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  • January 2013 Dividend Champions, Expanded Edition [View article]
    David,
    Let me explain. A company paid regular annual dividends $1, $2, $3,...,7$ so it was qualify for CCC, when it paid special dividend $25, and next year paid regular $3 dividend. As far as I understand and remember you did delete such company from CCC in the past.
    I'd not surprise (from results of dividends heritage project) if some companies that paid special dividend in 2012 will decrease regular dividends in 2013 even compare with their regular dividends for 2011.
    BTW, I touch recent specials and some patterns for regular dividends in recent blog "Who decide about my dividends" - see http://bit.ly/UCfQyx

    SDS
    Jan 1, 2013. 07:40 PM | Likes Like |Link to Comment
  • Replacing Income: The 4, 5, 8 Dividend Growth Program [View article]
    Mitchell,
    Thanks for good article.
    Historically DGR for US stocks during last 100+ years was ~6.5% (http://bit.ly/PSYFbn) while dividend champions from CCC list had ~10 during last 10 years, so your 5% seems on safe site.

    SDS
    Jan 1, 2013. 06:15 PM | Likes Like |Link to Comment
  • January 2013 Dividend Champions, Expanded Edition [View article]
    David,
    You already do very big job but it seems useful if you mention UN/UL reason for deletion (and similar currency "deaths") in the table for Changes (Notes column).
    I guess we will see several companies which will reduce regular dividends after huge special (it happens before) in this Changes table in 2013 and proper note might be fruitful for a long-term DGi.
    SDS
    Jan 1, 2013. 03:05 PM | Likes Like |Link to Comment
  • January 2013 Dividend Champions, Expanded Edition [View article]
    David,
    Thank you for update. Happy New year!
    SDS
    Jan 1, 2013. 02:31 PM | Likes Like |Link to Comment
  • Dividend Strategies Underperform In 2012 [View article]
    I use PFM as a proxy (~ 20% of my dividend portfolio are non-US stocks) but mostly compare income.
    Dec 31, 2012. 04:42 PM | Likes Like |Link to Comment
  • A Retirement Income Portfolio [View article]
    IMO your portfolio is too concentrated in few stocks from /mostly/ 1 country. Anyway Happy 2013!
    Dec 31, 2012. 04:36 PM | 1 Like Like |Link to Comment
  • Last Day Of The Year: Examining Dividends [View article]
    "in my opinion, going above 7%-8% for the entire portfolio would be past the point of more risk"
    I hope you're not talking about YoC
    Dec 31, 2012. 03:42 PM | Likes Like |Link to Comment
  • The Dow Jones Industrial Average As Dividend Growth Proxy? [View article]
    I happy that average DGR was ~ 2X of average inflation in US but there are few other factors beyond inflation that also erode stock investment at ~ 1.5% annually. I think DGI is a valid style of investing - see http://bit.ly/xFpiPl .
    Dec 30, 2012. 02:00 AM | Likes Like |Link to Comment
  • Dividend Growth Model Portfolio Update: Dividend Aristocrat+ Gainers And Decliners [View article]
    Jeff,
    Thank you for update. Happy New Year!
    SDS
    Dec 30, 2012. 01:50 AM | Likes Like |Link to Comment
  • A Couple Of Better Dividend Growth ETFs? [View article]
    IMO an investor should keep a cash "not touch" reserve and wait dividends for a year. It is easy to handle withholding taxes.

    The best DG funds I'm aware are in UK - see http://bit.ly/ZyfIVK
    Dec 30, 2012. 01:37 AM | Likes Like |Link to Comment
  • Review: Regional Banks With Good Dividends And Fine Prospects [View article]
    Thank you for good review, Henry!
    I analyzed banks dividends in http://bit.ly/ze92Oq and found few good regional banks (BOH FFBC FNLC OVBC SFNC SYBT TRMK) I invested.
    Happy 2013!
    SDS
    Dec 29, 2012. 11:02 AM | 1 Like Like |Link to Comment
  • The Dow Jones Industrial Average As Dividend Growth Proxy? [View article]
    Your 6.55% is the same as US DGR in last 100+ years - see http://bit.ly/PSYFbn. IMO S&P500 is better (not ideal) benchmark.
    Dec 29, 2012. 10:55 AM | Likes Like |Link to Comment
  • A Couple Of Better Dividend Growth ETFs? [View article]
    I prefer "direct" ADRs to SDIV. Many European DG and quasi-DG companies are on sale now.
    Dec 28, 2012. 11:24 AM | Likes Like |Link to Comment
  • Special Dividends: Special Mostly For CEOs [View article]
    I analyzed 200+ recent special dividends - there is a correlation between CEO's number of marriages and ratio of special distribution to cash in a company. So Mike is almost right to some extend..... I'd say rather "special mostly to fit ex- and current wifes and to pay good alimony"
    BTW, I made few bucks on GYRO.......
    Happy New Year!
    SDS
    Dec 28, 2012. 08:02 AM | 1 Like Like |Link to Comment
  • Who Decide About My Dividends [View instapost]
    David,
    I'd agree but another side of this is a) unknown behavior of new generation of executives/board members and b) heritage of dividends culture.
    Therefore I believe that dividend investors should be pro-active and communicate their preferences to company /http://seekingalpha.co.... In contrast with voting power (there voice of small investors isn't really important), suggestions about dividends are not depend on shares proration.
    Happy New Year!
    SDS
    Dec 28, 2012. 07:45 AM | Likes Like |Link to Comment
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