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SDS (Seductive Dividend Stocks)

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  • Project $3 Million Dividend Results - Objectives [View article]
    <Off-TOPIC>
    Oh.... boy...... 638 comments and only 3 author picks. If I spend 1min/comment it takes 10+ hours to read.....
    Does anybody know market for free time? 8-)
    SDS
    Feb 18, 2015. 07:34 PM | Likes Like |Link to Comment
  • The Hidden Risk Of High Dividend Growth Stocks [View article]
    To echo DVK and my early comment (16 Feb, 10:17 AM) I think more detail description of portfolios formation will be useful. For example, I guess special dividends were included in DGR or yield counting and if it is true the definitions of high DGR /high yield are flowed. Also once again high volatility of Growth in your table should be addressed.
    SDS
    Feb 17, 2015. 11:10 AM | 1 Like Like |Link to Comment
  • The Hidden Risk Of High Dividend Growth Stocks [View article]
    user123
    Stocks with high DGR usually have large P/E than HY stocks and attract more traders. So, I think Kurtis' cuts-off "1$ and 100K$" are OK.
    SDS
    Feb 17, 2015. 11:03 AM | Likes Like |Link to Comment
  • The Hidden Risk Of High Dividend Growth Stocks [View article]
    Kurtis,
    Looking forward for next article(s). I hope you outline more about portfolios formation and portfolios details. In addition to previous questions and notes that should be answered, please explain very high volatility in both incomes as well as strong outperformance of all sub-portfolios to compare with SP500. Probably another run with not so often rebalance (e.g. 6 month or annual) will be useful.
    BTW if you use 5 groups instead of 20 you can see some kind of trends.
    SDS
    Feb 17, 2015. 10:50 AM | Likes Like |Link to Comment
  • The Hidden Risk Of High Dividend Growth Stocks [View article]
    kluge,
    I disagree. I think "stocks above $1 per share and $100K/day trading contains" reflects "The universe" small individual investors should consider.
    SDS
    Feb 17, 2015. 10:41 AM | Likes Like |Link to Comment
  • The Hidden Risk Of High Dividend Growth Stocks [View article]
    WmHilger1,
    It'd be nice if you pen article/blogpost about MRHY. See my SA email.
    SDS
    Feb 17, 2015. 10:23 AM | Likes Like |Link to Comment
  • The Hidden Risk Of High Dividend Growth Stocks [View article]
    Kurtis,
    Thank you for good article.

    Can you provide more info on your "design of experiment", please? For example do you include special dividends in DGR? Sector distribution in the samples? Many DGis use Chowder rule (DGR+Y>= 12%) and Y >= e.g. 2%, so they would not buy stock with DGR=15% and Y<1%, so distribution of DGR and Y for each sub-portfolio are useful. Etc....

    On another hand, well-known model of firm life cycle (which consists of start-up, growth, rapid growth, maturity, decline and dead) predicts that
    Robert Allan Schwartz found - i.e. DGR above 8% is not sustainable with time and probably answer on your question "Why does dividend growth not persist across a broad portfolio?"

    SDS
    Feb 16, 2015. 10:17 AM | 4 Likes Like |Link to Comment
  • Dividend Growth: Is It Really The Right Strategy For You? [View article]
    Adam,
    Thank you for good article.
    "dividend growth is solely predicated on what a company's board of directors decides'
    Exactly! Therefore even small investors should communicate with board of directors (see http://seekingalpha.co...)
    "Taxes should also be considered."
    Exactly! Therefore even small investors should communicate with Congress reps. (IMO current tax structure and ratios on cap. gains and div. are quite good and should be kept forever).
    "fairly easy to understand business models"
    Does it mean that such business model can be"fairly easy" replicated 8-) ?
    SDS
    Feb 14, 2015. 10:27 AM | Likes Like |Link to Comment
  • A Cautionary Tale For Dividend Growth Investors [View article]
    Eric,
    Price doesn't matter for many DGis (except entry point ant its rarely high). Some companies paid div. for 6 centuries (yes for 600 years!). If I own such company why I should concern about market fluctuations? I'm not sure that KO will exist in next century, I'm sure that I'm not 8-).
    SDS
    Feb 13, 2015. 09:44 AM | 1 Like Like |Link to Comment
  • The 7-Step Dividend Screening Process: Part II [View article]
    Bruce,
    Thank you for the excellent article.

    As far as I know usage of 1099 is unique. Can it be expanded to other types of companies?

    Different metrics are used to predict dividend cut but most of them are based on "rear-view mirror" i.e. financial reports which reflect the past. Fortunately most US companies do dividend smoothing, so investors have time to figure out that dividends are in danger based on this reports. Variety of approaches for cut predictions gives us IMO quite good opportunity of reliable detection. It is well know that collective wisdom outperform experts in activities as stock market (see e.g. http://bit.ly/1CmHUIx . One of examples of it that Seeking Alpha blog predicts stock rise/fall and earnings surprises more accurately than analysts (http://bit.ly/Oq2qpO and http://bit.ly/1MgtnGn). I think we can use this wisdom of SA crowd to detect dividend cuts.
    SDS
    Feb 12, 2015. 08:52 PM | 2 Likes Like |Link to Comment
  • The Dividend Growth 50... Plus 113 More [View article]
    Yep... you're the boss of your portfolio.
    Feb 12, 2015. 06:46 PM | 1 Like Like |Link to Comment
  • My Dividend Web Site Has Been Updated To Include Data Up To 2014 [View instapost]
    Robert/Folks,


    It is well know that collective wisdom outperform experts in activities as stock market (see e.g. trendfollowing.com/whi... One of examples of it that Seeking Alpha blog predicts stock rise/fall and earnings surprises more accurately than analysts (http://bit.ly/Oq2qpO and http://bit.ly/1MgtnGn)

    I think we can use this "Wisdom of Crowds" to detect dividend cuts. I have very first draft of such activity and it is absolutely clear that programmer is needed.
    Is anybody interested?

    SDS
    Feb 12, 2015. 11:24 AM | 1 Like Like |Link to Comment
  • The Dividend Growth 50... Plus 113 More [View article]
    Mike,

    It is well know that collective wisdom outperform experts in activities as stock market (see e.g. trendfollowing.com/whi... One of examples of it that Seeking Alpha blog predicts stock rise/fall and earnings surprises more accurately than analysts (http://bit.ly/Oq2qpO ) Accordingly DG50 might be good portfolio while at least some in rest 113 DG stocks are probably "dogs".

    Anyway, thank you for the study.

    SDS
    Feb 12, 2015. 11:20 AM | 1 Like Like |Link to Comment
  • My Dividend Web Site Has Been Updated To Include Data Up To 2014 [View instapost]
    Thank you, Robert!
    SDS
    Feb 12, 2015. 10:55 AM | 1 Like Like |Link to Comment
  • The Dividend Growth Investing Mindset [View article]
    Lax Dad
    I don't know these companies, sorry....
    I have new idea for Dividend in Danger, software /internet programmer is needed to implement it.
    SDS
    Feb 10, 2015. 11:48 PM | Likes Like |Link to Comment
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