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cpa28761

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  • 10 Top Dividend Growth Stocks For Long-Term Returns [View article]
    cos, your post reminds me of the quote, "Nobody ever built a statue to a critic".
    Oct 10, 2011. 09:29 PM | 3 Likes Like |Link to Comment
  • 4 Picks For Income Investors [View article]
    AOD is not going to stop paying any time soon. Its NAV will continue to steadily decrease because its distributions are coming mostly from liquidations of principal. In other words, it bills itself as a dividend CEF, but it is paying distributions that are much greater than the dividends paid by the stocks in its portfolio. You think you're getting income, but most of what they're paying is from selling off the stocks they hold until there will be nothing left.

    http://bit.ly/qogrfY

    Here is how the CEF Association defines "market yield":

    Distribution Yield - Market [or NAV]: Total 12-month cash payments per share, divided by ending market price (or NAV, as appropriate). Such payments may include unknown combinations of income, short- and long-term capital gains, and return of capital. Commonly known as Market Yield.
    Oct 10, 2011. 05:13 PM | Likes Like |Link to Comment
  • 4 Picks For Income Investors [View article]
    I agree with RBL. This was a one-sided presentation covering rewards with no mention of considerable risks.
    Oct 10, 2011. 04:31 PM | Likes Like |Link to Comment
  • 10 Top Dividend Growth Stocks For Long-Term Returns [View article]
    I would not invest (and have not invested) in retail looking for growth. The picks mentioned grew by wiping out their competitors. Now that the competitors are gone and they have saturated the country with stores, there is little opportunity to grow. Their duopolies are safe, but all they can do is to cannibalize existing doors when they open new ones.
    Oct 10, 2011. 02:56 PM | 2 Likes Like |Link to Comment
  • Medtronic: 8 Reasons It's A Long Term Buy [View article]
    Could we say that the Humira patent expiration is baked into the price inasmuch as it is common knowledge? I don't know the answer myself. I wonder what the impact of the Lipitor patent expiration will be on PFE. We will know that this year or early next year. Is it baked into PFE's current price?
    Oct 10, 2011. 08:03 AM | 1 Like Like |Link to Comment
  • Why Dividends Matter In A Changing Market [View article]
    jc, there is no doubt that ED has captive customers like every other utility. However, have you given any weight to the regulatory environment in which ED operates that may not be as shareholder friendly as some other utilities'?
    Oct 9, 2011. 08:18 PM | 4 Likes Like |Link to Comment
  • Becton, Dickinson Offers Dividend And Growth Potential [View article]
    The word is out on this "new" drug. It is not a new concept for MRK or PFE. It is only putting two existing drugs together in a single pill to try to create an illusion of a break thru. MRK already has Vytorin and PFE has Caduet. Neither is of substantive incremental benefit to patients or to shareholders.

    http://reut.rs/pDreCA
    Oct 9, 2011. 08:11 PM | 2 Likes Like |Link to Comment
  • Buy Low, Sell High: 5 Cheap Dividend Stocks To Consider [View article]
    The author stated, "Alcoa is best viewed as a value stock, not a dividend stock."
    Oct 8, 2011. 02:12 PM | 2 Likes Like |Link to Comment
  • Why Dividends Matter In A Changing Market [View article]
    Norman:

    What assurance have you that MCD will ever get back to the price where it will yield your target?

    There are many companies I'd like to buy at lower prices. I'd like to add to my position in CVX at the same $70 I paid in 2008 or the $76 I paid in 2010. I was waiting for $72 and gave up and bought this year at $83. Now it's $94, but it traded as high as $110.

    KO yields less than 3%. Is it a sell? They'll probably raise their dividend and the price will rise to where it yields less than 3% again.

    There doesn't seem to be any assurance that, on any given day, week, or month, whether the market will be up or down. We believe that long-term good companies will reward investors.
    Oct 8, 2011. 01:26 PM | 5 Likes Like |Link to Comment
  • 5 Highest-Yielding Dividend Aristocrat Plays [View article]
    CTL has "robust and increasing" free cash flow only because they are not spending on capital equipment. By comparison, T is making capital expenditures equal to depreciation. I give the edge to T over the long haul.
    Oct 8, 2011. 07:06 AM | Likes Like |Link to Comment
  • Becton, Dickinson Offers Dividend And Growth Potential [View article]
    >>>Having an industry-beating dividend yield of +2% only adds to its attractiveness.<<...

    Interesting, but what does BDX offer the dividend investor that JNJ and ABT do not? Their dividends are much higher.
    Oct 7, 2011. 04:21 PM | 3 Likes Like |Link to Comment
  • Why Dividends Matter In A Changing Market [View article]
    AgAu, there is something to be said for diversification in its many flavors. Owning utilities in addition to a variety of others is one aspect. Owning higher yielding stocks creates immediate income beyond what DG stocks will yield to day. Try running an Excel spread sheet to calculate how long it will take for CUMULATIVE dividends on a stock yielding 3% today and increasing at 8% per year with one yielding 5% today with no increases. I hold RDSB because its dividend need not go anywhere because it's already there at over 5%.
    Oct 7, 2011. 02:57 PM | 3 Likes Like |Link to Comment
  • 7 Cramer Dividend Stocks You Can Buy Near 52 Week Lows [View article]
    Did he state a catalyst for the change?
    Oct 7, 2011. 10:37 AM | Likes Like |Link to Comment
  • Multinational Stocks: A Smart Play In Down Markets [View article]
    An excellent thesis. Growth will be in emerging markets.
    Oct 7, 2011. 09:35 AM | Likes Like |Link to Comment
  • Why Dividends Matter In A Changing Market [View article]
    This must be a great article as I own all of the stocks listed. Some may say the picks lack diversification. PG and KMB are "tissue" companies. The business models of ABT and JNJ are extremely similar. However, I doubt that these are the only stocks David owns and they are not the only ones I own. However, each is a great pick on its own and a principal part of "consumer staples" and "health care" market baskets. MCD is my only restaurant pick. I look at DRI and YUM, but I believe MCD's business model and their execution is far better than that of any competing investment.
    Oct 7, 2011. 08:53 AM | 6 Likes Like |Link to Comment
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