Will Higher Taxes Bring Dividend Stocks Down? [View article]
Hopefully the polititians of both parties are NOT so stupid as to NOT be TOTALLY aware of the fact that Income (vs growth/capital gains) will become for the foreseable future a much more important component of total return SINCE there is a GLOBAL MACRO and RELSATIVELY faster growing number of persons reaching and (due to longer life expectancy) remaining in the retirement mode of life style who will be (a) relying on INCOME - and GROWIMG INCOME streams from their investment portfolios and (b) converting traditional IRAs and (c) investing more into ROTH IRAs from this year forward due to this year's now allowing for conversion of Traditional to Roth rollovers and especially this year due to the tax advantages to those who wish to convert THIS YEAR to take advantage of spreading the tax implications over the NEXT TWO years. I realize these are all known facts. But I am not sure if the many implications have been discounted by the general or institutional or international investing public - are any international investors focused or aware of U.S. IRA tax implications? - and by only but a few of our wiz kid elected representatives who do not really care since they have their own retirement plan which is significantly more beneficial than any plan they have created for those who the represent.
I believe it might be of interest if you were able to screen out ETFs which since inception did not have an increasing 12 month dividend payout. We all know the Aristocrats have had 25 years of annual dividend payout increases- without exception. One would think that if the managers of ETFs which include the words Dividend and Growing in the title should also have the same profile. In any event, some screen should be used to indicate the "volatility" of the following 12 month actual dividend payout rather than a current yield" based on an annualized return based on the most recent (monthly or quarterly) declared dividend payout. In addition,another way of indicating the volatility of the dividend payout record would be to provide a range of past 12 month dividend payouts as well as the most recent past 12 month payout and yield based on current price. Just some thoughts suggestions.
Open for trading is Credit Suisse's Silver Shares Covered Call ETN (SLVO) with annual fee of 0.65%. The fund is long silver (through the SLV), but forgoes monthly gains in the metal greater than 6%, instead generating income by selling out-of-the-money calls in SLV. [View news story]
I'd like to see the "what if" analysis if one were to employ the same strategy using AGQ instead of SLV
Stock Indexes Slip Below Support Levels [View article]
Speaking of support levels, the last time the DJ Transports 50 day MA crossed below both the simple and exponential 200 Day MA line the index dropped from 5200 down to 3000 in less than 6 months. This has not happened - but next week the 50 day MA line is coming to a double track railroad crossing so the warning lights are flashing. If you shorted the index at the time of the last time the 50 day DJT MA line crossed below (5200) and held until the 50 day crossed back above you would have "covered" at about the 4200 level about nine months later. If Transportation shows bearish potential I believe even Buffett would agree that without a bullish outlook for transportation it would be hard to be bullish on an economic recovery and therefore the other DJ indexes.
Two Income ETF Approaches: High Yield vs. Dividend Growth Rate [View article]
Perhaps it would make sense to own a portfolio of ETFs which have developed and emerging large and small cap international securities with similar profiles.
Post-Crash Peak Price Recovery Time [View article]
Why are you using modern declines for comparing what is at least arguably the worst since the "great depression? And this time it could be worse due to the terrible soveriegn debt issues and the fact that even CHINA is now addressing what might be the biggest real estate bubble of all time? Have you not been listening to the many Nobel economists who just might have some reasons to express caution - such as Joseph Stiglitz (or Krugman) in today's Charlie Rose interview on PBS. The time to recovery for this was from October 1929 to July 1954 - this amounts to a QUARTER of a century - and this does not include the "cost' of the rise in COL. This IS what is relevant. This IS a different economic mess and comes with totally different significantly more explosive GLOBAL political economic dynamics. Based on your time periods, do you REALLY feel that humpty dumpy will be all better again within the 7 years which was the worse of modern times. Or are we in a new ball game?
Is Deflation About to Rear Its Head? Part 2 [View article]
I look forward to your response to tunaman4u2 above Let's say you are retired - fixed income and pension and have a $1,000,000 investment portfolio in an IRA with the usual high quality growth stocks, growing dividend stocks, a few short term high qualiy corporate bonds, etc but you want to allocate an initial 10% - $100,000 - into non trading investments which will be devoted to "pure" deflation outlook investments.
Here's Why Southern Europe Will Not Be Allowed to Default [View article]
THOUGHTFUL comments have been made by many - but two of the more ‘in depth” reports come from Marko Papic & Peter Zeihan “Germany’s Choice: The situation in Europe is dire and the report discusses the depth of the crisis the europeans face across the board and that any European Central Bank liquidity measures are only stopgap measures. Likewise, John Mauldin provides an “Outside the box” February Economic report by London based Simon Hunt suggests that whatever global economic recovery will disappoint innthat growth will slow duringthe first half of this year and a “new” global recession - part of the “ongoing depression” - will begin by 2012-3 (the bad news) and will unlikely begin a new period of sustainable growth until 2018 - at the earliest. Greece is not a “quick fix” problem as the markets seem to be discounting it today (UP 160 points) vs past 3 weeks (down 600 points).
Which Dividend Stocks Are Relatively Safe? [View article]
To what extent would (A) Percent of COVERAGE of quarterly and annual dividend payouts along with (B) a record of quarterly and annual increases in EPS for past 5 years be to help screen for those investors investors significant superior risk adjusted (Vs the S&P500 index) "Total Return" from ability of company management to generate Consistent Growth (in investment value) plus Consistent Growth in Income Payout. Maybe Hao Jin could look into this?
An Interesting Alternative To Boring International Dividend ETFs [View article]
Another subject which does not seem to be addressed by Seeking Alpha contributors is the concept of Risk Adjusted TOTAL RETURN which includes both income as well as capital gain distributions. I would suggest that Seeking Alpha might encourage all contributors writing for SA when including performance numbers to assume - for performance measurement purposes - a REINVESTMENT of all income and other distributions. I would also suggest that all contributors provide date as if it were invested in an tax exempt IRA/401k investment portfolio. Obviously significantly different net after tax returns will vary all over the place depending on the tax bracket of investors investing in their taxable accounts and considering qualified vs non qualified income from dividends and "value of tax losses vs capital gain distributions. Also re the above comments about the yields of CVY and LVL, I DO believe that SA should encourage contributors to use a common "definition" of dividend and yield: Some seem to use (A)The total past "trailing" 4 quarters or 12 months of dividend payouts divided by the current price whereas others use (B) the most recent payout and multiply it by 4 or 12 depending on quarterly or monthly distributions. It would be NICE to know which method is being used or compared. It DOES make a difference. Wile I am at it,I also believe that contributors of articles which discuss dividends might provide a measurement of the standard deviation of the past (up to five years) "Rolling 12 months" of dividend payouts and the range between to high and low measurements as well as the most recent.This will help readers understand the extent to which there is a TREND in terms of dividend payouts over the years. Some like "HIGH YIELDS" others emphasize "Growth of dividend payouts" . There is a difference.
EXCO Resources: Smart Money Believes In This Cheap Stock [View article]
Jaimini: I believe your followers - with an interest in XCO - might be interested in any response you might have regarding Josh Young's comments about the "missing analysis of the breakeven point for XCO's drilling, which is likely higher than the current natural gas price" and any thoughts you have regarding XCO's poor "record in drilling uneconomic gas wells". At least I would. It is hard to believe the 3 sophisticated investors you referenced have not considered such observations - but for whatever reason their Due Diligence researchers have come up with a half full bottle of whisky. Thanks
Will Higher Taxes Bring Dividend Stocks Down? [View article]
I realize these are all known facts. But I am not sure if the many implications have been discounted by the general or institutional or international investing public - are any international investors focused or aware of U.S. IRA tax implications? - and by only but a few of our wiz kid elected representatives who do not really care since they have their own retirement plan which is significantly more beneficial than any plan they have created for those who the represent.
30 High Dividend Stocks and ETFs [View article]
In any event, some screen should be used to indicate the "volatility" of the following 12 month actual dividend payout rather than a
current yield" based on an annualized return based on the most recent (monthly or quarterly) declared dividend payout.
In addition,another way of indicating the volatility of the dividend payout record would be to provide a range of past 12 month dividend payouts as well as the most recent past 12 month payout and yield based on current price.
Just some thoughts suggestions.
Open for trading is Credit Suisse's Silver Shares Covered Call ETN (SLVO) with annual fee of 0.65%. The fund is long silver (through the SLV), but forgoes monthly gains in the metal greater than 6%, instead generating income by selling out-of-the-money calls in SLV. [View news story]
Buy MPLX Today For Dividend Growth [View article]
A Short Covering Rally? [View article]
Top Stock Holdings of Goldman Sachs, JP Morgan and Citigroup [View article]
Most of us need data which is OLD measured in second, maybe minutes - bit not MONTHS old...
Stock Indexes Slip Below Support Levels [View article]
This has not happened - but next week the 50 day MA line is coming to a double track railroad crossing so the warning lights are flashing.
If you shorted the index at the time of the last time the 50 day DJT MA line crossed below (5200) and held until the 50 day crossed back above you would have "covered" at about the 4200 level about nine months later.
If Transportation shows bearish potential I believe even Buffett would agree that without a bullish outlook for transportation it would be hard to be bullish on an economic recovery and therefore the other DJ indexes.
Three Commodity ETFs to Invest Like Jim Rogers: SLV, SGG, RJA [View article]
Two Income ETF Approaches: High Yield vs. Dividend Growth Rate [View article]
Post-Crash Peak Price Recovery Time [View article]
And this time it could be worse due to the terrible soveriegn debt issues and the fact that even CHINA is now addressing what might be the biggest real estate bubble of all time?
Have you not been listening to the many Nobel economists who just might have some reasons to express caution - such as Joseph Stiglitz (or Krugman) in today's Charlie Rose interview on PBS.
The time to recovery for this was from October 1929 to July 1954 - this amounts to a QUARTER of a century - and this does not include the "cost' of the rise in COL.
This IS what is relevant. This IS a different economic mess and comes with totally different significantly more explosive GLOBAL political economic dynamics.
Based on your time periods, do you REALLY feel that humpty dumpy will be all better again within the 7 years which was the worse of modern times. Or are we in a new ball game?
Is Deflation About to Rear Its Head? Part 2 [View article]
Let's say you are retired - fixed income and pension and have a $1,000,000 investment portfolio in an IRA with the usual high quality growth stocks, growing dividend stocks, a few short term high qualiy corporate bonds, etc but you want to allocate an initial 10% - $100,000 - into non trading investments which will be devoted to "pure" deflation outlook investments.
Here's Why Southern Europe Will Not Be Allowed to Default [View article]
Greece is not a “quick fix” problem as the markets seem to be discounting it today (UP 160 points) vs past 3 weeks (down 600 points).
Which Dividend Stocks Are Relatively Safe? [View article]
Maybe Hao Jin could look into this?
An Interesting Alternative To Boring International Dividend ETFs [View article]
I would suggest that Seeking Alpha might encourage all contributors writing for SA when including performance numbers to assume - for performance measurement purposes - a REINVESTMENT of all income and other distributions.
I would also suggest that all contributors provide date as if it were invested in an tax exempt IRA/401k investment portfolio.
Obviously significantly different net after tax returns will vary all over the place depending on the tax bracket of investors investing in their taxable accounts and considering qualified vs non qualified income from dividends and "value of tax losses vs capital gain distributions.
Also re the above comments about the yields of CVY and LVL, I DO believe that SA should encourage contributors to use a common "definition" of dividend and yield: Some seem to use
(A)The total past "trailing" 4 quarters or 12 months of dividend payouts divided by the current price
whereas others use
(B) the most recent payout and multiply it by 4 or 12 depending on quarterly or monthly distributions.
It would be NICE to know which method is being used or compared.
It DOES make a difference.
Wile I am at it,I also believe that contributors of articles which discuss dividends might provide a measurement of the standard deviation of the past (up to five years) "Rolling 12 months" of dividend payouts and the range between to high and low measurements as well as the most recent.This will help readers understand the extent to which there is a TREND in terms of dividend payouts over the years. Some like "HIGH YIELDS" others emphasize "Growth of dividend payouts" . There is a difference.
EXCO Resources: Smart Money Believes In This Cheap Stock [View article]
At least I would.
It is hard to believe the 3 sophisticated investors you referenced have not considered such observations - but for whatever reason their Due Diligence researchers have come up with a half full bottle of whisky.
Thanks