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AAPL, ABT, EXC, GD, INTC, JNJ, KO, MCD, NSC, O, VZ, XOM
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  • Why Verizon Is Dead Money [View article]
    i would not be selling Rogers here. its the cheapest canadian telco. its trading at discount to intrinsic value due to some short term execution issues and recent spending to secure valuable future assets (NHL hockey rights in Canada and a prime spectrum block). Guy Laurence is a pretty capable CEO, give him some time!
    Apr 29 01:17 AM | 1 Like Like |Link to Comment
  • Exxon Mobil Needs A Big Dividend Hike This Year [View article]
    other than Chevron, not a single company on your list of "comparable" oil & gas majors has the dividend increase track record that Exxon has.

    if you want the "competitive" dividend, go chase it, no one is stopping you. i prefer Exxon's 31 years of consecutive dividend hikes over some meaningless short term hike by 40% then a freeze or cut a few years down the road

    as far as im concerned, the only peer to XOM is CVX, and at 2.7% vs 3.5% their yields are in the same ballpark.
    Mar 7 02:30 PM | 7 Likes Like |Link to Comment
  • Exxon Mobil Needs A Big Dividend Hike This Year [View article]
    i love dividends
    what i love even more than dividends, are growing dividends
    what i love even more than that, are decades of consistently growing dividends
    if there is anything to like more than that, it would be decades of growing dividends at a clip handily beating inflation and then some

    no qualms at all about them having below average yield vs peers. a low payout ratio ensures ability to raise the dividend at a good clip even in recessionary years.

    i'd love a big dividend boost but when the consistency & safety is already there, that's like having a beautiful wife who loves to look nice, and complaining she takes too long to get ready to go out.
    Mar 7 12:33 PM | 7 Likes Like |Link to Comment
  • The Southern Company declares $0.5075 dividend [View news story]
    SO typically doesnt increase the div each year until the May 3 payment
    Jan 18 09:35 AM | 2 Likes Like |Link to Comment
  • Dividend hikes expected as Canadian banks report earnings [View news story]
    "failed to raise their dividends after results either just matched or fell short of estimates"

    just want to clarify any misunderstanding around this statement.

    Canadian banks typically raise dividends semi-annually. TD, BNS, RY, all raised in Q1 so they were not expected to raise last quarter. They are expected to raise this quarter
    Aug 26 01:54 PM | 2 Likes Like |Link to Comment
  • Market Strategy - Why I Sold INTC [View instapost]
    you can put it on a "naughty list" and keep closer eye on it :)

    personally, i sold mine already, as i was already keeping INTC on a short leash. i mean, its not like this is a JNJ or KO which has raised consecutively for 50+ years & in a relatively stable business. INTC's dividend history is not as long, and its industry is volatile.
    Jul 29 10:27 AM | 4 Likes Like |Link to Comment
  • Market Strategy - Why I Sold INTC [View instapost]
    wrong. both google finance and Intel corp website indicates in their past 2 years, the annual raise has been declared shortly after Q2 earnings in July & scheduled for payout in August
    Jul 28 11:03 PM | 1 Like Like |Link to Comment
  • Dividend Challengers: 17 Increases Expected In The Next 11 Weeks [View article]
    sold my INTC yesterday. they're not in a stable enough industry/business to deserve a long leash
    Jul 27 09:06 AM | Likes Like |Link to Comment
  • Market Strategy - Why I Sold INTC [View instapost]
    yesterday upon hearing the declared dividend, i sold half my position for the family funds i manage. my family is in a similar situation with you, less than a decade until retirement and distribution. i loved INTC when the story was the dividend growth. i loved that their management at the time, was committed to raising the dividend. i bought in the high teens & 20s, thus had a 10-15% gain. with the latest freeze, i'm left wondering if Otellini's retirement had something to do with this, and perhaps the new guy is not as committed to the rising dividend

    at this point, within the tech sector, i feel MSFT looks more attractive than INTC. its revenue & profits growth is more predictable, stable, and diversified. MSFT sentiment is somewhat in the dumps after their earnings miss, but over several years, they're still showing solid growth.

    i will also sell INTC in my own account soon, and leaning towards diverting funds towards a mix of MSFT, SO, KMI, and HCP or O. im in my 20s still (turning 30 this year) but it seems i think like a 50 yr old :P

    i enjoy reading your instablog posts. very enlightening! thank you
    Jul 26 01:49 PM | 1 Like Like |Link to Comment
  • Don't Compromise Your Conviction For Dividends-A-Plenty [View article]
    omg the burger can give you a heart attack just by LOOKING at it

    great article on O! im a pretty conservative investor myself so HCP and O are my favorites at this point
    Jul 26 10:40 AM | 4 Likes Like |Link to Comment
  • Intel Corporation (INTC) declares $0.225/share quarterly dividend, in line with previous. Forward yield 3.92%. For shareholders of record Aug. 7. Payable Sept. 1. Ex-div Aug. 5. (PR[View news story]
    prior to last couple years, their schedule for raises has been in the Q1 dividend. they've only been on the Q3 schedule for 2011 (when they raised twice, once in Q1, and once in Q3) and 2012

    technically, since they raise in mid year, they have until end of 2014 to raise the dividend before losing the annual increase title. currently 2013 will be higher than 2012, due to the last raise being in mid year 2012.

    all that being said, certainly not a confidence inspiring move.
    Jul 25 10:21 AM | Likes Like |Link to Comment
  • 7 Banking Stocks To Buy For Current Yield And Future Dividend Growth [View article]
    Canadian big 5 banks review the dividend twice per year, thus usually leading to increases every 6 months, so to claim they are increasing their dividend at low single digits is inaccurate and misleading. You must look at year over year dividend growth rate instead.
    May 22 02:51 PM | Likes Like |Link to Comment
  • Intel Share Price Approaching Overvalued Territory [View article]
    if you're just going to regurgitate analyst expectations & numbers, what's the point of even writing the article.

    since you're discussing Intel, look at Ashraf Eassa's articles on INTC to see how to do a proper deep dive into valuations to present something interesting.
    May 13 01:32 PM | 3 Likes Like |Link to Comment
  • Twenty Dividend Stocks I Recently Purchased For My IRA Rollover [View article]
    DGI isnt buying at the market top. the money was already invested to begin with, he simply took it out of index funds, and re-allocated them to individual stocks. this action is market neutral.

    traders critiquing investor articles makes me laugh. its like the rabbit telling the turtle what to do.
    May 2 01:57 PM | 4 Likes Like |Link to Comment
  • Look Beyond Tomorrow And Buy Exxon Mobil [View article]
    might get a 3% yield on this if a market sell off materializes

    have owned XOM since it was in the 50s/60s a few years ago. sold some when it ran up to 90 the first time, and looking to add to my position again if it gets to 3% div yield. great value here. wont hit it out of the park, but the 1st rule of investing isnt to hit home runs either. XOM is a fortress in an industry filled with speculative & volatile smaller names, and it (along with movers of commodities) are the best ways for conservative investors to get exposure to energy & commodities.
    May 1 04:37 PM | 2 Likes Like |Link to Comment
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61 Likes