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  • Buying Brand Names In A Bear Market Can Make You Rich [View article]
    I agree that brand names have reputation but this is very timely article when US market at the top 8-).
    There is mistake: Mr. Buffett wants buy Heinz for pennies - deal is not done without shareholders approval and I'll vote against it.
    Selection of 2/9/2009 as a purchase day is very obvious. Any US contrarian stocks portfolio bought this day perform quite well after it till now. End day 3/19/13 is also suspicious - why not 4/1/13 for example (the article published 4/5/13)?
    SDS
    Apr 8 10:10 AM | Likes Like |Link to Comment
  • H.J. Heinz Company Outlook [View article]
    I'll vote against the deal, IMO Mr. Buffet steals my ketchup....
    Apr 7 11:10 AM | 1 Like Like |Link to Comment
  • Choosing Which Unilever Share Class Is Right For You [View article]
    DB,
    Thank you for good comparison of dual shares in your articles. Change of sign in price premium shows IMO weakness of effective market hypothesis at the company level.
    SDS
    Apr 3 08:31 AM | Likes Like |Link to Comment
  • Dividend Champions: 15 Increases Expected By April 30 [View article]
    Thank you.
    Apr 3 01:54 AM | Likes Like |Link to Comment
  • Dividend Champions: 15 Increases Expected By April 30 [View article]
    David,
    What is your source of Tootsie Roll Industries dividends history? Their WWW doesn't show info and they should not be in CCC according to secondary sources....
    SDS
    Apr 2 06:27 PM | Likes Like |Link to Comment
  • Charlie Munger's Guide To Forever Investing [View article]
    Timm,
    Thank you for good article.
    I think that advise "Aggressively Monitor Your Investments" is not applicable to DGI and HYI nevertheless:
    1) "Look at the 100 largest industrials on Fortune magazine's list. In just seven years, 1983 through 1990, 30 dropped off the list."
    Another even more shocking IMO data is at http://seekingalpha.co...

    2) "It does not matter if 99% of the stocks in the universe won't be profitable 30 years from now. That's because there are over 15,000 stocks out there, and you would still have a pool of 150 to choose from."
    If you have supervision and can predict the future...... Tim - you are too much optimist IMO if you think so.

    3) I do not propose trade stock because of a single year negative earnings or even because of a dividend freeze in hard time for economy but rarely company fortune last longer than a human lifetime, but buy and forget esp. small number of companies (<<150) is a way to disaster IMO.

    4) I believe that Charlie Munger is a wise man and the approach you outlined <to be> "either the seller of low-priced brand names, or they are the low-cost producer in the industry" makes sense, but being a contrarian let me point to contra-argument. It was named KODAK. As far as I know (I might be wrong because I didn't own their stock and was not a big fun of photography) they were leader and low-cost producer in the industry but.... I really not sure that you will drink Coca-Cola or buy razors in Wal-Mart in 2073.
    Disclosure: I own KO & WMT
    SDS
    Apr 1 09:03 AM | Likes Like |Link to Comment
  • Dividend Growth Investing: Myths 11-15 [View article]
    Yep, more correct definition is
    Total return = Income +/- Price appreciation or TR=I+/-PA (eq. 1). More formally we can use so-called imaginary number J common in math and physics (http://bit.ly/14ze4Ey). In this case TA = I + (J^n)*PA (eq. 2), where integer n in Eq. 2 or choice of the sign (+ or -) in Eq. 1 depends on investor's optimism. Just kidding... Happy fool day!
    SDS
    Apr 1 01:30 AM | Likes Like |Link to Comment
  • Dividend Growth Investing: Myths 11-15 [View article]
    Dave,
    I don't have stat. but I concluded from the fact that Brazilian ETF exists and promoted while DGI is still in our dreams.
    SDS
    Apr 1 01:24 AM | Likes Like |Link to Comment
  • Dividend Growth Investing: Myths 11-15 [View article]
    Ha! as a physicist I started to think about law of income conservation 8-).
    Apr 1 01:23 AM | Likes Like |Link to Comment
  • Dividend Champions For April 2013 [View article]
    Thank you David!
    Apr 1 01:18 AM | 1 Like Like |Link to Comment
  • Surprise, Surprise: Negative Dividends [View instapost]
    I don't know almost anything about bonds. Let me quote from the article in WSJ - "Germany... issued shorter-term treasury bills with a negative yield..." - so I guess the bond prospectus actually says that yield < 0.

    Yes under Obama pressure BP had 0 dividend but I didn't pay a penny for "honor" to be BP shareholder (I did own and still have their stocks). In the 4 cases I cited in the blog companies required the payment of assessment fees from their shareholders.
    Apr 1 01:14 AM | Likes Like |Link to Comment
  • Surprise, Surprise: Negative Dividends [View instapost]
    I don't know how technically they did it.
    Another strange example is bonds with negative yield (see Negative Yield on German 2-Year Note at http://on.wsj.com/Vj5Z0K)
    Mar 31 09:25 PM | Likes Like |Link to Comment
  • Dividend Growth Investing: Myths 11-15 [View article]
    D#1
    I thought in the same direction but it seems that Wall Street knows already how to extract money from my pocket in case of ADRs and index funds/ETFs (they initially designed for "buy and hold" strategy - see John C. Bogle) and W.S. can apply the same techniques to DG-ETF.
    DGI is too boring for CNBC as far as I understand (I watch it less than 1 hour during my whole life-time) - for most of my positions the annual exam is the same as for former athlete in a good shape in a family doctor office - just to confirm that everything is normal and to say good buy. I cannot imagine a pundit who has only to say "ABC, XYZ and .... all reported today annual earnings in the range of educated expectations and increased dividends as usually they do /according to David Fish's schedule 8-)/."
    I guess (I have no proof) that many CFA are against DGI because of vested interest in investors activity. Moreover, I think even SA promotes trading indirectly. On another hand, without money in W.S. pockets we would NOT probably have all this fun related with finance research, free information like SA or Yahoo portal, and appearance new companies like Intel or Google.
    SDS
    Mar 31 03:07 AM | 2 Likes Like |Link to Comment
  • Dividend Growth Investing: Myths 11-15 [View article]
    Folks,
    We probably can argue about risk, diversification, ETFs and stock picking forever. I just put some simple math in http://seekingalpha.co... to show that some of these discussions are worthless.
    SDS
    Mar 31 02:42 AM | Likes Like |Link to Comment
  • Dividend Growth Investing: Myths 11-15 [View article]
    Qniform,
    You are right - indeed tons of academical studies shows that few (or at least a negligible percentage) MUTUAL FUND /MF/ managers consistently beat market averages. (capital is my addition to your phrase).
    Till this year I bought these results as is. But now I see a flaw - successful MF managers migrate to hedge funds and other firms and removed from databases used in the studies.
    Anyway I also very skeptical in successful stock picking, just my 2 cents on be careful with academical studies.....
    SDS
    Mar 30 05:30 PM | Likes Like |Link to Comment
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