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SDS (Seductive Dividend Stocks)

SDS (Seductive Dividend Stocks)
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  • 2013 Smaller-Cap Dividend Growth Portfolio With 4% Yield And Lower Beta [View article]
    I bet that most SA readers are individual investors (while investment professionals have more time to write articles for SA and ratio is shifted for SA authors). Anybody can easily add min caps filter but my point that individual investors often cannot compete with investment professionals in well-analyzed blue chips. It seems interesting to figure out market cap of longest term DG companies (e.g. with 35+ years streak) at the time they were qualified for CCC list (i.e. had DG for 5 years) - I guess some of them had caps below $250MM then.
    SDS
    Dec 19 05:29 PM | Likes Like |Link to Comment
  • 3 Top Tech Dividend Stocks [View article]
    All 3 will not die jumping down from fiscal cliff
    Dec 19 12:11 PM | 1 Like Like |Link to Comment
  • Windstream: Is The 11.4% Dividend Yield Sustainable? [View article]
    I dislike that WIN as well as some other companies issue too many new shares - see http://seekingalpha.co...
    Dec 19 12:08 PM | Likes Like |Link to Comment
  • Looking To Add Wisconsin Energy To My Dividend Growth Portfolio [View article]
    Larry
    Thank you for good article. I'm also watching WEC but rather agree with Morningstar estimations - Fair Value 32$ and Consider Buy 25.6$ (I think I'll buy between 31 $ and 32$)
    SDS
    Dec 19 12:03 PM | Likes Like |Link to Comment
  • Bank Dividends For 2013 [View article]
    There is a potential also in small banks with robust dividends - see http://seekingalpha.co...
    Dec 19 10:44 AM | Likes Like |Link to Comment
  • Increase Future Returns By Adding These 10 High DGR Stocks To Your Portfolio Core [View article]
    Bob,
    Good article and list (except OXY - I doubt their dividend reliability). History shows that DGR ~ 19 is not very robust in long run (http://seekingalpha.co...
    and http://seekingalpha.co...)
    SDS
    Dec 19 10:41 AM | Likes Like |Link to Comment
  • Investing In Dividend Growth Stocks: My Portfolio Of 25 [View article]
    Ong Kang Wei
    I think you have good starting point and hopefully be successful in long run. I do not think that well known companies with 25+ years of DG can be strongly under/over-valued because for them market is quite effective, see e.g. http://seekingalpha.co.... Also a dividend cut is not necessary the reason to "remove any stock" - see http://seekingalpha.co...

    SDS
    Dec 18 09:09 PM | 1 Like Like |Link to Comment
  • Benchmarking For The Dividend Growth Investor [View article]
    Perfect article Eddie - thank you!
    WWW site you pointed has more div. indexes - http://bit.ly/UzfhmM
    Dec 18 11:32 AM | Likes Like |Link to Comment
  • Why I Am Not Worried About The Fiscal Cliff And Dividend Tax Increases [View article]
    Sometimes I think that fiscal cliff is more more than an opportunity to politicians to be more often on TV.
    Dec 18 11:27 AM | 5 Likes Like |Link to Comment
  • Learning From The Avon Products Dividend Cut [View article]
    Dan,
    Thank you for good article. Although you are probably right on Avon, more extensive research shows that div cut can be fruitful for investors (http://seekingalpha.co...).
    SDS
    Dec 18 11:26 AM | Likes Like |Link to Comment
  • 2013 Smaller-Cap Dividend Growth Portfolio With 4% Yield And Lower Beta [View article]
    Jeff,
    Thank you for good update. Let me play a contrarian as usual:
    Your steps 2 and 3 seems contradict each other - you ignore real small caps (below $250MM) in step 2 and when remove "top" caps in the group.
    As a small investor I did find a lot of value in micro- and nano-caps (see e.g. http://bit.ly/VJDOXn).
    I think the second step is not necessary because SA targets mostly small investors (I do remember your school study for institutional investor where you removed all below $500MM but IMO you are in different position now).
    SDS
    Dec 18 09:22 AM | Likes Like |Link to Comment
  • Special Dividends: Special Mostly For CEOs [View article]
    It is obvious that most of "1$ specials companies" CEOs/BoDs like round numbers but they suppose to compare payments with company books. IMO at least CFOs of such companies are qualified at most to be store managers in Dollar Tree.....
    Dec 13 05:00 PM | 1 Like Like |Link to Comment
  • Options And Special Dividends [View article]
    One point I'd like to ask CEOs / BoDs of many "special 2012 dividend" companies - do they know finance?
    If you think the answer is "YES" - please explain why from 211 special dividends (my database for this quarter) 42 companies declared 1$, 17 companies declared 50 cents and 17 other companies declared 2$ . To me it sounds that CEOs / BoDs just peaked a round number....
    Dec 13 11:45 AM | Likes Like |Link to Comment
  • Special Dividends Through Year-End [View article]
    One point I'd like to ask CEOs & BoDs of many "special 2012 dividend" companies - do they know finance?
    If you think the answer is "YES THEY ARE" - please explain why from 211 special dividends (my database for this quarter) 42 companies declared 1$, 17 companies declared 50 cents and 17 other companies declared 2$ . To me it sounds that CEOs & BoDs just peaked a round number....
    Dec 13 11:44 AM | Likes Like |Link to Comment
  • Special Dividends: Special Mostly For CEOs [View article]
    One point I'd like to ask CEOs & BoDs of many "special 2012 dividend" companies - do they know finance?
    If you think the answer is "YES" - please explain why from 211 special dividends (my database for this quarter) 42 companies declared 1$, 17 companies declared 50 cents and 17 other companies declared 2$ . To me it sounds that CEOs & BoDs just peaked a round number....
    Dec 13 11:41 AM | Likes Like |Link to Comment
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