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Big Thunder

Big Thunder
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  • Putting Companies On 'Dividend Growth Probation' [View article]
    All we can do is take the available evidence and make our best guess, you know? My feeling is, long-termers are seeing a good opportunity right now. Just a guess, but I have a hunch that with the 3% yield having been achieved, next year they'll begin lowering the DGR to a level more typical of our DG favorites. Of course, that might bring on a freak-out too -- Oh no, they aren't raising like they used to!

    I can't see the daily workings of all of my companies. I hold UTX and do have occasion to ride in Otis elevators, but take a ride in a Sikorsky? Not so much. But TGT, I see what they're doing a few times each month. Before "Tar-zhay", discount shopping was a dreary experience typified by Walmart and Kmart. TGT made it fun. They still make it fun. They were able to do that and keep doing that, and I have confidence that they have the smarts to learn from their mistakes in Canada and work to get it right. I also understand it will take time.
    Jun 13 07:48 AM | 3 Likes Like |Link to Comment
  • Putting Companies On 'Dividend Growth Probation' [View article]
    No, I don't think anyone would have blamed them for a less robust hike. I guess what you see as "give investors SOME good news", I see as "We aren't forgetting the commitment we made to you".
    Jun 12 11:31 PM | Likes Like |Link to Comment
  • Putting Companies On 'Dividend Growth Probation' [View article]
    "... hoping TGT (and its investors) don't regret that humongous hike that smacked as a P.R. move as much as anything."

    Mike! I feel like TGT has got your guts in a pretzel. PR move? They've been double-digit increasing since 2004. They put a priority on the dividend; they said as much, and then they followed through. I forget at what point they said it -- maybe 2 years ago? -- but they said they were aiming to be a 3% yielder. They also said they're cutting back on the buybacks this year in order to stick with their dividend approach. A commitment to the dividend -- this is what DG investors want to hear, n'est-ce pas?
    Jun 12 11:03 PM | 1 Like Like |Link to Comment
  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    "Anyone ever read What Works On Wall Street by James O'Shaughnessey?"

    Yes, me, because you recommended it! It's a long read but the findings are very interesting.
    Jun 11 10:32 PM | 1 Like Like |Link to Comment
  • Target, Time To Buy For A Dividend Growth Investor [View article]
    I like the hike too, and I agree, it definitely instills confidence first that they made it plain in the conference call and then that they made good on it. Still long TGT. :)
    Jun 11 06:23 PM | Likes Like |Link to Comment
  • Target Corporation declares $0.52 dividend [View news story]
    In the Q1 conference call they announced their intention to increase the dividend about as much as they had last year. Very glad to see they carried through with that!
    Jun 11 02:24 PM | 6 Likes Like |Link to Comment
  • Seeking Alpha Celebrates 2MM Real-Time Alerts Subscribers! [View article]
    "To help us celebrate this milestone, please share in the comments section below your favorite real-time alert story - when have our alerts saved you money or helped you make a smarter investing decision?"

    On Feb. 5, SA posted a breaking news item that CVS had decided to stop selling tobacco products. On Feb. 6, after thinking about it, I decided to buy; I got my shares at 65.65. Right now it's over 77, so I have SA to thank for that.

    And while I have SA's ear... any chance you're going to add the capacity to ignore commenters or apply filters? There are at least a few who frequent the kinds of articles I read, who seem to take it as their job to irritate and insult others and add nothing substantive to the comment stream.
    Jun 11 09:59 AM | 9 Likes Like |Link to Comment
  • Target, Time To Buy For A Dividend Growth Investor [View article]
    Yeah, I agree Mike. They put it out there; now let's see whether we end up with wounded heels. :)
    Jun 10 04:01 PM | Likes Like |Link to Comment
  • Target, Time To Buy For A Dividend Growth Investor [View article]
    I'm also interested to see what the increase will be. On the Q1 earnings call on May 21, Mulligan said, "We returned $272 million in dividends this quarter, up from $232 million last year as our $0.43 per share quarterly dividend was more than 19% higher than a year ago. We plan to recommend that our Board authorize another similar increase this summer." He also indicated that raising the dividend is a higher priority than share repurchases.
    Jun 10 03:07 PM | Likes Like |Link to Comment
  • Disney Junior starts to pack a punch [View news story]
    "What netherworld did I wake up in ?"

    lol!

    But their ecosystem of characters does resonate with the preschool set, if my 2 preschool-aged nieces are any indication. I'm at the point where I don't buy them any Sofia or Doc McStuffins merch because I'm pretty sure they have it all already.
    Jun 10 10:33 AM | Likes Like |Link to Comment
  • Dividend Growth Investors: Do They Have A Point Or Is It Too Close To Call? [View article]
    "Here is one point I don't get when it comes to dividend growing zealots."

    Here is one point I don't get when it comes to talking about the dividend growth strategy: why is it that people don't understand that using terms like "zealots" shuts down meaningful exchange of ideas? That it is insulting at the get-go?

    I have said many times in the past: I want to hear the other side of the story. I want to hear critiques of dividend growth investing. I want to hear how retirees handle their sell-off year in and year out, what they have done right and what they got wrong and overall how it's going. I want to hear all about the failures of DG so that I can make informed decisions as I invest. I appreciate it when someone lays out their rationale, if they considered DG and then rejected it, why they did so. I'm investing in high-quality companies, and the vast majority of them pay a dividend. I use that fact to my advantage by selecting the companies that grow the dividend. I don't see why the discussion has to involve insults and disrespect.
    Jun 9 05:51 PM | 19 Likes Like |Link to Comment
  • A Review Of The Dividend Safety Superstars [View article]
    "Since I am still in the accumulation phase, I use the monthly contributions to make a new purchase when enough cash is generated to employ."

    chowder, I agree, although my situation this year has been unusually flush with investable $. We received an unexpected lump sum in December and put all of it to work in Dec/Jan -- LNT @ 51, COP @ 69, KO @ 40, and I think about 8 or 9 other purchases of dividend greats and also a couple of growth-oriented purchases. Then I finally convinced my husband that we need to lighten up on vested RSUs of the company he works for; he's been loathe to sell because this co. has grown like a weed for 4 years, and each time we sell, there's a new high and he feels like we sold too soon. (But we're seriously overweight on it, still.)

    So we've been making purchases frequently here in the first half of the year. I encouraged him to sell enough of the index fund in his 401k to fund 4 buys should we hit some kind of pullback, and I have held back enough cash from one of the sales of vested RSUs for 4 buys in the taxable.

    If we didn't have this season of plenty on us, I would be pursuing my regular fully-invested strategy.
    Jun 9 07:46 AM | 1 Like Like |Link to Comment
  • A Review Of The Dividend Safety Superstars [View article]
    "May you avoid the bummed feeling. :) (but then that means I get the feeling...on and on it goes...)"

    I envision my threshold for deploying the 4-buys money will be sort of low, given my urge to be fully invested! I've been buying all year long.
    Jun 8 11:10 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For A Market Breakout? [View article]
    Jeff, your article is always a must-read every week. I appreciate what you're doing here.
    Jun 8 10:42 PM | 3 Likes Like |Link to Comment
  • A Review Of The Dividend Safety Superstars [View article]
    "The "fully invested at all times" folks wouldn't do it, but to me it makes a lot of sense. I like how you boiled it down for yourself - and obviously it meets your comfort level, which is huge."

    Thanks Mike. My urge is to be fully invested, but I also know I'd be really bummed if a great opportunity materialized and I didn't have resources on hand to take advantage of it. I needed to find some kind of compromise.
    Jun 8 09:18 AM | Likes Like |Link to Comment
COMMENTS STATS
508 Comments
1,004 Likes