Trade Down On Yield Without Losing Income [View article]
disillusioned:
You don't. You sell it for what you can. The thrust here is to maintain income. There will be a loss of capital, but this scheme is directed to those who are willing to make that trade.
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
Michael:
You are right about the higher dividend growth paying off in later years. I plan to write an article on due diligence for linear dividend growers (REITs and MLPs). The latter are great for near term income, but do have their risks.
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
User 8268681:
You are correct on both points. I would not use earnings growth, rather the growth of OMBA$. Shareholders do benefit with increased dividends due to stock buybacks because the money involved goes to a smaller number of shareholders, as you point out. I just like to get the money sooner and directly. Stock buybacks may be an advantage to management if one of their incentives is increased EPS. It also gives them less incentive to grow the dividends. I want management to care about me, as important as other factors where the profits are spent.
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
shourey:
Actually, I was documenting the methodology, not pushing any particular stocks. I am happy, give or take, with my portfolio. Pick and choose from the list, if you so desire.
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
TR:
Thanks for the comments. I agree with the Debt/Equity comment. I just don't like 'Equity', maybe 'Equity - Goodwill'. I tried to find a replacement with my Debt/OMBA%.
I generally agree with your comments. I think we should realize that any portfolio left to a successor manager (or no manager) will not be as effective as if we were still doing it. The question then becomes, is the reduced efficiency (loss of income) worth it versus other alternatives. I have tried to address this issue in my retirement distribution scheme by allowing poor performing, and/or risky, holdings be sold at a measured pace.
I don't disagree with what you say. I was, in part, addressing the issue of a using ETFs in a no maintenance portfolio (for a successor owner). The question is, how much is that worth? I also, at this time, would not advocate putting 100% of a portfolio in ETFs. I like them enough, for diversity into foreign stocks (and other reasons), to include them in my portfolio. I will study their behavior in the future and see how they work out. This is not 'One Size fits All'.
As for the low current yield - I tried to point out that with the average dividend growth they seem to have, it was enough to cover inflation (and then some).
Trade Down On Yield Without Losing Income [View article]
Thanks for the comments. Glad to see someone else is doing the same things.
Roger
Trade Down On Yield Without Losing Income [View article]
You don't. You sell it for what you can. The thrust here is to maintain income. There will be a loss of capital, but this scheme is directed to those who are willing to make that trade.
Thanks for your comment.
Roger
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
You are right about the higher dividend growth paying off in later years. I plan to write an article on due diligence for linear dividend growers (REITs and MLPs). The latter are great for near term income, but do have their risks.
Thanks for the comments.
Roger
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
"Don't know if it might be irrational or rational"
Strange, I don't know either..
Thanks for sharing (and serving).
Roger
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
You are correct on both points. I would not use earnings growth, rather the growth of OMBA$. Shareholders do benefit with increased dividends due to stock buybacks because the money involved goes to a smaller number of shareholders, as you point out. I just like to get the money sooner and directly. Stock buybacks may be an advantage to management if one of their incentives is increased EPS. It also gives them less incentive to grow the dividends. I want management to care about me, as important as other factors where the profits are spent.
Thanks for your comments.
Roger
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
I don't do charts, having never seen one that has a long-term view that I could believe in.
I am in this, as stated, for dividends and their offspring. Popularity is not an issue with me.
As I stated in a reply to a comment, I am documenting a method, not pushing individual stocks.
Warren B bought a rail, and he is sometimes right.
Thanks for your views.
Roger
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
Actually, I was documenting the methodology, not pushing any particular stocks. I am happy, give or take, with my portfolio. Pick and choose from the list, if you so desire.
Roger
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
WILCO
or is it Roger, Dodger, over and out.
Roger
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
Thanks for your comments.
I try.
Roger
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
Thanks for the comments. I agree with the Debt/Equity comment. I just don't like 'Equity', maybe 'Equity - Goodwill'. I tried to find a replacement with my Debt/OMBA%.
Roger
What Is Due Diligence For (Exponential) Dividend Growth Stocks? [View article]
There is no single ETF that covers all the stocks I have listed. You might be interested in reading my previous article on ETFs.
Thanks for the question.
Roger
ETFs For Dividend Growth Investors [View article]
Thanks for the comments and suggestions. I'll check them out.
Roger
ETFs For Dividend Growth Investors [View article]
Thanks for your comments.
Roger
ETFs For Dividend Growth Investors [View article]
My understanding is that you achieve these yields by using REIT and MLP ETFs. I prefer to pick these from individual stocks. To each his own.
Thanks for the comment.
Roger
ETFs For Dividend Growth Investors [View article]
I don't disagree with what you say. I was, in part, addressing the issue of a using ETFs in a no maintenance portfolio (for a successor owner). The question is, how much is that worth? I also, at this time, would not advocate putting 100% of a portfolio in ETFs. I like them enough, for diversity into foreign stocks (and other reasons), to include them in my portfolio. I will study their behavior in the future and see how they work out. This is not 'One Size fits All'.
As for the low current yield - I tried to point out that with the average dividend growth they seem to have, it was enough to cover inflation (and then some).
Thanks for the comment, well taken.
Roger