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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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  • Dividend Growth Investing: An Introduction To Creating Wealth [View article]
    Dave - your article is timely - been talking DGI with a young fellow I work with - shall be forwarding as it'll help him move from the abstract to reality.
    Mar 19 08:06 AM | Likes Like |Link to Comment
  • Dividend Growth Investing: An Introduction To Creating Wealth [View article]
    I really wonder about some of the comments I read in MY daily perusing of authors I like on MY SA feed.

    I scratch MY head and say to MYself "WTF did this person decide to share this comment?"

    I have no answer to MY question.
    Mar 19 08:05 AM | 33 Likes Like |Link to Comment
  • Cincinnati Financial Corp. Dividend Stock Analysis [View article]
    Not much reading and it was pretty much meaningless.
    Mar 14 07:55 AM | 1 Like Like |Link to Comment
  • It's never just one cockroach [View news story]
    Best headline of the week - well done
    Mar 13 08:09 AM | 5 Likes Like |Link to Comment
  • Dividend Stocks Vs. Dividend ETFs [View article]
    If you drip well, you probably aren't going to make any/many changes.

    But yes, the taxes and commissions could be higher than the etf fees. OTOH, your performance is likely to be better.
    Mar 6 04:32 PM | Likes Like |Link to Comment
  • Dividend Stocks Vs. Dividend ETFs [View article]
    It would possibly/probably be less because you're getting more income...

    And yes, that's the whole point of DGI and dripping - to grow your account to such levels - especially with growing yoc values.
    Mar 6 04:20 PM | 1 Like Like |Link to Comment
  • Dividend Stocks Vs. Dividend ETFs [View article]
    Not really

    What he's saying is that the funds HAVE to invest in the lower quality/lower paying divvy stocks - but as individuals, we don't.

    Assuming equal risk distribution of a freeze/cut among portfolios, the individual will do better simply b/c he can choose a better range of yield. The funds have to take very low yielders - we don't. Additionally, we can filter out those which don't meet certain criteria leading to a freeze/cut - such as a high payout ratio, etc.

    Same pool - but we're just taking the good stuff.
    Mar 5 08:22 AM | 3 Likes Like |Link to Comment
  • Raven Industries: Unknown Dividend Growth King You Should Know About [View article]
    Been in for a few years - originally found from an article on Crossing Wall Street. Wish the yield was higher, but I'm content to drip while up ~50%
    Feb 26 04:51 PM | Likes Like |Link to Comment
  • Are VYM And SDY Good Dividend Growth Investments? [View article]
    "But again having a $2 million portfolio in retirement is better than having a $1.4 million portfolio in retirement. I think we'd all agree there. "

    No - we wouldn't.

    2 Mill with no divvy payments v 1.4 with 10% divvy stream?

    Which portfolio will provide me with A) a current income stream which doens't touch principal and B) doesn't force me to sell 4/5/6/7% per year?

    Not all of us want to HAVE to sell our portfolios come time for retirement - we DGIers would far rather keep the portfolio intact and collect the dividend stream.

    Then again, we're not trolling for commissions
    Feb 26 08:10 AM | 4 Likes Like |Link to Comment
  • ConocoPhillips Dividend Stock Analysis [View article]
    @Rose - well stated.
    Feb 19 05:22 PM | Likes Like |Link to Comment
  • Cisco Systems, Inc. beats by $0.01, beats on revenue [View news story]
    Dang - should have tried that two quarters ago! Cool
    Feb 12 04:27 PM | 1 Like Like |Link to Comment
  • Cisco Systems, Inc. beats by $0.01, beats on revenue [View news story]
    Come on, Chambers - bump the divvy 10%
    Feb 12 04:12 PM | 2 Likes Like |Link to Comment
  • The Clorox Company Dividend Stock Analysis [View article]
    LOL - my bad, VBDd - PFE on the brain - the FV by that formula for PG is only about 56ish - which is even more conservative
    Jan 29 05:39 PM | Likes Like |Link to Comment
  • The Clorox Company Dividend Stock Analysis [View article]
    @VBD

    "Fair value" is just one of several metrics D4L uses - as for FV - it all depends on what you look at.

    Example - one quick and dirty method would be 5 year growth rate/2 + 8 = pe ratio - then use next year's projected EPS for finding FV price

    Using numbers from Finviz, one can calculate FV for CLX at....57, PFE at 21, etc

    source: http://bit.ly/L0JPYi

    Just depends on what you use and why. I appreciate how D4L lays his information out and uses rigorous metrics. I may not agree with them - but I do admire his methodological approach.

    The other way to look at this is that these companies are at a premium price - yield charts certainly indicate this. They might well be sterling investments going forward - but hopefully one realizes that you're buying already high.

    Long PG, WM and PFE from stocks mentioned in this thread
    Jan 29 04:27 PM | Likes Like |Link to Comment
  • The Clorox Company Dividend Stock Analysis [View article]
    @VBD - CAH (Cardinal Health) got 4 stars on Dec 12, 2013

    http://bit.ly/1n90v6r

    HTH
    Jan 27 04:35 PM | 1 Like Like |Link to Comment
COMMENTS STATS
298 Comments
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