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  • My Dividend Portfolio: Q4 2013 Update [View article]
    I have a portfolio of Australian stocks which I've selected given progressive dividend policies in Australia. Many of them are ADR's or are traded on the pink sheets, however I've bought them using an Australian trading platform which I originally used given I was from Australia.
    Jan 8 07:48 PM | Likes Like |Link to Comment
  • My Dividend Portfolio: Q4 2013 Update [View article]
    Robert, I completely agree with your definition of value...couldn't have said it better myself!
    Jan 7 02:08 PM | 1 Like Like |Link to Comment
  • My Dividend Portfolio: Q4 2013 Update [View article]
    $700k+
    Jan 6 09:18 PM | 4 Likes Like |Link to Comment
  • My Dividend Portfolio: Q4 2013 Update [View article]
    Hi Chumpmenudo, I focus on fair value when looking to purchase and validate with external valuation benchmarks like Morningstar. Based on my latest review, both buys were under fair value at the time of purchase.
    Jan 6 08:09 PM | 1 Like Like |Link to Comment
  • My Dividend Portfolio: Adding Cisco [View article]
    Brad,

    Thanks for the comment. I'm not as concerned by the headline core falls in CAGR for data centre and wireless, which were nascent, emerging businesses now becoming more established... at some point you'll get CAGR reductions given law of large numbers, but >10% compounded growth in these new lines is still pretty respectable in my view.
    Dec 16 06:04 PM | Likes Like |Link to Comment
  • My Dividend Portfolio: Adding Cisco [View article]
    I feel Cisco does represent good value here also. Even with a reduced near term revenue growth rate, it should still be capable of delivering a pretty decent rising income stream.
    Dec 16 05:24 PM | Likes Like |Link to Comment
  • My Dividend Portfolio: Adding Cisco [View article]
    I think the morningstar moat downgrade was a reflection of some of the margin compression and commoditization at the low end of switching and routing brought about by Huawei. Cisco has the potential to show some real product leadership in the SP video space by delivering more feature rich solutions. I think the SP's face big enough problems now with video that they'll be looking closely for the features in core infrastructure.
    Dec 16 05:20 PM | 1 Like Like |Link to Comment
  • My Dividend Portfolio: Adding Cisco [View article]
    Thanks for the comment. My thinking is that if Cisco can continue to generate earnings growth and dividend growth delivered from core earnings, the stock appreciation will eventually take care of itself.

    XOM is a great pick for long term dividend growth. I'm not familiar with TCAP, I'll check it out further.
    Dec 16 05:14 PM | Likes Like |Link to Comment
  • My Dividend Portfolio: Evaluating AT&T [View article]
    Hi rsphillips,
    I actually much more prefer classic dividend companies rather than reits. I find the transparency of classic dividend payers simpler to understand, their debt structures a little less complex and the tax treatment of the returns more favorable (I believe reits return capital which ultimately increases your capital gain). I also share the view that reits are favorably priced at the moment, though classic dividend payers are where my interests really lie.
    Dec 14 11:41 AM | Likes Like |Link to Comment
  • My Dividend Portfolio: Evaluating AT&T [View article]
    Veritas,
    I can certainly appreciate the value of a core holding in AT&T. I have held it in the past when the yield was a little higher. I would likely be tempted should the yield get back to 6.5%.
    Integrator
    Dec 10 07:40 AM | Likes Like |Link to Comment
  • My Dividend Portfolio: Evaluating AT&T [View article]
    Mandolin,
    Thanks for your feedback. Well, I know where I am today and where I want to get to. I have a plan based on reinvestment plus new capital and dividend increases to propel me there. Is it possible that I won't hit my goal in exactly 5 years? Sure. But I will work toward it nevertheless.
    Dec 10 07:38 AM | 3 Likes Like |Link to Comment
  • My Dividend Portfolio: Evaluating AT&T [View article]
    Agreed. Canadian market entry could be attractive, although admittedly a smaller market. Margins and profitability are still fairly attractive for Candian telco (ie Telus).
    Dec 9 06:08 PM | 1 Like Like |Link to Comment
  • My Dividend Portfolio: Evaluating AT&T [View article]
    Sid gold, The portfolio balance is closer to $700k, which is a current yield of about 3.8%. I haven't been using options to this point. Could be something I consider down the track.
    Dec 9 05:22 PM | 1 Like Like |Link to Comment
  • My Dividend Portfolio: Evaluating AT&T [View article]
    Erics,

    That's a nice set of dividend paying stocks you have there. I'm looking for good entry points into GIS, KMB, PG. There are a few on your list I already own. T is an absolutely good core holding to have in the portfolio in my view. it spins off a bunch of dividends that can be used to reinvest in stocks with faster dividend growth. I view my holding of BP in a similar manner, though dividend growth is probably a little better in it's case.
    Dec 9 04:24 PM | 1 Like Like |Link to Comment
  • My Dividend Portfolio: Evaluating AT&T [View article]
    preakness, a 1c share increase is still pretty weak. You're talking about 2%, or enough to meander along with inflation. You're not really getting the effects of dividend growth and stock appreciation at these levels, but what you are getting is a steady inflation protected dividend stream.

    Knowing that, my personal number is 6.5%+, however there's absolutely nothing wrong with a steady 5%+ inflation protected dividend stream (at current stock levels) that should comfortably continue through the medium term.
    Dec 9 03:18 PM | Likes Like |Link to Comment
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