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  • Let's Talk Risk [View instapost]
    Great article Mr.Chowder. I used to chase yields in the past with various mReits in my portfolio and you would have easily guessed how that ended up for me. I just started following your mantra "predictable dividends" and "what are the essential commodities that people have to buy for a living even during a recession" . Owning high quality companies like GIS gives me at least a nebula of guarantee that even if they don't increase dividends at least they are unlikely to cut dividends in future.

    I have bought bunch of stocks GIS, UNP, ADP at their 52 weeks high couple of years back but they have been hitting new highs every year


    I had glanced over SBI (Miller's book) a while back but had missed the investment advice nuggets with my quick habit of glancing over books until you recommended in one of your comments to re-read it several times.

    In one of the paragraph he clearly mentions that if an asset produces an income , the capital appreciation will eventually flow and the stock price will raise itself eventually. I had only mapped this about real estate (the more the rent income, the more the house value) but never had applied this to the stocks I buy.

    Please keep writing




    Jul 19, 2013. 12:13 AM | 1 Like Like |Link to Comment
  • Don't Be Manipulated By Price And Valuations [View instapost]
    Fantastic! Fantastic

    " Most people who use the dividend growth investing strategy consider themselves Value investors. When they see a quality company selling at what they think is a low price, they don't believe the market. They believe the market is wrong about the value of that company. Yet, when the market tells us it is overvalued, we are too quick to take the market's word for it and we want to cash in and take some profits. This doesn't make sense to me. There's no consistency. If the market is wrong on the downside, what makes you think they are right on the upside?

    Valuations to me only matter at the time of entry. Valuation determines the price I pay to become an owner in a successful business. Once I am an owner in the business, price is almost irrelevant. What is relevant is how the business is being run
    "
    May 16, 2013. 06:30 PM | 1 Like Like |Link to Comment
  • What Stocks Are Most Commonly Held By Dividend Growth Investors? [View article]
    Long :

    AMGN,UNP,YUM,CL,CSX,AA...
    AFL,PG,CAG,JNJ,MCD,CVX...
    T,LMT,BMO,BCE,RDS.B,VO...
    NLY,AGNC
    Apr 18, 2013. 05:51 AM | Likes Like |Link to Comment
  • Buy Exelon: The Dividend Cut Is Priced In [View article]
    If someone is looking at the yield and buying this stock then they are in for a great surprise with their capital eroding in value faster than a vapor . This companty is a mega cap but poorly run and managed and havent raised dividends for 3-4 years in a row.

    This stock is a falling knife and I believe several people on the forum touted to buy excelon as a great utility company few months ago and then pumped and dumped the stock to make a profit .

    There are also veteran DG investors/commentors in this forum that got their fingers burned and sold the stock for a loss.

    I sold this crap (sorry stock) a while back at a loss and redeployed them to buy CSX and MCD and oh boy should i say that was a good decision
    Dec 7, 2012. 02:55 AM | 1 Like Like |Link to Comment
  • Buy Exelon: The Dividend Cut Is Priced In [View article]
    If someone is looking at the yield and buying this stock then they are in for a great surprise to find out that their capital will be eroding faster than a vapor and so are their dividends . This companty is a mega cap but poorly managed and run and isnt investor friendly . They havent raised dividends I believe in 3-4 years.

    This stock is a falling knife and I believe several people on the forum touted to buy excelon as a great utility company few months ago , then pumped and dumped the stock in the interim to make a profit.

    There are also veteran DG investors/commentors in this forum that got their fingers burned and sold the stock for a loss.

    I sold this crap (sorry stock) a while back at a loss and redeployed the moola to buy CSX , MCD and oh boy should i say that was a good decision


    Wait for at least 8 months to an year before you initiate a position
    Dec 6, 2012. 08:36 PM | 1 Like Like |Link to Comment
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