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SDS (Seductive Dividend Stocks)

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  • The DGI 'Factual 48' Versus 'The Favored 44' [View article]
    Dividend House
    Thank you for the survey. It would be interesting to see how it will behave in next 10-20 years. On another hand, such surveys are tend to contain largest companies with huge numbers of issued shares. IMO undervalues gems are rather can be found in small (micro) caps.
    SDS
    Jan 31, 2015. 07:59 PM | Likes Like |Link to Comment
  • Dividend Champions For February 2015 [View article]
    David,
    Thank you for the update.
    I wondering how div policies of companies are correlated with country demography (It seems that retiree appreciate div. more than young people).
    SDS
    Jan 31, 2015. 05:10 PM | Likes Like |Link to Comment
  • Getting Rich Slowly: An Investment Strategy [View article]
    I'm not familiar with motifinvesting.com. I think another company proposed something similar. I pay flat commission on orders of any size and any type (well my size is quite small to compare with institutional orders, and I trade only via Internet only with limit orders - one of the reasons for this can be found in the book "Flash Fuys" by Michael Lewis).

    I love Nassim Taleb's books and use statistics quite often in my job (less sophisticated than Wall Street and Finance professors utilize sometimes) but fat tails aren't investigated in income investing yet as far as I know. To some extend diversification is a simple answer to "how much can I loose?" question. Because stock prices and dividends decreasing patterns are different (prices are similar to mixture of gauss and white noises - see Benoit B. Mandelbrot , while dividends are like telegraph noise) common advises about 30-50 stocks for cap. gains investors aren't applicable directly to DGI. Estimations show that a DG portfolio should contain ~100 stocks.
    SDS
    Jan 29, 2015. 05:12 PM | Likes Like |Link to Comment
  • Can You Trust Your Retirement To An Algorithm? [View article]
    Edmond,
    Cogratulations with 1st SA article!
    Some notes:
    I think you try to make long-term investment, so quarterly results should be just noise for you.
    I don't know anything about robo asset managers, but I'm skeptic on this idea. IMO portfolio is similar to good airplane which ~80% can fly on autopilot but need human brain in the rest. As Mr. Soros pointed flexibility is the must in dynamic markets.
    No fees: Read "Flash boys" by Michael Lewis.

    SDS
    Jan 29, 2015. 04:24 PM | Likes Like |Link to Comment
  • Getting Rich Slowly: An Investment Strategy [View article]
    Gary
    Congratulations with 1st SA article! Some notes:

    As far as I know SA is the best place to discuss dividend growth investment (DGI). David Fish provides us DG stock list which is more comprehensive than Standard and Poor's Dividend Aristocrats.

    I think 5/15 even best stocks are not enough for diversification because a single negative event impact is too strong. Actually DGI required wider diversification than a capital gains investment (http://seekingalpha.co...).

    "the chosen group of stocks should perform adequately under any market conditions." - Can you explain to me this phrase has 0 information....

    "The only time to remove a stock from your portfolio is when the company is unable to maintain its record of increasing dividends." - IMO this is not always correct see http://seekingalpha.co...

    FEES: I agree esp. for B&H approach See estimations in http://seekingalpha.co....

    RISK: For many DG investors (DGis) price volatility is NOT a risk factor.

    "high quality stocks" - I hope you will write article which define this term...

    Good luck!
    SDS
    Jan 29, 2015. 11:07 AM | 1 Like Like |Link to Comment
  • Regional Bank Basket Strategy: Bought Back Trustmark At $22.25 [View article]
    IMO such articles are belong to Dividend Ideas section.
    Jan 28, 2015. 12:53 AM | Likes Like |Link to Comment
  • Are ETFs And CEFs Good Dividend Growth Investments? [View article]
    ETFs and MFs are not compatible with DGI while CEF can be - see http://seekingalpha.co... and DVK articles.
    SDS
    Jan 28, 2015. 12:50 AM | 2 Likes Like |Link to Comment
  • Is A Dividend Cut The End Of The World? The Impact On Dividend Income, Part III [View article]
    Robert,
    I'm unhappy even now in accumulation phase if company cuts div, but I know that my emergency fund is equal to 2 years of spending.
    SDS
    Jan 27, 2015. 11:52 PM | Likes Like |Link to Comment
  • Is A Dividend Cut The End Of The World? The Impact On Dividend Income, Part III [View article]
    90+% of CCC-like companies do NOT cut div. without reasons. Bad economy in country or sector is the reason. I hold few oil companies but didn't check them seriously for several months.
    SDS
    Jan 27, 2015. 11:50 PM | Likes Like |Link to Comment
  • Is A Dividend Cut The End Of The World? The Impact On Dividend Income, Part III [View article]
    Details are in Bruce's book (see http://seekingalpha.co...)
    SDS
    Jan 27, 2015. 11:47 PM | Likes Like |Link to Comment
  • My Roth Conversion Odyssey (Part 2) [View article]
    I see.... Action is an event....
    SDS
    Jan 27, 2015. 11:43 PM | 1 Like Like |Link to Comment
  • My Roth Conversion Odyssey (Part 2) [View article]
    Ba1k3es,
    Thank you for input. I'm not CPA or CFA or tax advisor, not really familiar with Roth IRA, and English is not my native..... But according to Merriam-Webster (http://bit.ly/1yM3uZj) the estimation is a judgment or opinion or guess about something. So what IRS can say if my GUESS about conversion taxes is 30K$ for the calendar year I must report? How can IRS prove that my OPINION was wrong in Jan? Why IRS or somebody also JUDGMENT can be considered better than my one in this case when I'm the master and I decide on actions?
    SDS
    Jan 27, 2015. 08:32 PM | Likes Like |Link to Comment
  • My Roth Conversion Odyssey (Part 2) [View article]
    David,
    This is that I mean. So you have more than 1 year to figure out winners and loosers. Bingo!!!!
    SDS
    Jan 27, 2015. 02:27 PM | Likes Like |Link to Comment
  • My Roth Conversion Odyssey (Part 2) [View article]
    David,
    You don't need "to lend Uncle Sam $50k interest-free for a year". You can easily proof that your ESTIMATION of 30K$ tax event is correct. IRS does not watch you every month and at the end of year your 30K$ "estimation" will be ABSOLUTELY CORRECT. It is like estimate that way from NYC to LA is 20K miles. You can proof this estimation is correct if you choose the way (not straight one of course).
    SDS
    Jan 27, 2015. 02:25 PM | Likes Like |Link to Comment
  • Don't Panic If Dividends Were Cut [View instapost]
    HighOnDividends
    The tables above show ~35q. for WMB, it is ~10years.
    SDS
    Jan 27, 2015. 02:07 PM | Likes Like |Link to Comment
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