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  • The Case For Owning Digital Realty Trust: When Hedge Funds Don't Know What They Are Talking About [View article]
    But he refutes the claim later on:

    "I find it difficult to believe that a large organization would move its servers every year, simply to save on rent. Anything that involves information technology change in most organizations usually is resisted because of the hidden costs of transferring important corporate information. Luckily, the REIT signs long-term leases with its tenants."
    May 13, 2013. 11:47 AM | 3 Likes Like |Link to Comment
  • 4 Big-Name Stocks With Double-Digit Dividend Increases [View instapost]
    Thunk or Thought ;-) Either way, I doubt AAPL will ever reach a dividend achiever status..
    May 10, 2013. 03:39 PM | Likes Like |Link to Comment
  • Warren Buffett Would Not Just Buy And Hold The S&P 500 [View article]
    Tim,

    I am glad you put that statistic here. It took the market until 1936 to reach its 1929, assuming dividend reinvestment.

    When someone tries to prove that the stock market is a bad investment, they always omit dividends but include the destructive power of inflation. I guess works for me, more money for me to make
    May 10, 2013. 03:34 PM | Likes Like |Link to Comment
  • Potential New Dividend Winning Stocks For The Next 20 Years [View article]
    If you do not agree that auto companies are cyclical, then you need to take the time and learn more about their business, the economy and the auto industry. Take the time to look at the 10 year or 20 year trends in revenues, profits, auto sales and how F's competitors did at different points of the cycle.

    Nobody is born knowing everything, the most important thing is to keep learning. If you still do not agree that F is cyclical, then there are much bigger issues you should worry about. Haha
    May 9, 2013. 04:48 PM | 1 Like Like |Link to Comment
  • Potential New Dividend Winning Stocks For The Next 20 Years [View article]
    I honestly doubt that Ford could be a dividend growth winner - as it is a cyclical stock.

    I also doubt if technology companies can maintain being dividend growth payers. The reason is that 20 years from now, we could have a paradigm shift that could render any of these companies obsolete or operating in an environment that could not bode well for cash flow generation.

    However, GE, CSX, WFC would likely pay much higher dividends in 20 years.
    May 9, 2013. 12:24 PM | Likes Like |Link to Comment
  • Vodafone Group Dividend Stock Analysis [View article]
    Hksche 2000,

    The article already answered the questions you had. How about you read an article, then try to phrase your questions in a manner that shows you have specific questions, rather than simply saying that the article is wrong.

    I think you are confused because VOD pays in pence, and you are looking at it from USD perspective. Check the links to the div pmts on VOD site, and see if the annual distirbution increases. Also, omit special dividends

    You are also confused because you look at Yahoo finance, and not the source. How do I know you are confused? You look at Yahoo dividend information and you are stating that the total return calculation listed in the article there was wrong.
    May 3, 2013. 05:32 PM | 4 Likes Like |Link to Comment
  • Twenty Dividend Stocks I Recently Purchased For My IRA Rollover [View article]
    I think he mentioned that the UBTI is negative for OKS. The only issue with holding MLP in IRA is that if there is UBTI, a tax has to be paid on it. I would strongly advise anyone interested in investing to do their research/talk to tax adviser and not taking everything they learn on this site at face value.
    May 3, 2013. 09:45 AM | Likes Like |Link to Comment
  • How To Get $1,000 In BP Dividends Tax-Free Within 10 Years [View article]
    This is pure genius. I like the idea, and even if your projections are overly rosy, failure would mean earning slightly less than $1000 in annual dividends in a decade. Sounds like a win-win for me. Keep 'em comin Tim ;-)
    Apr 30, 2013. 09:51 AM | 1 Like Like |Link to Comment
  • Opportunity Costs For Dividend Investors [View article]
    Hi David,

    I value your comments. What is your opinion on MSFT going forward? I think that the windows franchise is going to be here for a long time, especially since offices are not simply going to give employees tablets to play angry birds, but they would continue buying MS Office - word, excel, acces, ppt, visio etc. Users are used to MSFT products, and it would be difficult to find a replacement for it.
    Apr 25, 2013. 06:38 PM | Likes Like |Link to Comment
  • Opportunity Costs For Dividend Investors [View article]
    So even if you bought Coca-Cola at the highest price for 1987, right before the October 19, 1987 crash you paid somethign like $3.30/share, for a yield of a little over 2%, and P/E of 21. Fast forward 25 years later, your shares are worth over 42 dollars, and dividend is $1.12/share.

    Even if you bought at the absolute top in 1998, and you reinvested your dividends, you should have 1.40 dollars for every $1 invested. OF course, you were buying KO at 60 times earnings, so the fact that you made money is great..
    Apr 25, 2013. 04:52 PM | 1 Like Like |Link to Comment
  • Procter & Gamble Earnings Show Significant Challenges Ahead [View article]
    The stock is fairly priced - it is not undervalued.

    If we get 4% growth for the next few years in EPS ( till 2017), and PG spends 6 billion/year for the next 4 years ( about 75 million shares/year), I expect EPS will be 5.23 in 2017

    NI 11,464.80 $11,923.39 $12,400.33 $12,896.34 $13,412.19
    Shrs 2866.2 2791.2 2716.2 2641.2 2566.2
    EPS $4.00 $4.27 $4.57 $4.88 $5.23

    That is approximately 7% EPS growth/year. Add in a 3% dividend yield, and one can reasonably expect a 10% annual nominal return at a P/E of 20.

    Let's assume 4% net income growth too per year.
    If P/E fell to 15 and stayed there, PG would end up re-purchasing more than 75 million shares/year at $6 billion. (95, 85, 80, 75 mln) Then price would be around 79 - 80 /share in 2017. Then, the only return would be in the form of dividends.

    What am I missing - 4% organic sales growth could translate into more than 4% net income growth. It could translate into less than 4% NI growth if costs go up. Share prices could go up or down... Overall, I think PG is a good long-term investment for those that will hold it for as long as it makes sense. This could be an year, or 30 years.
    Apr 25, 2013. 11:58 AM | 1 Like Like |Link to Comment
  • Newmont Mining Is Now Too Cheap To Ignore With A 5% Yield [View article]
    The table linked by MDLGTO shows that a price of 1100/ounce would make NEM cut dividends to 40 cents/year. However, between 2004 and 2010 the annual dividend was 40 cents/share and gold was firmly below $1000/ounce. Interesting..
    Apr 24, 2013. 06:05 PM | Likes Like |Link to Comment
  • Mix Up Your Relationship Between Dividends And Total Returns [View article]
    Please have some mercy on us. We don't have that much time in a day to read all the articles. ;-)

    You might want to submit to SA just one article per day, if you have already written them for 6 -12 months ahead of time.
    Apr 24, 2013. 05:54 PM | 2 Likes Like |Link to Comment
  • Keeping Track Of A 30 Stock Dividend Portfolio Can Be Easy [View article]
    Good article. Once you analyzed KO, the business model is not going to change drastically over the next year or two. True, the company might do something from time to time like buying or selling bottlers, or introducing "new coke" flavors, but in general it should keep on rollin without much more than an annual analysis update just in case.
    Apr 24, 2013. 02:58 PM | 1 Like Like |Link to Comment
  • Don't Expect Pitney Bowes To Slash Its Double-Digit Dividend Yield [View article]
    Well, the overall market is up also. It could be that the stock went up so much on short covering, not on actualy fundamental factors.
    Apr 23, 2013. 05:26 PM | Likes Like |Link to Comment
COMMENTS STATS
131 Comments
207 Likes