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ChanelS

ChanelS
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  • Build On Your Dividend Growth Portfolio's Core To Meet Current Retirement Goals [View article]
    great article on portfolio construction. i always felt this is an often under-appreciated aspect of investing :)
    Dec 17 11:15 AM | 1 Like Like |Link to Comment
  • Buy The Post-Earnings Sell-Off In Western Union For Rebound Potential, 4% Yield [View article]
    I feel WU is more of a play on the income differential in various countries. poorer folks from poorer countries going to wealthier countries that need to transfer money home is a big part of the WU business model.

    I think those kind of folks (and their families) are not particularly tech savvy individuals, or may simply not have access to that technology. it may also be that they find it difficult to switch to other methods, due to lack of supporting infrastructure. finally, some of them simply may not trust alternative methods.

    Also you have to remember that Western Union has been around for a long time. their current primary business isnt even their original business. the company was founded in 1850s around the telegraph technology! we in north america are very fortunate people. many around the world are not as fortunate as us. as long as there are rich countries, poor countries, rich people, poor people, in this world, there will be a market for WU's services.
    Nov 4 09:41 PM | 1 Like Like |Link to Comment
  • 2 Ways To Track Dividend Growth Of Individual Companies [View article]
    Canadian banks have typically in the past raised dividends every 2 quarters, resulting in twice a year raises of low/mid single digits vs previous quarterly per share dividend. it was pretty consistent until they were forced to freeze dividends in the financial crisis. since then most of them have resumed semi-annual hikes.

    i use excel to keep track of investments goals, but similar to Dave, i use quicken to track actual performance/flows.

    im not a strict seller on slowing dividend growth rates. it depends on the industry. some industries have very cyclical dividend growth patterns, while others are more consistent. KO can give you 7-10% consistently, but something like EMR will give you some years of 2-5%, and other years of 15%, depending on economic conditions. i only strict sell on dividend uncertainty or dividend cut.
    Jan 17 11:02 AM | Likes Like |Link to Comment
  • A Real Dividend Growth Machine: 2012 Review [View article]
    from a Canadian perspective, our 2 tax sheltered account types are TFSA and RRSP. TFSA is like Roth IRA. RRSP is the deferred tax type of account like 401K.

    Canadians can withdraw from their RRSP at any time before 65. it simply is counted as income. there is no "penalty", other than a default withholding amount, which you can partially get back at tax time if your actual payable taxes are lower.

    so theoretically, even if we have most of our income producing assets inside an RRSP, we could still retire, and just withdraw amounts as needed, and have it taxed as income. keeping it in a taxable account is only more beneficial if the assets are canadian stocks. US stock dividends are taxed as income anyway. so for me, I keep funding my RRSP and just buy high quality US stocks in there :)
    Jan 15 10:38 AM | Likes Like |Link to Comment
  • Dividends: Still The Best All-Season Investment Strategy [View article]
    the first company that comes to mind when i read the critera (ex PE) was MCD from 10 yrs ago. big cap low yielding high dividend grower

    i thought of a few more on my radar that fit the bill today: CMI and DIS, along with 2 canadian companies, THI and CNI
    Jan 6 09:13 AM | Likes Like |Link to Comment
  • Canadian National Railway: A Definitive Value Play [View article]
    one of the few companies in Canada worth holding for the long haul!
    Jan 3 02:49 PM | Likes Like |Link to Comment
  • Why Blue-Chip Stock Failure Is Tolerable [View article]
    no, DJIA is not a listing of 30 blue chips. you dont seem to understand the original concept of blue chip.

    DJIA is a listing that is supposed to represent the breadth of the US economy. that by definition means it can not be entirely composed of blue chips.
    Dec 26 09:11 AM | Likes Like |Link to Comment
  • Why Blue-Chip Stock Failure Is Tolerable [View article]
    im referring to the 21 companies in the original comment by the SA poster, not the stocks listed by the author (pretty sure he didnt even list 21 stocks)
    Dec 26 09:10 AM | Likes Like |Link to Comment
  • Why Blue-Chip Stock Failure Is Tolerable [View article]
    out of the 21 companies named, not a single one is even a real blue chip company. the term blue chip and large cap is used to interchangeably these days. blue chip is supposed to refer to non-cyclical companies with well known brands, that have relatively stable earnings that do well in good and bad times. that basically rules out US banks & financials (canadian banks could be considered, as the regulatory environment is totally different here), rails, airlines, commodities companies.

    not many dividend growth investors would be too heavily invested in that list of 21 anyway. that poster is essentially cherry picking examples of failure from the past. not much different than a DGI who cherry picks success stories like MCD, KO, etc.

    as you mentioned in your article, DGIs tend to get their income from diverse sources. its not a huge deal if some dont work out.
    Dec 25 10:03 AM | Likes Like |Link to Comment
  • 3 Bullish Signs In A Sea Of Negativity [View article]
    simple. valuations in 2000 vs valuations now
    Dec 8 11:50 AM | Likes Like |Link to Comment
  • Intel's Dividend Safe, Even If It Seems Too Good To Be True [View article]
    i visit computer parts stores now and then with my bf (he's into that stuff, im more of a shoes girl) and you'd be surprised what kind of people are buying from those stores nowadays. its the same crowd that used to buy systems from Dell, HP, Compaq, etc.

    those stores like NCIX, Canada Computers, they can build desktops for a lot less than buying from Dell or HP. their laptop/tablet offerings from Asus, Acer, etc, are also cheaper.

    dont get me wrong, i have iPad, iPhone but to do good old fashioned productive work, i still need a laptop or desktop. but between my bf and the parts stores, i doubt i will ever again buy either of those from HP or Dell
    Nov 20 06:04 PM | Likes Like |Link to Comment
  • Intel's Dividend Safe, Even If It Seems Too Good To Be True [View article]
    i believe INTC is one of the few companies not already fully involved in mobile that are set up well to become involved. they have competitive advantages that are not easily replicated, or eroded. it will help them break into and be competitive in any market they choose to enter

    being able to buy this stock at a 4.6% dividend yield is crazy. even during 2009 the dividend yield at the bottom for the stock was about 4.7%
    Nov 20 10:49 AM | Likes Like |Link to Comment
  • A Potential Value Mirage In Western Union [View article]
    i read the article and came away more bullish than i was before on WU, at least at $12
    Nov 20 10:44 AM | Likes Like |Link to Comment
  • Intel's Dividend Safe, Even If It Seems Too Good To Be True [View article]
    great article! picked some up for myself and my parents around $20 :)
    Nov 19 11:27 PM | Likes Like |Link to Comment
  • In addition to its quarterly dividend announcement, Nike (NKE) announces a two-for-one split of both its Class A and Class B Common shares. The split will be in the form of a 100% stock dividend payable on December 24, to shareholders of record at the close of business December 10. Upon completion, the outstanding shares of Nike Class A and Class B common stock will increase to approximately 178M and 720M, respectively. The company expects its common stock to begin trading at the split-adjusted price on December 26. Shares +1.3% AH. [View news story]
    i actually know people who do not buy a certain stock because price is too high. makes no sense i know
    Nov 15 09:28 PM | Likes Like |Link to Comment
COMMENTS STATS
35 Comments
54 Likes