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SDS (Seductive Dividend Stocks)

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  • Straight Talk II: 4 More Candid Rules For Individual Investors [View article]
    Donald,
    Thank you for sharing wisdom, I hope you'll continue.
    SDS
    Sep 3, 2013. 08:38 PM | 1 Like Like |Link to Comment
  • Considering High-DGR Dividend Growth Stocks [View article]
    David Crosetti,
    1) I use DGI for dividend growth (DG) investment /strategy/ and DGi is DG investor /person/;YOC= yield on cost = yield on invested capital.

    2) In order to have YOC=10% in 10 years a DGi needs reasonable high initial yield Yo (she or he can control) and/or reasonable high average DGR during this 10 years (controlled by economy and BoD). We know that very high initial yield Yo is often (not always) not sustainable, so a DGi needs to balance between Yo and DGR expectations.

    3) There are 2 DGRs - nominal (difference between dividends in different years) and personal (nominal DGR+ part of re-invested dividends). Personal DGR (sorry I cannot invent better name) depends on account (via taxes) and DGi financial situation. I discuss only nominal DGR (BTW, I made once a mistake with personal DGR in comments to SA article).

    4) I invest in stocks with high yield and low even zero DGR and in stocks with high nominal DGR and in stocks between these 2 extremes ( see e.g. http://bit.ly/10kl7Pa).
    I do not plan to keep any stock forever but in order to make my investment cost-effective I'd like to (see http://bit.ly/1a4A62m and http://bit.ly/XNfrZV).
    Decrease of DGR is not my sell trigger. For example, I'd "allow" Intel to have DGR =0 in next 3 years knowing situation in the industry.

    SDS
    Sep 3, 2013. 06:27 PM | 2 Likes Like |Link to Comment
  • Considering High-DGR Dividend Growth Stocks [View article]
    Robert Alan Schwartz also show that DGR>8% is not sustainable for 20 or 25 years. Average DGR of US stocks in last 100+ years was 6.5% /http://seekingalpha.co..., so IMO expectations should be in 7% range.
    SDS
    Sep 3, 2013. 04:43 PM | 1 Like Like |Link to Comment
  • The Chinese Financial Public Relations Machine [View article]
    Every second word of Chinese officials is a propaganda.....
    Sep 3, 2013. 11:08 AM | Likes Like |Link to Comment
  • Young And Restless Portfolio: This Portfolio Actually Increased In A Bad Month [View article]
    Well I guess I cannot be qualify as young because I don't rely on "the good fortunes of " any stock. Somehow my wife believes that I'm still restless even without FB account 8-).
    BTW why is this article in D&I section?
    SDS
    Sep 3, 2013. 10:04 AM | Likes Like |Link to Comment
  • 12 Investable Banks Among The Worlds 50 Safest Banks [View article]
    Richard,
    Thank you for good article.

    I look on original list - most banks in top 10 are from Germany & I guess they are not trade in US.

    Well I guess readers are more interesting in safest dividends in D&I section. I did calculations this June using model http://seekingalpha.co... for banks I hold/watch. Safest dividends (low cut probability) had USB SMBC PULB NA.TO WFC HBC STI BNS WBK. I guess Global Finance ignores small banks. Some overlapping with world 50 list exist.

    SDS
    Sep 3, 2013. 09:58 AM | Likes Like |Link to Comment
  • Is Leggett & Platt A Good Stock To Buy? [View article]
    I bought LEG few years ago because they have almost monopoly in US for mattress's springs, so I sleep well on a mattress with their springs and with their stock 8-).
    SDS
    Sep 3, 2013. 09:43 AM | 1 Like Like |Link to Comment
  • Dividend Stocks Not Handling Interest Rates As Well As Low/No Dividend Stocks [View article]
    No surprise....
    SDS
    Sep 3, 2013. 09:23 AM | Likes Like |Link to Comment
  • How Investors Can Mitigate Their Portfolio Risk In Today's Tumultuous And Volatile World: Part 1 [View article]
    Cranky
    I agree that cheap ETFs or MFs are best for many investors.
    Problem is that index like S&P500 is actively managed, so a recommendation to by e.g. SPY is not fully compatible with MPT.
    Also MFs and ETFs structure is not compatible with some investment styles like DGI which seems serve individuals quite good.
    SDS
    Aug 30, 2013. 10:29 AM | Likes Like |Link to Comment
  • How Investors Can Mitigate Their Portfolio Risk In Today's Tumultuous And Volatile World: Part 1 [View article]
    "Many investors do not like to see their portfolio’s value fall precipitously "
    Any serious sociological study you can refer to?
    Aug 30, 2013. 10:23 AM | 1 Like Like |Link to Comment
  • How Investors Can Mitigate Their Portfolio Risk In Today's Tumultuous And Volatile World: Part 1 [View article]
    OFFTOPIC/?/
    Cranky,
    SA doesn't show comments in chronological order (at least at my computers) and I do not see your initial question. When did you posted it? IMO it is better to include date/time of previous comment in message like this.
    SDS
    Aug 30, 2013. 10:21 AM | Likes Like |Link to Comment
  • How Investors Can Mitigate Their Portfolio Risk In Today's Tumultuous And Volatile World: Part 1 [View article]
    Left Banker,

    Why do you ignore grand-kids of a retiree? Does a retiree know how long she will live if she aware about progress in medicine?
    Where in MPT did you find time specification?
    Why financial institutes put huge prevailing effort to manage risk if " risk ... management approach requires less skill"?

    SDS
    Aug 30, 2013. 10:19 AM | 1 Like Like |Link to Comment
  • How Investors Can Mitigate Their Portfolio Risk In Today's Tumultuous And Volatile World: Part 1 [View article]
    Chester
    You (and MPT) also assume that investor understand each asset class. DO you?
    SDS
    Aug 30, 2013. 10:12 AM | Likes Like |Link to Comment
  • How Investors Can Mitigate Their Portfolio Risk In Today's Tumultuous And Volatile World: Part 1 [View article]
    Varan
    Why data in period A (e.g. from 2000-7) dictates that happens in period B (e.g. 2008-2010)? It contradict theoretical claims that technical analysis is useless (I kind of agree with this claim)
    SDS
    Aug 30, 2013. 10:11 AM | 1 Like Like |Link to Comment
  • How Investors Can Mitigate Their Portfolio Risk In Today's Tumultuous And Volatile World: Part 1 [View article]
    OFFTOPIC
    Graybear44
    I guess you're forced to overpay for crop insurance (and I for home and car insurances). The insurance itself isn't bad but if we overcharged it is not good. So I partially protect myself from such loss investing in insurance companies (some of them are cash cows which confirms my thesis that we overpay).
    SDS
    Aug 30, 2013. 10:04 AM | 1 Like Like |Link to Comment
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