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  • Pocket Change Portfolio October Update: Up 12% YTD  [View article]
    For me I am attempting to smooth out the months and have at least 1 quarterly stock paying each week.
    However its near the bottom of my list of concerns and more of a tie breaker then something I purposefully seek out.
    Nov 22, 2010. 09:40 AM | 3 Likes Like |Link to Comment
  • With the Right Dividend Stocks, How Much Money Would You Really Need to Retire?  [View article]
    I just turned my townhome into a rental this year. I'm paying a property manager. 10% to me is a great deal for them to find a renter, background check, midnight repair calls, collect rent, and if need be evict and deal with lawyers.
    I dont know if I could be tough enough to do it on my own.

    Smartwidowlady... what % would you say of your rent went to repair and maintenance and how many months on average was it vacant for?
    I'm estimating that I will be able to keep 60% on average long term from management fees, repairs, taxes, and vacancy.
    Nov 22, 2010. 09:30 AM | 3 Likes Like |Link to Comment
  • 6 Dividend Companies With Large Economic Moats  [View article]
    Office and windows will probably never be dethroned because of one thing. Microsoft is great at taking other people's ideas.
    With a new version of both coming out every couple years a new company having great ideas would only have a few years to gain customers and their trust before MSFT added it to their product to reinforce their market share.
    Nov 22, 2010. 09:24 AM | 1 Like Like |Link to Comment
  • Comparing Two Dividend Strategies  [View article]
    You contacted SI who felt it was comparing apples to oranges, you admit that you don't know several parts of their strategy but yet felt it would be best to fill in the blanks yourself, show no positive of SI's stock picks, no negative of yours, and post it in a public way.

    Time frame is very important. Here you again make an implication without knowledge of another person's strategy that SI would be ready to trade at a moments notice. What if SI is a position trader who's trading time frame is measured in months? His article states
    " I screen the S&P 500 for stocks yielding greater than 4% and then rank them by 6 month returns. "
    So I would think his target range is closer to 6 months. He advises to research each company's payout ratio and the list is 4%or more yields so dividends would seem important to him.

    I'm all for personal growth and improvement and sharing ideas but that is not what was done here. If you were to do that article I would enjoy reading it and your ideas.
    Nov 19, 2010. 11:04 AM | 1 Like Like |Link to Comment
  • Paul Krugman believes the Chinese and German governments, and the Republican Party act purely in their self-interest in trying to "bully" the Fed into calling off QE2. "China and Germany want America to stay uncompetitive," he writes, while "Republicans want the economy to stay weak as long as there’s a Democrat in the White House."   [View news story]
    Well DUH!
    Does he expect China and Germany to act in America's best interest?
    Nov 19, 2010. 10:01 AM | 4 Likes Like |Link to Comment
  • Munis Continue Collapse  [View article]
    Didnt you read their bio? They give the most original and intuitive thinking on Wall Street! Before they came along nobody knew how to look at a chart.
    Nov 18, 2010. 05:25 PM | Likes Like |Link to Comment
  • With the Right Dividend Stocks, How Much Money Would You Really Need to Retire?  [View article]
    Your covered call strategy gives you a 20% yield? Hmmm apparently I need to take a closer look at that type of strategy.
    Nov 18, 2010. 05:08 PM | 1 Like Like |Link to Comment
  • With the Right Dividend Stocks, How Much Money Would You Really Need to Retire?  [View article]
    LOL isnt that the truth though.
    Nov 18, 2010. 04:33 PM | 4 Likes Like |Link to Comment
  • Comparing Two Dividend Strategies  [View article]
    Not only is it poor taste to compare another author's article with yours that you couldn't help but point out you beat, but it was only over one month. Thats nothing for dividend investing.

    "Since we suspect that the SI portfolio will perform quite well over an extended period of time, we will review these same portfolios after a year to determine if there are any new lessons to be learned from selecting stocks based on high dividend yields"

    Then why not wait a year and do a comparison of both time frames at that time?
    Nov 18, 2010. 04:24 PM | 3 Likes Like |Link to Comment
  • Comparing Two Dividend Strategies  [View article]
    and then you would get investigated by the SEC or at the very least get a class action lawsuit.
    Nov 18, 2010. 04:19 PM | 1 Like Like |Link to Comment
  • With the Right Dividend Stocks, How Much Money Would You Really Need to Retire?  [View article]
    I used to be a fan of DRIPs but no more. The reason being is that some of your stock in your portfolio will be near 52w highs and others at 52w lows. I want the divs going to the best value not buying something expensive.
    I just let them all add up then I pick which is the best value at the time. It also helps with re-balancing.
    Nov 18, 2010. 10:06 AM | 9 Likes Like |Link to Comment
  • High Dividend Growth Has Been Rewarded Since the Subprime Crisis Began  [View article]
    Nice article.
    Dividends are not an isolated statistic of a company. Its a component. If a company keeps raising their dividend it has to come from somewhere... increased EPS. If that is going up then more then likely the price is going up to match.
    Nov 15, 2010. 11:10 AM | 3 Likes Like |Link to Comment
  • There's no oil peak in sight, according to the IEA which says the market is 'well supplied' until the end of 2011. After dipping below $85 per barrel last week, prices are rebounding this morning as bargain hunters think  $90 is possible by year-end. Futures +0.8% to $85.54. (previously: IEA's monthly oil report)   [View news story]
    Whoever reported this to SA did a poor job. Nowhere in that link does the IEA say anything about peak oil and for good reason.
    Peak oil isnt a supply issue as far as having oil or not having oil.
    Its about cheap and easy to access oil.
    Nov 15, 2010. 10:45 AM | Likes Like |Link to Comment
  • Dividend Growth Stocks: The Best-Kept Secret on Wall Street  [View article]
    They certainly may have problems in the future in growing the company. Since 1997 they have grown EPS an average of 11%. In recent times it has slowed. If that is due to them being too big or if its more macro due to unemployment I am not sure.
    I focus heavily on your stat of their dropping P/E. I think that is the most telling of JNJ's history in our discussions here.
    People were willing to pump them up to an overvalued price in 2000. Now its dropped but as I've said, EPS has grown fairly well over this time so the company is growing. Just not what people want to pay for it. All I need is for the company to grow its earnings and for management to pass that on to me. Those are independant of what the bid and ask of the day are.

    I guess thats another pro of dividend investing. I dont have to have the market agree with my opinion on JNJ's value.
    Nov 12, 2010. 05:31 PM | 6 Likes Like |Link to Comment
  • Dividend Growth Stocks: The Best-Kept Secret on Wall Street  [View article]
    I am not anti-capital gains. If they come my way its not like I would be mad. Perhaps I should rephrase... my main strategy is dividends. I do enjoy a little speculation and chasing capital gains. However it is 10% of my portfolio while the rest is dividends and bonds.

    Banks.... sheesh yeah that would have been a rough place to been in. I've read about a good strategy though to avoid entire sectors when they make up more then 20% of the S&P500. I need to look more into that as it pertains to an industries ability to pay dividends.
    Nov 12, 2010. 05:19 PM | 2 Likes Like |Link to Comment