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SDS (Seductive Dividend Stocks)

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  • What Metric Should You Track? [View article]
    As DG/HY investor I do not track cap. gains and check my dividends on annual basis but dividends are outcome not a metric of these styles of investing in my non-native English. Metrics are YoC, DGR, payout ratio, etc...
    SDS
    May 29, 2015. 10:44 AM | Likes Like |Link to Comment
  • Retired Or Soon To Be? Here's A Back Test You Need To Review [View article]
    Another Dave 8-) ?........ It seems that if parents wanted their son to become a DGi they named him David.....
    SDS
    May 29, 2015. 12:16 AM | 2 Likes Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    Thank you folks!
    Nestle is my pain - I didn't have cash when it was 54$ but told all fellows around "buy!". They did.....
    SDS
    May 29, 2015. 12:03 AM | Likes Like |Link to Comment
  • 11 Reasons To Be A Dividend Growth Investor [View article]
    Ch1P
    How they select stocks to buy? 8-)
    SDS
    May 28, 2015. 04:37 PM | Likes Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    Unfortunately I don't have time to read comments to these two papers, but I curious: Did somebody point non-US stock? If yes - which?
    SDS
    May 28, 2015. 04:27 PM | Likes Like |Link to Comment
  • Dividend Growth Investing: The Perfect Portfolio Moving Forward (Part 1) [View article]
    David,
    Yep, therefore I'm a DGi.
    SDS
    May 28, 2015. 04:22 PM | Likes Like |Link to Comment
  • Dividend Growth Investing: The Perfect Portfolio Moving Forward (Part 1) [View article]
    six:
    Company has N$ free - it can use all N$ for dividends or (N-M)$ for dividends and M$ for buybacks.
    SDS
    May 28, 2015. 04:21 PM | Likes Like |Link to Comment
  • Are You Letting Yourself Be Trapped By A High Yield? [View article]
    Reuben,
    Thank you for good article.

    Nowadays ANY fund with Y~ 10% is too risky or too leveraged (so risky) for sure. Even single company in developed countries with Y~ 10% is probably too risky now. There is good recent interview on MRHY (medium risk, high yield) strategy (http://seekingalpha.co...) I think worth to read.

    SDS
    May 28, 2015. 01:20 PM | Likes Like |Link to Comment
  • Your Retirement Plan Is Probably Wrong [View article]
    Well I think that "investment advisor, registered investment advisor" in the author spanshot tell the reasons why there are too much fog in this article.
    SDS
    May 28, 2015. 01:10 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investing: The Perfect Portfolio Moving Forward (Part 1) [View article]
    "Of even greater concern... who knows how the tax laws will be changed by 2053?"
    Or even early... politicians are big risk factor for dividend investing. I can imagine only 2 legal ways to handle this factor - communicate them retiree preferences quite often and quite strongly or create law that ANY taxes cannot be changed by politicians without vote (like municipal taxes and fees).

    I think DGR =7% without re-investing is on high side. During last 100+ years average DGR was ~ 6.5% in USA (http://bit.ly/PSYFbn) but buybacks were illegal for most time during this period. The buybacks effectively reduce div. and DGR, so I expect to see lower average DGR in XXI century. I'd prefer to make buybacks illegal again because of several reasons (http://bit.ly/XRf3gk).

    SDS
    May 28, 2015. 01:02 PM | Likes Like |Link to Comment
  • Bill Gross: Mr. Bleu [View article]
    Baboon: Well how much you will pay for defective Tiffany? Can you find one in their store?
    May 28, 2015. 12:47 PM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With WmHilger1 [View article]
    "Please re-read my motto about that very issue. " - where?
    May 28, 2015. 09:55 AM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With WmHilger1 [View article]
    NW "Several people have mentioned the book idea. "

    There are several book a'la "Learning From Investment Masters" but ALL these books (as far as I know) are interviews with proffi well known in Wall Street. This SA series is unique because you interview amateur investors who has no hidden agenda and product to sell. Investment (esp. in stock) is one of few areas where proffi have no edge from amateurs. I think that book will be fruitful after ~ 50 interviews with elimination of redundant parts (like your intro about yourself).
    SDS
    May 28, 2015. 09:53 AM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With WmHilger1 [View article]
    WmHilger1 & Nicholas - thank you for the interview.

    I agree with many WmHilger1's points, and as DG/HY investor I have few questions to Mr. Hilger:

    1. "I invest almost solely in BDC, REIT, and MLP stocks." WHY? I think MRHY candidates can be found in regular companies esp. during bear markets. Yes, my initial YoC above 8% was mostly in REITs and MLPs but I made few nice purchases in 2009/2010. Also it seems (I don't have good statistics) that "skullduggery" is higher in BDCs than in other dividend companies.

    2. "I "Google".... URL for the home page of the company"
    a) Before you "Google" where you get ideas?
    b) How you did DD/research before WWW era without "paid" sources of information (well WSJ, Barron's etc are free in library but time to travel there is also money)?

    3. "This (SALE) includes if the stock has grown so much in value that its dividends are BELOW my range." Also "do cut stuff out of your inventory when appropriate"
    a)Well but your yield on cost doesn't depend on market. Isn't it?
    b) When sell is appropriate in your opinion beyond cases presented in the interview?

    SDS
    May 28, 2015. 01:39 AM | Likes Like |Link to Comment
  • Are We Expecting Too Much? Estimating Long-Term Market Returns, Part 1 [View article]
    Risk is overestimation, so modest hope on future return reduces the risk.
    As a physicist/engineer I often do ballpark estimations which range from +/- 10% to +/- 300%. A ballpark approach doesn't work for future returns of a stock market. As a long-term stocks investor, I rely on history (I'd prefer to rely on future but time machines invented by physicists are not reliable yet).
    US stock market shows average DGR ~ 6.5% for last 100+ years (http://bit.ly/PSYFbn) but dividends were paid during this period mostly without buybacks. I dislike buybacks (http://bit.ly/XRf3gk) for several reasons including that they might reduce average DGR for next 100 years.
    So in order not to do overestimation, I hope to see DGR ~ 5% from companies I own. Because ~ 95% of total return come for dividends and their growth (http://bit.ly/xFpiPl) I invest only in dividend-paying companies (at least they are able show me that they really make money not just accounting tricks). I do not rely on government data for inflation (in any country). I hope that <DGR> ~ 5% will be in ballpark with average long-term inflation. Hence, the fruit I can get is yield. Current bond yield makes them more stupid investment than usually (bonds is not the smart choice most of time - see excellent book “Harvesting Profits On Wall Street: Essays In Investing” By Ron Muhlenkamp & http://bit.ly/1Bptwj3). Therefore I combine DG and HY investment styles, but currently it is quite hard to find good yield in USA.
    SDS
    May 27, 2015. 02:15 PM | Likes Like |Link to Comment
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