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rnsmth

rnsmth
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  • Target Or Procter & Gamble For Long-Term Dividends? [View article]
    <<Though perhaps with the rise of our most southern "Obama class" of non citizens this might offer a great opportunity.>>

    What does that mean?
    Feb 5, 2015. 03:46 PM | 14 Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    I do not expect you to change your position, and you do not need to in order to understand the goals and logic of the Project 3 million portfolio. If you read the article the reason, while different than your position, is hardly strange.
    Jan 22, 2015. 09:45 PM | 14 Likes Like |Link to Comment
  • What Likely Happened To Dividend Growth Retirees In The Recession: Another Point Of View [View article]
    <<Yet, no one did that. Most people defended any criticism of the article, but failed to see any issues with anything in the article.>>

    I have criticized Dale's articles before. His writing is not clear and does not lead to logical conclusions that are actionable, given the rambling and contradictory (in my view) nature of his articles. For me they are more noise than signal.

    I have stopped my criticisms and often now just gloss over the articles of his that I do read.

    They do appear to make sense to some and he has followers.
    Oct 26, 2014. 01:01 PM | 14 Likes Like |Link to Comment
  • Retirement Strategy: The Absurdity Of Believing That Dividends Don't Matter In Retirement [View article]
    <<“People think that dividends are found money: they don’t realize it’s just money coming out of the company that could have been used to buy back shares or expand the business.”


    The crux as it relates to dividends is that the lure of dividends is behavioural. >>

    This is the most egregious type of nonsense. I know no one who believes that dividends are "found money". Dividends are the portion of a company's earnings that gets paid to the company's owners. It is behavioral in that it is part of a company's behavior to pay the owners, and it is the owner's behavior to receive their payment.

    "Lure of dividends?" It is a choice on how one wants to be paid. I choose, with 87% of our portfolios, to be paid on a regular basis through the mechanism of my business partners sending me part of our profits.

    It is no more complex than that.
    Aug 13, 2014. 07:33 AM | 14 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, 2014. 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, 2014. 12:49 PM | 14 Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    <<This is a poorly envisioned experiment of dubious value. Other than garnering clicks, I see absolutely no value. It is deeply flawed by design and in execution.


    For click-bait, it is truly a masterpiece. Mike Nadel, you are a maestro. >>

    I would have to disagree with you.
    Dec 20, 2014. 09:42 PM | 13 Likes Like |Link to Comment
  • Dividend Growth Investors Focused On Income Earn Higher Total Returns [View article]
    <<A number of DGIs have written/commented disparagingly of total returns, and the reverse is also true.>>

    There are investors for whom total returns are not of primary concern. Some of them have written about that, often in response to people who have suggested they are less than intelligent for holding that view. I am thinking specifically of Robert Allan Schwartz.

    Different investors have different metrics that have primary importance to them. Investors are not all the same. Chowder has written that total returns will take care of themselves in his core positions, and are more important in secondary and speculative positions.

    Who specifically are you thinking of who have written disparagingly of total returns and total return investors.

    As to Dale's writings, I think he has been deceptive, and that has been on purpose and with full knowledge of what he is doing. I no longer read his articles due to that.
    Dec 13, 2014. 03:00 PM | 13 Likes Like |Link to Comment
  • The Real Nifty 50 For Dividend Growth Investors [View article]
    <<1. Mike chose contributors to his study whose ideas reflected his own, and--surprise--they tend to agree with each other.
    2. Mike has a very thin skin.
    3. Mike got paid well for all the hits.>>

    I think many of us will take issue with your comment. I find it offensive, but maybe that is just me.
    Nov 18, 2014. 02:50 PM | 13 Likes Like |Link to Comment
  • A Strategic Shift In My Dividend Portfolio [View article]
    <<In some ways, it took me way too long to make Coca-Cola one of three central stocks in my portfolio.>>

    I think folks need more than 3 central stocks in their portfolios. I also think utilities should make a core area of most dividend growth portfolios. I currently hold 6: AVA, D, LNT, NGG, WEC, SO. These represent about 10% of my total portfolio. I also hold 4 REITs: O, ARCP, DLR and OHI. These are about 8% of the total.

    I consider 5 of the six utilities are core holdings, and 2 of the 4 REITS.

    I also have a KO position. I think it is wiser to build a symphony as central holdings than a 3 piece jazz combo. My 34 holdings are listed at my profile.
    Dec 26, 2013. 12:23 PM | 13 Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    Selling shares of stock does not generate your own dividends. That is such a wrong-headed statement, it must be one of a fanatic ;)
    Dec 16, 2013. 08:28 PM | 13 Likes Like |Link to Comment
  • My Mad Method: What Next To Buy And Why - February, 2013 [View article]
    Too few stocks, move toward 50 or so positions
    Mar 7, 2013. 10:38 AM | 13 Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    <<That is throwing out an awful lot of babies and bath water (or words to that effect), don't you think? >>

    No.
    Jan 22, 2015. 09:16 PM | 12 Likes Like |Link to Comment
  • Healthcare REITs May Not Post Healthy Returns In A Rising Rates Environment [View article]
    I have owned OHI since October, 2012. Total return since that time is over 65%. Current yield is about 5.7% and the dividend growth rate is exemplary. Yield on cost is over 10%.

    My strategy will be the same whether it continues to go up, goes down by 30-50%, or goes flat for a period time. As long as the dividend appears safe and the dividend growth rate is acceptable I will continue to hold it and reinvest dividends. If those things become seriously in doubt I will sell and replace.

    It is not difficult.
    May 2, 2014. 02:54 PM | 12 Likes Like |Link to Comment
  • Retirees: What Is The Best Choice For A Small Income Portfolio? - Part 2 [View article]
    BH2012

    I have opened all 30 of my DGR positions in the past 18 months

    On a total return basis

    16 are up over 10%

    10 are up over 20%

    5 are up over 30%

    3 are up over 40%

    Dividend growth is up around 10%

    There are an adequate number of good-yielding dividend growers that are under or fairly valued.

    I will have a couple of rollover checks waiting for me when I return from this immediate post-retirement trip. I will be putting the money to work over the next few weeks
    Nov 24, 2013. 08:53 AM | 12 Likes Like |Link to Comment
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