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  • Why Selling A Few Shares Is Not The Same As Getting A Dividend [View article]
    Time horizons matter....I'm likely to still be receiving dividend checks from my stocks 20 years from now - with my portfolio getting larger. Were I selling shares along the way however, I'd have nothing left.

    Math is easy.
    May 8 03:58 PM | 12 Likes Like |Link to Comment
  • Raytheon Company Dividend Stock Analysis [View article]
    Wish it would come back a bit more - would love to add more to my position
    May 8 08:03 AM | 1 Like Like |Link to Comment
  • 8 Dividend Stocks With A 15% Yield In 15 Years [View article]
    To some extent - yes.

    Many/most companies with higher DGRs tend to have better overall growth characteristics than those with higher yields but lower DGRs. Utilities are prime examples of the latter - low growth rates with stock movement a factor of divvy yield - whereas a stock like PSX has both higher organic growth and higher DGR reflecting their overall better growth picture.

    IOW, a lower divvy but higher DGR stock is typcially a newish divvy company with better overall growth than a higher yielder with flatish DGR - and that can lead to capital appreciation combined with the divvy.
    May 7 04:57 PM | Likes Like |Link to Comment
  • 8 Dividend Stocks With A 15% Yield In 15 Years [View article]
    You can usually tell when new readers appear on a D4L thread - all the disbelief and teethgnashing. (Then again, I'm a D4L fanboi, so I'm admittedly biased)

    If you spend a few moments and actually look at his portfolio, you'll notice a blend - some higher divvy, some higher DGR, etc.

    Like PSX - which just announced at 25%+ hike today. Gosh - sure glad I kept that when spun off from COP - not sure the divvy rate's ever been over 2.5% - even with very high DGR - b/c the stock is up massively.

    For those interested in the interaction between initial yield and DGR, David Van Knapp published a good article a while back:

    Long PSX and RTN
    May 7 04:19 PM | 3 Likes Like |Link to Comment
  • Microsoft Corporation Dividend Stock Analysis [View article]
    Interesting - thanks for the clarification
    May 5 04:51 PM | 1 Like Like |Link to Comment
  • Microsoft Corporation Dividend Stock Analysis [View article]
    @D4L - wondering if there's not perhaps a typo in your fair value price and that it shouldn't be 38.12 instead of 68.12? Usually we pencil in pretty close using Crossing Wall Street's method - (1/2 5 yr eps growth +8)*ny earnings
    May 5 04:08 PM | Likes Like |Link to Comment
  • Dividend Champions For May 2014 [View article]
    700 ccc companies next year? Boggles the mind....and yes, it does concern me a bit
    May 1 04:06 PM | 2 Likes Like |Link to Comment
  • International Business Machines Corp. Dividend Stock Analysis [View article]
    You've apparently not read many articles by D4L - this is how virtually all his single stock articles are - and this is why he has 40k+ followers - the facts presented cleanly. YMMV
    Apr 28 03:55 PM | 4 Likes Like |Link to Comment
  • The REIT Way To Master The Art Of Dividend Repeatability [View article]
    Are you familiar with David Fish's work and his CCC lists? There will be plenty of REITS on the contender and challenger lists - along with a champs
    Apr 10 04:34 PM | 2 Likes Like |Link to Comment
  • Dividend Growth Investing: Is Total Return A Useful Metric? [View article]
    This is, for me, the crux of the matter:

    "It is the case in terms of unrealized gain, but perhaps I'm splitting hairs. "

    Dividends paid ARE realized - hypothetical capital gains haven't been paid.

    I've got nothing wrong with cap gains, in fact some of my best friends are cap gains - a portion of my acct is devoted to such stocks. However, the basis of my portfolio is within the DGI realm - for the simple reason that I'm actually getting paid along the way - and why I'm set up so that the divvy stream is large enough that I don't have to sell anything to get actual cold hard cash in hand.

    I'm fond of cold hard cash and I'm really fond of not having to sell. I like having my cake and eating it too.
    Apr 10 08:13 AM | 6 Likes Like |Link to Comment
  • launches this month [View news story]
    Classic on the final bullet point....well done
    Apr 9 09:11 AM | Likes Like |Link to Comment
  • Kimberly-Clark Co. Dividend Stock Analysis [View article]
    @Rose - same here on both counts.

    And like D4L - staying long - but won't add for a while
    Apr 8 07:54 AM | Likes Like |Link to Comment
  • Kimberly-Clark Co. Dividend Stock Analysis [View article]
    So is the author, which I'm guessing you did not notice.
    Apr 8 07:53 AM | Likes Like |Link to Comment
  • 3 Higher Quality, High-Yield Dividend Stocks [View article]
    Love OHI
    Mar 25 08:09 AM | Likes Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]

    Absolutely - there's trading, investing and then DGI. My "best" results have been with DGI - by far and away. Sit down at year's end and look things over and "Hey - that stock did well and it raised divvies again - cool".

    I tend to not even look at my DGI stocks that often - other than for opportunities to add.

    BTW - glad to see I'm not the only one who like yield charts - they bring a nice perspective
    Mar 21 08:19 AM | 2 Likes Like |Link to Comment