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  • Apple: Yes To iPad Pro [View article]
    The only things that EVER crash on my iMac are Word for Mac and Excel for Mac. Am very curious about the quality / stability of these iPad apps.
    Mar 29 02:27 PM | 1 Like Like |Link to Comment
  • Total Dividend Return Will Guide My 2014 Investment Decisions [View article]
    Very helpful and level-headed response. Thanks Chowder!
    Mar 10 11:50 PM | 1 Like Like |Link to Comment
  • Here come the tobacco mergers [View news story]
    I doubt it, locutus! Not even sure about LO and RAI. More power to them, I guess, but I'm not sure I see exactly how "the rapid emergence of e-cigarettes" plays a big role in whether they merge. Discuss the possible merger over here:
    Mar 6 10:52 AM | 1 Like Like |Link to Comment
  • Coca-Cola Cheap Considering Its Real Moat: Strategic Checkmate Power [View article]
    Agree -- very nice article that focuses on more than the usual angles of this well-covered stock.
    Feb 23 09:59 PM | 1 Like Like |Link to Comment
  • Putting a number to Target's data breach costs [View news story]
    Target is a very strong dividend growth company, and its recent troubles present a great buying opportunity. It may take a few quarters, or even more, for the ship to turn around, but they'll get back on track and this period of volatility will have been a strong time to get in. Great discussion of TGT as a dividend growth stock here:
    Feb 19 10:23 AM | 1 Like Like |Link to Comment
  • Follow Cisco Into The Fog [View article]
    Interesting article, thanks. I absolutely think the IoT is going to be huge, and the "fog" computing idea that you outline here is certainly intriguing. I am less confident in predicting that CSCO is going to be "the" (or one of the) big winner from that evolution. But all things considered, CSCO seems to me a good bet. They've weathered a lot of headwinds lately, which might make this a good entry point. And happy to collect the solid dividend while we wait to see how it all plays out. Good forum discussion of CSCO as a dividend stock over here:
    Feb 14 03:11 PM | 1 Like Like |Link to Comment
  • Philip Morris: Big News For 2014 [View article]
    Great analysis, thanks. I agree that slowing the buyback for a bit makes sense, but it is a shame to squander the opportunity to repurchase even more shares at these bargain prices. What they do spend on the buyback will have an increased impact given the lower prices, and so it is tempting to want them to spend as much on the buyback as possible. But investments for the longer term are critical as well. I'm pretty confident in PM's management, and would be buying even more at these prices if I weren't already overloaded with tobacco. Good conversation about PM as a dividend growth prospect here:
    Feb 7 09:50 AM | 1 Like Like |Link to Comment
  • My DGI Plan: How I Keep Investing Simple [View article]
    Great article laying out a very sound approach to dividend growth investing -- thanks. I don't think you're going to get many comments arguing that simplicity is a bad thing in its own right. Except maybe for financial professionals who profit by keeping clients scared and confused, nobody is going to argue that complexity itself is valuable. And of course, there can be great and hard-earned wisdom in simplicity. You've got to be good at tuning out the noise to see the simple opportunities sitting in plain sight. Open invitation to everyone interested in dividend growth to join our discussion forum over here: A happy and prosperous New Year to all!
    Dec 31 11:28 AM | 1 Like Like |Link to Comment
  • In Their Own Words: One Retailer To Buy, One To Sell In 2014 [View article]
    I'll be dammed if I'm going to take investment advice from a Penguins fan!
    Dec 25 03:15 PM | 1 Like Like |Link to Comment
  • Are Dividend Growth Investors Doing It All Wrong? [View article]
    Great answer, Tim!
    Dec 14 07:51 PM | 1 Like Like |Link to Comment
  • My Income Portfolio Of 30: 2nd Half Of 2013 Review [View article]
    Completely agree with you that AFL's dividend growth lately has been disappointing, especially given its low payout ratio. It is such a solid company, and may be undervalued at these prices, but yield and dividend growth rate are underwhelming. That said, I think there is plenty of room in a good DG portfolio for both AFL and O and I'm not sure I see the logic in replacing AFL with O. Good discussion of AFL as a dividend growth stock over at Dividend Growth Forum:
    Dec 6 11:33 AM | 1 Like Like |Link to Comment
  • Apple: How Big Can The Dividend Get? [View article]
    The fact that the payout ratio is low (whether measured against earnings or FCF) means a lot less for Apple than for a consumer staples company like PG. Apple's future earnings are much less certain and much less stable than PG's are likely to be.
    Nov 26 02:02 PM | 1 Like Like |Link to Comment
  • Does Your Dividend Portfolio Have Room For A Wild Child? [View article]
    Great perspective on DE, Tim. I posted my thoughts about Deere, looking at the classic dividend growth metrics, over here: But your article really gets to the central point that dividend growth investors need to treat cyclical stocks a little differently. I agree with you that DE has great prospects, but may be a bumpier ride than I want to sign up for!
    Nov 18 09:08 AM | 1 Like Like |Link to Comment
  • Manage Your Own Federal Reserve [View article]
    Nov 6 09:20 PM | 1 Like Like |Link to Comment
  • Cisco Is Trading Below Intrinsic Value [View article]
    CSCO may indeed be an excellent investment (revealed here: But this article fails to convince -- a P/E may fail to properly value a company, but it is certainly not "unfair." And comparing Cisco to the likes of KO and CL to establish that Cisco's P/E is low is a bit silly. Comparing routers to soda is like comparing apples to oranges!
    Nov 4 09:01 PM | 1 Like Like |Link to Comment