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rnsmth

rnsmth
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AAPL, ABT, AGNC, AMRE, APU, ARCP, AVB, BAX, BMO, BOH, BX, CAT, CBRL, CLX, CM, COP, CPL, CSCO, CTL, CVS, CVX, D, DD, DLR, DRI, DUK, ED, FTR, GE, GG, GIS, GOOD, GOV, HAS, HCP, HE, IBM, INTC, JNJ, KMB, KMI, KMP, KO, KRFT, LAG, LLY, MCD, MKTX, MO, MSFT, NLY, NTIOF, O, OHI, PAYX, PEP, PG, REG, RY, SDRL, SDY, SE, SEP, SNH, SO, SPY, STAG, T, TGT, TUP, UN, UTX, VIG, VOD, VZ, WAG, WEC, WFC, WFM, WM, WMT, WU
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  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    I would not buy much of anything paying a 8-9% yield - too much risk
    Aug 11 10:20 PM | 1 Like Like |Link to Comment
  • Frothy Market, Impending Correction - What's A Dividend Growth Investor To Do? [View article]
    Equifinality - check it out.
    Aug 11 06:27 PM | Likes Like |Link to Comment
  • Dividend Growth Investors - Mind Your Own Business [View article]
    <<Another problem with dividends is that they are sticky: they go up, but it takes a 2008 crisis for them to go down. >>

    There have been some good articles on companies in the CCC list that decreased or froze their dividends in 2008-09.

    I suggest you look them up and read them.
    Aug 11 06:22 PM | 2 Likes Like |Link to Comment
  • Procter & Gamble: Low Risk, New Growth Plan, Solid Dividend [View article]
    Morningstar makes that adjustment to historical numbers - at least it did after the recent Apple stock split.
    Aug 11 09:07 AM | Likes Like |Link to Comment
  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    Well, KMP holders will get:

    KMP unitholders will receive 2.1931 KMI shares and $10.77 in cash for each KMP unit.

    The $10.77 in cash will cover the difference in dividends for nine and a half years.

    2.1931 shares*$2.00 = $4.3862

    $5.50 - $4.3682 = $1.1138

    $10.77 / $1.1138 = 9.7 years

    But, it will be longer than that, given 10% annual increases for each of the next 5 years after the 16% dividend increase.

    Hope that makes you feel better
    Aug 11 09:04 AM | 9 Likes Like |Link to Comment
  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    That is fine with me, patience has always been required with dividend growth investing. It is still 16% followed by 10% in 2016, 2017, 2018, 2019 and 2020. This is the best announcement of dividend intentions since WEC announced that they were going to take their payout ratio from about 50% to between 65 and 70% a couple of years ago.

    In other words, for a dividend growth investor (or someone who has a portion of the portfolio in dividend growth stocks), this is golden. If they accomplish that, the per share dividend at the end of 2020 will be a bit over $3.20 a share, up from the current $1.68 a share.
    Aug 11 08:46 AM | 5 Likes Like |Link to Comment
  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    It is not painful for me, as a KMI shareholder. If they in fact do give a 16% dividend increase, followed by 5 years of 10% dividend increases, I will be delighted!!

    The part of the total return that matters to me with KMI is the dividend and the growth of the dividend
    Aug 11 07:41 AM | 14 Likes Like |Link to Comment
  • Dividend Growth Investors - Mind Your Own Business [View article]
    <<Which is completely unrelated to the issue being discussed the subject is the never ending claims that reinvesting dividends is in effect a "free lunch".>>

    No, it is not unrelated to the issue being discussed, which is meeting one's investment goals.

    I do not know anyone who has claimed that dividends are a free lunch. They are income, income that is received without selling assets. It is a transfer of earnings to the owners of the corporation. We buy part of the company, we get part of the earnings. That is the deal.

    Some of us consider it a good deal.
    Aug 10 12:49 PM | 14 Likes Like |Link to Comment
  • Procter & Gamble: Low Risk, New Growth Plan, Solid Dividend [View article]
    << Procter & Gamble is an especially shareholder friendly business. The company repurchased about $6 billion of shares in 2014, and has purchased an average of over $5 billion each year for the last decade. >>

    Why does PG has more shares now than it did in 2004? (morningstar.com, key ratios)
    Aug 9 10:50 PM | Likes Like |Link to Comment
  • Dividend Growth Investors - Mind Your Own Business [View article]
    Another good article Eddie!! Thank you.
    Aug 9 10:32 PM | Likes Like |Link to Comment
  • Dividend Growth Investors - Mind Your Own Business [View article]
    <<Critics propose a combination of strategies. DGI proponents subscribe to and defend one. DGI proponents subscribe to and defend one. >>

    If you have been reading recent articles and comments, you would realize that statement is inaccurate.
    Aug 9 10:31 PM | 5 Likes Like |Link to Comment
  • Dividend Growth Investors - Mind Your Own Business [View article]
    <<<It's truly funny you guys think you are playing 3 card monty (and winning) with the dividend disbursement and reinvestment scheme. >>>

    Well, first it is three card monte, and I would suggest that those who are meeting their investment goals and have a high probability of continuing to meet them are winning.
    Aug 9 10:27 PM | 6 Likes Like |Link to Comment
  • Dividend Growth Investors - Mind Your Own Business [View article]
    << Retiree B. who lives off dividends received 7%+ RAISES in his income during this time period. >>

    Maybe, as long as they were not overweight financials.
    Aug 9 10:23 PM | 2 Likes Like |Link to Comment
  • Why Utility Investors Are Likely To Get Scorched In The 2nd Half Of 2014 [View article]
    <<Investors who had flocked to utility stocks now may be wondering what went wrong, after the sector was the S&P's worst performer in July.>>

    Well, there were no dividend cuts among my utilities and all of them increased their dividends in the past year. So far nothing as gone wrong. I did sell NGG after the ex-div date as I did not want to wait 6 months for the smaller of the two annual dividend payments.

    As for future dividend increases, I will continue to monitor as I do with all of my positions. The ute positions are AVA, LNT, SO, WEC and D.
    Aug 9 09:58 AM | 3 Likes Like |Link to Comment
  • Frothy Market, Impending Correction - What's A Dividend Growth Investor To Do? [View article]
    I would just point out that the two approaches are not mutually exclusive. One's portfolio does not have to be all total return or all income optimization.

    Ours is 87% income optimization, 13% aggressive growth - so there is a decided preference on our part.
    Aug 9 09:43 AM | 5 Likes Like |Link to Comment
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