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  • The Truth About Inflation: Prices Don't Deceive, The CPI Does [View article]
    Ben,
    Thank you for excellent article. I'd point CCJ for Uranium (I'm long on it).
    SDS
    May 30, 2013. 12:51 AM | Likes Like |Link to Comment
  • This Is What Real Bubbles Look Like [View article]
    Chuck,
    Thank you for good article. I'd agree that US stock market isn't in bubble yet and DDD looks like quite close to bubble burst. Actually physics works quite good for bubble burst predictions. Investors without special education can learn about it in excellent book "The Physics Of Wall Street: A Brief History Of Predicting The Unpredictable" by James Owen Weatherall. I'd strongly recommend to read it.
    SDS
    May 30, 2013. 12:36 AM | Likes Like |Link to Comment
  • The 10 x 10 Concept For Choosing Dividend Stocks [View article]
    On2Freedom,
    Thank you for good article and analysis. IMO Wall Street tries to sell whatever they can with attractive title which is currently "dividends". I started related discussion on "Is win-win situation possible between small investor and Wall Street?" in http://seekingalpha.co....
    Yield might be any, it does not say that a company does not returning a whole lot to shareholders. Company cannot control yield.
    DGR=10% is hardly sustainable - see http://seekingalpha.co...
    GSRAX fees 1.20% explain so called "proprietary" label

    SDS
    May 29, 2013. 05:13 PM | 2 Likes Like |Link to Comment
  • Dividends Demographics And Target Portfolio Performance [View article]
    Mark,
    Thank you for good article. I think you use US demographics data and ignore possibility of non-US investors to participate in US stock market.
    SDS
    May 28, 2013. 07:08 PM | Likes Like |Link to Comment
  • 29 'Overdue' Dividend Increases: Streaks In Jeopardy [View article]
    Agree with AdamRugg...
    May 28, 2013. 03:59 PM | Likes Like |Link to Comment
  • Is Win-Win Situation Possible Between Small Investor And Wall Street? [View instapost]
    David, thank you for the comment. I mean for c) that some W.S. reps try to present that their prime goal to help a small investor.
    BTW, I didn't mean that only points a)...f) should be discussed.
    SDS
    May 28, 2013. 03:30 PM | Likes Like |Link to Comment
  • Patience: The Key To Successful Investing [View article]
    Will Finish government play "to big to fail" with NOK?
    May 28, 2013. 11:14 AM | Likes Like |Link to Comment
  • Patience: The Key To Successful Investing [View article]
    Nicholas
    I'd say that you are a trader from acts you described in the article. I guess speed of reaction is more important to a trader than patience (hence HFT is win).
    If you want to convert your self into small investor you need to recognize that you have very few advantages to compare with institutional investors such as
    a) patience (e.g. DGI is almost life time commitment with initial underperformance);
    b) liquidity (proffi cannot deal with nano-caps);
    c) reports freedom (assuming your wife/girl-friend does not force you present semi-annual statements as MF must and compare with another guy record);
    d) make your own mistakes and learn from them (it is usually more effective but more expensive than somebody mistakes).

    SDS (a person with 1000 mistakes behind).
    May 28, 2013. 11:11 AM | 1 Like Like |Link to Comment
  • Old-School DGI Method: Leveling The Income Stream [View article]
    David,
    Sometimes market/stock price unpredictable, sometimes direction is visible (e.g. I brave enough to claim that chance to go up this week for DOW INDEX is above 50%). Disclaimer: I have no clue about macroeconomics or technical analysis, read/listen news less than 30 min/day /excluding SA 8-) /, so do not rely on me. This common sense allows reduce unknown day to number below 250.
    Also it seems that value-cost averaging works better than DCA in theory and in practice although I’m not a big fun of it.

    richjoy403,
    M* result is obvious in up-trend market we had in US in XX-XXI centuries. As far as I remember DCA does not specify amount of money to invest. Also lump sum is different for different people. Yes, reaction on loss is about 2.5 times stronger than on on gain and Wall Street know it. They know also that average person rather put at risk 5% of capital than 50% and adjust propaganda accordingly (e.g. DCA). DCA as well as cheap index fund might be good for a person who doesn’t want to spend time on financial market but as soon as a person claims that he/she is INVESTOR he/she has some responsibilities (to learn, to observe, to think /well, Wall Streeter adds to act and I’d agree with not “not often” addition/).

    Now we have kind of philosophical question which has direct practical usage: IS WIN-WIN SITUATION POSSIBLE BETWEEN SMALL INVESTOR AND WALL STREET?
    I do NOT want to discuss it in the framework of comments to this article (it is not directly related to it) but would like to hear your (and others) opinion (and better facts) within special SA blog (http://seekingalpha.co...) I just created.

    SDS
    May 28, 2013. 10:52 AM | Likes Like |Link to Comment
  • Old-School DGI Method: Leveling The Income Stream [View article]
    David Fish,
    Hopefully we all know that price is not the single and the best metric but for the sake of simplicity let use only price in the discussion.

    You are right that "The idea of dollar-cost averaging generally suggests NOT investing a bunch of money all at once." But as far as I understand most of middle-class folks who can afford to invest in stocks rather have SOME money saved from salaries. So Wall Street wants folks to pass money to them ASAP as folks have money. A good thing in US that salary is paid on regular basis and Wall Street wants to redistribute part of salary to them ASAP.
    At that same token they want you to stay always 100% invested.

    Yes after 52-week low price in the day D can go down and this A1 price might be 52 weeks high in the day (D+365) but probability of this is quite small assuming any reasonable (e.g. log-normal) distribution of prices. DCA is an echo (or application if you will) of modern finance with all these stories about usage of monkeys or darts to choose stocks. I'd agree that it is impossible to time market perfectly but a little bit of common and contrarian sense should tell investor nothing is good at ANY price.
    SDS
    May 27, 2013. 10:48 PM | Likes Like |Link to Comment
  • Old-School DGI Method: Leveling The Income Stream [View article]
    Land Locked
    "Granted - it's not always possible, or advisable, to discard a stock you've screened as an eligible "buy" for your portfolio simply because the payment schedule is inconvenient."
    Sorry I usually read quite fast and missed this.

    "I lack the patience to wait a year to watch the share counter move up."
    Understand. IMO patience is needed to any value and dividend investor.
    SDS
    May 27, 2013. 10:00 PM | Likes Like |Link to Comment
  • The Peter Lynch Approach To Dividend Cuts [View article]
    Good article, Tim - thank you.
    Let me just point:
    1 Nokia paid dividends for about 150 years before suspended div. recently. So long history does not guarantee from cut.
    2 Debt market was frozen in 2008-2012, hence I think it was OK for companies to freeze dividends during this period.
    3 "I would be suspicious if the dividend only grew by 1-3% annually. " - It depends on industry, some firms in saturated / regulated industries cannot grow fast.
    SDS
    May 27, 2013. 09:18 PM | 4 Likes Like |Link to Comment
  • A New Market Beating Dividend Fund [View article]
    "Also 0.3% yield is quite high"
    Sorry, I made mistake. I mean 0.3% fees.
    SDS
    May 26, 2013. 11:15 PM | Likes Like |Link to Comment
  • My 2 Cents On "Buy And Hold" [View instapost]
    yaysayer,
    Thank you for the comment.
    I'd agree that IF you dont have the time/ don't want to spend the time cheap ETFs (or better MFs - to avoid investment of dividends decisions) are a good choice. Actually I suggested last December to one of my relatives in this situation to split his money 50/50 for VTSSX/VDMAX and rebalance only when one of these MFs will be at 65% portfolio (I guess something ones in 20 years).
    IF you want to spend the time to select stocks and can be long-term investor you might win due to lower expenses - see http://seekingalpha.co....
    Hopefully IF you want to spend the time to select AND monitor stocks you might do a bit better.
    SDS
    May 26, 2013. 04:53 PM | Likes Like |Link to Comment
  • A Russell 1000 Dividend Stocks Strategy That Can Outperform [View article]
    Well I do not see a logic - if we are talking about Russell 1000 Index why we compare results with S&P 500 Index?
    SDS
    May 24, 2013. 11:09 PM | Likes Like |Link to Comment
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