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  • The Dividend Champions Have Truly Been Champions [View article]

    A few back-tests of the type (kinda) you are describing (no survivor ship bias) has been done here on SA by different authors using portfolio123, which has the necessary historical data and ability to create screens for growing dividends or whatever you want.

    The one I often look back at was done by Tom Armistead.

    It had some interesting results.
    Sep 5, 2013. 11:24 PM | 3 Likes Like |Link to Comment
  • Intel: Where's Haswell? [View article]
    Please let me/us know when more Haswell convertibles are available. If I'm going to spend $1500+, I'm going to wait for exactly what I want.
    Sep 1, 2013. 01:32 PM | 6 Likes Like |Link to Comment
  • Intel: Where's Haswell? [View article]

    For me, that answer is touch.
    Sep 1, 2013. 01:22 PM | Likes Like |Link to Comment
  • Time To Buy Intel As Big 3 Asian PC OEMs To Start Shipping Bay Trail Tablets By October [View article]
    Studying the Game,

    Can you describe for me how it's inferior or not competitive? I would sincerely appreciate any links you might have. I had read (because I am not an expert either :) that it uses less power and is physically smaller than it's competition. True, it is not integrated within a SOC, but that is not horrible because it's a small, power efficient chip that can be certified easily with multiple cell phone companies, and then put into many different systems with many different processors for many applications (instead of needing to get every version of processor re-certified). I find it disappointing that the Intel LTE chip will be made at TSMC but it will eventually be moved to a Intel fab.
    Aug 30, 2013. 08:23 AM | 2 Likes Like |Link to Comment
  • Target: What A 'Sit On Your Hands' Investment Looks Like [View article]
    Interesting way to look at TGT (assuming 0 growth for 20 years). Strong cash flow should not be ignored. Thanks (and long TGT).
    Aug 29, 2013. 10:21 PM | Likes Like |Link to Comment
  • Intel: Pretty Quiet Out There [View article]
    It may already be in the comments above, but if you missed the announcement on Monday: Multi-mode LTE is close at hand for Intel.

    "Intel will ship multimode LTE capabilities by the end of the month, Intel executives said Monday."
    "Specifically, the XMM 7160 will support 15 LTE bands, with 20 to 30 percent lower power consumption than competitive solutions. The XMM 7160 will also be about 12 percent physically smaller than competing chips..."
    "According to Will Strauss, a digital signal processor analyst with Forward Concepts, Intel’s XMM 7160 chip has been qualified with AT&T and Verizon"

    It's about time.
    Aug 20, 2013. 01:40 PM | 1 Like Like |Link to Comment
  • Social Security Benefit Strategies Against The S&P 500 [View article]

    Wasn't the point of SS that individuals can't responsibly control their own money? There were too many destitute old people because they either weren't financially educated or took too much risk. I thought SS ensured the government didn't end up supporting them after they lost their retirement in poor investments (or had it swindled away).

    Also, (not related to your comment) SS may not be in as bad shape as is generally suspected. Here is an article from the Houston Chronicle.
    Aug 14, 2013. 01:34 PM | 1 Like Like |Link to Comment
  • Buckets, Cisterns, Asset Allocation, And Retirement [View article]
    [Deleted - read Be Here Now's post below about WF PMA accounts].
    Aug 8, 2013. 09:14 AM | Likes Like |Link to Comment
  • Social Security And Dividend Growth Make Up A Complete Retirement Package [View article]
    David Fish has an excellent tool as well :

    It's on the same page as the CCC list, called DCA Model Calculator B.
    Aug 2, 2013. 11:09 PM | 4 Likes Like |Link to Comment
  • Exxon Mobil Is An Outstanding Choice [View article]
    It is hard to wrap your head around just how much oil is consumed today, and what it would take to replace it. To get a better idea of the scale, do a google about cubic mile of oil. There is also a wikipedia page :

    or an easier to understand version :

    A quote :
    The world consumes a little over 1 CMO of oil a year right now and about 3 CMOs of energy from all sources.

    Put another way, we'd need to equip 250,000 roofs a day with solar panels for the next 50 years to have enough photovoltaic infrastructure to provide the world with a CMO's worth of solar-generated electricity for a year. We're nowhere close to that pace.

    But don't blame the solar industry. You'd also have to erect a 900-megawatt nuclear power plant every week for 50 years to get enough plants (2,500) to produce the same energy in a year to equal a CMO. Wind power? You need 3 million for a CMO, or 1,200 a week planted in the ground over the next 50 years.
    The numbers are staggering. Oil is not going away any time soon.
    Aug 2, 2013. 10:31 PM | 4 Likes Like |Link to Comment
  • Exxon Mobil Is An Outstanding Choice [View article]
    XOM management did state that their intention was to have a dividend that was competitive with their peers, and have been raising it more than usual. It's just that like everything XOM, it is done slowly and methodically.
    Aug 1, 2013. 10:26 PM | 1 Like Like |Link to Comment
  • Flight To Quality [View article]
    I found an interesting way to get a partial list of the companies that Value Line rates 1 or 2 for safety.

    Look at the holdings of the First Trust Value Line® Dividend Index Fund (FVD) which :

    - The index begins with the universe of stocks that Value Line® gives a SafetyTM Ranking of #1 or #2 using the Value Line® SafetyTM Ranking System. All registered investment companies, limited partnerships and foreign securities not listed in the U.S. are removed from this universe.

    - From those stocks, Value Line® selects those companies with a higher than average dividend yield, as compared to the indicated dividend yield of the Standard & Poor's 500 Composite Stock Price Index.

    - Value Line® then eliminates those companies with an equity market capitalization of less than $1 billion.

    - The index seeks to be equally weighted in each of the securities in the index. The index is rebalanced on the application of the above model on a monthly basis

    Details :

    FVD Holdings - 155 companies (many companies familiar to me):

    It's been in existence since 2004 so there is history as to how it did during the great recession. The 2009 low still looks scary to me for higher quality companies :( ... but I'll need to ponder on this a little more.

    Anyone else know how to find Value Line 1 & 2 rated companies without a trip to the library (or of course a membership)?
    Jul 23, 2013. 03:38 PM | 3 Likes Like |Link to Comment
  • Dividend Growth Investors: Focus On Valuation Rather Than Price [View article]

    The second Fastgraph of JNJ's "operator earnings" is not right. I think maybe you did a basic earnings graph instead of operator earnings?

    My 2 cents about CVX: I think the odds of CVX trading at a 15 PE in the next 10 years is very slim (the past 10 years the average has been 9.4, lower than it is today at 9.9).

    CVX is interesting because unlike many companies, it's price became disassociated from it's orange earnings line *before* the great recession. To me it seems that EDMP (earnings determining market price) is not holding true for the O&G super-majors. I do not know why.
    Jul 22, 2013. 11:54 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: It's All About Earnings! [View article]

    I am not sure if I have ever commented on one or your articles, but I read everything you write, and appreciate your data driven observations and ability to highlight what the important data is. I have learned a lot about Macro issues and I also found your calming advice during the fiscal cliff about how political processes tend to work out very useful (Being a Canadian living and investing in the US).

    Jul 21, 2013. 11:41 PM | Likes Like |Link to Comment
  • Flight To Quality [View article]

    Two more AAA companies off the top of my head are MSFT and ADP.
    Jul 21, 2013. 10:41 PM | Likes Like |Link to Comment