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Mike Nadel

 
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  • History Lessons: Surviving A Recession, Tuning Out Noise And Moving Beyond Mistakes
    Wed, Sep. 3 MMM 123 Comments

    Summary

    • A recent portfolio review helped reinforce some valuable lessons about investing.
    • I didn't panic during the recession and was rewarded when my 3M stake quickly recovered.
    • Dripping, especially during a down market, is a great way to build a position.
    • Getting influenced by outside noise and selling a huge chunk of 3M proved to be one of my biggest blunders as an investor.
  • New Dividend Challengers Should Carry Warning Labels: "Caution! Not Recession Tested!"
    Fri, Aug. 22 HSY, SDRL 263 Comments

    Summary

    • David Fish's CCC list is a valuable resource, but should only be the start of research.
    • Most CCC newcomers with 5 years of dividend growth have not proven themselves through a recession.
    • Seadrill and Hershey show just how different two new "Challengers" can be.
  • Correction Arrived Early For Walgreen - So Now What After Only OK Dividend Hike?
    Fri, Aug. 8 WAG 80 Comments

    Summary

    • After announcing it would complete its purchase of Alliance Boots while rejecting the idea of a tax inversion, WAG's share price plummeted 16.4%.
    • A 7.1% dividend hike was almost lost in the announcement.
    • WAG was a big winner for me when I bought it in 2012 after the company decided to buy 45% of Boots.
    • Is the dividend raise enough to entice current and potential future shareholders?
  • No Fees Please! Create Your Own 'Mini-ETF'
    Tue, Jul. 22 BMO, BNS, CM 119 Comments

    Summary

    • ETFs might not be attractive for those who want to choose their own stocks and avoid fees.
    • An investor can create a mini-ETF in practically any sector.
    • I did exactly that with five Canadian banks and have outperformed the ETF.
  • What's Your (Dividend Growth) Number?: Part 4 - Creating And Surpassing Goals
    Wed, Jul. 9 BCE, COP, CVX 162 Comments

    Summary

    • Small, more reachable goals pave the way toward major objectives.
    • As targets are met, take a moment to celebrate and then establish new goals.
    • Passive and active investing combine to create powerful compounding of dividends and successful portfolios.
  • Is The Bear About To Maul The Bull? Here's How We're Investing
    Wed, Jun. 18 BAX, COP, CVX 352 Comments

    Summary

    • The market has reached all-time highs, leading to debates about when the bear will arrive.
    • It still makes sense to invest in stocks, especially high-quality companies that have grown dividends for decades.
    • Bonds aren't a priority now, but cash can come in handy.
  • Putting Companies On 'Dividend Growth Probation'
    Wed, Jun. 11 COP, DE, GIS 265 Comments

    Summary

    • To be assured a reliable income stream in retirement, I need the companies I own to grow dividends annually.
    • Companies that fail to grow dividends by at least 5% in any year might be placed on probation.
    • Here I offer examples of four companies that I put on probation, how the process works and what became of them.
  • Royal Dutch Shell Changes Rules, So Now What? (Part 2)
    Fri, Jun. 6 RDS.A, RDS.B 114 Comments

    Summary

    • Shell reshaped its dividend payment plan, so we reassessed its place in our portfolio.
    • The company offers an attractive dividend but appears overvalued.
    • After taking a closer look at Shell, we sold most shares and bought other companies.
    • We still have some decisions to make regarding our last batch of Shell.
  • Royal Dutch Shell Changes Rules, So Now What?
    Fri, May. 23 RDS.A, RDS.B 144 Comments

    Summary

    • Shell is scrapping its Scrip Dividend Programme, causing tax headaches for some shareholders.
    • When the change takes effect, there will be little reason to hold RDS.A.
    • Those who still want to own Shell beyond this summer should sell A shares and buy RDS.B.
  • April Showers Bring... Dividend Growth, Joy And Fun!
    Wed, Apr. 9 BAX, BCE, CVX 275 Comments

    Summary

    • This month underscores why Dividend Growth Investing is not only financially rewarding but also fun.
    • Numerous major corporations are announcing dividend raises in April.
    • Every time a dividend hike occurs, milestones are met, goals grow closer and happiness ensues.
  • What's Your (Dividend Growth) Number?: Part 3
    Thu, Mar. 13 AVA, BMO, BNS 176 Comments

    Summary

    • My wife and I established a different kind of "number" for our retirement goal -- annual dividend income.
    • By concentrating on high-quality dividend growers, we have reached our first major milestone and should hit our next within 5 years.
    • Recent blue-chip additions PepsiCo, AT&T and Kraft strengthened our portfolio.
    • We are now bargain-hunting, using a shopping list that even includes more speculative names.
  • Dividend Gain And Opportunity Again Despite Portfolio Pain
    Tue, Feb. 4 AVA, COST, CVX 161 Comments
  • What's Your (Dividend Growth) Number?: Part 2
    Tue, Jan. 7 AVA, BAX, CVX 381 Comments
  • What's Your (Dividend Growth) Number?
    Oct. 31, 2013 CVX, JNJ, KO 653 Comments
  • Weighting Portfolios: Equally, Variably Or By Dividends Generated?
    Sep. 4, 2013 AFL, DE, GIS 256 Comments
  • It's Time To Play Ball (Part 4): The Winning Dividend Growth Roster
    Aug. 22, 2013 AFL, BCE, COP 267 Comments
  • It's Time To Play Ball (Part 3): Dividend Growth Prospects (And Suspects)
    Aug. 7, 2013 BCE, GE, HCN 198 Comments
  • It's Time To Play Ball (Part 2): Building A Winning Dividend Growth Roster
    Jul. 30, 2013 AFL, COP, CVX 293 Comments
  • It's Time To Play Ball And Finally Do Dividend Growth Investing Right
    Jul. 11, 2013 AZN, CL, CLX 340 Comments
  • Dripping Works: A Real-World Example
    May. 20, 2013 PG 212 Comments
  • Dividend Growth And Me, An Anniversary Story
    Apr. 25, 2013 AGNC, GD, HRS 122 Comments
  • Dips And Pullbacks: Opportunities Or Sucker Punches?
    Mar. 21, 2013 GE 202 Comments
  • Ignoring 52-Week Highs, Reinvesting Dividends And Other Lessons Learned
    Feb. 10, 2013 PG, KO, MMM 163 Comments
  • Caution Ahead: Pols Merely Kicked Can From Fiscal Cliff To Debt Ceiling Crisis
    Jan. 3, 2013 HAS, OXY, CVX 32 Comments
  • General Dynamics: Stop The Roller Coaster, I Need To Get Off
    Dec. 26, 2012 GD 32 Comments
  • Special Dividends: Special Mostly For CEOs
    Dec. 11, 2012 BF.A, COST, FIZZ 65 Comments
  • Waiting For Fiscal Cliff Fallout Isn't 'Market Timing'
    Nov. 20, 2012 AZN, BCE, BMY 112 Comments
  • Roth IRA Plus Dividend Growth Stocks Equals Success
    Oct. 16, 2012 BCE, BMO, KMR 217 Comments
  • Intel: Nice Price Or Falling Knife?
    Oct. 10, 2012 INTC 181 Comments
  • How My Family And I Overcame Obstacles To Be Better Off Than 4 Years Ago
    Oct. 1, 2012 COP, DD, GE 291 Comments
  • Banking Bucks Until The Next Big Pullback
    Sep. 6, 2012 JNJ, KMB, PEP 47 Comments
  • One Investor's Very Brief Dalliance With American Capital And Annaly
    Aug. 20, 2012 AGNC, NLY 215 Comments