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Jacome
Industrials: The New Safe Haven for Investors [view article]
UTX is the cheapest its been in a long time -- not a screaming buy, but worth looking at. 22% ROE smashes their cost of capital & you have 10% eps grwoth likely through 2010 with 2% yld = 12% rtns in a market that many think will be up 6% per annum going forward. Risk reward is pretty good here... ReplyKMB
The 20 Highest Yielding Dividend Aristocrats [view article]
Yes, it is illegal to offer to reimburse someone for their losses. ReplyThe 20 Highest Yielding Dividend Aristocrats [view article]
Ummmmmmm.........I don't think publicly posting a "make whole" offer is a real good idea. Although I wasn't foolish enough to buy either of those stocks I'll bet someone did. You may be getting more e-mails than you can handle."By the way Stewie, I am willing to reimburse you for the losses that you have suffered in the stocks in the list above from the profits that I earned from publishing this article. Please send me scanned copies with your actual trading transactions history in the abovementioned stocks from June 12, 2008. If they are also legally verified, I would be even happier. My e-mail is dividendgrowthinvestor at gmail dot com." Reply
Growth
Investor
The 20 Highest Yielding Dividend Aristocrats [view article]
Stewie,It seems to me like you are still overanalysing what I have said and putting words in my mouth without fully understanding what I am talking about. I don't think I have mislead any investors in anything. I simply showed a list of stocks. What you are asking me to do, is put 1000 disclaimers covering 1000's of possible scenarios for a post that has less than 500 words. I think that at the end of the day, you need to have a little bit of common sense when interpreting information that you read.
Example - I never mentioned that I owned KEY or FITB. I also never specifically recommended buying any of the stocks in the list.
Yet I was asked how this worked out for me ( pretty well actually). I did give Stewie partial credit for finding out that TRADING bonds could give someone capital gains/losses. Yet he still didn't understand that I am referring to long-term investing, as opposed to short-term trading. etc..
In your rebuttal on capital gains on bonds, you mentioned ABS and MBS. I am not going however to falsely assume that you own them, simply because you mentioned them. Or should I?
How have those investments performed for you Stewie? I hope you haven't lost any money on them.
By the way Stewie, I am willing to reimburse you for the losses that you have suffered in the stocks in the list above from the profits that I earned from publishing this article. Please send me scanned copies with your actual trading transactions history in the abovementioned stocks from June 12, 2008. If they are also legally verified, I would be even happier. My e-mail is dividendgrowthinvestor at gmail dot com.
This is the last message that I am going to write on this particular message board. Unfortunately It is not cost effective for me to answer to every single confrontation. I realize that different people are going to have different opinions on everything. If you have 10 investors, you will definitely have more than 10 likely investment predictions. That's what makes the market tick on daily basis.
Good Luck to everyone!
D.S.
PS I always found ihttp://investopedia.com helpful in finding what different abreviations such as DPR ( Dividend Payout Ratio) mean. Reply
ng
The 20 Highest Yielding Dividend Aristocrats [view article]
.My investing record has been as follows 1999:-38.25 2000:+92% 2001 +110.4 % 2002 -9.4% 2003 69.6% 2004 15.55 2005 29.3% 2006 28.4 2007 am up 25% 2008 barely over 3%Buying Altria KFT and Phillip Morris at these levels will provide great dividend income and staed long term appreciation. MULTIBillionaires Buffett and Peltz paid 33 for KFT last year.
Reply
The 20 Highest Yielding Dividend Aristocrats [view article]
They are not all financials. I note PFE and ED. Do you think drugs and utilities will be cutting dividends? Replyd fellow
The 20 Highest Yielding Dividend Aristocrats [view article]
I think the 'disclaimer' written as " this portfolio is for illustrative purposes only" should be in the first or second sentence of an article such as this, and it would be even better to include the definition of DivPayoutRatio being used as well as the 'position' that the author doesn't 'like' stocks with a DPR that's >50%. (Some of us are nearly beginners trying to get better.) ReplyThe 20 Highest Yielding Dividend Aristocrats [view article]
If he doesn't fell guilty about misleading amateur investors I have no use for him at all.Sorry. I did not know this site was for amateur investors. Reply
The 20 Highest Yielding Dividend Aristocrats [view article]
"Nothing wrong with dividend." No one said there is anything at all wrong with dividend stocks. Look at this way the stock at the top of his list of "Aristocrats"... (FITB) is down 20% since he posted this, and KEY is far worse. If he doesn't fell guilty about misleading amateur investors I have no use for him at all. ReplyThe 20 Highest Yielding Dividend Aristocrats [view article]
no connection-check out fro as nobody has figured out a way to pave over the ocean. ReplyThe 20 Highest Yielding Dividend Aristocrats [view article]
What a bunch of cry babies... geezz. Just read the article and shut up, plz.Nothing wrong with dividend. Reply
The 20 Highest Yielding Dividend Aristocrats [view article]
As MAJORG & STEWIE's 3rd grade reacher - I am now recommending them for promotion to the 4th grade. YAY!! ReplyThe 20 Highest Yielding Dividend Aristocrats [view article]
"KEY lowered their dividend, so we delete that name from the list; the ones that don't cut are great bargains and their stocks will recover. Your list is a good place for intelligent investors to start Blooking for value."Says the Black cat as it enters the slaughterhouse and is never seen again.
"However, longer-term passive bond investors ( people holding till maturity) do not really get much in capital gains." Duh, I think it's safe to say if you hold a bond to maturity you don't get any capital gain or loss. You are advising people on income producing securities and yet you have no concept of why the equities on your list are paying high dividends, nor do you have even a rudimentary understanding of the bond market.
Black cat, Value investing involves fishing out opportunities where the street has underestimated earnings and growth, not buying a beaten down company. The banks at the top of this list are all likely to cut their dividends and lose further share price. That's what makes this list an amateur production.
Reply
The 20 Highest Yielding Dividend Aristocrats [view article]
Mr. Stoyanov,Many people have written unkind and erroneous comments regarding this article. Ignore them. You are on the right track, looking at securities that are unpopular and have demonstrated quality by posting a long record of pro-shareholder behavior (rising dividends). The best bargains come at the moment of maximum pessimism - when the foolish mob screams that you are mistaken. KEY lowered their dividend, so we delete that name from the list; the ones that don't cut are great bargains and their stocks will recover. Your list is a good place for intelligent investors to start looking for value.
Black cat
Reply
Growth
Investor
The 20 Highest Yielding Dividend Aristocrats [view article]
Actually you are partially correct that bonds/fixed income could provide you with capital gains. The size of the bond market versus the stock market is irrelevant. However, longer-term passive bond investors ( people holding till maturity) do not really get much in capital gains.Reply