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  • 1 Dividend Stock for the Lull in the Price of Gold [View article]
    MCD is a great company, and I do own it, but I do not expect the same dividend growth rates in the future, as it has done in the past because 10 years ago it's payout ratio was 18%, and this year it will likely be in the 48% range. Future dividend growth will likely follow earnings growth (5 year earnings growth estimated ~10%), unless management has stated they are targeting a higher payout ratio, (been around 50% since 2007) which I have not heard, and would appreciate knowing if anyone else has :)
    Aug 18, 2011. 08:33 AM | 3 Likes Like |Link to Comment
  • Warren Buffett Was Right: Ignore Political and Economic Forecasts [View article]
    I saw an article the other day (I wish I could remember who authored it) that stated never in history has a company grown so large on such a few products. I never thought about it that way, but it might be a factor.
    Aug 12, 2011. 02:27 PM | 2 Likes Like |Link to Comment
  • Lowe's: Dividend Stock Analysis [View article]
    I had been waiting to buy LOW at the 3% yield mark, and picked up a few shares over the last few days. Payout ratio (earnings and fcf) is about 30%, so hopefully there is divy growth many years into the future.

    Thanks for the writeup.
    Aug 12, 2011. 12:58 PM | 1 Like Like |Link to Comment
  • 2 Undervalued Retailers With Huge Upside [View article]
    Buckle also usually pays out a * substantial * special dividend annually that dwarfs their regular quarterly dividiend.

    2010 - $2.50.
    2009 - $2.00.
    2008 - $2.20.

    Great Management. Great Company.
    Aug 11, 2011. 03:05 PM | Likes Like |Link to Comment
  • McDonald's and Pepsi: Safe, Consistently Growing, Solid Yielding Blue Chips [View article]
    I agree with Snoopy1... the overvaluation 10 years ago does not exist today ... in fact for many of the blue chips, it's the opposite (even before the last week or so).
    Aug 8, 2011. 01:25 PM | Likes Like |Link to Comment
  • 5 Dividend Stocks as Bond Substitutes [View article]
    Congratulations on getting your article published. I post rarely (mostly a lurker due to time constraints), but I've read and appreciated many of your posts, and I'm sure I will now appreciate your articles as well.

    I am still a long ways from retirement, but find the knowledge and advice of those who are already retired and going through the process very valuable.
    Aug 5, 2011. 08:45 AM | 6 Likes Like |Link to Comment
  • Dividend Stock Analysis: AT&T [View article]
    I've had a small number of shares for a long time, and was waiting for the iPhone on Verizon pullback that never happened, and now may possibly never happen.

    I plan to hold for now.

    I order and support a large number of communication circuits, and try to stay away from AT&T if possible because their customer service (much is automated) is poor for the needs of the companies I consult for.
    Jul 27, 2011. 01:07 PM | Likes Like |Link to Comment
  • Dividends Will Continue to Roll Higher [View article]
    I hadn't heard that retirees are flocking to dividend stocks ... I have read that there are still large money in-flows to bonds (although I don't understand why).

    I had read that bonds do good when interest rates are falling, not when they are going up. (I'm bond-ignorant ... maybe I misunderstood, but if you own a 4% bond, and new bonds are issued at 6%, you are stuck at 4% because people will pay you less for you 4% bond right?).

    With many large cap dividend growth companies still having historically low PE's, and bonds underforming when interest rates increase, I think there is going to be *higher* demand for dividend growth stocks.
    Jul 22, 2011. 03:33 PM | 6 Likes Like |Link to Comment
  • Why Microsoft Cannot Win the Smartphone OS Race [View article]
    The mobil segment is large enough for multiple dominant players to all be successful. Also remember the business user has different requirements than the consumer.
    Jul 21, 2011. 09:12 AM | 1 Like Like |Link to Comment
  • Bolster Your Portfolio With Dividend Stocks [View article]
    Nice first article! I try to follow the same rules, and own all the stocks mentioned.
    Jul 21, 2011. 08:57 AM | 4 Likes Like |Link to Comment
  • Dividend Superstars for Your Portfolios [View article]
    Thanks for the response Gunny, I really appreciate you taking the time (something I am very low on these days). 55 years is a looooong time, and low debt is always good.

    I see estimated earnings growth (source : fastgraphs) is for 11.1%... that at least gives me hope the dividend could be raised near double digits in coming years, if they can meet that estimate (I haven't found out why they would start growing so much faster than in recent years).

    I am more interested in a growing income stream (the dividend) than capital appreciation ... and the previous 10 dividend increases have been low enough that it's not on my watch list (but seems to be on many others :)
    Jul 13, 2011. 12:32 PM | 1 Like Like |Link to Comment
  • Dividend Superstars for Your Portfolios [View article]
    Can someone explain to me the (somewhat) frequent appearance of GPC in dividend/growth articles. The divy isn't that high (low 3s) I don't see a big divy growth rate (4,2,2,2,4,7,8,7,4,3 % in the last 10 years), payout ratio is getting near low 50s% after being over 60% which is ok, but not great, PE is nothing to write home about (17 or so ... over 15 for sure), 15 year earnings growth rate under 5% ... seems mediocre at best. Is there something I am missing?
    Jul 12, 2011. 02:38 PM | 1 Like Like |Link to Comment
  • Target Corporation: Dividend Stock Analysis [View article]
    I find it interesting because the payout ratio is so low, and the PE is low compared to it's historical PE (near 20). That divy could grow substantially for a looong time with an 5 year estimated earning growth rate of 12%+. It would be nice to know what management's future plans are regaurding their desired target payout ratio.
    Jul 11, 2011. 01:33 PM | 1 Like Like |Link to Comment
  • Building a Model Income Portfolio Sector by Sector: Part 2 - Consumer Staples [View article]
    Great article and series. Thanks.
    Jul 8, 2011. 10:40 AM | 2 Likes Like |Link to Comment
  • 5 Undervalued Blue Chips With Above-Average and Growing Yield [View article]
    I am impressed that dispite ABT's significant dividend increases over the 11 years, the payout ratio has dropped from 49% to 40%. ABT is a cornerstone of my portfolio.

    NVS looks like a company I should be researching further! :)
    Jul 8, 2011. 10:32 AM | 4 Likes Like |Link to Comment