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  • A System For Picking The Best Long-Term Dividend Growers [View article]
    Bob, in the more recent monthly lists I've been using the 5-year average, the trailing 12 months and the forward P/E ratios. Hopefully this should give us a better picture than using any one of the three ratios alone. I think Graham would approve of this. :)

    In a way, back during Graham's time stock analysis may have been more straight forward. For instance, a big factor in his research was book value and price to book. Nowadays, that metric is not as meaningful for many stocks.
    Mar 8, 2012. 03:37 PM | 1 Like Like |Link to Comment
  • A System For Picking The Best Long-Term Dividend Growers [View article]
    You're welcome Louis, glad to have helped.
    Mar 6, 2012. 10:59 AM | 1 Like Like |Link to Comment
  • 5 Dividend Champs With Excellent Yields [View article]
    Sol, just an observation. I think it's misleading that you call these Dividend Champs. This implies Dividend Champions, which means 25 years of consecutive dividend increases. It probably would have been acceptable if the term was used to refer to the Champions / Contenders / Challengers, which means a minimum of 5 consecutive annual dividend increases. But some entries in your list don't qualify for that either. Not that anyone has to follow this, but I believe it's been a generally accepted practice among SA contributors.
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    Feb 28, 2012. 08:52 PM | Likes Like |Link to Comment
  • Smart Money Is Buying Dividend-Heavy Lockheed Martin And Campbell Soup [View article]
    How gullible! The US has never gone and will never go to war for humanitarian reasons or to 'bring freedom!!!'. It might donate some blankets, can foods, a little money, or occasionally contribute some military equipment. The only reason it ever goes to war is for economic purposes. And usually not for the benefit of the people, rather for the corporations that control the government via buying the senators, representatives, and even the White House. Have you forgotten Iraq already?
    Feb 28, 2012. 12:48 AM | 1 Like Like |Link to Comment
  • Transportation ETF Fires A Dow Theory Warning Shot [View article]
    It seems to me that the prevailing sentiment these days among investors, including SA commenters is that soon there will be a shallow correction of 5% or so and then the bull will resume. So their strategy has been to raise cash and be ready to jump in when the correction comes. The problem is, when so many people think this way, it won't happen. Some even admit to have been itching to get in or increase exposure, but are waiting for a pull back. This further guarantees that the market won't behave per the expected scenario.

    In fact, this is THE reason for the market's recent slow and extended melt up. Investors and traders have been waiting and waiting for the expected pull back, and as it doesn't happen, and the market keeps inching up day after day, depending on their patience and conviction more and more people throw in the towel and jump in. The feeling of missing out on the easy gains is very powerful. I don't know what exactly it will do this time, but the market never follows the scripted 'obvious' scenarios. It always behaves in such a way to prove the maximum number of prognosticators wrong!
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    Feb 26, 2012. 01:47 AM | Likes Like |Link to Comment
  • Best Dividend Growth Stocks By Potency Score For February [View article]
    globalasher, you're welcome and thanks for the compliment.
    Feb 25, 2012. 11:53 AM | Likes Like |Link to Comment
  • How To Get Monthly Dividends From Blue Chips And Retire Abroad [View article]
    Thanks for this article, Diego. I own T and SJR on your list. I also own ARR, PSEC, and FSC, which pay monthly dividends (but are more risky for retirees). I'm not near retirement, so I didn't buy any of them because they pay monthly.

    Living abroad in a low cost country could be an option for some. I even had a coworker who moved to Costa Rica upon retirement.
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    Feb 24, 2012. 08:00 PM | 2 Likes Like |Link to Comment
  • A System For Picking The Best Long-Term Dividend Growers [View article]
    ccgonzo:

    Appreciate your recognition and kind words.
    Feb 24, 2012. 10:47 AM | Likes Like |Link to Comment
  • Markets In Uncharted Waters [View article]
    webmind,

    Because as Ben Graham put it, "...in the short term, the stock market behaves like a voting machine, but in the long term it acts like a weighing machine". For one thing, right now due to the massive liquidity and near zero interest rates money has no place else to go but into stocks.

    Those who have been out of the market for rational reasons - investors and traders alike, individual and institutional - see the market melting up day after day, and eventually the feeling of missing out on all these gains undermines even the strongest of convictions and the herd mentality takes over. So everybody jumps in. Everything would be fine as long as the market keeps going up. The unbelievers rationalize by telling themselves that they will get out just as soon as the market reaches the inflection point. But we know how well market timing works.
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    Feb 23, 2012. 11:42 PM | 1 Like Like |Link to Comment
  • Burnout Payouts: Giving A Hundred And Ten Percent Is Not Sustainable [View article]
    Pichlmeier and AgAuMoney:

    I'm with you. Both the payout ratio and the dividend to free cash flow ratio must be examined, each getting an appropriate weighting. These are just two of the metrics used in my monthly list of dividend growth stocks: http://seekingalpha.co....
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    Feb 23, 2012. 09:34 PM | 1 Like Like |Link to Comment
  • The Brand Bubble Debate [View article]
    The Costco store brand (Kirkland) is already taking a chunk of sales from hundreds of major brands. The quality is comparable but the price is often 30%-40% less expensive.
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    Feb 23, 2012. 09:06 PM | 2 Likes Like |Link to Comment
  • mREITs' Golden Era Is About To Begin [View article]
    DeepValueLover:

    >>> The ETF named REM is your best bet in this space.

    I'm in agreement. REM is among my "8 ETF Picks For 2012" (http://seekingalpha.co...).
    Feb 23, 2012. 08:13 PM | Likes Like |Link to Comment
  • 5 Great High-Yield Dividend Stocks [View article]
    How do you like CEL down 59% since April '11 and now right around its 52-week low? This thing is as risky as they come. There are a lot of better stocks with comparable dividends.
    Feb 23, 2012. 02:34 PM | Likes Like |Link to Comment
  • Beat The S&P 500 With The S&P 500 [View article]
    This is the same argument I made for RSP over SPY in "The Immortal Portfolio: A 12-ETF Strategy To Beat The Market" (http://bit.ly/AoKFm9).
    Feb 23, 2012. 01:00 PM | Likes Like |Link to Comment
  • Look South, Investor [View article]
    Tradevestor:

    I'm in the same boat with regards to PBR, but I'm still holding. I think the potential is there. I have it on my "8 Foreign Stock Picks For 2012" (http://seekingalpha.co...).
    Feb 23, 2012. 12:52 PM | Likes Like |Link to Comment
COMMENTS STATS
259 Comments
312 Likes