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  • My Dividend Growth Portfolio Business Plan [View article]
    PTI
    Thank you for sharing your plan.
    Good luck!
    SDS
    Sep 16 12:39 AM | Likes Like |Link to Comment
  • Learning To Dislike MLPs [View article]
    Factoids,
    Thank you for the excellent article. As you probably know, Morningstar has "Uncertainty" metrics for some companies (not sure about MLPs). Just looking on the nature of business should give investor some filling about its revenue stability, but numbers are always better than fillings....
    SDS
    Sep 15 12:13 PM | Likes Like |Link to Comment
  • Utility Investing For Dividend Growth Investors: A Prospective Study [View article]
    PTI,
    Thanks for the study. I think a nice future of utilities that they very rarely close doors (to compare with regular companies and esp. with MFs), so IMO they suitable for a long-term investor. I own few at high YoC and use their dividends for purchases of other companies (I'm in accumulation phase). Although most of utilities don't have high DGR, indirect re-investment seems quite fruitful.
    SDS
    Sep 15 10:40 AM | Likes Like |Link to Comment
  • 2 Years Of Dividend Growth Investing - 10 Lessons I Have Learned [View article]
    OFFTOPIC
    Jazzy3113
    It'd be nice if you provide your profile on SA
    SDS
    Sep 12 12:24 PM | Likes Like |Link to Comment
  • 2 Years Of Dividend Growth Investing - 10 Lessons I Have Learned [View article]
    Stocks for the Long Run

    Thank you for good article. As far as I understand you're a part-time investor, so few questions/comments:

    "3. Don't over-diversify" I agree that in last 2 years it was hard to find a good company on sale but I disagree that a DGi should have the same diversification as CG/TRis (capital gain/total return investors). Most of diversification advises are for CG/TRis. IMO DGis should be more diversified (see http://seekingalpha.co...).

    "6. Overweight your best ideas" In reality ANY investor (including W.B.) doesn't know which was the BEST idea. Equal or quasi-equal weighting seems me better (see http://seekingalpha.co...).
    "8. Averaging down may be good, but averaging up is much better" Buying by small portions you help your broker. The averaging up destroys your YoC. I usually buy a full position (but my full position is small ~ 1%) after DD, so I don't worry if price going down and price up is irrelevant for meas for the dividend investor.

    "9... use your imagination" Well I think you really want to forecast based on data you know but remember that for large firms all grounds for forecast (imagination) are priced already before you know them (market is mostly effective).

    "10. Management is key" + "Only buy companies with ... superb management teams." I'd agree but.... How do you know, do you talk with CEOs?

    I practice DGI for 8 years and expect that you'll learn more lessons in future.

    Good luck!
    SDS
    Sep 12 12:10 PM | 1 Like Like |Link to Comment
  • A New Nifty Fifty States Stock Index [View article]
    Well, anybody can use Yahoo's symbol look up tool, insert state and get result. For Iowa I did with IA and got:
    IAG IAMGOLD Corp. 3.46 Stock Gold NYQ
    IACI IAC/InterActiveCorp 71.54 Stock Internet Information Providers NMS
    IAU iShares Gold Trust 12.04 ETF PCX

    SDS
    Sep 12 09:40 AM | 1 Like Like |Link to Comment
  • Re: Yield On Cost A By-Product Of Investing With A Margin Of Safety [View article]
    Daniel,
    I'd suggest to
    1) provide definitions of terms you use (not always in article but always for yourself);
    2) separate your input from ideas you have learned from others;
    3) be critical to everything coming from /circulated on/ Wall Street - read books about investment myths.
    SDS
    Sep 11 07:28 PM | 1 Like Like |Link to Comment
  • Look At These Juicy Yields - Are They Really Appropriate For Your Retirement Portfolios? [View article]
    Chuck,
    Thank you for excellent article. You've demonstrated the power of F.A.S.T. Graphs very nicely.
    SDS
    Sep 11 07:17 PM | 1 Like Like |Link to Comment
  • Re: Yield On Cost A By-Product Of Investing With A Margin Of Safety [View article]
    A naive article with lot of cliche... Author doesn't understand YoC.
    Ref. is wrong - should be The Most Important Thing: Uncommon Sense for the Thoughtful Investor / Howard Marks (excellent book indeed).
    SDS
    Sep 10 08:14 PM | 2 Likes Like |Link to Comment
  • What Price Dividend Aristocracy? Assessing The Dividend Aristocrats And The NOBL ETF (Part 2) [View article]
    It is well known that ETF or MF can be diluted and affected by cash flow from investors (usually it works against DGI but NOBL might have different crowd) as well as fees eats investor profit.
    SDS
    Sep 9 10:05 AM | Likes Like |Link to Comment
  • The Best Way To Reinvest Your Dividends [View article]
    The Part-time Investor
    I understand that you are talking about investable cash. I keep my investable cash till a good opportunity appeared. I don't consider this as market timing, just a weak market creates more opportunities. Yep, it sounds as a kind of circular logic but as Chuck Carnevale says "It is a market of stocks".
    SDS
    Sep 9 12:49 AM | Likes Like |Link to Comment
  • The Best Way To Reinvest Your Dividends [View article]
    Chris Zocca,
    Thanks for the answer. I also try to use my mistakes (losses) to offset gains when I have to take the gain (e.g. Heinz).
    SDS
    Sep 9 12:36 AM | Likes Like |Link to Comment
  • Retirement Strategy: Filling A Gap With An Overlooked Dividend Aristocrat [View article]
    RS
    Thank you for article. I had CINF in 2007/8 and ongoing from 2009 (I sold almost everything in spring of 2008). I selected it due to positive DG attitude of management. I had no clue that CINF price underperformed SP500 in last few years but it is irrelevant for me because I bought the stock for income.
    Disclaimer - CINF is ~ 1% of my portfolio.
    SDS
    Sep 8 08:04 PM | 1 Like Like |Link to Comment
  • Recent Buy: Red Eléctrica De España [View article]
    Mark,
    Thank you for good article. RDEIY is on my watch list but I'd play at price in 10$ range.
    SDS
    Sep 8 07:51 PM | Likes Like |Link to Comment
  • The Best Way To Reinvest Your Dividends [View article]
    Chris Zocca & B&H2012:

    Chris - I knew the B&H2012's profile & portfolio but didn't do such nice and detail investigation. What do you use to figure out spin-offs, is it some public database?

    B&H2012- Although I try to pick stocks carefully I got some rotten tomatoes instead of cherries. I'm very happy that you was able to make only 3 mistakes during 44 years. If you compare this result with statistics (http://seekingalpha.co...) you find why....
    Is it correct that you "actually purchased 14 or 15 stocks" only and got the rest from spin-offs? Beside your mother advises what also did you use for purchases ? Why you didn't sell Borden and Avantek before bankruptcy (BTW was Bodren the bookstore?). Why do you keep Earthlink? As far as I know DVK sells stocks if company spin-off a part and it seems you don't. Can you explain?

    SDS
    Sep 8 12:02 PM | 1 Like Like |Link to Comment
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