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SDS (Seductive Dividend Stocks)

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  • How One Retiree Is Muddling Through Dividend Investing: Part I [View article]
    Martin,
    Thanks for good article.
    Good luck!
    SDS
    Jan 28 11:03 AM | Likes Like |Link to Comment
  • Get Your Dividend Growth 'Off The Grid', Part 3: U.S. Over The Counter (OTC) [View article]
    Nice article -Thank you Denise!
    I own some stocks you pointed mostly because I consider that each firm can have it own schedule of DG /http://seekingalpha.co...
    BTW, Yahoo recently dropped .pk and .ob designations from their quote.

    SDS
    Jan 28 10:06 AM | 1 Like Like |Link to Comment
  • Managing Your Portfolio - Selling [View instapost]
    Hi Chowder
    a) I agree that "one must take it on a case by case basis." and think it applicable to other situations. Formally I'd NOT buy PSX at split day (no dividend history) but I was "granted" PSX shares and decided to keep until company will have some record to decide upon it.
    b) I didn't own or consider EXC, so I didn't follow their story.
    c) "eddie performance" Sorry it is not in my vocabluary and dictionary: What does eddie mean? Can you rephrase?
    SDS
    Jan 28 01:25 AM | Likes Like |Link to Comment
  • Dividend-Paying Stocks Are Not 'Bond Equivalents' [View article]
    The Financial Lexicon,
    Thank you for the good article. Although I think you are correct (I'd also add that stock holders have voting rights while bond holders not) and formally stocks and bonds are different, I also think that wide portfolio of dividend stocks can replace bonds for the investor who can handle stocks volatility and periods of stock market depression. My study of academic literature show that default rate of corporate bonds and dividends cut probability for dividend growth stocks are almost the same (http://bit.ly/A3tOrH), so IMO a long-term investor with good risk tolerance should prefer stocks.
    SDS
    Jan 27 02:21 PM | Likes Like |Link to Comment
  • Managing Your Portfolio - Selling [View instapost]
    Chowder,

    I thought a bit more - IMO it is better to re-group some your factors by dividend change rate (DCR) as

    3. Dividend eliminated (DCR= -100%).
    1. Dividend cut (-100% < DCR <0)
    2. Dividend frozen (i.e DCR=0)
    10. Declining dividend growth (DCR>0).

    R.A.S. have analyzed bumpiness in DCR and it seems that after periods when d(DCR)/dt<0 quite often periods with d(DCR)/dt>0 occurs (here t is time and d is derivative). So I'd not do anything at d(DCR)/dt<0 esp. if my YoC is high.

    IMO it was smart to freeze div. after 2008 because credit crisis (it was very hard to get credit in a bank, so I'd keep as much cash as possible in my pocket but pay stable dividend).

    Well, I'm in minority but NOT any cut should trigger sell signal (http://seekingalpha.co...), even NOT any dividend omission is terrible (http://seekingalpha.co...). Of course, such behavior is probably possible with wide portfolio (100+ stocks) when each position (and DCR) is a small portion of an investor wealth.

    SDS
    .
    Jan 27 12:56 PM | Likes Like |Link to Comment
  • Managing Your Portfolio - Selling [View instapost]
    Excellent article - thank you chowder!
    Let me comment on Mergers. and Spinoffs. I mostly trust management of companies I own. If they adsorb or erect a business, I hope they make a good decision and keep stocks. I use Winnie-the-Pooh principle “Don't underestimate the value of doing nothing" with my equity positions.
    SDS
    Jan 27 01:24 AM | 2 Likes Like |Link to Comment
  • Managing Your Portfolio - Weightings [View instapost]
    I have 100+ positions quasi-equal weighted (see http://seekingalpha.co...). I usually invest dividends in new positions rather than increase existing ones and control fees ( http://seekingalpha.co...).

    I kept and still keep BP (it is ~ 1% in my portfolio) because dividends were played by politicians. IMO it isn't always smart to sell at dividend cut (http://seekingalpha.co...).
    Jan 27 12:59 AM | Likes Like |Link to Comment
  • Dividend Growth - The Stock Selection [View instapost]
    Chowder,
    Thank you for the blog! I just added you to FOLLOWING.
    On discussion with Robert:
    One advantage of SA blog to compare with SA article is the possibility to update the blog (I use it a lot).
    SDS
    Jan 27 12:48 AM | Likes Like |Link to Comment
  • A Low Beta, High Dividend Growth Rate Portfolio With 3.4% Yield And 20% DGR [View article]
    Good point.
    I'm reading The Equity Premium: Essays and Explorations / Goetzmann, William N. and Roger G. Ibbotson / now - Chicago school did not count dividends at all in their databases prior ~ 1985 (!!!)
    SDS
    Jan 26 10:47 PM | Likes Like |Link to Comment
  • A Low Beta, High Dividend Growth Rate Portfolio With 3.4% Yield And 20% DGR [View article]
    I guess it came with "new" generation which were exposed ONLY to EMH/MPT/CAMP in schools.
    Jan 26 10:41 PM | 2 Likes Like |Link to Comment
  • A Low Beta, High Dividend Growth Rate Portfolio With 3.4% Yield And 20% DGR [View article]
    Jeff,
    I don't think that a single portfolio is really informative. May be it is better to split CCC list into 10 parts with different beta or another features (DGR, yield, etc...), do annual rebalance and watch results of 10*number of features portfolios. It is more work but more common scientific method.
    SDS
    Jan 26 01:47 PM | Likes Like |Link to Comment
  • Our Best-of-the-Best Dividend Portfolio Update [View article]
    Thank you, Stan!

    I prefer wider diversificaton and 2-5 years in my mind is a bit short to be named "long-term" and to recover cost of direct investment (http://seekingalpha.co...), You can find my approach at
    http://seekingalpha.co...
    and
    http://seekingalpha.co...

    Good luck!
    SDS
    Jan 26 09:26 AM | Likes Like |Link to Comment
  • AAII Sentiment Survey: Bullish Sentiment Reaches A 2-Year High [View article]
    Charles,
    Did somebody compared AAII Sentiment with market (e.g. S&P500) on long scale? Where? What are the results? - please shut me email. See also http://seekingalpha.co...
    SDS
    Jan 25 10:41 AM | Likes Like |Link to Comment
  • Our Best-of-the-Best Dividend Portfolio Update [View article]
    What are Best-of-the-Best Dividend Portfolio formation principles?
    SDS
    Jan 25 10:15 AM | Likes Like |Link to Comment
  • Rising Dividends: My Dividend Growth Portfolio 2012-2013 Report [View article]
    By no means I expect that DGis are stupid, but recent data (http://bit.ly/10WgQmM) confirm that small investors under-perform market.
    SDS
    Jan 25 10:06 AM | Likes Like |Link to Comment
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