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  • American Realty Capital Properties Is No Mirage: It's Time To Back Up The Truck [View article]
    "...I expect to see ARCP shares to climb to $15.00 by year-end..."

    How wrong you were -- only took a month or two!

    A belated thanks for this article. I had been watching ARCP for a bit, but this article pushed me off the fence. I started a position the day after it was published, and ARCP hasn't looked back. I didn't back up the truck, but I'm not really a back-up-the-truck kind of guy.
    May 15 04:56 PM | Likes Like |Link to Comment
  • Dividend Bubbles Are Not So Bad (Really) [View article]
    Good reminder, Tim. Thanks. Makes me a little less queasy about buying at today's prices, which I would characterize not as in bubble territory, but rather "somewhat expensive" or "at the high end of the acceptable range."
    May 10 12:09 PM | 5 Likes Like |Link to Comment
  • My Mad Method: What Next To Buy, And Why? May 2013 [View article]
    I'm with you on this one, ScottU, especially for people still in the accumulation years, as pointed out here:
    May 10 11:14 AM | Likes Like |Link to Comment
  • My Mad Method: What Next To Buy, And Why? May 2013 [View article]
    Whenever I read your articles, my primary thought is that there is a lot more "mad" than "method." You've got your somewhat complicated, color-coded spreadsheet and suggest that you are practicing a method, but then you always seem to make the final decisions based on feel, intuition, and hunch. I really don't mean this as a harsh criticism. My approach to my DG portfolio is really not so different. My qualm is really the extent to which you suggest that there is a method to your madness. :-)

    I also happen to think, in this article especially, that you overemphasize the importance of strict parity as a goal. I agree that it is dangerous to let your portfolio get too heavily reliant on a few names, but worrying too much about targeting 3.33 percent for each stock can get in the way of more important goals. It really isn't unreasonable to hold a bit more of some stocks than others.
    May 8 01:19 PM | 9 Likes Like |Link to Comment
  • Not All Dividend Increases Are The Same: A Search For Consistent Proportional Increases [View article]
    This seems to be a very confusing and counter-intuitive way to discuss a pretty simple concept: the dividend growth rate.

    As a company and its earnings and dividends mature, it is inappropriate to expect the dividend growth rate to remain constant or to increase for a long period of time.
    May 7 03:12 PM | 13 Likes Like |Link to Comment
  • Is It Worth Holding Cash And Being Patient? [View article]
    Three words: cash secured puts.
    May 7 11:56 AM | 3 Likes Like |Link to Comment
  • The Dividend Income Magical Mystery Tour [View article]
    Nice job, ksumida. I was suspecting something like this in my earlier comment, but did not have the wherewithal to crunch numbers and really put my finger on it. Looking forward to the author checking facts and responding to your comment.
    May 7 07:54 AM | 2 Likes Like |Link to Comment
  • The Dividend Income Magical Mystery Tour [View article]
    "The impact of stock splits will have a dramatic, if not "magical" effect on our portfolio and our dividend income as you will see in a moment."

    Assuming that all of the figures in your article are correct, you have dramatically illustrated the power of growing dividends. But I am not sure any of this can be ascribed to the splitting of the stocks. If they had not split the stock, is it not fair to assume that the earnings and dividends per share would be approximately (if not exactly) four times higher? In other words, the income generated from 1000 shares of JNJ would have grown from $260 to $10,560 whether or not they split the shares? When the stock is split 2:1, all else being the same, they also halve the dividend per share. The magic is in the earnings growth and in the dividend increases that follow it, not the split.
    May 6 04:44 PM | 3 Likes Like |Link to Comment
  • PepsiCo, IBM And 8 Other Dividend Stocks Raising Payouts [View article]
    I think you mean "risk is inherent." I know probably just a typo, but it looks really awful in bold and highlighted in the first line like that.
    May 3 01:27 PM | 3 Likes Like |Link to Comment
  • Shame On You, Apple [View article]
    Sadly, despite the overwhelming sentiment that this article is absurd drivel, George gets the last laugh here. His comment-bait has worked perfectly....
    May 1 08:05 PM | Likes Like |Link to Comment
  • Shame On You, Apple [View article]
    So you've been donating a lot of your extra money to the government, have you George? Since that is the socially and morally responsible thing to do, whether there are specific laws or not?

    And even if they wanted to, Apple has a duty to mange the money in the shareholders' interests. They are not free to say, hey, let's follow George's lead and give extra shareholder money away!
    May 1 01:23 PM | 2 Likes Like |Link to Comment
  • Shame On You, Apple [View article]
    Spare me, bostonm2000. Apple is doing exactly what every single large corporation can and should (and arguably must) do -- manage its finances. Minimizing the tax burden is a central and routine part of that endeavor. Every single person and business in this country with an accountant pursues that same goal. They are not doing anything illegal, and there is no immorality in not paying taxes that are not required by law.

    By the way, I'm curious, do you pay the state sales tax on your tax return at the end of the year for every item you bought online from out of state during the year?
    May 1 01:12 PM | 54 Likes Like |Link to Comment
  • Shame On You, Apple [View article]
    Oh give me a break. The only thing shameful here is this article.
    May 1 12:45 PM | 107 Likes Like |Link to Comment
  • A Real Dividend Growth Machine: Q1 2013 Review [View article]
    "I received $476 in dividends in Q1 2013, which is a 67% increase over Q1 2012. Of course, some of the increase is attributable to dividends from stocks purchased with new capital, but a sizable chunk comes from companies growing their dividends (all the companies in my portfolio have active dividend growth streaks)."

    Like the article and approach, but gotta call this statement out. I am skeptical that more that 5 to 10 percent of your year over year dividend increase is a result of dividend raises. The very large majority of this increase must have come from dividends associated with new capital. In my own portfolio, I struggle with measuring performance in a way that properly reflects the effects of new purchases, and I haven't found a simple and effective way yet. It is a good problem to have, to be sure. But don't fool yourself that this is a sustainable rate of growth -- when your portfolio is much larger, each new purchase will have a much smaller impact. And unless you precisely measure the effect of new money, you have no basis to say that you "easily outperformed" the S&P.
    Apr 8 01:07 PM | 1 Like Like |Link to Comment
  • This New Budget Proposal May Limit Your Annual Retirement Income [View article]
    Apr 8 11:32 AM | 4 Likes Like |Link to Comment