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Dividend Disciple

Dividend Disciple
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  • 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]

    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 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]

    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
  • My Dividend Crossover Point [View article]
    I think I read a long time ago that you focus your portfolio in a taxable account. Is that specifically because you feel that your ability to save, supported by your ability to invest in quality companies that increase their dividends at a significant rate will allow you to have a crossover point sooner in life than the anticipated distribution years for those who utilize tax-free accounts with age limitations for distributions?

    Reading this article prompted me to think about those who leverage multiple account types. Assuming an investor is prudently saving for retirement via a 401k/Roth 401k in order to take advantage of a company match and tax free growth and a Roth IRA for tax free growth - how does that investor manage the end game? i.e. Knowing at some point when their passive income (across all accounts) is exceeding will that investor best manage distributions? How do those who leverage multiple accounts think about the timing of their crossover point vs. the age limitations on those same accounts? What level of dividend income should be concentrated in a taxable account to prevent penalty rates from withdrawals on retirement accounts? Does the tax free growth counter the penalty rates and thus it's an irrelevant point? Does the crossover point fall after the age limitations for many investors anyway? Some rhetorical questions... but interested in how DGI handle this.
    Jun 13, 2012. 10:58 AM | Likes Like |Link to Comment
  • Dividend Contenders: 16 Increases Expected By The End Of July [View article]
    declared record payable amount type
    04/11/2012 05/18/2012 06/10/2012 $0.48 U.S. Currency
    02/06/2012 02/17/2012 03/10/2012 $0.48 U.S. Currency
    10/12/2011 11/18/2011 12/10/2011 $0.48 U.S. Currency
    06/08/2011 08/19/2011 09/10/2011 $0.48 U.S. Currency
    04/13/2011 05/20/2011 06/10/2011 $0.48 U.S. Currency
    02/07/2011 02/18/2011 03/10/2011 $0.425 U.S. Currency
    10/13/2010 11/19/2010 12/10/2010 $0.425 U.S. Currency
    06/09/2010 08/20/2010 09/10/2010 $0.425 U.S. Currency
    04/14/2010 05/14/2010 06/10/2010 $0.425 U.S. Currency
    02/08/2010 02/19/2010 03/10/2010 $0.425 U.S. Currency
    Jun 7, 2012. 11:54 AM | Likes Like |Link to Comment