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Big MO

Big MO
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  • Dividend ETFs: How To Select A Winner [View article]
    Have these funds shown dividend growth over the years? If I bought these 5 or 8 years ago, would I be getting more income now than when I bought them? We can look for dividend growth with stocks, but how about the ETFs?
    Apr 25 05:48 PM | Likes Like |Link to Comment
  • Retirement Withdrawal Rates: It's About More Than The Math [View article]
    "I would submit that many people will have more than one really expensive one-off during their retirement"

    You got that right, Roger.
    Apr 17 12:14 PM | 1 Like Like |Link to Comment
  • If You Own Dividend Stocks And Are Worried About Taxes, Then Read This... [View article]
    You are right on. Also remember that the "wealthy" are on boards of companies and can directly influence what method of payout benefits them (the wealthy) the most. The rapid increase in companies paying dividends recently confirms this. Also watch how fast the tax on dividends is increased on the non-wealthy once the wealthy switch to capital gains. Round and round we go.
    Mar 13 11:21 AM | 2 Likes Like |Link to Comment
  • A Solid 9% Yielder For Income Investors [View article]
    Any ETFs that give major exposure to the BDCs?
    Mar 8 07:45 PM | Likes Like |Link to Comment
  • Avoid Companies Buying Their Own Stocks [View article]
    I am conflicted on this issue.. As above, many companies use buy-backs for the wrong reasons and those generally are detrimental to shareholders. Additionally, some companies simply run out of good ideas and rather than build cash (very obvious) they buy back shares as a way of "doing something, anything" rather than give dividends which may be suspect in coming quarters. Some studies recently showed that companies that buy back shares show increased capital gains over the S&P 500 index. (PKW) is a recent index ETF that illustrates this in a very short run. I guess you have to dig deep on the motives for buy-backs to really evaluate each one.
    I am long PKW
    Jan 29 03:34 PM | Likes Like |Link to Comment
  • Figuring Out What Kind Of Investor You Are [View article]
    I love it when a very thoughtful article like this is published. I also love it when something like the stench-weighted index ETF is proposed. I suppose the symbol would be CRP. Thanks for the laugh.
    Jan 14 02:28 PM | 1 Like Like |Link to Comment
  • Dividends Vs. Buybacks: Putting The Debate To Bed, Part II [View article]
    I am always suspicious of stock buybacks in the absence of good dividend payouts. Not so much the opposite. Still, buybacks indicate that management may have run out of ideas on new products or projects. If that is the case, the company is in trouble. Sitting on hoards of cash (much in excess of what is prudent) is also an indication of management that is stagnating. Good companies generate more ideas to make money that there is usually cash available to implement. Not persuing new avenues is a symptom of management in stagnation. No wonder some go to buybacks as evidence of "doing something".
    Dec 16 11:21 AM | 2 Likes Like |Link to Comment
  • Pfizer Hitting On All Cylinders: Beats Earnings, Raises Guidance, Provides 4% Yield [View article]
    It seem like forever that Pfizer is recommended by someone or another. Yet look what has happened. "Pfizer is selling near the bottom of its five year valuation range based on P/B, P/E, P/S and P/CF" and it has gone nowhere in 5 years. The 4% yield may be all that is holding it up now. Watch out.
    Nov 3 04:38 PM | Likes Like |Link to Comment
  • Do Stock Buybacks Enhance Or Destroy Shareholder Value? [View article]
    Buybacks indicate management failure or avarice (see comment by Benzz). If there is such a dearth of good ideas in the company to put capital to work, then management should be replaced. If there is excess capital, the shareholders will know where to better to put it to work when they get their dividends. Having huge amounts of unused capital on the balance sheet can be good with excellent management (Berkshire Hathaway in the past) that will in the future use it to good advantage, but in most cases rather it is a danger sign that management has lost its way even in the good times... and look out if things go sour .
    Oct 17 08:52 PM | Likes Like |Link to Comment
  • India ETFs Join Risk-On Rally [View article]
    A really ugly chart! Think I'll go back to sleep.
    Sep 28 08:16 PM | Likes Like |Link to Comment
  • There's Little For Labor To Celebrate On Labor Day [View article]
    "Fiscal stimulus tends to be more powerful in reducing unemployment",

    Explain to me how this has been working. What a muddled article.
    Sep 4 10:34 AM | Likes Like |Link to Comment
  • 12 Low-Risk Dividend Stocks for a Downturn [View article]
    A great idea. CNBC seems always to be struggling for a better idea and this would make a great half-hour, maybe more in depth hour that would get a lot of watchers. Hit 'em up for it. SA has a good group of ready made commentators all ready to go!
    Aug 17 10:14 PM | 2 Likes Like |Link to Comment
  • 10 Stocks for Retirement [View article]
    CLX in a dip today. RE-evaluate.
    May 3 02:19 PM | 1 Like Like |Link to Comment
  • Dave Ramsey's Optimistic Investing Advice: Irresponsible or Motivating? [View article]
    Dave should stick to what he does best... planning on how to get out and stay out of unnecessary debt. If you want investing advice, he's not the man...
    Apr 13 10:09 PM | 1 Like Like |Link to Comment
  • Stock Dividends: Underrated Component of Investment Return [View article]
    Joe makes an important point: Taxes DO matter. Tax policy on regular income, dividends, and capital gains can change not only investor behavior, but corporate behavior as well.
    Individually, why should I take income from a portfolio where dividends are taxed as regular income (coming out of an IRA) when they are taxed much less from non-tax advantaged accounts? It does make a difference!
    Mar 31 03:14 PM | 1 Like Like |Link to Comment
COMMENTS STATS
35 Comments
34 Likes