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BoomBoom99

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  • Dividend Growth Investors: I Have A Few Questions [View article]
    "The saddest thing about all this endless work required to buy the right stocks, market time them, follow all the quarterly earnings and sales foolishness is that simple indexes like VTI/VXUS consistently outperform over time, pays a dividend and cost are minimal."

    Consistently outperform what over time? Bonds? For sure there is a market for VTI & VXUS but they're not everyone's preference. I have outperformed these index ETFs most of the time and long term but that's secondary to my main focus of consistent, reliable, increasing income stream through dividend growth. There are no ETFs that have provided this for longer than a very short period of time.
    Feb 26, 2015. 10:34 PM | 8 Likes Like |Link to Comment
  • Evaluation Of Wal-Mart And Its Role Within My Portfolio [View article]
    Personally, I can't understand the "hate" on for WMT. I like them and shop there often. I just won't invest in them because of their low yield and now ultra low DGR.
    Feb 25, 2015. 04:26 PM | 1 Like Like |Link to Comment
  • Want To Build A Safe Income Portfolio? Don't Chase Yield [View article]
    Robert,

    The examples I noted are based on distributions in $CAD. As your site is based on $USD the data (and streaks) will likely differ post forex. Also, the tickers are TSE listed and will/may be different on the NYSE and/or the pink sheets.
    Feb 24, 2015. 06:28 PM | 1 Like Like |Link to Comment
  • A KISS Retirement Portfolio That Has Consistently Beaten The S&P 500 [View article]
    Robert,

    Excellent article! I'm a little puzzled with your great recession graph from 2008-2011. You show the downturn as being from the beginning of 2007 to the beginning of 2008. Was the down period not from September 2008 to March 2009?
    Feb 24, 2015. 06:11 PM | Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    Hilo,

    "Smart like tractor. Strong like Einstein."
    I like that one, thanks!

    One of my favourites is:
    "Great minds think alike, fools seldom differ"
    Feb 24, 2015. 05:03 PM | 1 Like Like |Link to Comment
  • Why Warren Buffett Sold Exxon Mobil And Bought Suncor Energy [View article]
    Breege,

    BX appears to be an MLP. The dividends on MLPs have a non-recoverable 35% withholding tax if you're a non-resident. Like you, I found this out the hard way before I sold.
    Feb 24, 2015. 04:44 PM | 1 Like Like |Link to Comment
  • Want To Build A Safe Income Portfolio? Don't Chase Yield [View article]
    Robert,

    Add 7 more Canadian companies to the list of 20% (or more) for 5 (or more) consecutive years:
    Enghouse Systems Limited (ESL.TO) - 2010 to 2014 (current)
    Pason Systems Inc (PSI.TO) - 2004 to 2010 (past)
    Home Capital Group (HCG.TO) - 2003 to 2008 (past)
    Canadian Western Bank (CWB.TO) - 2003 to 2007 (past)
    Corus Entertainment (CJR-B.TO) - 2004 to 2008 (past)
    SNC-Lavalin (SNC.TO) - 2004 to 2009 (past)
    Shaw Communications (SJR-B.TO) - 2003 to 2008 (past)
    Feb 24, 2015. 04:02 PM | 1 Like Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now? [View article]
    Eric,

    You could also say that is a reason to not like Schwab.
    Feb 22, 2015. 06:16 PM | 5 Likes Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now? [View article]
    Chowder,

    I calculate 51% difference, including dividends, from peak to valley for BIP in the great recession (Jan 25-2008 high to Mar 6-2009 low) which is still crappy. That said, they were a new kid on the block back then and now have a 0.7 beta. I would never own BIP all by it's lonesome but they play well with my other holdings.
    Feb 22, 2015. 04:11 PM | Likes Like |Link to Comment
  • Why Income And Value Investors Should Prefer Unilever Over Procter & Gamble [View article]
    MBN,

    I've only owned UL since July 2014. I don't own PG. UL is very well run and has an even greater global presence than PG because of it's prominence in developing countries. That said, like PG, it is a very large, slow growth company with dividend growth in the 7% annual DGR ballpark going forward. Expect slow and steady for both UL and PG. PG is a bit cheaper than UL right now but I feel UL has slightly more upside potential. It wouldn't hurt to own both companies.
    Feb 22, 2015. 03:48 PM | 1 Like Like |Link to Comment
  • Ready To Retire? Do It With A Dividend Growth Portfolio [View article]
    Doug,

    To get around the hassles of K-1's for American investors and 35% withholding taxes on MLP distributions for non-U.S. residents what are your thoughts on buying the ETF AMLP instead of actual MLP stocks?
    Feb 22, 2015. 03:06 PM | Likes Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now? [View article]
    Mike,

    Lots to like about WDL but expect a wild ride. The beta is over 2 and they had 4 negative annual TRs in the past decade. The poor returns in 2008 of -54.6% and -21.4% in 2014 are notable. It might be an ok value play.
    Feb 22, 2015. 02:58 PM | Likes Like |Link to Comment
  • The Dividend Growth Investing Mindset [View article]
    hingroyield,

    With respect to dividends, MLPs are only beneficial for U.S. residents. The withholding tax on distributions for non-residents is 35%.
    Feb 22, 2015. 01:53 PM | Likes Like |Link to Comment
  • Why Income And Value Investors Should Prefer Unilever Over Procter & Gamble [View article]
    For anyone interested...

    The dripinvesting.org site now also has access to a UK based CCC list. UL is shown as a contender with a 14 year streak (I count 15) dating back to 1999.
    Feb 22, 2015. 01:42 PM | Likes Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now? [View article]
    Mike,

    I'm very surprised BIP is rated as speculative. They were spun off of Brookfield Asset Management (BAM) as an LP based in Bermuda in 2008. BAM is still their general manager and retains 41% ownership. I really like BIP's globally diversified assets and solid growth profile. Since 2008 they've averaged 13% in DGR and 33% in TR annually.

    I can see Compass Minerals (CMP) rated speculative as mineral companies are cyclical for sure. CMP is a leading producer in salt and sulfate of potash worldwide. I imagine they sold a tremendous amount of de-icing salt this winter. I don't own CMP but it's high up on my buy list because of it's 10% average DGR over the past 11 years, average TR of 24% and because of it's diversifying effect in a balanced portfolio. CMP did phenomenally well during the great recession with 34% and 46% TRs in 2007 & 2008 while SPY had 5% & -37% TRs.
    Feb 22, 2015. 01:22 PM | Likes Like |Link to Comment
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