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  • Bogle's Views On Retirement Income [View article]

    For your consideration, please review this link to an article date June 13th 2013 in the Houston Chronicle with the title "Krugman: Retirement benefits are in better financial shape"

    Things are not as bad as all the pundits with their hair on fire would have us believe.
    Jul 18, 2013. 04:17 PM | 21 Likes Like |Link to Comment
  • Retirees: When Harvesting Assets Forecasting Future Earnings Growth Is The Key To Success: Part 2 [View article]

    Good eye, and the answer is why I wish a lot of authors would include the Estimated Earnings and Return Calculator graph in their articles.

    The Earnings and Price Correlated Graph shows the orange line based on the historical earnings PE. For CTRX, the historical earnings growth was 33.2%, so the orange line is drawn at a PE of 33.2. On the Estimated Earnings and Return Calculator graph, the orange line is drawn based on *future* earnings growth, which for CTRX is 20%... so the orange line is drawn at a PE of 20.

    When I first started using FASTGraphs, I primarily used the Earnings and Price Correlated Graph, but I now pay much more attention to the Estimated Earnings and Return Calculator graph to gauge valuation. History is very useful (don't get me wrong), but where the company is going is more important (to me).

    FASTGraphs are great (my investing success has improved so much by using them), and even though I have been a subscriber for years, I am still learning different ways to learn more about the companies I am evaluating :)

    Hope that helps,
    Oct 3, 2014. 10:35 PM | 12 Likes Like |Link to Comment
  • Dave Van Knapp Positions For 2013: Tuning Out Market 'Noise' With Dividend Growth Investing [View article]

    This is the best "Positioning for 2013" article I have read yet. I am very thankful to have discovered DGI investing when I did three to four years ago, and your sensible presentation of the strategy made a big difference.

    Thanks for your contributions, and best wishes for you and yours in the new year.
    Dec 27, 2012. 10:37 AM | 11 Likes Like |Link to Comment
  • Dividend Investors Should Boost Technology Exposure, Be Cautious With Energy [View article]
    I urge anyone who thinks that tech stocks are not worth investing in just because their stock prices have been flat the last 10 years, to take a second look.

    MO was a better investment 10 years ago because it wasn't in a bubble, like almost all tech was. INTC is not vastly overpriced today (in my opinion of course :) Valuation does matter. Tech is cheap now, so now is the time to buy.
    Apr 4, 2011. 10:47 AM | 11 Likes Like |Link to Comment
  • How To Generate Income From Your Nest Egg [View article]
    Although I am... err... older than 26, I have not been self directing my investments very long (2006) and I started with just 10k. I started out following Motley Fool newsletters, so much of my advice is from a poster on their boards named TMF1000, who I came to highly respect.

    - Start small, but don't pay more than 2% commissions. Buy in 3rds. I bought in $750 increments (x 3 = a full position a whopping $2250 :). With small positions you are more likely to buy when the price drops instead of sell in fear or panic. With small positions you can diversify faster so you do not sell or get discouraged when (often temporary) trouble strikes. You are also less likely to sell to lock in profits. If you are having trouble pulling the trigger or holding in rough times, your position sizes may be too large.

    - Go slow. Do not invest saved money at a rate higher than 2 times the rate it took you to save it or replace with your present income. It takes time to build confidence. Single point in time investing can be risky. Learn about your companies. Spread your buys in any single company by at least a quarter to start with.

    - Think long term. Be an investor and not a trader. Invest in companies that are relatively easy to understand at first until your experience grows.

    - Find a community that will help watch your investments (like SA or TMF).

    - If chowder offers help, take it! ;)

    Hope that helps in some way.
    Jul 10, 2012. 11:19 PM | 10 Likes Like |Link to Comment
  • How Is Dividend Growth Investing Like Rental Property Investing? [View article]
    I am both a dividend growth investor, and an owner of residential rental real estate in Houston, TX. The properties I own are in golf communities, have no mortgages, and I treat the rent income very much like a dividend, which currently averages about 5-7% (depending on the property) after all expenses. My rental income has not been going up now for several years, but at least it is stable.

    I have been pondering if selling my rental income property to invest it in dividend growth stocks would be better, but probably wont because as much as dividend stocks disconnect you from the stock market herd, rental income yet another layer of isolation from the madness that is Mr Market. It's on it's own time scale that is glacial compared to the average stock :)

    That said, investing in dividend stocks sure are a lot easier and less hassle than dealing with troublesome renters or damages when hurricanes come along, which happens far too often for me. I also realize I am lucky that house prices and rents in Houston were only mildly impacted over the recent recession.
    Mar 18, 2012. 10:38 AM | 10 Likes Like |Link to Comment
  • Why Apple Stock Still Makes Me Nervous [View article]
    To me it comes down to the moat that Apple has built (the walled garden).

    I am sure someone will build a cooler music player / phone / tablet gadget than Apple in the next 10 years. Will it be compelling enough to tempt people to leave the walled garden? I think most will (and probably should) stay in the garden. It's great there. It's safe there. Apple needs to make sure it stays safe there. This is my primary worry.
    Feb 7, 2011. 09:58 AM | 10 Likes Like |Link to Comment
  • Intel: A 'Buy' However You Look at It [View article]
    I agree and am accumulating shares as funds permit. The voting machine will only lag the weighing machine so long ... and I have time to wait and enjoy the growing dividends in the mean time. The longer the stock stays depressed, the more shares I will have, so I do not mind.
    Mar 4, 2011. 04:45 PM | 9 Likes Like |Link to Comment
  • Best in Breed Dividend Stocks: Core Holdings for the Long-Term Investor (Part 3) [View article]
    For me, there is too much risk in having any Chinese company as a core holding. I do own a few Chinese stocks, and their share prices have increased dramatically over the years, but they are not managed as core holdings.
    Mar 2, 2011. 01:52 PM | 9 Likes Like |Link to Comment
  • Five Stocks Prove Buy and Hold Is Not Dead [View article]
    dontholdstocks (with 1 lifetime comment) looks like an account that was created specifically to comment against the article. I suspect their motivation to disuade people from buying and holding might not be honest.

    Mmm... not that I have all that many comments myself I suppose :)
    Aug 4, 2010. 01:41 PM | 9 Likes Like |Link to Comment
  • McDonald's: Too Many Headwinds To Count [View article]
    Nicholas Gentile,

    I recommend you never respond to criticism with comments like "what a joke". State your case calmly and you will earn a lot more respect from your readers, many of whom probably have different goals than you (dividend income vs. capital gains).

    I am Long both companies, MCD (up 35% lifetime) and CMG (up 1106% lifetime - 1106% is not a typo). These companies play totally different roles in my portfolio, and I plan to hold both for many years.
    Aug 9, 2014. 11:06 PM | 8 Likes Like |Link to Comment
  • The Greatest Risk We Face: Falling Into A Recession Again [View article]
    So you skipped by the first 1500 words and only read the last 200? Don't the f.a.s.t graphs of JNJ and the S&P500 objectively evaluate the value of buying equities that are at historic lows?
    Aug 24, 2011. 01:52 PM | 8 Likes Like |Link to Comment
  • Dividends in Danger? Hudson City Chops, Sysco Surprises and Others Receive Attention [View article]

    Thanks for this very useful series or articles!

    However, I feel you omitted mentioning the explaination that Chuck's Carneval gave for SYY's high FCF payout ratio in his article :

    "One concern that we believe has weighed on Sysco's stock price has been a sharp reduction in cash flow from operations reported fiscal year 2010. However, closer scrutiny reflects the effects of a $528 million payment related to its IRS settlement and an additional $140 million in early pension contributions. As these are both nonrecurring drains on cash flow, we believe that concerns regarding their cash flow generation capabilities are overblown."

    This was a key learning for me, and I really appreciate Chuck's Carneval's analysis of the SYY situation.
    May 17, 2011. 11:43 AM | 8 Likes Like |Link to Comment
  • Dividend Champions: Smackdown VI [View article]
    Is LEG's payout ratio really 92.31%? D4L's analysis shows it at under 60% (for the exact number, follow the link to the detailed quantitative analysis at the top).

    I wonder where the descrepancy is?

    PS: Love the SmackDown series ... glad to see SA use the right title.
    Nov 3, 2010. 02:07 PM | 8 Likes Like |Link to Comment
  • Procter & Gamble: Yield Will Grow For Patient Investors [View article]
    The beautiful thing about PG is the 20-yr dividend growth rate is over 11% too.
    Sep 23, 2011. 03:16 PM | 7 Likes Like |Link to Comment