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Dividend Disciple

Dividend Disciple
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  • Why Every Dividend Growth Investor Should Own Kinder Morgan [View article]
    That could be said for any performance metric. When the majority of companies don't do it, I think it stands out as an effort to be more transparent. With any company, there's a certain element of trust. You're trusting the auditors are doing what they are supposed to, you're trusting management and the analysts are making reasonable estimates and conclusions. Keeping following the cash.
    Dec 5, 2014. 02:27 PM | Likes Like |Link to Comment
  • Why Every Dividend Growth Investor Should Own Kinder Morgan [View article]
    Thousands of articles and comments are published on Seeking Alpha that speculate on the future dividend capabilities and estimated declaration amounts of companies. You have to like a company like Kinder Morgan that annually publishes it's budget in advance (including their projected dividend payout and long-term forecast) on their website for accountability purposes. That's taking champion/achiever status to another level.
    Dec 3, 2014. 03:28 PM | 1 Like Like |Link to Comment
  • Utilities Shouldn't Return 18% [View article]
    Great DGI investors think alike. Bought on 11/8/13 at $41.28. Steady EPS, where market fluctuations cause spikes (fear & need for yield) and dips (greed when "cap ex" concerns cause switch to growth), all while a return to slightly upward climbing "norm" is the reality. I collect the dividends all the while.
    Nov 11, 2014. 03:50 PM | 3 Likes Like |Link to Comment
  • How To Identify Your Dividend Investment Goals [View article]
    http://bit.ly/1hPYCuS

    I thought I remembered someone posting a site that allowed users to be able to see which cycles major companies were on. This link revealed a quick result.

    Then I realized the Dividend Champion/Contender/Cha... sheets also have it. Go to dripinvesting.org...every company with a "B" in the quarterly schedule column is on the Feb/May/Aug/Nov cycle.
    Apr 17, 2014. 12:36 PM | 1 Like Like |Link to Comment
  • A Real Dividend Growth Machine: 2013 Review [View article]
    Very thorough update and congrats on the progress. Interestingly enough we are roughly the same age, with roughly the same capital, and made very similar transactions this past year. Dividend Growth Investing - it aint rocket science. Keep it up in 2014!
    Jan 14, 2014. 12:08 PM | 3 Likes Like |Link to Comment
  • My DIY DGI Portfolio Business Plan [View article]
    I to am looking at TGT as a potential candidate, although hoping for a further dip below 62 to pick up a slightly higher initial yield. Given the 50 MA recently dropped below the 200 MA, I'm hoping for a repeat of May-June '11 (last time 50 MA was below 200 MA) when there was a further dip before uptrend.
    Oct 30, 2013. 02:14 PM | Likes Like |Link to Comment
  • HCP, Inc: A Healthcare REIT For My Dividend Growth Machine [View article]
    "After a comparative analysis, I decided that HCP was one of the more attractive investment opportunities."

    I would be interested to see this commentary expanded. Any additional thoughts on being compelled to purchase HCP over the other 4 healthcare REITS mentioned in the article? I am also looking at this niche part of my portfolio and there have been some interesting articles on the other companies. Thanks for the article.
    Aug 9, 2013. 10:13 AM | 1 Like Like |Link to Comment
  • V.F. Corporation: Dividend Stock Analysis [View article]
    2007 - 5.4%
    2008 - 1.7%
    2009 - 1.7%
    2010 - 5%
    2011 - 14.3%
    2012 - 20.8%
    Jan 21, 2013. 12:36 PM | Likes Like |Link to Comment
  • V.F. Corporation: Dividend Stock Analysis [View article]
    http://bit.ly/13WVJiI

    Negative. They've raised the dividend every year for the last 5 years. Always in the 4th qtr.
    Jan 21, 2013. 12:32 PM | Likes Like |Link to Comment
  • The Real False God Of Dividends [View article]
    @john - Because your individual needs vary drastically from the company you are investing in and you are impacting differently by the market compared your stocks. Income (cash) needs are different. Maybe you need more yield. Maybe you need less yield. Maybe your company ran up to a crazy P/E and mgmt is still buying shares when you could be dollar cost averaging into something else for diversification.. there are a million reasons.
    Nov 20, 2012. 09:08 AM | 1 Like Like |Link to Comment
  • The Real False God Of Dividends [View article]
    Take one more step back. You're assuming the company (and accordingly, management) is the best decision maker of the owner's (shareholders) cash.

    How can you discount the shareholders' opportunity/flexibility to spend that cash elsewhere (his company being his life) either by reinvestment in his other businesses (stocks) or himself? What if he is making a total return decision to take one dividend and deploy it better elsewhere?
    Nov 19, 2012. 12:41 PM | 4 Likes Like |Link to Comment
  • Blue-Chip Dividend Growth Stocks Today's Strong Option For Retirement Portfolios Part 2 [View article]
    June was a busy month for me at work with fund-of-fund filings (audit). I'll probably take a look at the June update at the beginning of July.
    Jun 28, 2012. 01:57 PM | 1 Like Like |Link to Comment
  • Shares of Darden Restaurants (DRI) trade 2.5% lower after missing with its top-line in FQ4 and issuing FY13 same-restaurant sales estimates for its three biggest chains a shade below previously announced targets. The company upped its dividend payout to $0.50 a share, bringing DRI's yield up to 3.96%. [View news story]
    "Given our ability to consistently generate strong cash flows, today we announced an increase in our dividend of $0.50 per share payable on August 1, 2012, to shareholders of record at July 10, 2012. We previously paid a quarterly dividend of $0.43 per share or $1.72 per share on an annual basis. Based on the $0.50 quarterly dividend declaration, our indicated annual dividend is $2 per share, an increase of 16%. This equates to a payout ratio on a forward basis of approximately 50% based on the upper end of our fiscal 2013 diluted EPS expectation. We have increased our dividend by 100% over the last 3 years, which speaks to the consistent cash flow we generate and our intent to return more capital to shareholders through dividends." - Earnings Transcript
    Jun 22, 2012. 04:06 PM | Likes Like |Link to Comment
  • Philip Morris Pleases Investors Again [View article]
    To buy at $86 and assume a 10% dividend increase in September (anticipated next increase), gets you to just about a 4% yield on cost.
    Jun 13, 2012. 11:30 AM | Likes Like |Link to Comment
  • My Dividend Crossover Point [View article]
    Went back and read the October 28, 2011 article you linked to in the article above which noted you do leverage a Roth IRA for investing, but is a limited portion of your portfolio due to contribution restrictions.

    Would you focus more of your saving to a taxable account rather than a 401k (which you could rollover later to invest in dividend growth stocks, but would be subject to age limitations on distributions) because of the age requirements for qualified distributions associated with retirement accounts?
    Jun 13, 2012. 11:08 AM | Likes Like |Link to Comment
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