Is Dividend Growth Investing Enthusiasm Inflating A Bubble? [View article]
Better way to have written this article would have been from a viewpoint of risk of capital - you allude to a few factors which could cause a repricing of divvy stocks. An additional factor will be taxes - esp if A) the dividend tax hike goes thru and B) the additional divvy tax to pay for the health care bill.
The dark side of the tax hikes - even for those in tax free/deferred accts - is that they'll influence companies to perhaps stop paying as many dividends and look at other and more tax efficient ways to return capital to shareholders.
Open Letter To ETF Industry: Create A Better Dividend Growth Product [View article]
I'm in....
Couple of thoughts
1 - tranches - ETF1 would be champs only ETF 2 would invest and open investments in contenders and hold as they graduate ETF 3 would do the same with challengers
2 - 10x10 grid usage for minimum yield rates - I'm final with low initial yield IF I see high DGR - and fine with higher initial yield if DGR is lower - that way too, you're not necessarily exiting a stock which gets a surge in capital appreciation due to new products/lines/earnings before divvy payments catch up.
The good times for dividend income - 402 of the S&P 500 are making payouts this year, the highest since 1999 - could end in 2013 if current law nearly tripling the tax rate on divvies to 43.4% isn't changed. Instead, look for the money to shift from payouts to buybacks, says Howard Silverblatt. [View news story]
I'd like a div tax rate of 0 - triple taxation sucks
The Perfect Investment Portfolio: It's All About The Income, Right? [View article]
@Sept
Have you seen a dividend yield chart? Often times you can "see" areas of yield support as an entry area. Here's the one from Buyupside - I use it quite a bit: http://bit.ly/s6ftrZ
@Mr. Crosetti - fantastic article - thanks - question - with your portfolios, have you considered tranching yields at all? That is to say, grouping by yield like 3-4%, 5-8%, etc? In your case because you take the income may not matter - but if you're dripping, a higher yielder will usually grow faster - and if you use a % holding as a sell metric, might be selling out of stuff you might not otherwise were you comparing apples to apples. Fully realize it might not be easy to set up that way - just curious
What's the old saying? The market can stay irrational longer than I can stay in my opposing position?
Agree with the premise - still looking for a catalyst out - and the coming tax hikes for cap gains and divvies made provide an impetus into bonds as people reset equities to reflect new tax rates.
32 'Overdue' Dividend Increases: Streaks In Doubt [View article]
Thank you good sir
Quantifying The Yield Vs. Growth Trade-Off [View article]
David Van Knapp wrote an excellent article about this very subject which you might enjoy: http://seekingalpha.co...
The interplay between yield and dividend growth rate is an interesting
Which Dividend Policy Compounds The Fastest? [View article]
David Van Knapp wrote an article touching on this interplay between dividend growth and initial yield. You can find it here: http://seekingalpha.co...
FWIW, DGI investing has been around for a long time - it just didn't have a catchy name is all.
Cheers
Is Dividend Growth Investing Enthusiasm Inflating A Bubble? [View article]
Is Dividend Growth Investing Enthusiasm Inflating A Bubble? [View article]
The dark side of the tax hikes - even for those in tax free/deferred accts - is that they'll influence companies to perhaps stop paying as many dividends and look at other and more tax efficient ways to return capital to shareholders.
Dividends Provide A Return Bonus [View article]
Open Letter To ETF Industry: Create A Better Dividend Growth Product [View article]
Couple of thoughts
1 - tranches - ETF1 would be champs only ETF 2 would invest and open investments in contenders and hold as they graduate ETF 3 would do the same with challengers
2 - 10x10 grid usage for minimum yield rates - I'm final with low initial yield IF I see high DGR - and fine with higher initial yield if DGR is lower - that way too, you're not necessarily exiting a stock which gets a surge in capital appreciation due to new products/lines/earnings before divvy payments catch up.
Where do I sign up?
The good times for dividend income - 402 of the S&P 500 are making payouts this year, the highest since 1999 - could end in 2013 if current law nearly tripling the tax rate on divvies to 43.4% isn't changed. Instead, look for the money to shift from payouts to buybacks, says Howard Silverblatt. [View news story]
Time To Buy McDonald's [View article]
VirnetX: Do You Believe In Fairytales? Part 2 [View article]
The Perfect Investment Portfolio: It's All About The Income, Right? [View article]
the interplay of initial yield v DGR reminds me of this fantastic article by DVK from last year: http://seekingalpha.co...
The Perfect Investment Portfolio: It's All About The Income, Right? [View article]
Have you seen a dividend yield chart? Often times you can "see" areas of yield support as an entry area. Here's the one from Buyupside - I use it quite a bit: http://bit.ly/s6ftrZ
@Mr. Crosetti - fantastic article - thanks - question - with your portfolios, have you considered tranching yields at all? That is to say, grouping by yield like 3-4%, 5-8%, etc? In your case because you take the income may not matter - but if you're dripping, a higher yielder will usually grow faster - and if you use a % holding as a sell metric, might be selling out of stuff you might not otherwise were you comparing apples to apples. Fully realize it might not be easy to set up that way - just curious
Dividend Contenders Smackdown XXIX [View article]
The Insane Market Hypothesis [View article]
Agree with the premise - still looking for a catalyst out - and the coming tax hikes for cap gains and divvies made provide an impetus into bonds as people reset equities to reflect new tax rates.
105 Dividend Champions For August [View article]