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SDS (Seductive Dividend Stocks)
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Sorry I hide my true identity but I'm a physicist/engineer, native contrarian and idea generator. I am an eclectic dividend investor with motto "In God We Trust, All Others Pay Cash" applied to companies I invest in. I like to read /and read a lot - did you look on my SA photo 8-)? / including... More
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  • Against Whom Do You Trade? 0 comments
    Oct 3, 2013 11:42 PM

    Oct. 3, 2013

    I took Dividend Champions list (from David Fish's table dripinvesting.org/tools/U.S.DividendCham... published 9/30/2013) and added numbers for from MSN.com (also from Yahoo.com if MSN doesn't provide info) about Insider and Institutional Ownerships (see table at the end of this post).

    In average institutions hold about 71.5% and insiders about 3.5% of outstanding shares. Except very few exceptions the institutions hold more than half of shares (see picture below).

    Presumably the insiders and institutions are "smart hands" with better understanding of a company than a small retail investor. It is also know that nowadays the institutions hold shares for less than 1 year (data before high-frequency trading became popular). All these mean that most probably your trading partner has "smart hands". Do you still trade often? I'm not. I think the only 2 advantages I have to compare with my trading partners are ability to hold stocks for long period (several years or decades) /see also seekingalpha.com/instablog/725729-sds-se.../ and possibility to buy nano-caps without price distortion (and with the same effect to my income as large caps have in case of equal weighting) /see also http://seekingalpha.com/instablog/725729-sds-seductive-dividend-stocks/787591-the-last-resort-a-few-words-about-liquidity-and-small-investors/.

    Symbol Insiders Institutions MktCap ($Mil) "Smart Hands"
    ABM 11.24 85.65 1463 96.89
    ADM 1.73 76.87 24351 78.6
    ADP 1.69 80.55 34923 82.24
    AFL 0.82 65.62 28839 66.44
    APD 0.33 85.8 22316 86.13
    ATO 2.52 71.79 3859 74.31
    AWR 1.53 76.03 1064 77.56
    BCR 1.37 90.91 9193 92.28
    BDX 0.43 87.2 19492 87.63
    BEN 32.7 56.08 32028 88.78
    BF-B 4.99 31.5 14560 36.49
    BKH 2.07 75.13 2202 77.2
    BMS 2.8 87.04 4014 89.84
    BRC 2.07 83.69 1577 85.76
    BWL.A 34.41 16.38 70 50.79
    CB 0.5 85.5 23252 86
    CBSH 3.72 57.6 3950 61.32
    CINF 5.05 62.03 7711 67.08
    CL 2.43 75.64 55333 78.07
    CLC 1.53 96.76 2782 98.29
    CLX 0.48 71.85 10740 72.33
    CSL 2.11 91.18 4457 93.29
    CSVI 4.12 29.93 448 34.05
    CTAS 1.75 78.46 6253 80.21
    CTBI 5.25 47.42 632 52.67
    CTWS 4.7 40.64 348 45.34
    CVX 0.05 72.07 233449 72.12
    CWT 2.15 63.8 970 65.95
    DBD 2.64 75.78 1870 78.42
    DCI 4.28 93.43 5639 97.71
    DOV 1.04 93.17 15371 94.21
    ED 0.35 46.98 16151 47.33
    EFSI 12.99 1.81 80 14.8
    EGN 0.42 84.31 5513 84.73
    EMR 0.68 74.29 46383 74.97
    EV 9.57 83.78 4566 93.35
    FDO 4.41 95.15 8281 99.56
    FRT 1.1 96.69 6609 97.79
    FUL 2.31 92.08 2256 94.39
    GPC 0.9 80.28 12542 81.18
    GRC 0.6 68.38 842 68.98
    GWW 12.02 73.22 18232 85.24
    HCP 0.9 96.73 18617 97.63
    HP 3.04 95.4 7338 98.44
    HRL 0.91 83.09 11145 84
    ITW 0.21 83.3 34291 83.51
    JNJ 0.08 70.14 243573 70.22
    KMB 0.19 72.43 36246 72.62
    KO 1.18 66.43 168414 67.61
    LANC 2.22 52.65 2136 54.87
    LEG 2.57 73.47 4396 76.04
    LOW 0.27 80.55 50800 80.82
    MCD 0.11 67 96345 67.11
    MCY 0.24 38.54 2654 38.78
    MDT 0.51 83.49 53767 84
    MGEE 0.16 32.32 1261 32.48
    MHFI 1.16 90.87 17991 92.03
    MKC 1.29 80.3 8547 81.59
    MMM 0.19 76.96 82178 77.15
    MO 0.41 61.43 68769 61.84
    MSA 8.46 61.58 1903 70.04
    MSEX 2.1 40.62 339 42.72
    NC 5.65 61.27 453 66.92
    NDSN 8.02 89.63 4722 97.65
    NFG 3.35 63.53 5745 66.88
    NUE 0.82 81.84 15633 82.66
    NWN 0.86 55.65 1132 56.51
    ORI 1.23 79.27 3954 80.5
    PEP 0.28 74.34 123066 74.62
    PG 0.2 66.95 207585 67.15
    PH 1.29 88.2 16232 89.49
    PNR 0.32 86.82 13124 87.14
    PNY 2.2 50.3 2491 52.5
    PPG 0.48 84.19 23956 84.67
    RAVN 9.37 77.91 1192 87.28
    RLI 7.25 87.9 1863 95.15
    RPM 2.01 69.65 4674 71.66
    SCL 7.59 57.73 1302 65.32
    SHW 1.92 92.03 18522 93.95
    SIAL 0.58 91.61 10236 92.19
    SJW 14.76 59.34 562 74.1
    SON 1.82 70.7 3997 72.52
    SRCE 4.92 62.93 656 67.85
    STR 1.46 94.34 3947 95.8
    SWK 1.69 88.1 14044 89.79
    SYY 0.78 84.11 18873 84.89
    T 0.09 56.4 181985 56.49
    TDS 0.54 82.44 3203 82.98
    TGT 0.29 92.65 40615 92.94
    TMP 6.05 48.4 667 54.45
    TNC 2.64 83.8 1132 86.44
    TR 25.53 25.67 1839 51.2
    TROW 6.66 77.58 18572 84.24
    UBSI 2.49 50.14 1459 52.63
    UGI 1.28 81.1 4470 82.38
    UHT 1.47 53.09 531 54.56
    UVV 3.95 95.73 1188 99.68
    VAL 2.49 81 5533 83.49
    VFC 0.79 88.6 21751 89.39
    VVC 0.38 66.16 2745 66.54
    WAG 0.69 67.57 50986 68.26
    WEYS 12.06 31.31 305 43.37
    WGL 1.13 63.22 2209 64.35
    WMT 0.93 84.86 242441 85.79
    XOM 0.42 52.03 381415 52.45
    AVERAGE 3.455048 71.5224762 29203.12381 74.97752381

    I really do not understand DGis who report about their portfolio each quarter and adjust it even more frequently.I think they must ask themselves the question I use in the title of this blogpost.

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