    > Bond ETN (seekingalpha.com/symbo...), which buys predominantly
    > single “A” US corporates. The big difference here is that foreign
    > bonds are issued in strong foreign currencies instead of weak dollars,
    > and have a rosy future of further credit upgrades to look forward
    > to. It turns out that many emerging markets have little or no debt
    > because until recently, investors thought their credit quality was
    > too poor. No doubt a history of defaults in Brazil and Argentina
    > in the seventies and eighties is at the back of their minds. With
    > US government bond issuance going through the roof, the shoe is now
    > on the other foot. A price appreciation of 125% over the past year
    > tells you this is not exactly an undiscovered concept. Still, it
    > is something to keep on your “buy on dips” list.
    Sep 22 18:31 pm |Rating: +2 0 |Link to Comment
  • 13 Consistent Dividend-Raising Companies Currently on Freeze [View article]
    Jarco: A straight payout calculation may not be representative of the company's financial position after such a large acquisition due to the write-up of assets and the associated higher depreciation. I use a TTM Free Cash Flow Payout instead. CTL is at 46% with this metric. Somewhat more concerning to me is its Debt to Total Capital. I generally, like to see this less than 45%. CTL is currently at 48%. Not bad, but a little higher than I like.

    CTL is a hold for me at this point. I will continue to watch it closely.

    D4L

    On Sep 13 12:56 AM jarco wrote:

    > How does one justify owning CTL especially now that it has taken
    > over (or been taken) Embarq? A $2.80 dividend = 90% payout.
    >
    > Yield stocks must have some positive fundamentals.
    >
    > Your owned list is impressive but look too much like most stodgy
    > Mutual Funds.
    Sep 13 16:21 pm |Rating: 0 0 |Link to Comment
  • 13 Consistent Dividend-Raising Companies Currently on Freeze [View article]

    CenturyTel is changing its name to CenturyLink after its merger with Embarq.

    www.centurylink.com/


    On Sep 11 09:40 PM SafisKusai wrote:

    > you listed CTL incorrectly as CenturyLink when it is actually called
    > CenturyTel. Just a heads up.
    Sep 11 23:29 pm |Rating: +2 0 |Link to Comment
  • 3 Stocks Providing Positive Shareholder Feedback with Higher Dividends [View article]
    BlueOkie: Thanks for your kind words. My one hard and fast rule for my income portfolio is if the stock cuts its dividend, immediately sell it. Here is an article I wrote on it:

    dividendsvalue.com/143.../

    Best Wishes,
    D4L


    On Sep 06 10:10 AM BlueOkie wrote:

    > Always enjoy your posts as I'm big believer in Dividends. I'm long
    > EMR, HRS, VZ. There are a few firms that stopped or cut dividends
    > that I'm not ready to bail on, yet! PFE, DOW, BBT, TSS. Do you
    > make exceptions to your rules? Or is it "OFF WITH THEIR HEADS"
    Sep 06 14:37 pm |Rating: 0 0 |Link to Comment
  • Portfolio Update: Trimming ETF Income Holdings [View article]
    Dave: The annualized income is forward looking and based on my current holdings. As for my YOC rising in the future, it is a result of building my investment base so current investments represent a smaller % of total invested capital, thus new capital will have have less an effect on YOC. For example, a $5,000 investment into a $20,000 portfolio will have a dramatic effect on its YOC, where the same $5,000 investment into a million dollar portfolio will produce a much smaller effect.

    Best Wishes,
    D4L
    Aug 10 09:18 am |Rating: +2 0 |Link to Comment
  • Are REITs and Utilities Good Dividend Investments? [View article]
    Aber: An oversight on my part, TEG did pass the Debt test, but failed the FCF test. I do have concerns about TEG's ability to sustain its dividend, but I am not yet selling my position.

    Best Wishes,
    D4L


    On Jul 30 05:25 AM aber wrote:

    > Hi and thanks , like always, for your articles
    > why TEG did not pass the test ? you wrote :
    >
    > "Integrys Energy Group, Inc. (seekingalpha.com/symbo...)
    > – 3 Stars
    > Debt to Total Capital: 18%
    > Free Cash Flow Payout: -47%
    > I look for a maximum of 45% Debt to Total Capital and a maximum of
    > 60% Free Cash Flow Payout"
    >
    > is seems to me much better than NNN , or i'm missing somenthing ?
    >
    > do you think the TEG's dividend is at risk ?
    > please explain , thanks a lot indeed
    > Alberto (long on TEG )
    Jul 30 08:22 am |Rating: +2 0 |Link to Comment
  • Why the Right Moment Is Approaching for Dover [View article]
    Tom: Click on "Dover Corp." in the first sentence.
    Jul 21 13:23 pm |Rating: 0 0 |Link to Comment
  • Why the Right Moment Is Approaching for Dover [View article]
    Tom: Click on "Dover Corp." in the first sentence.
    Jul 21 13:21 pm |Rating: 0 0 |Link to Comment
  • United Technologies: Dividend Stock Analysis [View article]
    Kipling: It is "tangible" book value, which is book value less intangibles. At the end of 2008 UTX's book value was $15.9 billion while intangibles were $18.8 billion. Doing the math would yield a negative number.

    D4L

    On Jul 07 10:17 AM Kipling wrote:

    > How is it possible that UTX's book value is NOT meaningful?
    > That makes no sense at all. Do you mean the book value is "0"?<br/>AAAUUGGHHH
    Jul 07 13:09 pm |Rating: +1 0 |Link to Comment
  • Dividend-Paying Utilities for a Well-Rounded Portfolio [View article]
    Kewgardens: I am working on a followup post to what happened to TEG. There are some interesting observations to made, and obviously lessons to be learned.

    Best Wishes,
    D4L
    Feb 26 20:33 pm |Rating: 0 0 |Link to Comment
  • Legg Mason: No More Dividend Increases? [View article]
    Gina: I have found funds to be less effective since most are based on an index and therefore forced to buy stocks that I would not buy. With that said, I do hold quite a few ETFs and CEFs, but I will likely liquidate most of them over time.

    Best Wishes,
    D4L
    Jan 28 19:13 pm |Rating: 0 0 |Link to Comment
  • Pfizer's Acquisition of Wyeth Could Be Short Boon to Shareholders [View article]
    PFE needs a shot in the arm. For the last several years it has been wandering in the wilderness. After freezing its dividend, it is one I am watching closely.

    Best Wishes,
    D4L
    Jan 26 13:56 pm |Rating: 0 0 |Link to Comment
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