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SDS (Seductive Dividend Stocks)

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  • 5 Rules To Buy Quality Dividend Stocks Over Deep Value Butts [View article]
    Jae,
    I started my journey to stock market as a value investor. I have a difficulty to believe that well known companies like XOM, KO, WMT or PG which are in radar of few dozen analysts and thousand traders each microsecond can be over/under-valued. I own all of them (bought in summer 2009) but I think each blue chip is fairly valued maybe except moments when whole market is absolutely crazy (Jan 2000, March 2009).

    Anyway - thank you for good article.
    SDS
    Aug 29 01:59 AM | Likes Like |Link to Comment
  • Dividend Growth + Low Volatility = Winning Combo [View article]
    Kurtis,
    Thank you for recent good articles. I need to chew this one because I ignore price volatility and have no clue about my portfolio beta. Meantime a question : as far as I understand the bottoms of your graphs show number of stocks in portfolio under investigation and usual number is between 150 and 300. Do you think that a small self-directed investor can hold and trade so many positions?
    SDS
    Aug 29 01:48 AM | Likes Like |Link to Comment
  • Young Investors - Why Increasing Risk Is A Bad Idea For Your Portfolio [View article]
    Eric,
    Good start..... One note: If you combine
    "Dividend Yield - No minimum will be required for selection as the focus is on capital gains as much as expected income.
    Dividend Growth - Dividend growth plus dividend yield, aka "Chowder Rule", should be greater than 15."
    you chase high Dividend Growth Rates which are not sustainable (see Robert Allan Schwartz report).
    I'd agree that a young DGi can ignore Dividend Yield but DGR above 8% cannot last forever.

    Good luck!
    SDS
    Aug 29 01:42 AM | Likes Like |Link to Comment
  • Think Like An Owner [View article]
    Dividend Mantra
    Thank you for good article.
    One note:
    "The business is more profitable today than it was 10 years ago?" - Anybody can easily figure out it. WILL BE the business more profitable in 10 years than today? - This is the critical question each DGi must answer. Can you convince me that answers are YES for companies your outlined?
    SDS
    Aug 28 02:35 PM | Likes Like |Link to Comment
  • The 25 Best Authors On Seeking Alpha [View instapost]
    Thanks Tim, for the list!
    There are many authors in SA with the publish-or-perish syndrome who produce too many junk articles. So your note "Ocean man doesn't write unless he has something damn important to say." should be the main principle of any good SA citizen.
    SDS
    Aug 28 10:44 AM | 2 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    Folks
    I think a SA article about gradual transformation of IRA to Roth-IRA will be useful.
    SDS
    Aug 28 10:36 AM | 3 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    4oclockguy,
    Thank you for good comment and welcome to SA.

    Yep few factors should be considered:
    a) your genes, health, family, etc...
    b) current average life time LTc and average life time LTf at moment you'll be at LTc. IMO probably LTf > LTC due to progress in medicine
    c) Taxes: government has game plan, have you?. It will be suicide for any politician to close SS but they might increase taxes on SS benefits.

    SDS
    Aug 26 08:40 PM | 1 Like Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    Jerbear wrote "I prefer to use the governments money..."

    SS is NOT governments money. You pay social security tax and Medicare tax during whole your official (i.e. legal) working life. IMO governments often misuse taxes because they get easy money from us.
    SDS
    Aug 26 08:20 PM | 1 Like Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    Regarding means-testing: Thanks for the explanation. IMO people who pay FULL 100% Social Security taxes and should kill any politician who proposes reduce SS benefits because (s)he think that there are "too much" money in somebody pocket.
    SDS
    Aug 26 08:13 PM | 1 Like Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    Robert,
    Thanks for good analysis.

    "From January 2000 to January 2014, the simple arithmetic average cost of living adjustment (COLA) was 2.47%." Well CAGR is lower but I think even 2.47% is BELOW OFFICIAL inflation for this period. I guess very few DGis accept DGR=2.47% in their portfolio.

    What do you mean in "It is unclear if Social Security benefits will be means-tested." ?

    SDS
    Aug 26 09:44 AM | Likes Like |Link to Comment
  • Dividend Growth Investing: It's Not The Number Of Shares, But The Invested Capital That Matters [View article]
    DVK & PendragonY

    i) On discussion:
    1) Assume no fees:
    If you invested 1000$ in ABC firm at Yield=5% you will get 50$ in 1st year.
    If you invested 10000$ in ABC at Yield=5% you will get 500$ in 1st year.

    2) Assume 100$ fees:
    If you invested 1000$ in ABC at Yield=5% you will get 45$ in 1st year
    If you invested 10000$ in ABC at Yield=5% you will get 495$ in 1st year

    ii) On "how do you equal-weight a portfolio by income?"
    There were SA articles on equal-weighted by income dividend investment.
    IMO it is a bad idea because investor has to rebalance portfolio each time when DGR of companies are different and if a company pays special dividend. Trading cost will be quite high.
    As you know there are studies that equal-weighted S&P500 outperform capital weighted S&P500 in terms of total return. For many DGis income from portfolio is more important and even in this case it seems that equal-weighted by invested capital is better approach IF all firms have the same risk of let say dividend elimination. Of course risks are different, so I use pseudo-equal-weighted by invested capital approach for my portfolio (http://bit.ly/x96XEi).

    SDS
    Aug 26 01:50 AM | Likes Like |Link to Comment
  • Dividend Growth Investing: It's Not The Number Of Shares, But The Invested Capital That Matters [View article]
    "The more the capital you have in a dividend stock, the higher the amount of dividends you receive."
    As far as I understand the author speaks about INVESTED capital.
    SDS
    Aug 25 07:45 PM | Likes Like |Link to Comment
  • Dividend Growth Investing: It's Not The Number Of Shares, But The Invested Capital That Matters [View article]
    I invest almost equal capital in each company I like to own, some details are in http://seekingalpha.co.... My accumulation period as DGi is relatively short, so I ignore that 1$ invested today is probably equal 2$ invested in 20 years from now. For younger DGis this can be a factor. Because many DGis want to reduce investment expenses, the smallest capital for a transaction should be significantly higher than brokerage fees and ideal holding period is forever (see http://seekingalpha.co...).
    SDS
    Aug 25 05:27 PM | Likes Like |Link to Comment
  • The Most Honored Companies In America [View article]
    Kevin,
    It seems useful to post your whole table (in Ms-Excel or CSV format) somewhere at WWW and update it annually. By "whole" I mean all public and private companies including firms who got even 1 award. Ideally somebody should update the table annually and reanalyze in 5-10 years.
    SDS
    Aug 23 11:35 AM | Likes Like |Link to Comment
  • New Dividend Challengers Should Carry Warning Labels: "Caution! Not Recession Tested!" [View article]
    Mike,
    Thank you for good article. I simply agree.... /happens rarely 8-)/.
    One (unproven) method to see firm attitude to dividends is described in http://seekingalpha.co...

    SDS
    Aug 22 04:20 PM | Likes Like |Link to Comment
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