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- Lowe's Profit Drop Is Not That Bad [view article]
- Home Depot: Avoiding Shares Until Management Takes Charge [view article]
- T. Boone's Stake - Fast Money Recap (5/20/08) [view article]
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- Tech and Healthcare Offer Growth at a Discount - Barron's Interview
- Lowe's: 5 Star Strong Buy
- America Spends Rebate Checks ... at Home Depot
- T. Boone's Stake - Fast Money Recap (5/20/08)
- Housing-Related Industries: Steady Downward Trend - Housing Tracker
- Home Depot: Avoiding Shares Until Management Takes Charge
- Wall Street Breakfast: Must-Know News
- Lowe's Profit Drop Is Not That Bad
- How Lowe Can You Go?
- Options Trader: Monday Outlook
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Dividend Aristocrats: Top Dividend Growers [view article]
I am a big believer in Dividend investing. Currently we have Mergents Dividend AChievers and we have S& P Dividend Aristocrats. It would be great if some one wrote a detailed piece comparing them.I have seen studies done historically which proves dividend paying companies far outperform non-dividend paying companies.
The problem is investors do not have patience and do not look it from a 10 to 20 years perspective. They always seeing a stock price growth for 5 years and decide the stock is dead beat. For example look at WMT chart for 5 years and then again for 15 years. You will see the difference.
My logical explanation as to why I like dividend paying companies is, it provides discipline to the management. IF a company is 'committed' to pay dividends and to grow them as the companies listed above, it provides them with a good guide line and they do not go on a shopping spree and waste money on big costly acquisitions. It provides a dependable inflation adjusted income stream for the patient investor.
I am still torn between share repurchases and dividends. I normally reinvest dividends through a DRIP program so I wonder whether stock repurchase is better for me tax wise. However a dividend is a public commitment to either retain or increase the distribution (I love companies that are committed to increase dividends like WMT, JNJ) but stock buy back is not a commitment. A company may choose NOT to buy back shares when the prices get too high.
I have some questions on NUCOR though. As I understand they are a commodity company without any 'brand' or moat. How do they manage to perform so well over time?
In the past I have resisted temptations to own NUCOR as it is a commodity company. Can some one provide more info as to why NUCOR will be around for next 30 years?
Reply
Dividend Aristocrats: Top Dividend Growers [view article]
Can someone(s) help me here?I just don't understand why we should care about dividends, when the stock normally declines by the same amount each time the dividends are paid.
Am I missing something? Reply
Dividend Aristocrats: Top Dividend Growers [view article]
Mixter. Boy have u got it straight on Bank of America. Now if the other 98% of Americans would get smart. ReplyDividend Aristocrats: Top Dividend Growers [view article]
Some very good information, from author and readers. Thanks. ReplyDividend Aristocrats: Top Dividend Growers [view article]
USB has no subprime exposure. I think Buffett bought $2 billion of it in 2007.PFE has a lousy pipeline, but it also has $22 billion in cash and there are tons of depressed biotech stocks out there. Reply
Dividend Aristocrats: Top Dividend Growers [view article]
Good piece David.America is the place to invest.
America has no equal. Reply
Dividend Aristocrats: Top Dividend Growers [view article]
The CFC deal will be a huge winner in a few years. BAC has a tremendous amount of cash on it's balance sheet so I'm not concerned about any dividend cut. I can't say the same for WB,WM or C(again).Either way the general fear is my gain - AXP, WFC are all great bargains. Reply
Dividend Aristocrats: Top Dividend Growers [view article]
Here's a 2-yr chart showing how much money you LOST while chasing "dividend aristocrats", finance.yahoo.com/q/bc...All the financials should be MANDATED to cut or eliminate dividends using taxpayer Fed bailout money, don't be surprised to see those cuts. Reply
Dividend Aristocrats: Top Dividend Growers [view article]
Due to exposure to sub-prime CDO's, SIV's etc, and thier pending take-over bid for Country Wide, Bank of America would be the last stock I would own. ReplyDividend Aristocrats: Top Dividend Growers [view article]
I wouldn't own Bank of America stock if you paid me to accept it as a gift, and it paid a 100% dividend. They are the most arrogant, hateful, self-serving bunch of louts I have ever done business with. They could not care less if you deposit money with them. They charge fees no other bank would even consider charging. It would not surprise me if they installed pay water fountains and pay toilets for their customers to use!I took $300,000 out of their bank to open an account with a competitor and it didn't bother them one bit. What's a peanut account to them? Of course, there just might have been a lot more money to deposit later on, but that doesn't matter to their elitist mind set. Reply
Dividend Aristocrats: Top Dividend Growers [view article]
i cant c the future but FRO has been great for dividends. seems well run &nobody has figured out a way to pave over the ocean.i am not connected to wall st or this co. ReplyDividend Aristocrats: Top Dividend Growers [view article]
I feel that SGP is a better drug company than PFE because it has patent protection out several years. ReplyDividend Aristocrats: Top Dividend Growers [view article]
Well, PFE with it's rather (non) robust pipeline is in trouble and I don't see it in the Aristocrat field. ReplyDividend Aristocrats: Top Dividend Growers [view article]
By 'index performance' I mean the Dividend Investors Index ReplyDividend Aristocrats: Top Dividend Growers [view article]
Take a look at www.dividendachievers..../. In particular, take a look at the list of "licensed products". Compare the Powershares PFM with Vanguard's VIG. Note also the comparison of the index performance with that of the S&P 500 over 10 years. S&P wins. Reply