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Cheesehusker

Cheesehusker
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CINF, CL, CLX, COP, CORN, CVX, F, FLO, FSLR, GIS, HGIC, HPT, IBM, INTC, JNJ, K, KMB, KO, LINE, LOW, MCD, MSFT, NUE, O, OXY, PG, RAVN, RTN, SD, SDY, SPY, TEU, TGT, VHC, VYM, WM, WMT
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  • High DGR Dividend Growth Challengers [View article]
    Very nice point about payout ratio, GFMN
    Sep 11 07:53 AM | 1 Like Like |Link to Comment
  • Considering High-DGR Dividend Growth Stocks [View article]
    @DVK - curious why you got rid of the challengers? I can see your emphasis on the 10 year minimum - however, you also lose out of the early DG curve often found with newer divvy companies.

    IOW - w/o verifying, I'd guess that most companies have a sharper upcurve early in their divvy paying careers than later on. Therefore, a way to play a high DGR would be to look specifically at the challengers rather than exclude..

    Take ACN for example (just 'cuz it's early in the alphabet) challenger w/ 8 years growth. Current yield about 2.2% - BUT 1/3/5 year DGR is 32,25.6,28.7

    Those are whoa kinda numbers and ACN is not alone in that challenger realm.

    Yes, the dgr will slow - but if you've been in for the past 2 or 3 years, doubt you'd be complaining a whole lot if the DGR "slowed" to 15% annually

    IOW - perhaps a redo of your study using just challengers?

    Most excellent article, btw and I'm happy to see some of my holdings mentioned.
    Sep 4 08:36 AM | 4 Likes Like |Link to Comment
  • ConocoPhillips Co. Dividend Stock Analysis [View article]
    @RBeard - somehow I doubt D4L is terribly bothered by your rather scurrilous remarks. Clearly you've read little of his work and likely even missed that he's long COP 4.4% of his portfolio.

    I'd be remotely impressed by your "arguments" had you presented any sort of counterfactual on say cash flow %, divvy growth rate sustainability or any other sort of financial metric. Instead you chose to cast aspersions upon his character.

    Numbers talk, your sort of bullhockey walks.
    Aug 14 08:08 AM | 1 Like Like |Link to Comment
  • The Portfolio For Do It Yourselfers: Thinking Outside The Box [View article]
    Nice article - thinking outside the box is exactly why I bot CA a while back right after they announced the big divvy hike - the level was good and I like the industry. Very happy so far - and with NSC too.

    The majority of my divvy stocks are CCC, but there are a few outliers - muni CEFS and a couple like CA, AAPL, DD and PFE which intrigue me for other reasons
    Jul 30 08:21 AM | Likes Like |Link to Comment
  • Seeking Alpha fires a shot at Bloomberg, StreetAccount [View news story]
    Like - and as many have said, put the symbol first and in blue - makes it easier to scan and see the "name"
    Jul 29 08:07 AM | 3 Likes Like |Link to Comment
  • The Obama administration’s proposed rules on fracking would cost as much as $345M per year, or an average $96,913 per well, according to a study commissioned by two oil industry groups. Though the second version of the rule is less harmful than the first, "it still remains fundamentally flawed from an engineering perspective, as well as bad regulatory policy,” one of the groups says. [View news story]
    Trying to kill off our nascent recovery yet again
    Jul 23 05:09 PM | 2 Likes Like |Link to Comment
  • High-Yielding Dividend Portfolio That Has Outperformed By A Big Margin [View article]
    Hmmm - did you run the rebalance over various time frames such as quarterly or semi-annually or yearly? If so, what differences did it make in terms of return?

    4 weeks typically only covers 1/3 of the potential divvy payments and since we're talking high-yield here, it'd be nice to be in long enough to collect the divvies.

    On the flip side, perhaps this is simply taking yield compression into account.
    Jul 17 08:09 AM | Likes Like |Link to Comment
  • High-Yielding Dividend Portfolio That Has Outperformed By A Big Margin [View article]
    Interesting.

    Question - on your screen shots, you show "rebalance frequency" = 4 weeks, but mention you did this yearly - which was it?

    Also - does the backtest allow for dripping v non? If so - what was the change in results?
    Jul 16 04:16 PM | Likes Like |Link to Comment
  • SEC Inquiries: Opportunities, Wrapped In Hysteria, Inside A Catastrophe - Part II [View article]
    @IY - they might well be - do the bonds pay monthly? And what yield are they getting on the bonds relative to the divvy rate they'll have to pay monthly?
    Jul 9 07:56 AM | Likes Like |Link to Comment
  • SEC Inquiries: Opportunities, Wrapped In Hysteria, Inside A Catastrophe - Part II [View article]
    @Montrachet - like the strategy - A) shows resiliance on part of management and B) the shorts will have had to pay their second penalty
    Jul 8 08:21 AM | 4 Likes Like |Link to Comment
  • Dividend Champions Smackdown XL [View article]
    Nothing original to add, so I'll merely say thank you for this thought provoking series - much less all the other services you've so graciously provided to help us become better investors.

    Long CVX and TGT
    Jul 8 08:07 AM | 3 Likes Like |Link to Comment
  • Time To Buy Corn [View article]
    @Red

    When this crop is all said and done, we'll harvest in the upper 80s. Lots of good ground in Iowa and So Minn simply didn't get planted - this last report should mark the high point for the crop - and smaller from here.

    Ought to be a decent balance - enough production to satisfy rebuilding demand w/o being so large as to punch producers in the face. Probably see the deferred spreads start to widen too and we can get rid of the cash inverse.
    Jul 1 04:12 PM | Likes Like |Link to Comment
  • Time To Buy Corn [View article]
    I'm a cash grain trader - your header is interesting, the body not so much so.

    The best reason to buy corn here, is that the USDA report which came out on Friday is ridiculous and vastly overstated the amount of planted acres by not accounting for acres not planted due to rain.
    Jul 1 09:55 AM | Likes Like |Link to Comment
  • There are no benefits to a carbon tax
    Jul 1 08:13 AM | Likes Like |Link to Comment
  • Oversold Yields: Is This The Best Investment Opportunity In Years? [View article]
    I've used this as an opportunity to add to my CEFS which I drip - and I'll add periodically moving forward as well
    Jun 14 09:22 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
298 Comments
676 Likes