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Steven Dotsch  

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  • This Time It's Different? [View article]
    The closer we get to October 17th, while still in " shut down" mode the faster the downfall will get. Peeking into the abyss will bring parties to do again the 'right' thing - compromise and postpone.

    Saw the article. Good feature. How is your newsletter launch going? At least current situation in the markets has given a boost to new subscriber wins at Dividend-Income-Invest...


    Oct 2, 2013. 12:49 PM | Likes Like |Link to Comment
  • This Time It's Different? [View article]
    Hi Kerry

    I am sure, just like me, you are waiting for the action to start soon?
    Sep 29, 2013. 03:37 PM | Likes Like |Link to Comment
  • This Time It's Different? [View article]
    Exactly my thinking! Interesting times ahead.


    Aug 14, 2013. 11:15 AM | Likes Like |Link to Comment
  • This Time It's Different? [View article]
    Having breached the 6,800 level earlier in May, the FTSE 100 remains within striking distance of one previous major turning point at 6951 (30 December 2000), while it has already briefly breached the second one at 6751 (18 June 2007). In both cases the market then plummeted ferociously, causing long and agonising bear markets, eliminating wealth and eroding investor confidence.

    The London stock market ballooned from 1997 to 2000 and from 2002 to 2007. But both increases were answered with sharp down turns from both the tech bubble burst and the financial crisis. And the latest uptick since March 2009 is even sharper holding the potential for an even steeper drop.

    Having cashed out of the market the Dividend Income Portfolio awaits the moment that the share prices of those high quality dividend paying companies that we want to own are being sold by Mr Market at than historically undervalued share prices.

    Kerry are you still expecting for this to happen during the Autumn?
    Aug 12, 2013. 09:18 AM | Likes Like |Link to Comment
  • This Time It's Different? [View article]
    As a long term dividend income investor in London-listed shares, and purchaser of your book, I am interested to hear your views about the possibility of the FTSE100 topping out and its subsequent lows 'somewhere' in the Autumn.
    May 17, 2013. 05:23 AM | Likes Like |Link to Comment
  • National Grid's Disappointing New Dividend Policy [View article]
    Based on our proprietary valuation methodology shares National Grid Plc are currently neither historically undervalued nor overvalued - they are trading somewhere 'in-between'.
    May 17, 2013. 05:16 AM | 1 Like Like |Link to Comment
  • AT&T And Verizon Break Up Bid For Vodafone? [View article]
    Due to Verizon statement that it "did not currently have any intention to merge with or make an offer for Vodafone, whether alone or in conjunction with others", it is ruling out such a deal for at least the next six months. However, that doesn't preclude it from pursuing the purchase of the 45% stake on its own accord.

    It would be somewhat embarrassing for Verizon's CEO Lowell McAdam if he didn't close a deal this year, having made strong avenues to that effect the last six months or so.

    Time will tell.
    Apr 3, 2013. 08:56 AM | Likes Like |Link to Comment
  • AstraZeneca's Strategy To Return To Growth Will Take Time [View article]
    Today, AstraZeneca announced the acquisition of early stage AlphaCore Pharma which is developing a new type of cholesterol medicine, boosting its early-stage pipeline of experimental heart drugs.

    More at:
    Apr 3, 2013. 05:12 AM | Likes Like |Link to Comment
  • AT&T And Verizon Break Up Bid For Vodafone? [View article]
    Hi reader500

    For that information you will have to become a subscriber of Dividend Income
    Apr 3, 2013. 05:03 AM | Likes Like |Link to Comment
  • A Closer Look At BHP Billiton's Prospects [View article]
    BHP Billiton's share price falls on iron ore price concerns . . . at

    Goldman Sachs cuts its iron ore price forecast and says that oversupply is likely to emerge sooner than expected.

    "The recently installed managements of Rio, Anglo and BHP all face the same challenge: despite the size and complexity of these companies, none generate significant free cash flow (FCF). Iron ore is of great importance to BHP, Rio and Anglo, and as a result of the cuts to our iron ore price forecasts, we now expect much lower FCF generation,"

    Goldman cuts its rating on BHP to 'neutral' from 'buy' on limited upside potential and as it expects significant earnings declines while it downgrades Rio to 'sell' from 'neutral' and adds the company to its 'Conviction Sell' List, with a downside potential of 15 percent.
    Mar 19, 2013. 06:03 AM | Likes Like |Link to Comment
  • Deutsche Telekom To Cut Dividend By Almost A Third [View article]
    Hi edexter

    Check out Deutsche Telekom website, in particular: under shareholder remuneration:

    "Subject to necessary board approval and AGM resolution and based upon 2013 guidance a dividend per share of 0.50 € is intended"
    Mar 13, 2013. 06:15 AM | 1 Like Like |Link to Comment
  • Lloyds: Remarkable Upside Potential To Reach A Realistic Value [View article]
    Here is an article, released today on why Lloyds Banking Group is a fallen dividend champion, at:
    Feb 18, 2013. 09:47 AM | Likes Like |Link to Comment
  • Junior Gold Miners Are In The Game Again [View article]
    You may want to have a look at (London) AIM-listed Goldplat Plc.

    A cash rich, dividend paying, undervalued micro-cap 'gold' play operating two tailings operations in two different countries (a third is planned in a third country) - last year these two operations processed 31,354 ounces.

    The company also owns a gold mine in Kenya - the mine has a JORC compliant resource of 649,804 ounces at a 2.44 g/tonne cut off - and also has two brownfield operations in two other countries that it can develop from free cashflows. These four projects are what will drive revenues, cash generation, dividend growth and share price for the next five years.
    Feb 13, 2013. 01:17 PM | Likes Like |Link to Comment
  • Lloyds: Remarkable Upside Potential To Reach A Realistic Value [View article]
    Perspective from a UK based dividend income investor

    While I did not own any shares in Lloyds TSB Bank in 2008 (I still don’t), their so-called ‘once-in-a-lifetime-op... to acquire HBOS, announced in September 2008, changed their business model significantly.

    I just could not figure out why they had made that acquisition, other than for political reasons, i.e. to save the United Kingdom from impending Armageddon. That introduction of that extra uncertainty was more than enough to alert me to remain firmly on the side-line, even when their share further price collapsed.

    As it turned out, following the acquisition, Lloyds TSB’s dividend was not only at risk but outright doomed. For those looking for a comfortable level of safety and a predictable growing dividend, no case can be made to own Lloyds TSB shares for years to come.
    Feb 13, 2013. 12:50 PM | Likes Like |Link to Comment
  • Growth In Sales, Profit And Dividends Make Diageo A Buy [View article]
    At these share price levels, based on our unique dividend share valuation, Diageo is nearing historical overvaluation levels.
    Feb 11, 2013. 12:03 PM | Likes Like |Link to Comment