Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
I second that, and one might take inspiration from some of chowder's recent sells...WM, SYY, etc. companies that many DG investors may own, but could be experiencing dividend growth and earnings slowdowns.
My Q4 Portfolio Review - 2012 Wrap Up [View article]
another possible cause for concern about AZN--I noticed it was red flagged on Mr. Fish's most recent CCC list. I realize that the dividends are a bit irregular, but according to the list, it seems that their most recent smoothed dividend increase was 1.79%. Their 5yr DGR is of course higher, but a lower and lower dividend increase could be worrisome.
Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
according to http://bit.ly/W0dPQs Kodak's dividend stagnated in the early 90s at .50 a share, and then was reduced in 1994. if your rule had been to avoid dividend cuts or freezes, you would've sold well before the peak price in 1997, but would've avoided far more pain later on.
Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
Eddie--Wonderful article. You really provided some food for thought, and I enjoyed your Microsoft/Kodak comparison. One thing that would be very helpful for us investors honing our "scientific" side--can you add Eastman Kodak's historical Morningstar chart to this article or as an addendum? I think it would really complete the comparison, as you got me really curious---was there a year where Kodak's earnings markedly trended down? Could an average investor have taken a look at their free cash flow in a particular year, and realized there was a major problem afoot? I'm curious if this occurred before 1997 too.
I consider INTC and LMT to be core stocks within my portfolio. with non-core stocks, I'm referring to stocks that don't currently have a high yield or fit the DG stock profile of a company with a history of dividend growth...some are more oriented towards capital appreciation, some may currently have low yield but high DGR, some are more cyclical plays, etc. they range from BAC to CAT to F to NKE and YUM. none of them are stocks with falling earnings like the companies you listed above.
do you think 70/30 is the right ratio in terms of dollar amount? core vs non core?
Royal Bank Of Canada: The Best Of The Best [View article]
I have been following Canadian banks over the last month and have read a few articles on the frothiness of the Canadian housing market. but how does one reconcile their overvaluation (as you note above in the Financial Times article) with the fact that many of them are under their historic PEs? (and as noted in Fast Graphs)
let's say your core portfolio of stocks are all equally weighted. how should one weight non-core stocks? sometimes I'll pick up a few shares of a stock on a dip, if I think it's being unfairly punished by an earnings report, etc. I'm not sure how it will do, but the value investor in me wants a stake in it. I've done this with NKE, YUM, etc. As a percentage of my portfolio, how much do you recommend I allot towards those stocks?
Retirement Tips Series: 1 - Start Early [View article]
one of the things I find helpful for younger investors (although now that I'm in my 30s, maybe I'm not one anymore, sob!) is also going to personal blogs where people post real live dividend growth portfolios, their recent buys and sells, etc. off the top of my head, there's dgmachineblogspot, passive income pursuit, compounding income, all about interest, dividend mantra, etc. seeking alpha has a ton of info, but it can be a bit intimidating and hard to sift through, and often you read about buys/sells only a few weeks after someone has done so.
if anyone has any blogs to add to this list, please let me know.
Laying Out My BDC Investment Philosophy [View article]
from my observation, PSEC is a pretty volatile stock. I had it on my watchlist last fall, when I saw it drop almost 20% after it issued a secondary offering of 35 million shares. they had just made a previous offering only a few months earlier in July--and the stock tanked 8%. I guess the yield is tantalizing to some, but it scares me a tad.
Royal Bank Of Canada: The Best Of The Best [View article]
thanks for both of your insights. I find BNS's international foothold to be intriguing, as well as BMO's current PE compared to its historical PE. will look into them further.
the prognosis seems dim for 2013, but brighter after that. of course, I can never tell how it will be reflected in the stock price. it's still on my watchlist, for what it's worth--but I'm not planning on chasing price.
Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
My Q4 Portfolio Review - 2012 Wrap Up [View article]
just a thought...
Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
Kodak's dividend stagnated in the early 90s at .50 a share, and then was reduced in 1994. if your rule had been to avoid dividend cuts or freezes, you would've sold well before the peak price in 1997, but would've avoided far more pain later on.
Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
thanks!
Lockheed Martin Corp.: Fundamental Stock Research Analysis [View article]
Managing Your Portfolio - Weightings [View instapost]
do you think 70/30 is the right ratio in terms of dollar amount? core vs non core?
Royal Bank Of Canada: The Best Of The Best [View article]
Managing Your Portfolio - Weightings [View instapost]
Retirement Tips Series: 1 - Start Early [View article]
if anyone has any blogs to add to this list, please let me know.
Laying Out My BDC Investment Philosophy [View article]
Laying Out My BDC Investment Philosophy [View article]
Royal Bank Of Canada: The Best Of The Best [View article]
Short Term - It's Time To Lighten Up On Stocks [View article]
Western Union Is Trading 38% Below Fair Value [View article]
http://on.wsj.com/12N7auH
the prognosis seems dim for 2013, but brighter after that. of course, I can never tell how it will be reflected in the stock price. it's still on my watchlist, for what it's worth--but I'm not planning on chasing price.