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  • Ringing The Register (Part 1): 12 Dividend Stocks To Consider Cashing In [View article]
    Thanks U.P., the spell checker doesn't always pick up Spanish misspellings... :)

    In our opinion, even if it takes you 6-12 months to reallocate your capital, you will still come out way ahead in the long-run...
    Nov 7 10:12 AM | Likes Like |Link to Comment
  • Ringing The Register (Part 1): 12 Dividend Stocks To Consider Cashing In [View article]
    Well said, Rick. In our opinion, dividend investors should focus more on portfolio income and less on the income generated by a specific stock. This will give you the flexibility to strategically take some profits.
    Nov 7 10:05 AM | 3 Likes Like |Link to Comment
  • The All-Defensive Team (Part 4): 20 Stable Dividend Stocks For Your Retirement Portfolio [View article]
    Be Here Now - Excellent catch. Our formula for 5-yr Div CAGR pulls the 5-year CAGR as of the latest twelve month (LTM) period (9/30/13), which for MCD should be 15.48%. That said, MCD paid its dividends annually prior to 2008, which caused the error in this calculation (because there were no quarterly dividends to pull from).

    13.86% is the correct calculation for the 5-year CAGR (as of the latest fiscal year - 12/31/12).

    So in summary...our MCD table above should say 15.5% (not 6%) for the 5-year Div CAGR.

    Hope this helps.
    Oct 30 03:07 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 7): 9 Stocks We Purchased This Month [View article]
    We are waiting for a lower buy in too!! But this is a perfect example of why it makes sense to buy in stages. If we only get 5% pullback from here, some of these stocks may not even pull back below our current cost basis. If they do, we'll buy some more!
    Oct 30 01:28 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 7): 9 Stocks We Purchased This Month [View article]
    Thanks, Adam. We publish a master Buy Zone Watch List for our Premium Members twice a week (which tracks all the stocks in our Buy Zone Universe).
    Oct 30 12:55 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 7): 9 Stocks We Purchased This Month [View article]
    Hi reinaam - the blended portfolio yield is a weighted average of the individual dividend yields.
    Oct 30 09:47 AM | Likes Like |Link to Comment
  • The All-Defensive Team (Part 3): 20 Stable Dividend Stocks For Your Retirement Portfolio [View article]
    Agreed, David! Buying great stocks at good prices (valuations) is a key to long-term success. Kuddos to you on the $48 cost basis! We also "willingly" bought WMT about a year ago around $68 for the model portfolio and we haven't lost a minute of sleep over it...
    Oct 28 10:35 AM | Likes Like |Link to Comment
  • The All-Defensive Team (Part 1): 20 Stable Dividend Stocks For Your Retirement Portfolio [View article]
    Louverture - KMP is on the Second Team... :)
    Oct 24 04:34 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 5b): Which Healthcare Stocks Are In The Buy Zone? [View article]
    Agreed, Jenks!
    Oct 2 03:32 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 5): Picking The Best Healthcare Stocks [View article]
    U.P. - Both MDT (78) and WAG (95) rate pretty well in our system...
    Sep 28 02:41 PM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 3b): Which Consumer Staple Stocks Are In The Buy Zone? [View article]
    Hi Dawg - Our “Buy Zones” are points at which long-term dividend investors should feel comfortable starting to build a position in the respective stocks. That said, we always recommend buying stocks in stages because we all know that even good stocks can always go lower...
    Sep 25 10:44 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 3): Picking The Best Consumer Staple Stocks [View article]
    Richjoy...Are you assuming that the good folks participating in this exercise are not doing any diligence?!?

    By saying that there is no "right or wrong when it comes to stock picking methodology"...we were merely saying that our methodology is not the holy grail. Although we could restate that sentence a bit because as you point out...doing no diligence would certainly be "wrong"...
    Sep 23 01:56 PM | 2 Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 3): Picking The Best Consumer Staple Stocks [View article]
    Hi Fleet - Yes, it is a typo. The data is correct, but the legend should say "XLP" not "XLV". We have asked Seeking Alpha to correct. Thanks.
    Sep 22 10:35 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    Hi Peterad - We can't speak to how other services value or rate stocks, but we can shed some light on our methodology.

    AFL is a great stock, but it is a stones throw away from a 52-week high right now. We thought it was really undervalued back in February when it was trading around $48.00. In fact, we sold cash-secured puts ($47.00 strike) in our model portfolio on 2/8/13 and collected a full year's worth of income in just 3 months! The stock has a history of decent pullbacks and we think that investors should watch the $52-$56 range for new purchases.

    Regarding the energy names (CVX and XOM)...while their overall Parsimony ratings are still very good (~70), they rate lower than their higher-rated counterparts due below average Dividend Sustainability and Relative Strength ratings. Both of these stocks have drastically underperformed the market over the past 12 months. That said CVX and XOM rate very high in Dividend Track Record (87 and 98, respectively)...which is what most folks focus on.

    Hope this helps.
    Sep 20 10:09 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 2): The Challenge Of Building A Portfolio In A Rising Market [View article]
    We have a maximum sector concentration of 20%, so we plan to pick 3-5 stocks per sector.
    Sep 20 09:43 AM | Likes Like |Link to Comment
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