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rnsmth

rnsmth
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Latest comments  |  Highest rated
  • Requiem For Fallen Dividend Aristocrats [View article]
    So, if we have another Great Recession that is worse than anything since the Great Depression, some dividend growth investors may not do well. Folks are chasing yield in companies whose core business is losing relevance (Pitney Bowes, for example), and do not heed the many warning signs, they may have have a bit of trouble with that position.

    Fair enough. It is also the case that some dividend growth investors saw their dividend income increase in 2007, 2008 and 2009.
    Mar 30 08:36 AM | 9 Likes Like |Link to Comment
  • Retired Investors: Is It Time To Consider A New Investment Strategy? [View article]
    DVK,

    I was on a plane ride from the left coast to the midwest in early June. My seatmate noticed I was reading The Single Best Investment on my iPad. She asked me:

    Do you know about the 40 Best Dividend Stocks for 2013 :)

    I told her I did. Then she asked me if I knew about SeekingAlpha
    Jun 30 11:39 AM | 9 Likes Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    Samsung does not report units sold. You are guessing.
    May 19 02:49 PM | 9 Likes Like |Link to Comment
  • Larry Swedroe Positions For 2013: Resist The Temptation To Stretch For Yield [View article]
    Merry Christmas,

    I paid attention to what you said about folks chasing yield. I do not know how you define high-yield, but you mentioned valuation concerns

    So this article sent me scrambling to my dividend stock portfolio. It is a small one, with only 21 positions. It includes a couple of MLPs, a couple of REITS, a couple of integrated oil companies, a couple of utilities, and some of the usual dividend growth suspects - WAG, JNJ, MCD, PG, a couple of Canadian banks, a Canadian telecom, some new payers with very low P/E ratios like AAPL. The dividend yield for this income part of our portfolio is 4.6%. I suspect that may fall into the definition of high yield.

    The median forward P/E is 12.8. I do not see the valuation concern, but I do know that some folks probably do chase yield without consideration for valuation.
    Dec 25 10:00 AM | 9 Likes Like |Link to Comment
  • Is The Bear About To Maul The Bull? Here's How We're Investing [View article]
    Well, the economy seems to be improving. The Fed continues to decrease its purchases by 10 billion a month and the sky has not fallen. I own many of the stocks that Mike listed (but not all), and I reinvest the dividends. If anyone had told me I would continue to invest thousands of dollars a year after retirement (which happened this past November), I would have told them they were crazy.

    If anyone had told me before last year that I would look forward to a 10-20-30% drop in stock prices while continuing to hold the declining shares, I would have told them they were crazy x 2. Yet, here I am. Maybe I am the crazy one, but I think the net result would be a larger increase in income over what it would be absent the significant declines in share prices.

    My strategy is the same in up markets, down markets and sideways markets. We'll see if I still say that when it gets put to the test. I'm betting I will.

    Buy and monitor, sell and replace and occasionally wash the pants with magic pockets.
    Jun 18 09:12 PM | 8 Likes Like |Link to Comment
  • Southern Company - Another Dividend Hike, But Is There Really Much Appeal Besides Dividends? [View article]
    Since the start of 2006, according to FAST Graphs, SO has had an annual return of 7.9% (reinvesting dividends).

    D's is a bit over 11%, WEC's is 14.5%, ED's is 7.4%, AVA 11.2%, LNT 13.5%.

    Those years include the Great Recession.

    That is significantly better than losing.

    I suggest you check the data before making statements like:

    "Anyone holding utilities for 10+ yrs is going to lose. "
    May 5 09:37 AM | 8 Likes Like |Link to Comment
  • With All That Cash, Who Will Apple Buy Next? [View article]
    Apple will spend more acquiring itself than on any other acquisition. It is well withing their core competences to know that their shares are undervalued
    Apr 24 01:48 PM | 8 Likes Like |Link to Comment
  • Dividend Growth Investing 'Is' Total Return Investing [View article]
    <<Ron -- To date, I have assumed yourself to be of average intelligence.>>

    This is part of your posting style that really turns people off. I would encourage you to stop with the passive-aggressive insults and be more straight-forward in your responses.

    My answer was straight-forward and reflects my experience in reading and communicating with dividend growth investors. I was not baiting you. I am sorry that your frame of mind is such that you thought you were being baited.

    You can certainly say that your experience is different than mine in a more parsimonious and harmonious manner.
    Jan 1 02:26 PM | 8 Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    No they are not in the same position.

    A still owns all their shares, which are more than likely appreciating in value.

    B does not own all their shares, having sold a shares.

    For your hypothesis to be correct, dividend stocks would have to continuously lose share price. Instead most of mine have appreciated in share price, in addition to the dividends they have paid me.

    You are too smart, I suspect, to continue to make these inaccurate statements. Usually such a tendency indicates an ideological belief system that seeks or highlights only those facts that only support their ideology.

    Among us scholars in peer-reviewed areas, we refer to that as weak-sense critical thinking skills.
    Dec 17 09:41 AM | 8 Likes Like |Link to Comment
  • What's Your (Dividend Growth) Number? [View article]
    I do not understand some of what you [AlanInTempe] write(s). I am glad that I do not need to in order to meet my goals. I have never had a clear idea of what people mean when they write about alpha.

    I do understand what people mean when they write about a reliable and increasing income stream from investing in financially strong companies that have a habit of increasing dividends each year.

    I do understand what people mean when they write about selling a position when those habits changes.

    I need it simple and simple seems to be working all right.
    Nov 2 06:27 PM | 8 Likes Like |Link to Comment
  • General Electric: A Comment On A Lifetime Investment [View article]
    There are people I know who will never again consider GE due to Jeff Immelt's outright lie about the safety of the dividend shortly before the cut was announced. I understand that.

    I bought GE in December 2012 and the total return so far for my position is just a hair under 10% at the close of the day today. I am fine with holding it and reinvesting dividends here.
    Oct 4 09:07 PM | 8 Likes Like |Link to Comment
  • Dividend Growth Investing Needs Some Loving Too! [View article]
    If it sounds like a white flag to you, that demonstrates the extent to which you are unable to seriously consider a rational point of view that is different than your view.

    This is not a good thing in life.
    Sep 3 09:37 PM | 8 Likes Like |Link to Comment
  • Dividend Growth Investors - Prepare For The Correction [View article]
    I do not know anyone to whom it is all about the dividend. Items like the earnings and revenue growth, dividend growth rate, payout ratios, valuation and other fundamentals are used by every investor I know. Does anyone really know anyone who does not pay attention to this and other important items as they make decisions about what companies to invest in?

    I think any author who asserts that there are a large number of people out there for whom it is all about the dividend is in error.
    May 9 10:44 AM | 8 Likes Like |Link to Comment
  • Dividends Matter If They Matter To You [View article]
    <<A few months after a coworker retired I saw him in a WALMART and I asked how he was enjoying retirement. To my surprise the first thing that he said to me was "When you retire your paycheck stops.">>

    We are retired and get 5 paychecks - three small pensions and two SS benefits. We also get dividends every month, that are being reinvested. Talk about magic pants. Sometimes I feel like the man who robbed the bank at Monte Carlo.

    It is less money than we got when we were working, but it is enough if we continue living the somewhat sensible life that we have always lived.
    Aug 16 05:54 AM | 7 Likes Like |Link to Comment
  • My DGI Plan: How I Keep Investing Simple [View article]
    <<If you desire more income, less volatility or greater returns then you are seeking to outperform the market. >>

    If one desires a higher dividend yield than the overall market, and gets it, then one is outperforming the market on that metric.

    If one desires lower volatility than the overall market and gets it, then one is outperforming the market on that metric.

    If one desires higher total returns than the overall market and gets it, then one is beating the market on that metric.

    and on and on.

    I think the metrics that individual investors pay attention to should line up with their goals, but maybe that is just me.
    Jul 15 09:46 AM | 7 Likes Like |Link to Comment
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