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Niklashausen

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  • Demystifying The 'Dividend Illusion' [View article]
    Thanks for the link, Bruce!
    Oct 21 03:24 PM | 0 Likes Like |Link to Comment
  • Backtesting A Portfolio Of Low Beta, High Quality Dividend Payers [View article]
    Interesting article, but I have a few questions. It looks like there are only three criteria to bump a stock out of the top twenty: beta above .80, yield less than 2%, or lower Greenblatt rank. Which is the most important? 1) Both a dividend cut or a strongly rising price can drop the yield below 2%. The first case equates to selling your dogs, while the second equates to taking profits in your winners. Is that why the 6 month rebalance works better, because it gives your winners longer to run? 2) Beta can go up due to higher downside OR upside volatility. Does this mean that a sharply rising price can knock a stock out of the list? 3) Does the Greenblatt rating change faster than yield or beta? Is it therefore the main factor in producing turnover? Thanks.
    Oct 21 03:15 PM | 0 Likes Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Thanks for your contribution to the discussion.
    Oct 19 05:22 PM | 0 Likes Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Incidentally, the Living Off Dividend Income article was one of the "5 most popular stories this week on Fidelity.com" (http://tinyurl.com/98e...).
    Oct 19 05:15 PM | 1 Like Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Thanks for the compliment.
    Oct 19 05:04 PM | 1 Like Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Good point. Thanks for your comment.
    Oct 19 05:04 PM | 1 Like Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    A partial concession on Updegrave's part, but no retraction of the loss-of-capital argument. At least your letter got a response. Kudos!
    Oct 19 05:01 PM | 4 Likes Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Thanks, Jeff. Given your comment, it's not surprising that Fidelity reprinted the article.
    Oct 19 04:56 PM | 1 Like Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Thanks, Gary. SA is a great place to learn new ideas. And one size does not fit all.
    Oct 19 01:53 PM | 0 Likes Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Thanks, Dividend. That's great advice.
    Oct 19 01:03 PM | 0 Likes Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Thanks, Dividend. I think the diversification issue is by far the more contentious issue. The loss of capital assertion is just plain wrong.
    Oct 19 12:58 PM | 1 Like Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    chowder,
    I've thought of buying enough of my local utility stock to pay my yearly gas and electric bill with the dividends. Then it's a wash. Thanks for your detailed comment!
    Oct 19 12:56 PM | 1 Like Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Great letter indeed! Thanks, Robert.
    Oct 19 12:52 PM | 3 Likes Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Thanks, David. It was impossible to resist offering a rebuttal. I'm sure you would have done a better job, but I appreciate your compliment. It's great that SA provides a forum to critique such articles.
    Oct 19 12:50 PM | 1 Like Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    I wonder too, but I'm not inclined to speculate. Thanks for your comment!
    Oct 19 12:47 PM | 1 Like Like |Link to Comment
COMMENTS STATS
193 Comments
88 Likes