goatfarmer's Comments goatfarmer's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/101595/comments I Have a Bad Feeling About This Market http://seekingalpha.com/article/119017-i-have-a-bad-feeling-about-this-market?source=feed#comment-378286 378286 Fri, 06 Feb 2009 10:41:26 -0500 BRT Realty Trust Burning Through Its Backstop EPR Shares http://seekingalpha.com/article/90314-brt-realty-trust-burning-through-its-backstop-epr-shares?source=feed#comment-264199 264199 Wed, 24 Sep 2008 20:34:04 -0400 Top Foreign Dividend Stocks Traded in New York http://seekingalpha.com/article/93314-top-foreign-dividend-stocks-traded-in-new-york?source=feed#comment-243747 243747 Tue, 02 Sep 2008 08:45:30 -0400 Top Foreign Dividend Stocks Traded in New York http://seekingalpha.com/article/93314-top-foreign-dividend-stocks-traded-in-new-york?source=feed#comment-243743 243743 Tue, 02 Sep 2008 08:38:44 -0400 July's Top Dividend Buys http://seekingalpha.com/article/83847-july-s-top-dividend-buys?source=feed#comment-239096 239096 Tue, 26 Aug 2008 08:16:12 -0400 Dividend Investment Myths http://seekingalpha.com/article/90532-dividend-investment-myths?source=feed#comment-239086 239086 Tue, 26 Aug 2008 07:54:19 -0400 The Oil Bubble Will Meet the Same Fate as Tech, Housing http://seekingalpha.com/article/85671-the-oil-bubble-will-meet-the-same-fate-as-tech-housing?source=feed#comment-208436 208436
By the way, I made a 60 year crude oil chart today on a log scale and found a nice little channel (big channel actually) with resistance bang on 140 or thereabouts. It will be interesting to see if it is borne out by a top in the coming months.]]>
Fri, 18 Jul 2008 08:19:59 -0400
By the way, I made a 60 year crude oil chart today on a log scale and found a nice little channel (big channel actually) with resistance bang on 140 or thereabouts. It will be interesting to see if it is borne out by a top in the coming months.]]>
Time To Buy Banks? Proceed With Caution. http://seekingalpha.com/article/85654-time-to-buy-banks-proceed-with-caution?source=feed#comment-208375 208375 Fri, 18 Jul 2008 07:26:57 -0400 Big Blue Delivers Big Profits http://seekingalpha.com/article/72578-big-blue-delivers-big-profits?source=feed#comment-152093 152093 Thu, 17 Apr 2008 08:14:45 -0400 GE's Selloff and the Market's Complacent Reaction http://seekingalpha.com/article/72320-ge-s-selloff-and-the-market-s-complacent-reaction?source=feed#comment-151058 151058 Tue, 15 Apr 2008 10:54:35 -0400 GE Q1 Estimates Widely Off the Mark http://seekingalpha.com/article/71985-ge-q1-estimates-widely-off-the-mark?source=feed#comment-149403 149403 Sat, 12 Apr 2008 06:45:29 -0400 GE Earnings: Industrial Bellwethers Are Now Getting Hit http://seekingalpha.com/article/71988-ge-earnings-industrial-bellwethers-are-now-getting-hit?source=feed#comment-149402 149402 Sat, 12 Apr 2008 06:44:07 -0400 GE Earnings: Industrial Bellwethers Are Now Getting Hit http://seekingalpha.com/article/71988-ge-earnings-industrial-bellwethers-are-now-getting-hit?source=feed#comment-149401 149401 ]]> Sat, 12 Apr 2008 06:37:50 -0400 ]]> Regional Bank Failures: The Next Shoe to Drop http://seekingalpha.com/article/71984-regional-bank-failures-the-next-shoe-to-drop?source=feed#comment-149390 149390 Sat, 12 Apr 2008 01:59:01 -0400 GE Drops a Bomb, But Options Traders Are Cautiously Optimistic http://seekingalpha.com/article/71998-ge-drops-a-bomb-but-options-traders-are-cautiously-optimistic?source=feed#comment-149386 149386 Sat, 12 Apr 2008 01:49:02 -0400 A Debate Over Citi http://seekingalpha.com/article/71981-a-debate-over-citi?source=feed#comment-149383 149383 Sat, 12 Apr 2008 01:42:19 -0400 All-ETF Portfolios vs. Strategic Mix of Stocks http://seekingalpha.com/article/13877-all-etf-portfolios-vs-strategic-mix-of-stocks?source=feed#comment-146993 146993 Tue, 08 Apr 2008 11:41:20 -0400 Markets Bounce Back From Bear Stearns Panic; Is the Worst Over? http://seekingalpha.com/article/71420-markets-bounce-back-from-bear-stearns-panic-is-the-worst-over?source=feed#comment-146792 146792 Tue, 08 Apr 2008 01:50:46 -0400 When the Economy Hands You Lemons, Consider Dividend ETFs http://seekingalpha.com/article/71294-when-the-economy-hands-you-lemons-consider-dividend-etfs?source=feed#comment-146791 146791 Tue, 08 Apr 2008 01:44:49 -0400 When the Economy Hands You Lemons, Consider Dividend ETFs http://seekingalpha.com/article/71294-when-the-economy-hands-you-lemons-consider-dividend-etfs?source=feed#comment-146309 146309
First, I am retired and want an income stream. If I can get an average 2.5% dividend income on my portfolio, I can live reasonably on that. So, provided that the dividends don't all go down together, I'll be able to live of the divs and not touch the stocks, with the hope that eventually the stocks will provide capital growth.

Secondly, I have now been 'in the markets' for about 13 years. I can look back and see what would have happened if I had invested in stable dividend-growing companies, such as KO and GE and JNJ, a little over ten years ago. I'd now be getting a yield of around 10% on my initial investment while still having the option of capital growth. The magic of compounding is a good reason to buy and hold strong dividend-growing companies

Of course the counter argument is that money is money, whether dividends or capital appreciation. I could simply declare a 2.5% dividend from portfolio every year and live off that. Why sacrafice growth to dividends? True. But in this wild and wonderful world, where markets are volatile, the prospect of a modest, reasonably secure, yield is attractive. And many of the dividend companies that I am following have a good growth record, albeit not stellar. I'll be happy with modest stable growth.

Also, if all other things are equal, why not invest in the companies that pay dividends? I am persuaded by the argument that what matters in a balanced portfolio is asset allocation among sectors rather than stock picking. If I can stock my sector shelves with dividend goodies, why not get the extra returns?

I used to be a trader speculating wildly. I used to poo poo dividends as being for grannies. After reviewing my performance over ten years, I realized that I fell into the 'normal' category for traders who haven't been wiped out: average 3% per annum. I have since refocussed my attention on more modest goals, with the hope of greater returns. The modest return of a dividend portfolio fits the bill - or part of it.]]>
Mon, 07 Apr 2008 09:11:39 -0400
First, I am retired and want an income stream. If I can get an average 2.5% dividend income on my portfolio, I can live reasonably on that. So, provided that the dividends don't all go down together, I'll be able to live of the divs and not touch the stocks, with the hope that eventually the stocks will provide capital growth.

Secondly, I have now been 'in the markets' for about 13 years. I can look back and see what would have happened if I had invested in stable dividend-growing companies, such as KO and GE and JNJ, a little over ten years ago. I'd now be getting a yield of around 10% on my initial investment while still having the option of capital growth. The magic of compounding is a good reason to buy and hold strong dividend-growing companies

Of course the counter argument is that money is money, whether dividends or capital appreciation. I could simply declare a 2.5% dividend from portfolio every year and live off that. Why sacrafice growth to dividends? True. But in this wild and wonderful world, where markets are volatile, the prospect of a modest, reasonably secure, yield is attractive. And many of the dividend companies that I am following have a good growth record, albeit not stellar. I'll be happy with modest stable growth.

Also, if all other things are equal, why not invest in the companies that pay dividends? I am persuaded by the argument that what matters in a balanced portfolio is asset allocation among sectors rather than stock picking. If I can stock my sector shelves with dividend goodies, why not get the extra returns?

I used to be a trader speculating wildly. I used to poo poo dividends as being for grannies. After reviewing my performance over ten years, I realized that I fell into the 'normal' category for traders who haven't been wiped out: average 3% per annum. I have since refocussed my attention on more modest goals, with the hope of greater returns. The modest return of a dividend portfolio fits the bill - or part of it.]]>
U.S. Long Bonds: Be Careful, We're in Injury Time http://seekingalpha.com/article/70347-u-s-long-bonds-be-careful-we-re-in-injury-time?source=feed#comment-133366 133366 Sat, 29 Mar 2008 09:32:02 -0400 Short Interest at Record Levels http://seekingalpha.com/article/70269-short-interest-at-record-levels?source=feed#comment-133362 133362 Sat, 29 Mar 2008 09:20:24 -0400 Dividend Aristocrats: Top Dividend Growers http://seekingalpha.com/article/70379-dividend-aristocrats-top-dividend-growers?source=feed#comment-133356 133356 Sat, 29 Mar 2008 09:04:10 -0400 Dividend Aristocrats: Top Dividend Growers http://seekingalpha.com/article/70379-dividend-aristocrats-top-dividend-growers?source=feed#comment-133354 133354 www.dividendachievers..../. In particular, take a look at the list of "licensed products". Compare the Powershares PFM with Vanguard's VIG. Note also the comparison of the index performance with that of the S&P 500 over 10 years. S&P wins.]]> Sat, 29 Mar 2008 09:03:16 -0400 www.dividendachievers..../. In particular, take a look at the list of "licensed products". Compare the Powershares PFM with Vanguard's VIG. Note also the comparison of the index performance with that of the S&P 500 over 10 years. S&P wins.]]> In Defense of Bill Miller http://seekingalpha.com/article/70005-in-defense-of-bill-miller?source=feed#comment-131848 131848 Wed, 26 Mar 2008 12:13:25 -0400 How Will the Housing Crisis End? http://seekingalpha.com/article/70003-how-will-the-housing-crisis-end?source=feed#comment-131833 131833 Wed, 26 Mar 2008 11:58:28 -0400 Be Flexible While Waiting for the Dollar to Bounce http://seekingalpha.com/article/70013-be-flexible-while-waiting-for-the-dollar-to-bounce?source=feed#comment-131821 131821 Wed, 26 Mar 2008 11:48:22 -0400 Treasury Market: Deleveraging Continues http://seekingalpha.com/article/69803-treasury-market-deleveraging-continues?source=feed#comment-131060 131060 Tue, 25 Mar 2008 08:51:21 -0400 Will the Euro Overtake the Dollar as World's Reserve Currency? http://seekingalpha.com/article/69794-will-the-euro-overtake-the-dollar-as-world-s-reserve-currency?source=feed#comment-131058 131058 Tue, 25 Mar 2008 08:49:11 -0400 Are We At a Key Inflection Point? http://seekingalpha.com/article/69761-are-we-at-a-key-inflection-point?source=feed#comment-131051 131051 Tue, 25 Mar 2008 08:41:55 -0400