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  • Bought Svenska Handelsbanken For Diversification, Dividend Income And A Currency Play On A Potential Recovery Of The Swedish Krona [View article]
    South Gent - FYI I just sent:

    Dear Editors,

    I follow "Income Investing Strategy" section of SA. Quite often articles of South Gent appears in this section but they has nothing to do with it. Mostly the author reports about his/her purchases of obscure dividend stocks (e.g. http://seekingalpha.co... or http://seekingalpha.co...) so it looks as push scheme and advertising of his/her blog. I explained to the author couple times that his/her articles are rather below to "Dividend Ideas" section, but she/he ignores and continues to "spam".
    I believe that SA editors should fix South Gent's articles mislabeling.
    Thank you
    SDS (Seductive Dividend Stocks)
    http://bit.ly/17DxR9V
    Feb 27, 2015. 11:05 AM | Likes Like |Link to Comment
  • You Can Absolutely, Positively, Retire Early... Maybe [View article]
    RS
    Thank you for good article.
    Let me play contrarian:
    We know that social security (SS) is mainly transfer of contributions of workers (W) to retirees (R). The ratio of W:R decreased from ~ 25W:1R to ~ 3W:1R in last ~ 70 years and it might be even lower in near future. If many young W will follow DGI and your advises we will face 2W:1R and in result SS collapse sooner. Is it good for current R?
    Disclosure: I can retire even "yesterday", will retire at age 50+ for sure.
    SDS
    Feb 27, 2015. 10:48 AM | Likes Like |Link to Comment
  • What's Your Story? Dividend Growth Investing's Business Model [View article]
    Sorry, English is not my native. I try to say that easy-to-understand business might attract more investors and hence might be more pricy than hard-to-understand business.
    SDS
    Feb 26, 2015. 09:35 PM | Likes Like |Link to Comment
  • Dividend Growth Investors: I Have A Few Questions [View article]
    I fooled with RMD and DGI in http://seekingalpha.co...
    SDS
    Feb 26, 2015. 02:14 PM | Likes Like |Link to Comment
  • Dividend Growth Investors: I Have A Few Questions [View article]
    DT160
    Morningstar probably has. Anyway it is easy to calculate but use consistent earnings.
    SDS
    Feb 26, 2015. 02:09 PM | Likes Like |Link to Comment
  • Dividend Growth Investors: I Have A Few Questions [View article]
    Bob1773
    It is not difficult to manage 100+ stocks portfolio - see http://seekingalpha.co...
    A DIY investor as well as a Wall Street analyst rarely have "in depth understanding" in more than 2 industries (I just left a comment to DVK article http://seekingalpha.co...). IMO diversification across different sectors is needed and wide diversification allows to make mistakes including ones with business misunderstandings.
    SDS
    Feb 26, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investors: I Have A Few Questions [View article]
    pim69
    IMO it is worth to read all David Dreman books, my be because I'm a natural contrarian 8-). I used to combine contrarian and value investing and now use contrarian approach to DGI.
    IMO you need to read also good books on behavior investing, e.g. The Little Book of Behavioral Investing: How not to be your own worst enemy / James Montier
    SDS
    Feb 26, 2015. 01:53 PM | Likes Like |Link to Comment
  • What's Your Story? Dividend Growth Investing's Business Model [View article]
    DVK/Folks:

    Your and Dividend Mantra's recent article http://bit.ly/182rEnO inspired this challenge:

    Many DGis /including myself/ say that they invest only in companies which business model they understand. BUT:
    Assume that there are 3 different public companies X,Y, Z which are good and attractive for investors. Also all investors buy only "understandable" companies as you outlined. All investors are into 3 different groups A,B,C. Group A understand only business of X and invest only in X, group B understand business of X and Y and invest only in these 2 firms, group C understand business of all these companies and invest in any of X,Y, Z firms.
    Simple question: which set of companies conducts higher price of their stocks?
    I guess the answer is obvious 8-)....
    Is possibility to understand business related to how good the company PR department presents its company for public?
    Can a small DIY investor hope to understand really business in different industries. Why Wall Street employs several analyst each of them specialize only in 1 or 2 industries? (I believe the answer to this question is simple – because W.S. figured out that it maximize profit in this case).
    Probably it is easily to replicate a simple business model than a difficult one. In this case "simple business model" firm will have more competitors and they come soon.

    What do you think?

    SDS
    Feb 26, 2015. 01:47 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investors: I Have A Few Questions [View article]
    It is not so difficult to manage 100+ stocks - see http://seekingalpha.co...
    Feb 26, 2015. 01:40 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investors: I Have A Few Questions [View article]
    Bob,
    I also like to challenge myself.
    Q1. Min acceptable initial yield Y depends on DGi time horizon. I rarely go with Y below 2% and cannot afford stocks with Y below 1%. Grandkids have more options 8-).
    Q2 See http://seekingalpha.co.... I'd also consider capital invested in company - see http://seekingalpha.co...
    Q3 I have portfolio of 100+ stocks and also "portfoolio" of stocks I decided not to buy. It seems they perform a par although I didn't make detailed study of any of them (will do at 7 or 10 years anniversary).
    BTW, "I believe its also true that capital gains are the engine that powers dividend growth" - I think this is incorrect. Cap gains depend on market mood, your initial price (nobody cares about), company financials and perspectives.
    SDS
    Feb 26, 2015. 01:38 PM | 1 Like Like |Link to Comment
  • The Roth Advantage No One Talks About [View article]
    I guess Dummkopf and it is applicable to most politicians.
    SDS
    Feb 26, 2015. 10:14 AM | 3 Likes Like |Link to Comment
  • Will The 'Income Bubble' End As Badly As The Tech Bubble? [View article]
    Adam,
    Thank you for good article. I'd agree that low interest rates lead investors to dividend stocks but a positive feedback is needed for any bubble. What is the feedback of "dividend bubble"?
    SDS
    Feb 25, 2015. 08:07 PM | 1 Like Like |Link to Comment
  • Keep It Simple [View article]
    Dividend Mantra,
    Let me play contrarian:
    Assume that there are N different public companies which are good and attractive for investors. Also all investors buy only "understandable" companies as you outlined. All investors are into 3 different groups A,B,C. Group A understand business of 10% of the companies and invest only in these N/10 firms, group B understand business of 50% of the companies and invest only in these N/2 firms, group C understand business of all these companies and invest in any of N firms.
    Simple question: which set of companies conducts higher price of their stocks?
    I guess the answer is obvious 8-)....
    Anyway, thank you for the article and I mostly agree with your assessment. The big problem is not only to understand business based on company history but try to figure out the future of the company.
    SDS
    Feb 25, 2015. 07:45 PM | Likes Like |Link to Comment
  • Using The 7-Step Income Stock Selection Process: 3 Examples [View article]
    Bruce
    Thank you for the examples. In parts 1,2 you mentioned few data sources you use. I think it would be nice to point source of data for your tables here because sometimes different databases have different numbers.
    SDS
    Feb 24, 2015. 04:31 PM | Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    Robert,

    My co-worker asked yesterday about best age to take SS if he retire at 62. I referred him to this article I read when it appeared. More that 1100 comments came (!) and, unfortunately, I don't have time to read all of them 8-(. I guess somebody already point the following argument I made but anyway I hope it is correct (if not I'd like to know):

    "Your money are managed by SSA (or any other agency). SSA has no magic and should invest it in market (probably mix of stocks and bonds). SSA pays fee for investment services, cannot stay 100% invested (just because you can demand money at any day if you are 62+), has a lot of limitations (I guess), etc.... You can invest yourself and avoid all SSA drag-downs. The only BIG risk that between ages 62 and 65 or /probably to less extend/ age 70 your return will be smaller than SS increase promised by SSA. But life is not ended at 70 and you should continue to invest (if your finance allows) and in long run you can beat SSA. Based on Roberts numbers average GAGR of SSA is about 4.5% for period of 20 years which quite possible to achieve with DGI. Your real numbers are probably different from Robert's but again GAGR of SSA cannot be better when average market return you can make with indexes. I'm going to retire before 62 and take SS as soon as it will be available for me."

    SDS
    Feb 24, 2015. 12:49 PM | 1 Like Like |Link to Comment
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