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SDS (Seductive Dividend Stocks)

SDS (Seductive Dividend Stocks)
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  • Investing In Dividend Stocks: Why I Chose The Stocks In My Portfolio - Part 4 [View article]
    IMO you're too concentrated in US.
    Jan 31 01:11 AM | Likes Like |Link to Comment
  • Evaluating Dividend Growth Stocks: The Missing Ingredient [View article]
    Actually it seems that you re-invent Chowder rule for DGI: "I wanted to buy companies that when you combined the current yield with the 5 year compounded annual growth rate (CAGR), I wanted it to equal 12% or more, giving me a buffer or dividend moat against my total return objective." (http://seekingalpha.co...) that is used by many SA folks for few years already.
    SDS
    Jan 31 01:07 AM | 4 Likes Like |Link to Comment
  • A Dividend Portfolio Comparison: Identifying Common Stocks For Further Consideration [View article]
    Dividend Dynasty - thank you!
    Jan 30 06:23 PM | Likes Like |Link to Comment
  • Establishing A Core Portfolio [View instapost]
    Chowder,
    Thank you for answers.
    SDRL and INTC are good examples for my 2nd question.
    I did read your stock selection process and it has many common points with my. rnsmth just showed example of rejection.
    SDS
    Jan 30 02:08 PM | Likes Like |Link to Comment
  • Establishing A Core Portfolio [View instapost]
    Chowder,
    Thank you for good blog. I like it but as a native contrarian let me put few comments/questions:
    1) Although I consider almost all my positions (except ~ 3% of stocks there I play dividend capture) as core and intend hold them forever, I do not marry any stock if it strongly overpriced.
    Did you sell anything during 1995-2000 bubble?
    2) Well we know that some products and so companies depend of economic conditions. So why to exclude a good solid company (e.g. based on your criteria with only 1 negative annual earnings in a decade) from core portfolio?
    3) It seems that you are mostly in US (well most DG firms are here) but people in other countries also use utilites, food, etc. So what % of portfolio in your opinion should be abroad?
    4) There is article today with portfolios comparison /http://seekingalpha.co... - let me copy my comment from there:
    "It seems useful if "DG portfolio managers" who update us with their holdings also start to describe stocks they considered but rejected and why. Just a wish...."
    I believe it will be fruitful to know your "back-stage".

    Good luck
    SDS
    Jan 30 10:32 AM | Likes Like |Link to Comment
  • A Dividend Portfolio Comparison: Identifying Common Stocks For Further Consideration [View article]
    It seems useful if "DG portfolio managers" who update us with their holdings also start to describe stocks they considered but rejected and why. Just a wish....
    Jan 30 10:30 AM | 1 Like Like |Link to Comment
  • A Dividend Portfolio Comparison: Identifying Common Stocks For Further Consideration [View article]
    On2Fredom,
    Congratulations on your first article - good comparison but as expected tilted to large-cap companies with several thousands of investors. If you begin to form your portfolio - they are good candidates but IMO later on you need to expand to small caps as explained in my SA blog.
    Good luck
    SDS
    Disclaimer: I own ~ all 35 except CSX and IBM......
    Jan 30 09:48 AM | 1 Like Like |Link to Comment
  • Illustrative Comment To "Open Letter To ETF Industry: Create A Better Dividend Growth Product" By David Van Knapp [View instapost]
    Well I presume that you are in US.
    As far as I know Fidelity gives such opportunity for US investors but I don't have account there. I contacted directly but they open only for UK residents. Probably some other trusts (see also list at http://bit.ly/PVSkfE) accept US investors but I didn't contact them. Please let us know if you figure out something usable.
    Jan 30 09:26 AM | 1 Like Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part II [View article]
    It was shown many times in academic papers that investing newsletters do not outperform, so I do not spend $ for any. I did't know about dividendlab.com and name sounds attractive for me because I run some dividend research in spare time (http://seekingalpha.co...) as well as "rejection story" shows that something unusual, so I'll
    check out.
    Jan 30 12:17 AM | 1 Like Like |Link to Comment
  • 2012 Core Dividend Growth Portfolio Results: Rethinking Strategy For 2013 [View article]
    On tax ?:
    I keep high yield in IRA and low yield in regular. Problem is that DGRs of low yields are often higher and movement can be difficult to move them under capital gain tax gun...
    SDS
    Jan 29 02:53 PM | Likes Like |Link to Comment
  • 2012 Core Dividend Growth Portfolio Results: Rethinking Strategy For 2013 [View article]
    a) I also use quasi-equal weighting (in terms how much money I spend for a position) - see http://seekingalpha.co...
    b) I agreed with M* "While the jury is still out" on BPL and decided to hold it (well it is ~ 1% of my portfolio)
    c) "there is not a dividend growth ETF" - UK has some good DG trusts - see http://seekingalpha.co...
    SDS
    Jan 29 02:50 PM | Likes Like |Link to Comment
  • The Ultimate Guide To Finding Double Digit Dividend Growth Stocks [View article]
    Thanks for TMX Stock Screener (I didn't know about it).
    David Fish maintains comprehensive list of DG stocks.
    Jan 29 12:16 PM | 1 Like Like |Link to Comment
  • Why Dividend Growth Investing Can Make You A Better Investor [View article]
    To me "The single best investment: creating wealth with dividend growth" by Miller Lowell was eye opener. I did read Roxanne Klugman's book later on and it seems me more shallow.
    Anyway nowadays a lot of DGI articles already posted in SA and few books on DGI exist - see http://seekingalpha.co..., so a reader can choose.
    Jan 29 12:10 PM | Likes Like |Link to Comment
  • More On Insurance Investing [View article]
    Is " the accounting - so opaque" in insurance or in any company?
    Jan 29 11:24 AM | Likes Like |Link to Comment
  • The Most Efficient Retirement Portfolio [View article]
    IMO this is a pure self-promotion starting from the title "The Most Efficient"
    Jan 28 01:12 PM | 1 Like Like |Link to Comment
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