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Pey Shadzi

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  • 5 Strong Considerations For Your Roth IRA [View article]
    I'm not an expert in this area, but my understanding is if your investment is within a traditional IRA, then yes you will be taxed on your capital gains. Of course, those taxes would only materialize once you've realized a gain on your investment, which is sounds as if you have not yet done.

    Again, I would recommend talking with a professional about it, but that's my understanding.
    May 21 10:37 AM | Likes Like |Link to Comment
  • 5 Strong Considerations For Your Roth IRA [View article]
    Congratulations! Best of luck to you finding a CPA.
    May 21 10:35 AM | Likes Like |Link to Comment
  • 5 Strong Considerations For Your Roth IRA [View article]
    Yes, it's true Visa does not have a long stock performance history to back up its potential for the long term but V has managed to grow its dividend from $0.105 a share in 2008 to $0.220 a share in 2012. That's pretty impressive, is it not?

    Moreover, we should see another dividend increase in August of 2012 and, as it stands, Visa's payout ratio is only 17%. I think it's safe to say long term that V will continue to grow its dividend.
    May 21 10:34 AM | Likes Like |Link to Comment
  • 5 Strong Considerations For Your Roth IRA [View article]
    Hey, good point, chowder!
    May 21 10:30 AM | Likes Like |Link to Comment
  • 5 Strong Considerations For Your Roth IRA [View article]
    Very odd. Yahoo Finance currently says $75 billion while Google says $92 billion. Since Visa has 813.98 million shares outstanding and the current price is $112.64, the market cap -- at least at this very moment -- is about $92 billion so if you're securing your $75 billion figure from Yahoo, it's most likely not correct.
    May 20 11:44 PM | Likes Like |Link to Comment
  • 5 Strong Considerations For Your Roth IRA [View article]
    Hey Mike,

    I certainly agree with your sentiment and most DGI investors most likely wouldn't go for these low yields. I suppose I feel comfortable with such low dividend yields due to the fact that I plan to leave these stocks in my Roth for the next 30 years and it's safe to say there should be considerable growth of the dividend over the next three decades.

    I couldn't agree more, though and certainly advocate doing whatever works for you and your strategies. Best of luck out there!
    May 20 11:41 PM | Likes Like |Link to Comment
  • 5 Strong Considerations For Your Roth IRA [View article]
    Very true, tabber.

    I picked up shares of CHD a few years back and just wish I had bought more. It's a well run company and has posted stellar returns for years, alongside a growing dividend.

    Glad to hear you bought in early!
    May 20 03:19 PM | Likes Like |Link to Comment
  • Taxes And Dividends: The Yin And Yang Of Investing [View instapost]
    Hey, those are some great ideas.

    I've been thinking a lot more about the implications of taxes lately and I'm sort of on a mission to reduce this burden (legally, of course) however I can. I don't have kids yet, but your suggestion is well taken.

    Thanks again for reading!
    May 20 01:33 PM | Likes Like |Link to Comment
  • 5 Strong Considerations For Your Roth IRA [View article]
    You do bring up a good point in that the dividends received will help maximize contributions. It's certainly not a bad strategy by any means. The question though in theory is if those dividends will provide more benefit long term than capital appreciation. They might just very well produce better gains so I can see you angle.

    I suppose as a Roth IRA investor, it's best to find something that works for you and to stick with it. The biggest bang for your buck, which I'm sure you will agree, is the power of continually adding the maximum amount of allowable investments in the account and continuing to do so routinely for as long as possible.

    Thanks for the comment and I can't help but support your strategy if it works for you.
    May 20 01:31 PM | Likes Like |Link to Comment
  • 5 Strong Considerations For Your Roth IRA [View article]
    That's a good point, northhills.

    I'm more of a "buy and monitor" investor myself but you're right to point out the issue of taxes -- either short or long term -- becomes unimportant within a Roth account.
    May 20 01:04 PM | Likes Like |Link to Comment
  • 5 Strong Considerations For Your Roth IRA [View article]
    Hey Miz,

    I haven't done so with individual stocks, but have looked at the effect of my entire portfolio's dividends compounding over the next ten years. I certainly like what I see which is one of the reasons I continue to reinvest all my dividend income and add modestly to the account on a continuous basis.

    Maybe I'll have to sit down one day with my calculator and do some investigating. Thanks for the idea.
    May 20 01:01 PM | 1 Like Like |Link to Comment
  • 5 Strong Considerations For Your Roth IRA [View article]
    Don't qualify for a Roth? That seems like a pretty good problem to have if you ask me!
    May 20 12:59 PM | 1 Like Like |Link to Comment
  • 5 Companies That Aren't Takeover Candidates [View article]
    Thanks, Jeff!

    HAS is a holding I like quite a bit and I always like adding to my position when the dividend yield is north of 4%.

    I agree Hasbro has some excellent products in the pipeline and I look forward to holding this stock and collecting the generous dividend for many years to come.
    May 20 12:56 PM | Likes Like |Link to Comment
  • 5 Companies That Aren't Takeover Candidates [View article]
    I certainly agree using the P/S ratio is a very helpful tool to analyze stocks. It's not always foolproof for large cap stocks, as is the current case with Exelon's P/S of 1.75, but it's a metric I often look at prior to building or adding to my positions.

    Nice work on purchasing two companies with low P/S ratios that were bought out!
    May 20 12:54 PM | Likes Like |Link to Comment
  • 5 Strong Considerations For Your Roth IRA [View article]
    What can I say, patience is a virtue, Miz!
    May 20 03:18 AM | Likes Like |Link to Comment
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