Dividend Growth Investor

http://www.dividendgrowthinvestor.com
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123 Comments

    • Tue Sep 23rd 14:43 PM | Rating: 0 0
      Commented on:
      Obama vs. McCain: Who's Better for Dividend Investors?
      Blair,

      You have the right to cast your vote for the candidate that you believe is best for you. However, your comment clearly states that you haven't read the summary comprehensively.

      The article ( which is also based off a NY Times article) clearly states that Obama would increase the top income tax to 20% since he will have congressional support.
      However, despite the fact that McCain has stated that he will keep the 15% tax, there is a high probability that congress might not be with him on this one - so the top tax on dividends will be much larger than the 20% rate which might happen if Obama were to be elected.

      To put it in other terms, which one is better - to have your dividends taxed at 20% or at more than 20%?

      View article »
    • Tue Sep 23rd 10:01 AM | Rating: 0 0
      Commented on:
      Microsoft: Can't Buy Yahoo? Let's Buyback Stock!
      MSFT definitely looks like a reliable dividend cash machine. Do not ignore it jsut because the current yield is 2% - if the company can maintain at least a 10% - 12% annual increases in dividends over the next decade, the dividend payment would almost quadruple in a little over a decade from now.. How does 8% yield on cost sound to you..
      View article »
    • Tue Sep 23rd 09:49 AM | Rating: 0 0
      Commented on:
      A Tale of Three Pharmaceuticals: Abbott Labs, Pfizer and Eli Lilly & Co.
      Nice review. I reviewed PFE several months ago and concluded that the company should spend its funds not on buybacks but on acquiring other companies with pipelines.
      View article »
    • Fri Sep 12th 16:16 PM | Rating: 0 0
      Commented on:
      Nordic American Tanker: Income Strong, Raises Dividend
      Actually I really got interested in NAT after reading this article. The lowest that the dividend has gone has been .278/quarter in 1998, which is not bad. Most investors in stocks that pay high but fluctuating dividends should also reconsider the idea of yield on cost.

      When you purchase NAT at 40 and you generate $9/year in dividends now that's great news. But what happens if profits drop and DPS goes lower to $1/year? Your yield on cost ultimately drops to 2.5%. The shipping industry has enjoyed a strong boom over the past 5 years. I wonder if there are any shipping stocks which have traded on the US markets for more than 10 years?
      View article »
    • Thu Sep 11th 14:17 PM | Rating: 0 0
      Commented on:
      20 Top High-Dividend Growth Stocks
      NTS and JET1C,

      Thanks for your suggestions. While the tanker stocks do offer high current yields, their management is not committed to paying a consistent dividend check from quarter to quarter.

      The 20 stocks above (with some exceptions) have been raising their payouts to shareholders for more than 25 consecutive years each. The dividend yields are above the market dividend rates. The growth in dividends in most of the stocks in my list above is above average; this will lead to most of them doubling their payment in 5-10 years.

      What would you rather have a high dividend yield now which is erratic or a smaller dividend yield now which is growing rapidly?

      I have found for myself that chasing high yields doesn't work for me. Thus I tend to stay away from tanker stocks and canadian trusts ( which doesn't mean they should be avoided).
      View article »
    • Thu Sep 11th 10:42 AM | Rating: 0 0
      Commented on:
      PepsiCo: Long-Term Growth and Dividend Play
      I am also a big fan of PEP.. It has definitely beaten KO over the past decade..
      View article »
    • Thu Sep 11th 10:41 AM | Rating: 0 0
      Commented on:
      Verizon, Tyco, Kraft Raising Dividends In This Tough Market
      The only stock from that list that has increased its dividends longest seems to be KFT, but its still less than 10 years..
      View article »
    • Wed Sep 10th 14:35 PM | Rating: 0 0
      Commented on:
      Cornerstone's Monthly Dividend Payments: Don't Be Fooled
      What i find amazing is that while the actual NAV has declined steadily over the years there was a disconnect between fundamentals and the market up untill late 2007..
      Is this CEF investing in non-liquid stocks?
      View article »
    • Mon Sep 8th 17:07 PM | Rating: 0 0
      Commented on:
      Fannie/Freddie Bailout 'Disastrous Fiasco'
      Grace,

      I disagree that the nationalization of FNM and FRE is a fiasco. If the FEDs didn't do that the whole US financial market would have collapsed and everyone would have been in trouble.. Don't believe populists such as Jim Rogers that the rich people have been bailed out . Many investors and funds lost money on their FRE FNM positions. But the end of the crisis is near..
      View article »
    • Mon Sep 8th 14:19 PM | Rating: 0 0
      Commented on:
      $300/Barrel Oil Is Coming - Barron's Interview
      Oil will eventually hit $1000/barel.. But humanity would have long before developed their alternative revenue sources by efficiently generating power from the sun, wind, water etc.. In the near term oil could go below $100. The emerging market natural resource party is over. Soon after prices continue to collapse most economies like Russia and Brazil will start begging for mercy again, as they haven't improved infrastructure and are still widely exposed to price fluctuations. They will produce more and more nat resources and this will further depress prices..
      View article »
    • Mon Sep 8th 14:14 PM | Rating: 0 0
      Commented on:
      5 Big Pharma Cash Machines
      Shiv,

      The problem with PFE is the company's inability to increase the future EPS and revenues due to patent expirations and inability to create new blockbuster drugs. The cash position is strong indeed, but any future dividend increases have to come from somewhere.

      It would be interesting to see if the company raises their dividend in 2009..
      seekingalpha.com/artic...
      View article »
    • Mon Sep 8th 13:57 PM | Rating: 0 0
      Commented on:
      Royalty Trusts: Maintaining Income in a Volatile Market
      I wouldn't put all my money in these trusts. Sure oil and gas could go up.. But since these trusts do not pay a stable monthly dividend it tends to fluctuate a lot depending on their monthly operating performance.
      Try buying some dividend aristocrats instead. They would yield 2%-4% now, but the yield on cost is much more probable to grow in the future..
      View article »
    • Mon Sep 8th 13:53 PM | Rating: 0 0
      Commented on:
      New Emerging Asian Currency ETN Focuses on 'Current Income'
      I also consider this fund a risky venture for investors. Most people are being told that the US dollar will be worthless.. So they buy currencies like Euro, yen, pound etc. But these currencies do not offer high yields. So let's go for emerging markets currencies. What could go wrong there?
      The current high yield is there for a reason. When a crisis like the 1997-1998 comes your way and when everyone tries to leave these thinly ( by forex standards) traded currency markets the yields will be even higher. But the principal will be lost..
      View article »
    • Sat Sep 6th 20:58 PM | Rating: 0 0
      Commented on:
      Rescuing Frannie
      Wow I am starting to hate weekends. :-) Of course this would lead to a panic selling monday.. And maybe a bottom?
      View article »
    • Sat Sep 6th 19:40 PM | Rating: 0 0
      Commented on:
      PPG Industries: Attractively Valued
      Mr Dought, please check my disclosure for your questions.
      The dividend is $2.08/share/year which is a pretty decent yield. The company has increased dividends for over 3 decades. The eps is expected to be over $5 in 08 and about $6 in 09. I would say the dividend is well covered.
      The stock has been flat over the past decade but let's face it the S&P 500 has been flat as well.
      View article »
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