Longinvestor

Tough Times for Dividend Investors

Interesting website that you linked for us. Here is an interesting site:
dividendinvestor.com


On Apr 08 02:34 PM David Van Knapp wrote:

> I am happy to see an article on SA that approaches dividend investing
> as an exercise in seeking the best dividend stocks one-by-one, rather
> than than lamenting the news out of S&P about how much stock
> dividends are being cut across the board.
>
> There seem to be two camps forming: In one are those who take the
> general S&P data and conclude that dividend investors are all
> getting slaughtered. There have been several articles in the past
> few days that take this shallow (seekingalpha.com/symbo...)
> approach.
>
> In the other are writers such as myself, Dividends4Life, and Dividend
> Growth Investor, plus the author of this article. We don't dispute
> the general statistics from S&P. But we take the position that
> what I call the Sensible Dividend Investor doesn't invest in all
> of those dividend stocks, but in a select portfolio of the best ones.
>
>
> Each of us has our ways of screening down the thousands of dividend-paying
> stocks to the worthy few, but the goal in the end is to construct
> a portfolio of individual stocks that are unlikely to cut or suspend,
> but rather to grow, their dividend, even in these tough times. It's
> both that complicated and that simple.
>
> Here's my solution: www.sensiblestocks.com...
>
>
> As to ETFs or dividend-oriented mutual funds, I'm not sure why anyone
> would use them--their screens and rules, from what I can see, practically
> insure that they will contain a high percentage of stocks with dividends
> in peril. Many got caught holding banks when attentive individual
> stock-picking would have screened them out ahead of their massive
> dividend cuts. Side-note as to GE: For these purposes, it's in the
> financial sector, and it got trapped just like the rest of the banks
> and financials for its behaviors.

Tough Times for Dividend Investors

The Canadian Conservative? politicians made the trusts market value plument overnight with a tax law. What's the guarantee they won't do it again?
fyi: those that were holding the stock (bag?) when this hit them will take ten years of compounding re-investing just to recoup the loss. Been there. Done that. Don't want a T-shirt...just my money staying out of any (yes US, Canada, etc.) country's "tax free trusts".


On Apr 07 08:56 PM Lightway wrote:

> I forgot to mention, keep in mind that the Canadian Royalty Trust
> tax laws will be changing in 2011, so make sure to re-evaluate them
> yearly to see if they still fit your investing goals.