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rnsmth

rnsmth
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Latest comments  |  Highest rated
  • Dividend Growth Investing: Is It A Strategy Of Cliches? [View article]
    <<Well, that's the issue with picking any individual stocks; you never know when they will become of "bad quality".>>

    If you do an adequate job of monitoring your holdings, there are often signs of trouble before they become of bad quality and have a negative impact on your returns. With a roughly equally weighted of 40 or more stocks, one one stock is going to "crush" your returns, even if you get a negative surprise.
    Jul 9 08:57 PM | 7 Likes Like |Link to Comment
  • Why Utility Investors Are Likely To Get Scorched In The 2nd Half Of 2014 [View article]
    I would love to reinvest my utility dividends at lower share prices for a period of time.
    Jul 7 03:52 PM | 7 Likes Like |Link to Comment
  • You Are Responsible For Your Investing Decisions [View article]
    You have gone off the deep end, I think.
    Jul 6 09:55 PM | 7 Likes Like |Link to Comment
  • You Are Responsible For Your Investing Decisions [View article]
    Taxes, in my view, do not take my property. They fulfill my responsibility as a citizen to do my part in paying for the public goods and services we need to have a good, safe, productive, and just society. I benefit greatly from those things. I am proud to do my part as a citizen to pay for those.

    There will always be disagreement about what level of public goods and services we need. In democratic countries that is why we have elections, to resolve those differences.
    Jul 6 06:09 PM | 7 Likes Like |Link to Comment
  • You Are Responsible For Your Investing Decisions [View article]
    What's with all the political talk?
    Jul 3 06:57 AM | 7 Likes Like |Link to Comment
  • Realty Income's Business Model Is Similar To Mine As A Dividend Growth Investor [View article]
    Doug,

    If the dividend yield is adequate and the dividend rate is growing at an acceptable annual rate then I would not consider dead money. If the fundamentals remain sound I might rather consider an opportunity to keep accumulating shares in undervalued income producers and growers at a good price.

    If total return is the goal, then you have a good point.
    Jun 24 02:08 PM | 7 Likes Like |Link to Comment
  • Our Retirement Income Business Plan - The Legacy Addition [View article]
    Very nice article Bob! You have been very generous with your time, sharing details of your journey into the world of dividend and dividend growth investing and it is clear from your comments that your generosity is appreciated by many. I would go on to say that your generosity with sharing your journey has improved the quality of investment decisions made by many. You have provided a relatively easy to follow and detailed road map.
    May 31 06:58 AM | 7 Likes Like |Link to Comment
  • Do Dividends Lower Stock Prices? Part II [View article]
    <<When one has internalized the belief that dividends = free money, mere facts will not overcome it.>>

    Who believes that? I am a dividend growth investor and I do not believe that. I do know that the dividends are earnings that the companies I own share with me. I also know that they are retaining enough earnings to keep investing in the company so that they can continue to grow our earnings.

    If they are not growing earnings consistently I do not partner with them for long.
    May 28 11:18 AM | 7 Likes Like |Link to Comment
  • Dividend Growth Investing: Creating Your Own Dividend By Selling Shares (Part 1) [View article]
    <<Mike, my point is a minor one. I'm just a bit irritated at a notion pumped by DGI investors, not all, but many, that because their focus is on income growth, that they are somehow insulated from externalities.>>

    First, congratulations on your good results.

    I am a bit irritated at the notion, pumped by TR investors, not all but many, that I use their metrics to evaluate the performance of my portfolio.

    I do not feel insulated from externalities (is that everything outside of my body?). I know that I am invested in high quality companies that have the wonderful habit of increasing their dividends. I know that if any of my companies break that habit, I can sell and replace them. I know that if there is a stock price drop of 20% or more (DLR and AAPL are real world examples) I can choose to buy more at a less expensive price if the fundamentals remain solid and gain greater income and capital gains. In fact, it has worked out well in both those cases.

    I know that by reinvesting dividends, I gain more shares (and income) when there is a correction or bear market.
    May 21 09:00 AM | 7 Likes Like |Link to Comment
  • Southern Company - Another Dividend Hike, But Is There Really Much Appeal Besides Dividends? [View article]
    I know that we, to a great degree, look at companies in isolation evaluating them one by one, but....

    As part of a multi-position dividend growth portfolio SO can work very well. Has in mine anyway. I continue to like the imagery of "portfolio as orchestra," where each player has a role, different roles, in making beautiful music together.
    May 5 08:16 AM | 7 Likes Like |Link to Comment
  • Team Alpha Portfolios For Retirement: When Is Enough, Enough? [View article]
    On enough, this poem by Kurt Vonnegut

    Joe Heller

    True story, Word of Honor:
    Joseph Heller, an important and funny writer
    now dead,
    and I were at a party given by a billionaire
    on Shelter Island.

    I said, "Joe, how does it make you feel
    to know that our host only yesterday
    may have made more money
    than your novel 'Catch-22'
    has earned in its entire history?"
    And Joe said, "I've got something he can never have."
    And I said, "What on earth could that be, Joe?"
    And Joe said, "The knowledge that I've got enough."
    Not bad! Rest in peace!"

    --Kurt Vonnegut
    Dec 25 11:51 AM | 7 Likes Like |Link to Comment
  • 5 Dividend Payers To Consider For 2014 And Beyond [View article]
    sethmc: Do you think most dividend paying companies are going to stop increasing their dividends?
    Dec 25 10:20 AM | 7 Likes Like |Link to Comment
  • Maximizing Profits By Identifying Major Market Turning Points [View article]
    I do not care about maximizing profits.

    I want a reliable and growing income stream from dividends.

    So far I have that.
    Dec 20 05:28 PM | 7 Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    <<The rudeness is only in your imagination.>>

    Nonsense ;)
    Dec 17 10:12 AM | 7 Likes Like |Link to Comment
  • Has General Electric Moved Up Too Far, Too Fast? [View article]
    16% dividend increase announced - 3 cents a quarter

    Doing the happy Snoopy dance :)
    Dec 13 12:11 PM | 7 Likes Like |Link to Comment
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