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SDS (Seductive Dividend Stocks)

SDS (Seductive Dividend Stocks)
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  • Dividend Growth Investing, Total Return, And Indexing Revisited [View article]
    Emerging Investor
    See http://seekingalpha.co...
    SDS
    Nov 25, 2014. 12:01 AM | Likes Like |Link to Comment
  • Dividend Growth Investing, Total Return, And Indexing Revisited [View article]
    Above 90% of total return in a really long run comes from dividends and their growth - see e.g. http://seekingalpha.co...
    SDS
    Nov 24, 2014. 11:57 PM | Likes Like |Link to Comment
  • Dividend Growth Investing, Total Return, And Indexing Revisited [View article]
    bryan.g.forsyth
    "at 35.... you can have any kind of portfolio you want, and when you turn the age at which you being withdrawing, you can invest in whatever dividend paying securities youd like."
    This incorrect assumption was already discussed in SA....
    SDS
    Nov 24, 2014. 11:55 PM | Likes Like |Link to Comment
  • Dividend Growth Investing, Total Return, And Indexing Revisited [View article]
    DVK,
    Yes, I call this Wall Street's Tithe (http://seekingalpha.co...).
    SDS
    Nov 24, 2014. 11:51 PM | Likes Like |Link to Comment
  • What Is The Rationale For Withdrawing Only 4% From A Portfolio In Retirement? [View instapost]
    as10675
    I was impressed by your diversified portfolio and look here...
    Good investigation but who knows taxes/inflation for next 35 years. I think emergency fund for 2-3 years might help to pass all bumps on the road.
    SDS
    Nov 24, 2014. 11:40 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investing, Total Return, And Indexing Revisited [View article]
    West Coast Investor
    Number that shows your capital gains is NOT the money. It has zero purchase power until you apply some energy to transform it into money. Sorry to be too physicist but I explain in terms I speak.

    So called home-made dividends is a bad idea. Let compare 2 owners each has equal cattle (let say 100 cows). First is a milkman, second is a butcher. Both need to sell for living e.g. 500 gallons of milk or 1 cow per day. Who will survive after 100 days?

    SDS
    Nov 24, 2014. 11:07 PM | 3 Likes Like |Link to Comment
  • Dividend Growth's Not-So-Nifty Fifty [View article]
    Chowder,
    Thanks for the 24 Nov, 05:56 PM comment above. I dislike MFs and ETFs but again some folks do not have time for stocks, some folks do not have money for proper diversification and should IMO start from ETFs. Some of my holdings fell more than 75% but because each company represent less than 1% in my portfolio, remained solid enterprise and paid dividends I was able to ignore market fluctuations. Some still didn't recover (e.g. BP) but I can wait. In case of MFs investor usually doesn't know that (s)he owns and this factor alone might create panic.
    SDS
    Nov 24, 2014. 09:47 PM | Likes Like |Link to Comment
  • Dividend Growth's Not-So-Nifty Fifty [View article]
    chowder
    I think you address to my reply for B&H2012 comment, so:
    When I lived in a communist country people were sure that "Time is Money in America". Now I live in USA and spend a lot of time in SA WWW site for free 8-), but I still think that for some people time bought for ETF fee is good investment.
    SDS
    Nov 24, 2014. 09:34 PM | 1 Like Like |Link to Comment
  • Dividend Growth's Not-So-Nifty Fifty [View article]
    Adam,
    Thank you for good article.
    "The search for the perfect dividend growth fund is in reality probably mission impossible." -
    a) Some examples of dividend growth funds are in http://bit.ly/ZyfIVK ;
    b) Agree for open-ended funds - they intrinsically non-compatible with DGI as I pointed in few comments mostly to DVK articles.
    SDS
    Nov 24, 2014. 04:02 PM | 1 Like Like |Link to Comment
  • Dividend Growth's Not-So-Nifty Fifty [View article]
    Buyandhold 2012
    I was MFs investors at the early ears of my investment journey. MFs investors pay (I'd say often overpay) for time and for experience (overpriced often).
    My 401K has ONLY MFs and ETFs, so no choice there.
    SDS
    Nov 24, 2014. 04:00 PM | 1 Like Like |Link to Comment
  • Is VDIGX A Good Dividend Growth Investment? [View article]
    DVK,

    As you know often MF manager has quite a flexibility (like invest at least 80% in stocks , so 20% can be parked anywhere) and as result fund drifts within or even outside Morningstar 3x3 box. Although I believe that an investor needs flexibility and sometimes I go more than 20% in cash, I don't know how a fund drift correlated with my wishes and this is one of the points I switched from a MFs investor to DIY one.

    Few dozen patents based on my inventions are issued but I do not own these intellectual property rights, so it is OK for me if any firm owns the index. In this case you're right: "NASDAQ OMX acquired the Dividend Achievers brand from Mergent in late 2012 ". I'm familiar with Mergent Dividend Achievers and thought that Vanguard split it to NYSE/NASDAQ parts.

    SDS
    Nov 24, 2014. 03:45 PM | 1 Like Like |Link to Comment
  • Is VDIGX A Good Dividend Growth Investment? [View article]
    David,
    Thank you for analysis. Some notes:
    IMO intrinsic features of open-end funds (MFs and ETFs) are not compatible with DGI, e.g. fund manager must follows cash flow from investors which is often conter-productive, non-index fund must trade to explain fees (in VDIGX case tithe is too high), etc.
    Many indexes are actively managed (e.g. S&P500) although not as active as MFs. Multilayer structure of MFs and ETFs suppose to protect investors but scandals with some MFs (I didn't heard about ETFs probably yet) show that the defense isn't good. On another hand each middleman adds fees.

    For me inconsistency in fund goals is a stop sign - I'd not trust my money if fund manager cannot precisely define his/her strategy.
    It seems strange that their benchmark is NASDAQ oriented - honestly I don't know there their (and my US) stocks are traded but I think some of their top 20 are from NYSE.
    A rule of thumb: If Wall Street hides something they have a good reason to hide (in this case dividend history).
    SDS
    Nov 24, 2014. 09:16 AM | 3 Likes Like |Link to Comment
  • Discount Higher Yields At Your Own Peril [View article]
    Eli,
    Congratulations! You've proof that 10 years is not enough for high yield catch-up 8-).
    This is one of the reasons I combine DG and HY strategies and hold both BP and JNJ. I had and still have no doubt that BP returns to dividends they pay before accident and if JNJ cut/freeze their dividend it probably would not permanent.

    SDS
    Nov 24, 2014. 08:38 AM | Likes Like |Link to Comment
  • Dividend Stocks Are Not In A Bubble, But Many Of Them Are Pricey [View article]
    It would be very interesting. Do you subscribe to S&P Capital IQ directly or use their reports from broker? It seems the later are computer generated, so "Data availability does not guarantee data quality or data usefulness."

    SDS
    Nov 23, 2014. 10:56 PM | Likes Like |Link to Comment
  • Dividend Stocks Are Not In A Bubble, But Many Of Them Are Pricey [View article]
    Hmmm....
    As far as I know FASTGRAPH uses S&P data, so discrepancies in valuation mean IMO that S&P uses more than purely mechanical approach of plotting financial numbers in their estimations.
    SDS
    Nov 23, 2014. 01:06 PM | Likes Like |Link to Comment
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