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  • Stock Pick For 2014 And A Look Back At The Stellar Performances Of The 2012 And 2013 Picks [View article]
    What dividend will Twitter pay?
    Oct 28, 2013. 04:11 PM | 4 Likes Like |Link to Comment
  • Another Reason Why Dividend Growth Investors Like Price Pullbacks [View article]
    But that first sentence is pretty general and applies to almost all aspects of investing. We all like to agonize about maximizing returns and optimizing strategies. But really, the biggest determinant of how comfortably you'll retire is the timing of larger market trends. Assuming that the amount your invest is the same in each scenario, you'll do great if you invest through deep recessions (with lower stock prices) early in your career and then enjoy a big rally into your retirement years, while you'll do crummy if the reverse happens and stocks are soaring all through your accumulation years only to decline into your retirement years. People don't focus on it much, but much of your "investing" success is tied to the years you happen to be born, saving, and retiring.

    Nonetheless, the bottom line is: if you're going to buy the stocks in any case, you are better off buying them at lower prices.
    Oct 22, 2013. 01:45 PM | 1 Like Like |Link to Comment
  • Zooming Monetary Base Supporting Equity Markets [View article]
    Hmmm. So continued monetary expansion will fuel a gold rally in 2014? So why has gold been off so sharply in the past year while we have seen huge monetary expansion?

    Furthermore, even if the current stock prices are supported primarily by monetary expansion, your advice to not put any new money into the market makes little sense. Your advice is to sit on cash earning nothing while the market continues to run?
    Oct 20, 2013. 09:38 PM | 1 Like Like |Link to Comment
  • AT&T's Hidden Source Of Value [View article]
    Nice article, Dividend Garden, thanks. I think you've hit on the most interesting point about T for me: if earnings really are getting back on track (as evidenced by the the fact that the forward P/E is much better than trailing, as you point out), the stock could really start to move in the right direction again too. Better yet, perhaps we can look forward to better dividend growth than just 4 cents per year!
    Oct 18, 2013. 07:00 PM | Likes Like |Link to Comment
  • The Scariest Thing I've Ever Read About A Bank [View article]
    +1 sthoman. This is easily the dumbest article that I read today.
    Oct 17, 2013. 04:55 PM | 3 Likes Like |Link to Comment
  • Why Dr Pepper Snapple Is Undervalued Right Now [View article]
    Great article Dividend Garden, thanks. My full response is over here: But the short version is that while DPS does indeed fare well on many of the important dividend growth metrics, I believe that there is a reason it is inexpensive relative to its peers KO and PEP. Those are marquee companies with dozens of top-shelf brands each and long proven track records of maintaining and growing their dividends. DPS has a way to go before proving it belongs in their company and trading at similar valuations.
    Oct 14, 2013. 10:11 PM | Likes Like |Link to Comment
  • Big Tobacco Means Big Income, But Should Investors Be Worried? [View article]
    MO explicitly TARGETS a payout ratio of 80 percent. See: If earnings are growing, there is no need to worry about the dividend, and it is certainly not "stretched." For that not to be mentioned in the article is egregious.
    Oct 13, 2013. 10:05 AM | 5 Likes Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio 3rd Quarter Update [View article]
    Appreciate your articles and your approach, but can't help but feel on reading this that you are over-managing your portfolio. Needless trading and churn can be the undoing of long term plans. I don't fault your decision to sell Nike to put that capital to work in a better-yielding stock. but your PSX move makes no sense at all. You state:

    "I wanted to see what kind of dividend policy PSX would develop before I made a decision, and it did recently raise its dividend by 24.8%. When I saw that I thought about bringing PSX up to a full position, but I also knew that PSX, even with the dividend increase, would have a yield of only 2.70%. In the end my desire to increase my portfolio yield over-ruled my pleasure with the dividend increase, and I sold my small position in PSX."

    You were waiting to get more insight about their dividend policy, and they deliver a stellar increase, accompanied by emphatic statements about commitment to the raising the dividend (see post #5 in this thread:, for example), and then you sell? This suggests that you do not have a clear plan or that you are not sticking to it. I agree that 2.7 percent is nothing to get overly excited about, but it is not exactly stingy, either, and if they grow it at above-average rates as it seems they are planning, you will do extremely well over the long term.
    Oct 12, 2013. 10:11 AM | 10 Likes Like |Link to Comment
  • Don't Lose Hope On Philip Morris [View article]
    Lose hope? Who is losing hope? I am loving the chance to accumulate shares of this best-of-breed global cash machine at these prices.
    Oct 9, 2013. 11:11 AM | 3 Likes Like |Link to Comment
  • Aflac: Still Undervalued, Still With Risk [View article]
    Nice article -- I appreciate the balanced look. I'm not sure I agree that it is right to expect better dividend growth out of AFL going forward, even with the healthy earnings and low payout ratio. I certainly hope that they decide to be a bit more generous with the dividend, but nothing in the historical chart you provided suggests that they will do so. For a very long time, Aflac has been very content with a very low payout ratio. I hope the next raise is a pleasant surprise, though. Nice discussion of Aflac as a dividend growth stock here:
    Oct 8, 2013. 08:43 AM | 3 Likes Like |Link to Comment
  • Jim Cramer Is Just Plain Wrong About Annaly [View article]
    Why do you touch your balls after turning away from Cramer?
    Oct 6, 2013. 07:49 AM | 1 Like Like |Link to Comment
  • Philip Morris' Dividend Raise: An Indication Of New Highs To Come? [View article]
    Yeah, $127 to $175 feels overly optimistic to me in the near term, but I also hope that you are right. PM is one of those stocks that is languishing right now, for a variety of reasons, some of which this article discusses. But at some point it is going to have a strong upward move and stay there. The company and its fundamentals are just too good for that not to happen. Meanwhile, we get to enjoy a protracted period where we can accumulate shares at reasonable prices. PM discussion here:
    Sep 30, 2013. 10:58 AM | 2 Likes Like |Link to Comment
  • McDonald's: A Disappointing Dividend Increase [View article]
    Nice article, and I agree -- I'd love to see $90 again for MCD. It would take a serious drop for me to grab shares with new money. My full thoughts about the MCD raise are here: But in short, I think that the raise itself is not nearly as bad as the 5 percent that the headlines are focusing on, but it certainly looks like MCD's dividend growth rate is on the decline for the next year or two.
    Sep 19, 2013. 12:39 PM | Likes Like |Link to Comment
  • McDonald's declares $0.81/share quarterly dividend [View news story]
    Full thoughts about the MCD raise here: In short, the raise itself is not nearly as bad as the 5 percent that the headlines are focusing on, but it certainly looks like MCD's dividend growth rate is on the decline
    Sep 18, 2013. 10:29 PM | 1 Like Like |Link to Comment
  • These 3 Retailers Won't Make It To 2020 [View article]
    I'd add BKS to the list. May take a while to fold, but I just don't see long-term survival.
    Sep 13, 2013. 03:00 PM | 1 Like Like |Link to Comment