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  • Dividend Progress Report: October 2009 [View article]
    David: You are correct on the YOC. On of the ironies is that you have to go back several years to see the real story. The 2008 market implosion allowed me add positions at prices not seen for quite a longtime for many securities.

    Best Wishes,
    D4L
    Nov 09 08:18 am |Rating: +1 0 |Link to Comment
  • 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
  • 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
  • Dividend Stocks for the Long Run [View article]
    Very good read. A well allocated dividend based portfolio should out-perform the market over the long-term.

    D4L
    Dec 16 11:05 am |Rating: +2 0 |Link to Comment
  • Attractive Dividend Stocks in the Buy Zone [View article]
    Nice list, i picked up some them last week during the meltdown.

    Best Wishes,
    D4L
    Oct 14 12:27 pm |Rating: 0 0 |Link to Comment
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