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  • A Simulated Look at the Constituents Inside the MSCI USA High Dividend Index [View article]
    Excellent analysis!
    I look forward to further articles that use backtesting techniques to support a hypothsis.
    On a related subject, I'd like to do some analysis for my own portfolio. What backtesting program did you use?
    Jun 2, 2011. 01:10 PM | 1 Like Like |Link to Comment
  • Financing Retirement: Turning Capital Into Income [View article]
    It's nice to see so many comments to David's article.

    As income investor and a retiree, I fully agree that dividend growth stocks are an essential part of a portfolio, but it’s also important to not overlook callable preferred stocks. These hybrids, with one foot planted in fixed income bond camp and the other foot in equity stocks camp, pay very nice dividends. At the same time, and with proper acquisition timing, can limit downside price risk and reap modest capital gains in addition to the dividends.

    In my mind income investing is spectrum assets, with at one end bonds, moving to preferreds, then to dividend growth stocks. Each of these income producing assets have their limitations, in terms of inflation, risk, asset class and cash flow. But with the right balance, as David and other have noted, one can have a very comfortable retirement cash flow.
    Jul 27, 2010. 02:40 PM | 5 Likes Like |Link to Comment
  • Increasing Dividend Yield Part III: About Preferred Stock [View article]
    What are CEFs? I'm not familiar with this acronym.
    Mar 18, 2010. 12:06 PM | 2 Likes Like |Link to Comment
  • Ackman Expands on His Realty Income Short [View article]
    I agree with Overbet. Dump Scribd.

    On Oct 20 11:27 PM overbet wrote:

    > why are people using scribd it is the absolute worst.
    Oct 21, 2009. 03:01 PM | Likes Like |Link to Comment
  • Markets Punish Dividend Cutters [View article]
    It's interesting to look at free cash flow (FCF) and payout ratios for these companies over the last three years. When FCF is declining y-o-y and the payout ratios is over 50%, It sure looks like a clear warning sign that dividends may be cut, or at least flat.

    While this suggest setting screening criteria to filter for the above, further analysis is needed. It would be interesting to backtest FCF and payout over the last 10 years to determine if there really is correlation to subsequent dividend cuts.
    Nov 26, 2008. 01:48 PM | Likes Like |Link to Comment