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ksumida

ksumida
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  • BP profit drops 23.5% to $3.23B [View news story]
    I guess an 8.3% increase puts it at $2.47 annually, or 61.75c quarterly.
    Apr 29 07:02 AM | Likes Like |Link to Comment
  • Exxon Is A Sell After Weak Guidance [View article]
    Same here. Have been in their DRIP for a couple of years now and reinvesting all dividend proceeds. The lower share price is very much welcome - equates to more shares for me each month!
    Mar 5 09:34 PM | 2 Likes Like |Link to Comment
  • A Strategic Shift In My Dividend Portfolio [View article]
    Interesting article, Tim. With this shift in strategy, what proportion of your portfolio does KO represent now? I already have more than a full position in KO relative to my total portfolio, but addicted to buying it (which is probably marginally healthier than being addicted to their products ;-)
    Dec 26 07:30 AM | 3 Likes Like |Link to Comment
  • JPMorgan Chase & Co. declares $0.38 dividend [View news story]
    Martin, it says "in line with previous".
    Dec 10 05:46 PM | Likes Like |Link to Comment
  • Tech giants bump Coca-Cola from top of most valuable brand list [View news story]
    Better google the best deal on a new Apple keyboard ;-)
    Sep 30 07:56 AM | 1 Like Like |Link to Comment
  • My Top Investment Priority: Buy IBM Stock [View article]
    Tim, totally agree with your assessment. Initiated a position at the beginning of the month and bought more yesterday after taking some profits on VOD.
    Aug 29 10:35 PM | Likes Like |Link to Comment
  • Patience Proves A Virtue With Silicon Motion, More Upside To Come [View article]
    Nice article as always, Ashraf. I have been following your SIMO articles for some time now as part of my research process on the company, and opened a small position recently. Nice pop yesterday, and hope it keeps going.
    Jul 31 10:02 PM | Likes Like |Link to Comment
  • Turn DRIP Investing Into A Value Investing Strategy [View article]
    Hi Tim, great article as always. Perhaps this is unfounded, but one thing that has prevented me from making larger lump sum purchases within a DRIP program is that you have little apparent control over the cost basis at the time of purchase, largely because it could be a week or two between the writing of the check and the shares actually being credited to your account. In your Exxon example, are you viewing drop in oil and natural gas prices to be a longer term event? In any case, buying a dip without fees in a program with dividend reinvestment sounds like a great way to accelerate the compounding effect.
    Jun 6 08:06 PM | Likes Like |Link to Comment
  • Exxon Mobil: 4 Reasons To DRIP This Company [View article]
    Nice article, Tim. I have been in Exxon's DRIP since early last year, and intend to build my position over the next couple of decades for the reasons that you mentioned. It is great to be able to put small amounts into the program without fees, which can be quite a hit for people that don't have much to invest on a monthly basis.
    May 24 06:35 AM | Likes Like |Link to Comment
  • The Dow Hits All-Time Highs, But The Truth Is It Remains Cheaply Valued [View article]
    Chuck, many thanks for this very informative article. Nice to know that there are still some solid bargains out there based on fundamentals. I always learn so much from your thought process and analytical method, and continue to evolve my own strategy in light of your approach.
    May 16 11:50 AM | 3 Likes Like |Link to Comment
  • The Dividend Income Magical Mystery Tour [View article]
    I'm 30 and I am pretty much fully invested in large-cap dividend growth stocks, though I always try to set aside around 10% or so in cash to pick up any bargains that come along. On average, I would have a larger pool of cash if I weren't committed to three DRIP programs (XOM, PG and DUK), but the monthly contributions help keep me disciplined toward the overall goal of constantly increasing dividend income over the long haul.
    May 13 04:44 AM | 1 Like Like |Link to Comment
  • The Dividend Income Magical Mystery Tour [View article]
    Glad that I could contribute to the comment feed here. What still stands is that the results are quite amazing despite having done nothing after original purchase.
    May 7 10:49 AM | Likes Like |Link to Comment
  • The Dividend Income Magical Mystery Tour [View article]
    RS, if I'm not mistaken, the share prices you have used for the 1994 prices are already split-adjusted. Thus, you have over-estimated the capital gains and dividend stream by a factor of four. It means that the current value for the entire portfolio would be approximately $400k rather than the nearly $1.6M that you note in the table. Also, if you have used the split-adjusted prices to start with, it means that you don't have 4000 shares of each today at today's prices, as you would have only been able to afford 250 shares of each stock to begin with in 1994 with $65k if you used the share prices at face value. i.e. to be able to afford 1000 shares of each in 1994 prices, you would have needed $260k, not $65k. This means that your results for the dividend stream would be just south of $12k per year, not the nearly $48k as you state.

    That being said, it is still 18% YOC, but not quite the bumper nominal results that are reported in the article. My apologies if I am wrong, but I crunched the numbers and I can't come to a different conclusion.
    May 7 05:28 AM | 5 Likes Like |Link to Comment
  • A Start-Up Dividend Portfolio For Beginners [View article]
    Great article as usual, RS. I own them all except for JNJ - currently waiting for an entry point on it. Love all your articles, and will look forward to seeing how this portfolio is updated in the future.
    Apr 10 10:57 AM | 1 Like Like |Link to Comment
  • DRIP Investing: How To Actually Invest Only A Hundred Dollars Per Month [View article]
    I'm enrolled in the DRIP plans of XOM, PG, and DUK. None of them charge any fees to purchase shares, and will reinvest the dividends free of charge. Although it's a slow process, it's enjoyable just to watch the dividends increase quarter-by-quarter.

    To me, rather than a primary way of investing, so far they have been a way of investing small amounts ($100/month per stock, say) that I would otherwise probably be wasting on stuff I don't need.
    Jan 7 02:35 AM | Likes Like |Link to Comment
COMMENTS STATS
18 Comments
17 Likes