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  • The Dividend House DGI Portfolio: The Good, The Bad, And The Ugly [View article]
    Wonderful tables of the stocks. Hopefully other authors will take note. Very visual and easy to 'digest'.
    Mar 3, 2015. 12:04 PM | 1 Like Like |Link to Comment
  • Accumulate AT&T Shares While No One Is Paying Attention [View article]
    DirecTV & AT&T marriage remains a huge question. Media has covered this story quite a bit, but it will take a while until we know whether it's a done deal. In your opinion, is AT&T better to stay 'single' or would it be better to merge with DirecTV?

    Also, how is AT&T paying for this spectrum it just bought? How will it be reflected on its financials? Sell some assets, raise debt? Will it be included in the CapEx?

    Feb 25, 2015. 01:17 PM | 2 Likes Like |Link to Comment
  • What To Buy In Europe [View article]
    Sorry, meant 'become a paid site'?
    Feb 22, 2015. 04:07 PM | Likes Like |Link to Comment
  • What To Buy In Europe [View article]
    Could you elaborate on this subscription model? You mean SA will come a paid site for all visitors? I guess, I need to start looking for another site then.
    Feb 22, 2015. 04:07 PM | Likes Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now? [View article]
    you got wonderful responses though OTOH all this help (no pun intended) kind of messes up the decision making. Or it felt that way for me at least. On one hand, we try to not be hasty before selling but when you start weighing all the questions and opinions it sort of paralyzes the whole process, because we're hung up on our previous actions and afraid to admit that "maybe I screwed up". But then who knows maybe it's bad to sell, perhaps you'll get a cap. appreciation that will outweigh the DGR in the short-run. Go figure, investing does indeed deal with psychology/emotions A LOT.

    I found interesting to read the thoughts of all the commenters. Kolpin made some great arguments that solidified my opinion to 'wait & see' for me in addition to Chowder's opinion that he'd hold in a young person's portfolio (with a 10-year time horizon at the earliest, the income generation in our taxable accounts isn't the most pivotal goal at the moment).

    Re Chowder's argument about the Chowder's # is looking in the rear-mirror, IMO. When I started buying WMT 2 years ago, it was after its 18% div. increase. Yes, the yield wasn't great, but the DGR was wonderful. Of course, now WMT's 3-year DGR is awful after the 2% increase last year (even worse now). It looked fine 2 years ago when I started accumulating.

    E.g. MMM's DGR wasn't great 2 years ago or earlier. I've DRIP'ed that co. for around 7-9 years. When I discovered SA and DG/DGI 2 years ago (or maybe 3, time flies and cannot remember), I start questioning myself why the heck I bought it after looking at MMM's yearly DGR. Luckily, I didn't rush and sell it as it sent a 35% divvy increase two years ago and then another nice increase last year. Hopefully they will not stop there. It's certainly over-valued right now but I continue DRIP'ing monthly and will stop this year after reaching a full position. Since my cost basis is $87 or so, I'm OK to let it increase to $90 before discontinuing the long-term dripping.
    EMR was recommended by quite a few here. I've also dripped this stock for quite a few years. I stopped dripping when it reached low $60's, but restarted when it went below $60. If you look at its yearly DGR, it also not great. BTW, when I say DGR, I don't mean income increase from one year to the other, but the DGR from one dividend to the new one. If I had to guess, EMR's next increase will be low again (in addition to the industry's conditions). The last increase was a pleasant surprise.
    Anyway, I wrote all this to say that maybe hopefully WMT's board will surprise next year like the two industrials above. Or I can be wrong and Eli will expand on his theory next year. His arguments were really thought provoking... even though my mind tries to totally disagree with him it kind of nags that he might have a point as well.
    So, in order to avoid ST cap gains, I'm definitely going to sit on WMT until the next announcement.
    Feb 21, 2015. 09:13 PM | 2 Likes Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now? [View article]
    I was waiting for your article LOL. Different opinion/theories why WMT's DGR has dropped so drastically. Eli Inkrot is building a 'theory' that WMT is going private slowly. Tim wrote last year an article that it makes sense due to expansion... building more shops and now also expanding more in Canada. This makes sense. Eli's theory was totally new to me today, so I have no opinion, sounded almost like a conspiracy of the Walton clan against investors in WMT. I have WMT in a taxable account so I think I'll want a year or two before deciding what to do.
    Feb 20, 2015. 02:09 PM | 1 Like Like |Link to Comment
  • Southern Company Will Be Teaming Up With The U.S. Navy And Air Force [View article]
    cboatner is wrong about the TA of SO. It's Computershare and they've installed fees if I'm not wrong.
    Jan 26, 2015. 01:58 PM | Likes Like |Link to Comment
  • KMI Reported Solid Results, But Is The 'Reiterated' Dividend Outlook Flawed? [View article]
    Well, at least author earned some $$ from SA reader clicks on this one LOL
    Jan 22, 2015. 08:51 AM | 1 Like Like |Link to Comment
  • Valuations, Goals And The Stock Selection Process [View article]
    I haven't read the article but must say thank you in advance. Articles written by you and DVK are like study guides for me that I enjoy reading and revisiting later. Very instructional with not too many words and straight to the point. Thanks
    Dec 10, 2014. 08:03 PM | 3 Likes Like |Link to Comment
  • Aqua America: Quantifying The Dividend Reinvestment Discount [View article]
    HensD: re the CEO selling shares monthly...there was an article on SA that it's because he's paid in stock and pretty much no cash. Then it makes sense, WMT or any other stores don't take company stock in exchange for bread and butter yet
    Dec 5, 2014. 08:58 PM | Likes Like |Link to Comment
  • Lockheed Martin Changes Rules, So This Dividend Growth Investor Drops DRiP [View article]
    Random thoughts...

    If not yet, when the value of your investments cross $1mil and stay above that line, you can invest via Vanguard's brokerage for free, I believe. Hopefully they'll keep that threshold for a long while when we transfer or roll over everything to Vanguard.

    I do like DRIP'ing and have plenty of them. Of course, I do hope I never need to sell them partially or at all. From the accounting for taxes standpoint, if you receive dividends in cash is very easy. If you sell and close down the account, it's also easy to calculate Uncle Sam's and the State's cut. However, now imagine if you had elected FIFO, LIFO or even specific identification and you need to sell a few dozens of shares, I'm wondering how a DRIP'er would determine the correct cost of those shares after DRIP'ing a set amount of dollars each month vs. buying whole shares for years. Of course, these are just random thoughts but I've heard it can get very messy and the IRS doesn't like you changing methods of sales (FIFO, LIFO, avg. cost or Specific shares).

    I don't know LMT's stock prices since it's not one of my holdings. Probably around $200. So, after your transfer whole shares to Vanguard, you'll have a fraction of the share left at CS. Hopefully it's less than 0.1 share. If more than that, they'll be happy to keep $15 (or is it $25?) for closing the account. Now I'm guessing you'll need to report that transaction to the IRS as well. A silly nuisance, but need to be done.

    Never done transfers and in all honesty not looking forward, but the time will come when I'll want to simplify our investments by keeping them with one or two companies only instead of seven or eight right now.
    Nov 16, 2014. 06:46 PM | Likes Like |Link to Comment
  • Income Tax Issues Facing Dividend Growth Investors: Part 3 [View article]
    BTW, I don't think it would be prudent to put all the eggs into a municipal bond CEF either. Like the saying goes "You cannot escape death and taxes"
    Oct 24, 2014. 12:00 PM | Likes Like |Link to Comment
  • Income Tax Issues Facing Dividend Growth Investors: Part 3 [View article]
    Well, unless I save my money under the mattress until the retirement, the gov't will want a cut either way...It doesn't matter if it's in 401k, tIRA, taxable accounts, they'll get their cut. It's a good reason they don't want you to save so much in Roth IRA's. Other gimmicks are too expensive for us, mere mortals, like off shore accounts, etc. etc.
    Oct 24, 2014. 11:57 AM | Likes Like |Link to Comment
  • The Bloggers' Dividend Growth Portfolio: Popular Dividend Growth Stocks Trading On U.S. Exchanges [View article]
    This is probably the best survey I've seen plus broken down by the industry sectors. I'm gonna print this out :-).
    Thank you
    Oct 24, 2014. 09:33 AM | 1 Like Like |Link to Comment
  • A Realistic Path To A 10% Yield On Cost In 5 Years [View article]
    The arguments of both Rudester and Arthur Paullin are GREAT!!!!!!!! Now if somebody could address them in the same convincing manner, I'd love to hear them. I cannot do it myself since I am very conflicted about the YOC. When I read proponents writing about the YOC, I see their points for that moment and then it gets lost.
    I view a YOC like a very personal metric that is kind of lost in the time-warp. There are commenters saying that they invested in this or that stock 15-30 years ago and now they're getting 20-30% yield. Well, it definitely makes them feel wonderful because they were born 'in-time' to invest and the yield is on the money, that is NOT adjust for inflation. It means nothing for the people starting today.

    Re Rudster's argument, people who DRIP $100 monthly to accumulate shares will have to wait way more years than 10 to get to 10% yield on 'invested capital & reinvested dividends'.
    Oct 23, 2014. 09:34 AM | Likes Like |Link to Comment