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  • Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
    My 2 cents to comments:

    David Crosetti's comment 23 Feb, 11:17 AM outlined 5 principles of DGI. In principles 2,3,4 the word "annual" is used. I don't want to abuse David Crosetti and other DGi-s /I have great respect for all SA contributors/ but it seems to me as example of the tunnel vision. Why company's dividend cycle cannot be bi-annual or even longer ? IMO (http://seekingalpha.co...) such companies can be as good as other DG firms from CCC list.

    It seems that Apple management resists to pay dividends until public force them to pay. Their stock is not for me....

    richjoy403: "I participate in the technology sector, but I am very selective in my holdings .. I choose to avoid the small caps, the start-ups and IPOs..."
    Agree on start-ups and IPOs. Some tech small & medium caps are quite successful in niche markets and their markets and dividends are growing.

    Robert Allan Schwartz: "Xerox did the same thing - their Palo Alto Research Center (PARC) invented the "window, icon, mouse, pointer" (WIMP) user interface, but they never productized it; that fell to Microsoft and Apple."
    I read Job Steve bio and it seems that he stole PARC inventions....

    SDS
    Feb 23 08:47 PM | 1 Like Like |Link to Comment
  • Avoiding Tunnel Vision In Your Dividend Growth Investing [View article]
    Eddie,
    Thank you for good article. I work a lot with tunneling of electrons in nanodevices but this is different from tunnel vision because allows electron to overcome barriers they should not be able to pass without tunneling. The same is correct to some extend to investor - they often need to overcome psychological barriers they would not be able to pass if concentrate only on a few aspects.
    One way, as you demonstrated, to overcome tunnel vision to finance data only is to analyze future of a company. Because DGI is a long-time effort ( for an estimation see http://bit.ly/XNfrZV) it is indeed important to how the company will compete in future.
    The only critical note (well I almost always have at least one) is - do not rely solely to the company reports and check that independent analysts say. Of course it is easy to propose than to do and it takes more than 2 hours.
    SDS
    Feb 23 08:04 PM | 1 Like Like |Link to Comment
  • How To Build A Utility Portfolio [View article]
    Jon,
    Thank you for good article. I'm a simple minded person on utilities - because they are mostly regulated and regulations are limited by {country} boundaries a good portfolio should include solid utilities from different continents.
    SDS
    Feb 23 01:22 AM | Likes Like |Link to Comment
  • How To Remain Solvent Longer Than The Market Is Irrational [View article]
    Chuck,
    I overcome myself and read whole article. I agree with "The question that stimulated this article was essentially how long can, or should, an investor wait for an undervalued, and therefore, underperforming stock to regain its luster. My simple answer would be that as long as the company's earnings are justifying a higher price, then I would be willing to wait as long as it takes" just because more than one company is traded at stock exchanges. But I think arbitrary movements of a blue line above or below an orange line cannot prove anything esp, for mega-caps there EMH works quite well during "low crazy" market periods. Just compare your graphs in this article with HCP and VTR fast-graphs in http://bit.ly/ULCPWw and try to explain all.
    Anyway I really appreciate your articles - they are well written and give a food for brain.
    Good luck!
    SDS

    PS I'm not going to open and discuss this article anymore - you have newest one, I'll read 8-).
    Feb 23 12:58 AM | Likes Like |Link to Comment
  • Retirement Tips Series: 1 - Start Early [View article]
    CGDI,
    Thank you for good article.
    I think your AFL lesson should be "It is almost impossible to buy at the bottom".
    Disclosure: I'm long on AFL and have no clue about current stock price.
    SDS
    Feb 22 12:13 AM | Likes Like |Link to Comment
  • The Hard Truth Of Dividend-Growth Investing [View article]
    I answered on "DoREITs compatible with DGI?" in one of previous comments
    Feb 21 04:41 PM | Likes Like |Link to Comment
  • The Hard Truth Of Dividend-Growth Investing [View article]
    I guess you're joking...
    I have more ideas than time, so I often delegate to develop my ideas to others.
    SDS
    Feb 21 04:33 PM | Likes Like |Link to Comment
  • The Hard Truth Of Dividend-Growth Investing [View article]
    Hmmm... Portfolio123 seems too expensive if you trust that "past performance does not guarantee future results". Anyway, thank you for the guide. It would be nice to see at SA articles like "Review of best SSRN papers in last year/quarter" - can you lead?
    SDS
    Feb 21 11:48 AM | Likes Like |Link to Comment
  • The Hard Truth Of Dividend-Growth Investing [View article]
    Well WM biz depends on economy so why to expect 10% DGR in recession?
    I'm long on WM
    Feb 21 11:08 AM | 1 Like Like |Link to Comment
  • The Hard Truth Of Dividend-Growth Investing [View article]
    Chowder,
    If you bought WMT in 2005 their DGR +your YoC in 2012 should be more than 12%, so why did you sell? Did you violate you chowder rule 8-) ?
    SDS
    Feb 21 11:02 AM | Likes Like |Link to Comment
  • The Hard Truth Of Dividend-Growth Investing [View article]
    There are REITs in DG universe such as
    HCP REIT - Healthcare Facilities
    OHI REIT - Healthcare Facilities
    ESS REIT - Residential
    O REIT - Retail
    More can be found in David Fish CCC list
    Feb 21 10:57 AM | 2 Likes Like |Link to Comment
  • The Hard Truth Of Dividend-Growth Investing [View article]
    Robet
    DGI is NOT math. It is trust in BoD consistency
    SDS
    Feb 21 10:23 AM | 1 Like Like |Link to Comment
  • The Hard Truth Of Dividend-Growth Investing [View article]
    Chowder,
    I mostly agree, just my 2 cents on rating:
    I not sure that credit rating is conclusive for banks (from whom they will take credit?) and exists for some debt-free companies.
    The credit rating of a country dominates on rating of a company (so debt-free cash cow firm in country with B rating cannot be rated above B).
    SDS
    Feb 21 10:13 AM | Likes Like |Link to Comment
  • The Hard Truth Of Dividend-Growth Investing [View article]
    MFT proponents should say "BUY ALL 200".... It is well known that S&P500 outperform most actively managed mutual funds. There are indications that DGI might outperform even S&P500 but IMO the indications built on relatively short time period to be conclusive. Advantages of S&P500 are wide diversification (although they decided quite recently ignore non-US companies) and hidden active management of portfolio. This is one of the reasons that DGi should be quite diversify (100+ stocks) IMO and be more active than buy&hold investor (but not too active).
    SDS
    Feb 21 10:04 AM | Likes Like |Link to Comment
  • Royal Bank Of Canada: The Best Of The Best [View article]
    Bob,
    Yes I spread banks for diversification and therefore asked about Panama or Barbados banks.
    I think Morningstar rates big banks they cover but their system isn't as sophisticated as S&P, Moody and other rating agencies. I not sure that credit rating is conclusive for banks (from whom they will take credit?). Also as far as I know rating of a country dominates on rating of a company (so debt-free cash cow firm in country with B rating cannot be rated above B)..
    SDS
    Feb 21 09:50 AM | Likes Like |Link to Comment
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