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  • Deere lower on 2015 equipment sales guidance [View news story]
    Deere is a cyclically company that has been performing very well over the past few years. Volatile earnings comes with the territory. Dividend growth investors shouldn't shy away from this one, and dips like this may provide good entry points (though DE has been available in the low $80s several times in the past couple of years, so patience may be rewarded). Join discussion of DE as a dividend growth prospect over here:
    Nov 26, 2014. 09:31 AM | 1 Like Like |Link to Comment
  • The Secret Ingredient Of Dividend Growth Stocks [View article]
    So.... the SECRET ingredient of dividend growth stocks is dividend growth? Its kinda right there in the name...
    Nov 12, 2014. 02:21 PM | 3 Likes Like |Link to Comment
  • Dividend Growth Investing IS Total Return Investing [View article]
    stvrob -- I respectfully disagree. Economic growth in no way increases your odds of picking winners among pure growth stocks or your chances of beating my DG portfolio on a total return metric.
    Nov 11, 2014. 02:40 PM | Likes Like |Link to Comment
  • Dividend Growth Investing IS Total Return Investing [View article]
    What I think many total growth advocates often overlook is the degree of difficulty. I would GLADLY be a total return investor if someone would loan me their crystal ball for a couple of weeks. If you can pick pure growth winners with certainty, you'll obviously trounce every other strategy, including DG, by a wide margin. But this is well documented to be a nearly super-human achievement, and your average Joe will never be able to pull it off (a point the author addresses nicely in the article). DG is an incredibly easy, flexible, and forgiving strategy, for all of the reasons mentioned in the article and comments above. I happen to agree with the author that it happens to be the most likely path to superior total returns, but even if it loses to some theoretically successful total return strategy, I'll happily take the shortfall in exchange for the peace of mind that DG allows.
    Nov 11, 2014. 10:36 AM | 5 Likes Like |Link to Comment
  • IBM's 2014 guidance well below consensus; services backlog -7% [View news story]
    Good forum discussion of IBM's dip today over here:
    Oct 20, 2014. 12:37 PM | Likes Like |Link to Comment
  • Is Altria Still A Super Income Stock? [View article]
    The article fails to even mention that MO explicitly targets a payout ratio of 80 percent. And the Yahoo/M* listed payout ratio of 88 percent seems inaccurate. With 2013 earnings of $2.26 and a payout of $1.80, the payout ratio is 79.6 percent. With projected 2014 earnings of $2.51 and a payout of $1.96, the payout ratio is 78.1 percent. Both years are comfortably within the company's explicit targets.
    Aug 29, 2014. 07:11 AM | 9 Likes Like |Link to Comment
  • Bullseye Or Missing The 'Target' For Dividend Investors [View article]
    I appreciate the viewpoint here, but this seems like classic short-term thinking. The right time to buy is when the patient is on the operating table, I think Buffett said. TGT isn't going away, and they will get things turned around. It may take a few years, but when they do, you'll be glad to have picked up shares with such a nice yield.
    Aug 25, 2014. 10:39 AM | 4 Likes Like |Link to Comment
  • Duane Reade stores in NYC get the Walgreens treatment [View news story]
    It would be sad to see Duane Reed go, if that is where this is headed. But as a WAG shareholder, it is nice to see them improve brand recognition and continue to make the right moves! Great discussion of the recent WAG price decline (on the non-inversion news) and of WAG as a dividend growth prospect generally over here:
    Aug 25, 2014. 10:33 AM | Likes Like |Link to Comment
  • Hunting For Bears [View article]
    Of course you'll *eventually* be right in some short-term period, Buyandhold. But as is always the case with playing the timing game, you can still come out behind if you make the call too early.
    Aug 10, 2014. 08:16 AM | 2 Likes Like |Link to Comment
  • McDonald's Is Riskier Than You Think [View article]
    This is pretty weak "analysis." You've done nothing at all to demonstrate that the growth of Chipotle or Panera is coming at McDonalds' expense. And the universe of people eating out is not fixed. Population growth and a secular trend toward eating out more often play important roles. Finally, both CMG and PNRA are far smaller than MCD, making your graphical comparisons misleading.

    Yes, MCD is unlikely to ever be a growth story again, but you need to see the long view. MCD typically goes through years long cycles of expansion and consolidation. MCD has outlasted and dominated counless rivals over the decades, and it would be foolish to count them out now. Indeed, the best time to buy MCD is during these occasional bouts of malaise when the price is down and the yield is up. It may take a while before it bounces back, but when it does, you'll be amply rewarded for seeing beyond the short-term.
    Aug 10, 2014. 08:05 AM | 20 Likes Like |Link to Comment
  • Annaly Capital: The Road To Higher Dividends Begins Now [View article]
    I very much hope you are right! Next dividend announcement should be around September 20, I think.
    Aug 8, 2014. 11:17 AM | 2 Likes Like |Link to Comment
  • New Progresso™ Chili is Heating it Up [View article]
    Can't this sort of thing be filtered out? Should every new flavor of every GIS product really show up as a "Latest Portfolio Headline"?
    Jul 31, 2014. 10:48 AM | Likes Like |Link to Comment
  • New Progresso™ Chili is Heating it Up [View article]
    Can't SA filter this stuff out?
    Jul 31, 2014. 10:44 AM | Likes Like |Link to Comment
  • Does Higher Dividend Growth Lead To Higher Dividend Income? [View article]
    I also appreciate the analysis, but agree with some of the earlier commenters that it is critical to consider or screen for starting yield. The starting yields, combined with the (expected/assumed) dividend growth rates, allow you to determine the "cross-over" point at which the payouts from a LYHG stock will overtake the payouts from a HYLG stock.

    If maximizing your income in a certain time frame is the goal, that is the analysis you'd want to perform. If you are far from retirement and have reason to believe that a company will be able to maintain its unusually high dividend growth rate for a sustained period of time, then so long as the cross-over point is earlier than your retirement date, that might be a good choice.

    But if the LYHG stock will not overtake JNJ (say) for 20 years and you're approaching retirement, then stick with JNJ.
    Jul 23, 2014. 08:39 AM | 1 Like Like |Link to Comment
  • It's Time For AT&T [View article]
    Because that's not how it works.
    Jul 13, 2014. 07:57 PM | 9 Likes Like |Link to Comment