The Market Is Advancing: Is It Time To Sell? [View article]
"Being an older guy with a pretty long time doing this, I have made every mistake in the book. Buy high, sell low. Panic sell. Jumping from one hot category to another. You name it."
Thanks for that. Seeing a successful investor admit the same mistakes we all make gives us confidence that we too can turn ourselves around.
Retirement Strategy: Who Is Laughing At My 2012 Stock Pick Of AT&T Now? [View article]
RS, Another great article on a fantastic series. Also great job on T for your pick of 2012.
I have a question for you though. When would you consider selling T? I've held it for a while and have a great gain. I'm in an IRA so I don't have tax implications to worry about on my gains. It just seems extended to me right now based on earnings and I'm having trouble staying convicted to it at this point. Take a look at the 10 year chart and overlay the EPS and see what I mean. Thanks in advance.
Value Investor Donald Yacktman's Top 5 Dividend Picks [View article]
You guys got me curious.
Per yahoo finance, the number one stock in the Yacktman Fund is News Corporation, ticker NWSA. PG takes the top spot in the Focused Fund and but NWSA appears again there in the 2 spot.
For the record, NWSA pays out $.17 per year for a current yield of about 0.7% and has had a nice run in the last few months.
The Most Common Stocks For Dividend Growth Investors [View article]
Thanks David for a thought provoking article. I have been anticipating it since your last one and am not disappointed. Thanks for including EXC and others that don't fit your definition of a DG stock but are widely held none the less.
I'm pretty certain Yahoo's charts do not include dividends. Still though, in only 5 or 6 moths you're looking good. You have paid no manager 1% to manage your money in a fund. You have outperformed by 1-3% above the index. (depending on divs) You have an ultra conservative portfolio that should outperform even more-so in down markets. Overall, I'd be excited to see market returns plus an additional 3-5% per year. Over a long time period of time, that would be hundreds of thousands of extra dollars piled up in the account.
Near the top of this page on the left find the author's name. In the column below his name you will find a link to all 118 of his articles. The ones in this series are all titled similarly and show the sequence in parenthesis.
It's Not A Dividend Growth Stock If The Dividend Ain't Growing [View article]
David, Thanks for the reply. I actually do agree with you on the importance of rising dividends, especially over time and am a fan of your work. I also hold SO, D, PPL, and AEP in my utes. I just like EXC as a value play and hope I can make a buck off of it if it doesn't turn into a div grower soon.
Back to the topic of the article though, you are right. If it isn't growing it's dividend it's not a dividend growth stock. I just like this one anyway.
It's Not A Dividend Growth Stock If The Dividend Ain't Growing [View article]
David, Thanks for another great article. In my opinion, a significant consideration when investing for income is time horizon. Being in my 30s I feel confident investing in Exelon at the current price even though the dividend hasn't increased in a few years. If the price continues dropping while I accumulate that is even better.
Buying at today's low prices gives me an attractive initial entry point to begin accumulation. I feel pretty confident the dividend growth will return in the not too distant future. If it doesn't return in a few years I would consider selling but I can accept potential price appreciation +5% yield in the near term to hold me over.
If I was closer to retirement, the lack of dividend growth would likely be a deal breaker.
But that's me.
EDIT: I should add that I'm not a 100% dividend growth investor at this time. I currently hold no bonds though and I consider utilities and part of my fixed income allocation. This might be why I can live without a raise in the interim on one of my utilities.
Retirement Portfolio Update: Replacing Exelon With Southern Company [View article]
OK so RS, A question if you will. Say you were 40 years old and owned positions in AEP, PPL, & EXC and planned to hold ( and monitor) for 35 or 40 some odd years. Would you this change your thesis on swapping EXC for SO or reinforce it?
The Market Is Advancing: Is It Time To Sell? [View article]
Thanks for that. Seeing a successful investor admit the same mistakes we all make gives us confidence that we too can turn ourselves around.
Wells Fargo: A Very Compelling Value Proposition For Those With Patience [View article]
AT&T: Buy This Dividend Winner Now, On The Dip [View article]
Retirement Strategy: Who Is Laughing At My 2012 Stock Pick Of AT&T Now? [View article]
I have a question for you though. When would you consider selling T? I've held it for a while and have a great gain. I'm in an IRA so I don't have tax implications to worry about on my gains. It just seems extended to me right now based on earnings and I'm having trouble staying convicted to it at this point. Take a look at the 10 year chart and overlay the EPS and see what I mean. Thanks in advance.
Value Investor Donald Yacktman's Top 5 Dividend Picks [View article]
Per yahoo finance, the number one stock in the Yacktman Fund is News Corporation, ticker NWSA. PG takes the top spot in the Focused Fund and but NWSA appears again there in the 2 spot.
For the record, NWSA pays out $.17 per year for a current yield of about 0.7% and has had a nice run in the last few months.
Wal-Mart: Dividends Are More Important Than Short-Term Bad News [View article]
7 Tips For Dividend Growth Investors [View article]
The Most Common Stocks For Dividend Growth Investors [View article]
Retirement Strategy: 'Team Alpha' Crushed The S&P (Part 17) [View article]
Retirement Strategy: 'Team Alpha' Crushed The S&P (Part 17) [View article]
The Most Common Stocks Held By Dividend Growth Investors [View article]
It's Not A Dividend Growth Stock If The Dividend Ain't Growing [View article]
It's Not A Dividend Growth Stock If The Dividend Ain't Growing [View article]
Back to the topic of the article though, you are right. If it isn't growing it's dividend it's not a dividend growth stock. I just like this one anyway.
It's Not A Dividend Growth Stock If The Dividend Ain't Growing [View article]
Buying at today's low prices gives me an attractive initial entry point to begin accumulation. I feel pretty confident the dividend growth will return in the not too distant future. If it doesn't return in a few years I would consider selling but I can accept potential price appreciation +5% yield in the near term to hold me over.
If I was closer to retirement, the lack of dividend growth would likely be a deal breaker.
But that's me.
EDIT: I should add that I'm not a 100% dividend growth investor at this time. I currently hold no bonds though and I consider utilities and part of my fixed income allocation. This might be why I can live without a raise in the interim on one of my utilities.
Retirement Portfolio Update: Replacing Exelon With Southern Company [View article]