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rnsmth

rnsmth
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  • General Electric To Return 50% More Cash To Shareholders In 2013 [View article]
    Share repurchases do not return cash to shareholders.

    Dividends return cash to shareholders
    Feb 18, 2013. 10:38 AM | 11 Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    I do not see much of a problem with running a project portfolio with different rules than one's personal portfolio. I have two strategies with our portfolios and do not have a problem because the goals and rules for each strategy are different. Many of us who are growth and income investors seem to be able to handle that.

    I just re-read the article. Mike refers to this as a project in the article. It certainly is that. The word experiment started being used comments. In a strict sense it is not an experiment, but given everyday common usage of that word, what's the problem with calling it that?

    As I re-read the article, I looked for the release of personal financial information that should not be shared. I missed any that went far beyond the type of information that is regularly shared by authors and commenters here in SA, like David Van Knapp's demonstration DG portfolio or Chowder's links to and discussion of the Project 3 million portfolio, as two examples. Maybe there were greater and more dangerous details included that I missed, though.

    I congratulate Mike for taking on this project and wish him great success, both as an investor, a writer and now as an educator who is putting some of his cash on the line and online.

    Thanks again!!
    Dec 21, 2014. 08:25 AM | 10 Likes Like |Link to Comment
  • The Real Nifty 50 For Dividend Growth Investors [View article]
    The fund underperforms most public dividend growth portfolios when it comes to dividend yield, with a current yield of 1.8%. That is less than 50% of the current yield of the dividend growth portion our our portfolios.
    Nov 18, 2014. 09:11 AM | 10 Likes Like |Link to Comment
  • Let's Talk About The Nifty Fifty And Dividend Growth Investing [View article]
    It seems to me, now that Swedroe has not been posting articles, that some of the folks who used to agree most vociferously with him are finding other places to post those thoughts.

    Also seems to me that this article has attracted some of that.
    Sep 29, 2014. 11:37 AM | 10 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    Old retired man in Arizona called his daughter the week before Thanksgiving. Said:

    "Your mother and I are getting divorced. After 50 years of marriage we just cannot take it anymore!!!!!"

    Daughter said: "Don't do anything yet. Let me call my brother!!!!!"

    Daughter calls back: "We are coming to visit and talk to you about this decision of yours. We think we may be able to change your minds."

    Old retired man to wife" "The kids are coming for Thanksgiving."

    :)
    Aug 31, 2014. 01:54 PM | 10 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    I started taking SS at 62 and I retired then. Between our SS benefits and pensions our expenses are more than covered. It helps to build a wall around our dividend income that allows us to keep reinvesting the dividends until RMD starts, and maybe beyond that in a taxable account.

    Health care until Medicare is covered by my early retirement benefits. I may end up paying a bit of the premium in two years, depending on what the increases are during that time period.

    I chose early retirement due to medical reasons - my wife has a degenerative, genetic retinal disorder and is slowly going blind. There are some things in the world she wants to see before that happens. Next year it is Spain and Portugal.
    Aug 26, 2014. 12:06 PM | 10 Likes Like |Link to Comment
  • How Do You Hold Cash When Realty Income Or AT&T Are Available? [View article]
    If one is reinvesting growing dividends, as I am, then one is investing more each year.
    Aug 13, 2014. 05:56 AM | 10 Likes Like |Link to Comment
  • Retirees: Carefully Traversing The Income Balance Beam [View article]
    Adam, this was an excellent article that emphasized that the balance would be different for different investors with varying circumstances. Well done!

    For me, pensions and social security cover the fixed income part of the balance beam - and all of ours receive an annual cost of living increase. David Van Knapp wrote and excellent article focused on John Bogle's notion to capitalize those income flows and perhaps treat that as the fixed income part of retirement assets.

    Because if this, the allocation in our investment accounts is 100% stocks and all of those pay dividends - and increase them on an annual basis. Those that do not get sold and replaced.
    May 22, 2014. 09:45 AM | 10 Likes Like |Link to Comment
  • How To Get The Most Out Of Dividend Growth [View article]
    Dale, IMO you went over the top in this article and I have lost a lot of respect for you.
    Mar 12, 2014. 10:41 PM | 10 Likes Like |Link to Comment
  • Apple Screwed Up Big Time [View article]
    <<The only way to keep out competitors is to floor the price low enough so competitors can't afford to enter or stay in the market. >>

    That is incorrect. The only way to keep competitors out is to provide the best user experience and the best ecosystem for users. This is why the overwhelming of Apple device buyers stay with Apple, it is why many users switch from other platforms to Apple, and it is why Apple earns the majority of profits made in the total cell phone manufacturing industry.
    Jan 1, 2014. 11:43 AM | 10 Likes Like |Link to Comment
  • A Strategic Shift In My Dividend Portfolio [View article]
    Tim, please name the REIT and utilities that you sold.
    Dec 26, 2013. 07:41 AM | 10 Likes Like |Link to Comment
  • How Investing In Dividend Champions At Sound Valuation Reduces Risk And Increases Return [View article]
    Stephen, the age thing makes a difference. I have just turned 62 and today is my last 1/2 day at work.

    Ron, new retiree
    Nov 8, 2013. 09:57 AM | 10 Likes Like |Link to Comment
  • REITs: Why The Dividends Are A Mirage [View article]
    Ah, the old dividends paid = loss in capital canard.

    Just keep on believing that and I will keep on investing in dividend growth companies, including some REITS
    Mar 4, 2013. 08:48 AM | 10 Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    << Of course for some strange reason he thinks that with SPY he needs $6M.>>

    Strange reason? Look at the dividend yield of the SPY.

    Not strange at all.
    Jan 22, 2015. 09:17 PM | 9 Likes Like |Link to Comment
  • What You Can Do To Perhaps Avoid Dividend Cuts [View article]
    <<Who knew that energy might be the subject of declining earnings and dividend cuts, holds and eliminations? Not me. How much warning did we get? Should we have avoided all energy stocks? If things get rough for the next several years for energy companies, should we avoid energy stocks for the following 10 to 20 years? >>

    Which energy companies have announced dividend cuts, holds and eliminations? What energy sectors are those companies in?
    I am considering adds to large, integrated energy companies and to midstream companies in the near future. I see opportunity.
    Dec 9, 2014. 07:12 AM | 9 Likes Like |Link to Comment
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