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Cheesehusker

Cheesehusker
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  • Why I Am A DG Investor [View instapost]
    Dave - as always thanks for the quality read. You provide a terrific model for us to emulate and you have a knack for sharing accumulated wisdom which makes it accessible.
    May 20 08:25 AM | 1 Like Like |Link to Comment
  • Dividend Contenders Smackdown XXXVIII [View article]
    @Joni - I miss stuff like that all the time - it's just b/c our minds are so full of knowledge, right? :)
    May 13 07:50 AM | 1 Like Like |Link to Comment
  • Dividend Contenders Smackdown XXXVIII [View article]
    @Joni - CY is current yield

    Take GD - a/o this morning, yield is 2.98 % & 5yr DGR = 12.7 for a combined compounded effect of 15.68

    GIS - 3.06 + 10.8 = 13.86

    etc

    Chowder came up with this as a way to gauge the overall compound effect (Rule of 72 to double in 6 years) Note - this doesn't work well with utilities or MLPs since they have substantially lower DGRs, but you get the drift
    May 10 08:01 AM | 1 Like Like |Link to Comment
  • Dividend Contenders Smackdown XXXVIII [View article]
    Hmmm - nice little shopping list - and many of them work via the Chowder rule (cy + 5yr DGR >12%)
    May 8 04:52 PM | 3 Likes Like |Link to Comment
  • Strategies For Dealing With A Possible Market Meltdown [View article]
    I'm kind of hoping for a Big Pullback - the yields are pretty pricey right now and I wouldn't mind finding some better/cheaper entry levels.

    That being said, what if we don't correct for a good long time? This is the Most Hated Rally Of All Time - which means it prolly still has legs.

    Steady as she goes.
    May 7 08:04 AM | 3 Likes Like |Link to Comment
  • Market recap: Stocks slumped, as the Fed's stance did little to soothe jitters sparked by the latest in a series of economic reports (I, II, III) that have come in weaker than expected this week. Small-company stocks, seen as most sensitive to economic trends, were hit hard. Commodity-related sectors were pressured as metals suffered brutal losses. Treasurys rallied, sending 10-year yields as low as 1.613%[View news story]
    It's not "weaker than expected" - it's "unexpectedly weaker"

    Puhleze
    May 1 04:12 PM | 2 Likes Like |Link to Comment
  • Building A Long-Term Dividend Portfolio That Can Outperform The Market By A Big Margin [View article]
    Interesting list - I notice that 3 of your choices are not CCC stocks - CA, KLAC and SLM. If you replaced those with CCC stocks, which would those be?

    *long RTN and CA
    May 1 08:07 AM | Likes Like |Link to Comment
  • Dividends: Should I Reinvest Or Not? [View article]
    RINO ftw!
    Apr 18 04:45 PM | Likes Like |Link to Comment
  • Dividends: Should I Reinvest Or Not? [View article]
    I'm a pure dripper at this point - I can see making a case of withholding drips if the yield gets too low and deploying the cash elsewhere - but that also assumes I'm smart enough to know there isn't a big divvy hike coming and/or the stock isn't headed higher and I'm taking myself out of my plan and a fantastic position.

    I'm smart enough to know I'm not that smart.
    Apr 18 04:08 PM | 3 Likes Like |Link to Comment
  • Dividends: Should I Reinvest Or Not? [View article]
    Or Enron?
    Apr 18 04:05 PM | 1 Like Like |Link to Comment
  • The Portfolio For Do It Yourselfers: The Complete Series [View instapost]
    Dave...as much as I enjoy your financial articles, the story of your daughter is the best yet. Your "investment" as a parent is paying the best sort of dividends. May the wealth of her experiences compound greatly.
    Apr 15 08:11 AM | Likes Like |Link to Comment
  • March Retail Sales: -0.4% vs. +0.1% expected, +1% prior (revised). Ex-auto -0.4% vs +0.1% expected. [View news story]
    Unexpectedly
    Apr 12 08:35 AM | 2 Likes Like |Link to Comment
  • How Investing For The Long Term Helps Reduce Market Risk [View article]
    Dave - I'd like to point out that $1,000 year = $84/month - which is LESS than most people spend on cable or their cell phones - and likely Starbucks and many unused gym memberships.

    Why finanical literacy isn't taught in schools is beyond me
    Apr 11 08:30 AM | 4 Likes Like |Link to Comment
  • Banks and lobbyists got a look at the latest Fed minutes yesterday afternoon according to a list which shows the 150 e-mail addresses that received the release Tuesday. Among the big banks whose officials got the message: JPMorgan, Goldman Sachs, Nomura, and Citigroup.  [View news story]
    unexpectedly
    Apr 10 05:04 PM | Likes Like |Link to Comment
  • An "error" resulted in the early release of the latest minutes from the FOMC's recent policy meeting. The minutes suggest some members may be getting more concerned about the effects of ultra easy monetary policy on financial stability. Additionally, there was some discussion of how a smooth exit would be orchestrated and what effect tightening might have on the Fed's net income.  [View news story]
    Unexpectedly!
    Apr 10 09:26 AM | 1 Like Like |Link to Comment
COMMENTS STATS
141 Comments
330 Likes